US version shown for indicative purposes only. Feature availability varies by product and region.

Running a business can be challenging, with competing priorities and fragmented tools making it difficult to manage workflows efficiently. When disconnected data slows processes, productivity and confidence can take a hit. Businesses need smarter solutions that streamline operations and empower decision-making.

Exciting changes are on the way. Powered by agentic AI, QuickBooks will automate repetitive tasks and complex workflows, saving you time and delivering insights you can act on. The redesigned interface launched recently, simplifies how you navigate QuickBooks and manage your work. Soon, deeper connectivity and functionality will bring everything together on one platform to make daily operations easier than ever.

Whether you’re just starting out or scaling up, QuickBooks will provide smarter automation and insights to help you grow your business confidently, and make informed decisions.

Rest assured, QuickBooks isn’t changing—it’s evolving into a more powerful solution designed to unlock new levels of efficiency.

Automation where it counts. Human when it matters.

Agentic AI is a key innovation designed to automate repetitive tasks and streamline complex workflows. Powered by cutting-edge technology, agentic AI works under your guidance to easily reduce time spent on manual admin while keeping you firmly in control.

In QuickBooks, AI tools will take the form of Intuit AI Agents—digital teammates that organise workflows and deliver intelligent recommendations across your business. They enhance efficiency by working in the background, letting you focus on higher-value opportunities while ensuring accuracy where it matters most.

How AI agents will transform your workflows:

• Accounting Agent: Keeps your books clean and accurate by automatically categorizing transactions, detecting and resolving anomalies, and reconciling accounts. Key tasks are flagged for attention or approval, letting you focus on more strategic work.
• Finance Agent: Analyzes financial data to generate forecasts, highlight variances, and pinpoint sources. This helps you stay on top of your financial health.
• Customer Agent: Sources leads from your business email inbox, drafts personalized responses ready for review and approval, and tracks customer opportunities throughout the sales cycle.

Tasks completed by AI Agents can be reviewed in the Business Feed, a centralized view providing actionable data on patterns, trends, and opportunities to help you stay organized and focused on growth priorities.

Get complete visibility and seamless productivity

QuickBooks on the Intuit platform has launched with a redesigned interface making it easier than ever to stay organized, track tasks, and gain complete visibility into your business all within a single, centralized platform.

In the future, new AI-powered tools and connected data will enhance this interface further, transforming it into a dynamic control centre for your operations. These updates will help you visualize key metrics, stay on top of AI-managed tasks, and uncover actionable insights, all fully customizable and designed for better decision-making.

Key Features:

• Business Feed: Quickly review and approve AI-completed tasks while staying focused on high-priority work. Plus, optimize your marketing efforts by combining detailed analytics from Mailchimp and QuickBooks data all seamlessly integrated into one view.
• Improved insights and reporting: Track financial health with a customizable dashboard that highlights areas needing attention. AI-powered insights detect trends, anomalies, and their causes, eliminating manual analysis. Stay informed with P&L and balance sheet insights for smarter decisions.
• Built-in collaboration: New chat features enable seamless communication between businesses and advisors, helping move projects forward and get work done faster.

Enhance customer engagement and drive sales with quickbooks

QuickBooks Customer Hub is already simplifying how businesses manage leads, organize customer information, and track tasks—all within one unified platform. These tools help you stay organized and deliver exceptional customer experiences without switching between multiple apps.

QuickBooks will soon enhance the Customer Hub with new features designed to take your customer management capabilities to the next level. These updates will make it easier to identify opportunities, nurture leads, reconnect with existing customers, and close more deals - helping you grow your business while building stronger relationships effortlessly.

What’s coming to the enhanced Customer Hub:

• Integrated scheduling: Allow clients and leads to book meetings directly in QuickBooks, reducing delays and keeping communication flowing smoothly.
• Contract and signature management: Send contracts and safely store e-signatures in one convenient location, speeding up negotiations and closing deals faster.
• Detailed customer profiles: Easily prioritize tasks by project, client, or due date, with notes, to-dos, and customer details readily accessible wherever you need them.

These enhancements are designed to help businesses uncover growth opportunities, improve customer connection, and streamline operations, all within QuickBooks.

Discover the new QuickBooks interface

Watch this quick video to explore the redesigned QuickBooks experience available in early access and see what the interface looks like.

QuickBooks innovations are just beginning

We’ll continue sharing updates so you’re ready for everything coming your way. 

Here’s what’s next:

• Available now: A select group of QuickBooks customers have transitioned to the redesigned experience automatically. This rollout continues gradually for all new and existing users. To get early access, click the settings gear icon to switch and explore the refreshed interface and prepare for upcoming updates.
• Coming soon: AI-powered agents will begin launching to automate tasks and streamline workflows, helping you work faster and more efficiently.

QuickBooks is evolving into a smarter, more connected platform that supports your business goals and simplifies how you work. We’re thrilled to bring you on this journey and will keep you informed at every stage.

These updates are designed with your business in mind—saving time, improving workflows, and providing actionable insights to help you succeed. As always, we’re here to help ensure these changes bring meaningful value to the way you work.

We value your feedback, and it plays a key role in shaping the future of QuickBooks. Stay tuned for updates, feature enhancements, and new tools to help you take your business to the next level.