Learn about the QuickBooks integrated experience

QuickBooks Online presents a new all-in-one integrated platform experience to help manage your books and all of your tools & services. This experience is designed to provide an all-inclusive view of your business health, key AI-driven financial insights, and easier navigation.

Save time with a consolidated homepage

This experience is only a change in how QuickBooks looks and works for you. You’re still able to perform all of your usual tasks with optimizations that will help you save time. Rest assured, all of your data is exactly where it was in your previous view.

Key improved benefits:

• Unified user management: Centrally manage the roles and permissions for all of your users. 
• Unified data: Flows automatically across QuickBooks to reduce the work of uploading and maintaining transactions, customers, employees, time entries, projects, documents, and more.
• Unified settings: Manage settings and apply them across the platform.
• Third-party Integrations: Brings your data from outside to QuickBooks with one simple and secure connection. 
• Notifications: See what needs your attention right from the improved Home Dashboard.
• Tasks: See what you or team members need to get done right from the home Dashboard.

Data backed insights keep you informed and in control

Make confident business decisions with real-time, personalized insights. The following QuickBooks benefits are new based on customer feedback to help you further optimize how you work and run your business.

New benefits:

• Easy onboarding: The new experience brings cohesion to the product and makes it easier to learn and use your tools & services, now called Apps.
• Business Feed: Surfaces personalized and actionable suggestions, powered by AI to help automate much of your business.
• Home Dashboard: A new homepage that provides a complete view of business operations and performance. Here you can view and customize your widgets, search the platform with the help of AI suggestions, and glance at your Business Feed.
• Seamless Navigation: Find all of your Apps, Reports, Feed, and Dashboard quickly with the new navigation layout.
• Smart search: Located right from the Home Dashboard, the AI powered search helps you quickly find what you need across the platform.

We are always looking to improve your experience, our product and functionality. This new platform is designed based on customer feedback to help you work smarter and more efficiently. You can switch back to the prior view; however, if you decide to continue to use this view, we may reach out to collect your feedback. If you ever need help, select the Help panel in product to get assistance or search for help articles.

See the difference before and after

To help you visualize the differences, below you’ll see the previous QuickBooks Online experience:

The new Dashboard you may experience will look like one of these: