A new default for QuickBooks: Preparing for the refreshed experience

Since the launch of the refreshed QuickBooks experience on the Intuit Platform last year, you have had the opportunity to explore a more efficient, AI-powered way of working in QuickBooks Online. To ensure you benefit from the full power of the latest innovations, the refreshed interface—complete with Intuit AI, plus modern reporting and invoicing—will become the default view.

Starting in May 2026, QuickBooks will roll out the refreshed experience as the default interface. This update goes beyond a visual refresh—it introduces a more flexible environment designed to bring together customized tools, improved workflows, and the latest AI-powered capabilities.

Key benefits of the refreshed experience

• Refreshed interface: Positioned below the app carousel, the dashboard offers a way to create customized actions you can bookmark. Also, you can customize your workspace with a greater selection of widgets than ever before.
• Modern view reporting: Run reports faster with a streamlined reporting experience designed for speed and clarity. Customize filters, groupings, and layouts in one place, drill into transaction details, and see automatically-refreshed data—so you can quickly turn financial information into insights.
• Smarter invoicing: Update and personalize invoices, estimates, and receipts as you’re creating them so you see exactly what your customer will receive. A deeper look at your new tools.

Modern view reporting

Reports maintain the familiar data and customization options you rely on while introducing new ways to explore and analyze your financial information. If you’ve saved custom reports in classic view, they’ll transfer over to modern view with all your data, filters, and settings so you can continue working with the reports you rely on, just in the updated experience.

• Persistent customization: Your custom filters, data ranges, and display settings remain even if you click into transactions and return to the report.
• Auto-refresh: When you update a transaction and return to the report, it’ll refresh automatically so the latest data is always visible.
• Favourite reports: Bookmark your most-used reports as favourites for quick, one-click access.
• Cleaner data formatting: Modern reports now honour GAAP-aligned accounting orders (Assets, Liabilities, Equities, Income, Expenses) in reports like the General Ledger and Trial Balance. We've also enabled drill-downs into zero-dollar accounts and defaulted to hiding rows with no activity or balances (like Cost of Goods Sold, if irrelevant to your business) for a cleaner view.
• Optimized experience: Reports run faster and handle larger volumes of data more efficiently, reducing timeouts and improving reliability—even for businesses with high transaction activity.
• Simplified controls: Frequently used settings like display options and comparisons are prioritized at the top of the report, while filters, groupings, and pivot tools are organized in a single right-hand panel. This streamlined layout gives you more screen space to focus on your data while keeping customization tools easy to access. All controls (filters, groupings, and pivots) are consolidated into a single right-hand panel.
• Your reports move with you: Any saved classic custom reports will automatically transition to the modern view with the same data, filters, and settings—so you can continue working with the reports you rely on, just in the updated experience.

Refreshed invoicing: Create, send, and manage estimates and invoices with a streamlined workflow designed to help you land jobs, keep work moving, and get paid faster. The updated experience makes it easier to customize forms, track progress, and manage payments—all in one place.

• On-the-spot customization: Customize estimates and invoices directly on the form you’re about to send. Instead of managing multiple templates, all formatting and content options are available right on the page, and QuickBooks remembers your preferences for the next form you create.
• Real-time tracking: See the status of your estimates and invoices in one place. Track when customers view or approve estimates, send reminders for unpaid invoices, and record payments as they come in—so you always know where things stand.
• Convert estimates instantly: When a customer approves an estimate, you can quickly convert it into an invoice without reentering information, helping you move smoothly from quote to payment.
• Manage invoices from anywhere: Whether you’re at your desk or on the go, you can create, send, and track estimates and invoices from the QuickBooks mobile app. You

Important dates and implementations

• May 8: We’ll begin rolling out the refreshed interface as the default experience. Once these updates are live, the classic view will no longer be available.
• May 22: All accounts will transition to the updated reports layout in stages to provide access to the latest customization and scaling tools.
• Throughout May: The new invoicing layout will be enabled. This becomes the final, fixed view once your account has transitioned.
• (Note: For those on QuickBooks Online Advanced or with PayPal integrated, you’ll continue to be supported on the classic invoicing experience at this time.)

How to prepare for this transition

• Explore early: Get ahead of the curve and start exploring the new experiences today. If you’re currently using the classic experience, use the toggle to switch to the modern view today. Familiarizing yourself now avoids interruptions later.
• Standardize your workflow: Moving to the refreshed interface now ensures a consistent experience across your business, simplifying staff training and collaboration, and ensures everyone is working with the most up-to-date tools.
• Review your reports: Take a moment to explore modern view reporting. Familiarizing yourself with the enhanced customization and faster load times will help you surface business insights more effectively.

Resources to support you:

• Learn about accounting AI features
• Customize your reports with a modern view
• List of QBO reports available in modern view
• See what's new with invoicing and estimates

Questions?

For more information check out the QuickBooks Support.

Disclaimer

This information is intended to outline our general product direction but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice.

Intuit AI (Excl. Sales Tax AI): While available in all Intuit QuickBooks supported languages, Intuit AI output is currently in English and French. We recommend you review all outputs carefully.

Intuit Intelligence and certain other Al features are currently available at no additional cost at this time. Pricing, terms, conditions, and service options are subject to change without notice.

Features may be more broadly available soon.