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Explore QuickBooks on the Intuit Platform

by Intuit6 Updated 3 days ago

The all-in-one integrated platform experience helps you manage your books and all of your tools and services. When everything is in one place, it's easier to find things, use them better, and do what you need to do faster.

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You'll notice some things look different, but the basics you know and love aren’t changing.

One of the first things you see is the app carousel. Features like Expenses and Stock are now called Intuit apps and there's an app for every job. These features are no longer within a menu, instead you can access them quickly in the app carousel and sidebar.

Here’s where you can locate some of your favourite features:

  • We’ve added Create actions so that your team can quickly find and enter the transactions you need. Customise it with the transactions you most often use.
  • Transactions are split between Sales transactions and Expense transactions.
    • View invoices, sales receipts, estimates and other money coming into your business from Sales & Get Paid.
    • View bills, bill payments, purchase orders, and other expenses from Expenses & Bills.
  • Bookmarks, used for quick access to your favourite pages, are still displayed prominently on the sidebar. Hover over the icon to quickly display, then select your bookmark. 
  • Search for transactions, contacts, reports, help and more is our global search feature on the homepage. Use it to find any page within the Intuit Platform, including help content.
  • Bank transactions is the first option under Accounting. Access your bank accounts, registers, reconcile option, and even your chart of accounts. 
  • Reports are still featured prominently on the sidebar. Hover over the icon to quickly display and select options like Standard reports, Custom reports, and Financial planning.

Yes, you'll be able to switch back to the previous QuickBooks experience. However, we encourage you to take a quick tour to see firsthand the new benefits this experience offers. All of your data and settings will be retained. None of your data is moving, migrating, or changing.

To switch back to the previous QuickBooks experience:

  1. Go to Settings Settings gear icon..
  2. Select the Switch button.

And please leave some feedback. We value your insights and are always looking for ways to improve our product for you.

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