By Intuit QuickBooks May 27, 2025
90% OFF QuickBooks
for 3 months

Your virtual team does virtually everything
What it takes to run a business is probably not why you got into business. That’s why millions around the world trust Intuit QuickBooks to run their business.
What if QuickBooks helped you run your business even better? What if you had a virtual team that brought the right combination of AI and human expertise together—to give you back time, simplify the day-to-day of running your business, and enable you to make confident, faster decisions? Intuit is delivering this powerful new team for you.
QuickBooks now features a smart, powerful combination of Intuit AI agents working overtime for you, and the option to access trusted experts1 at the ready when you need them. All in one place, with one job to do—empower your business to be more efficient and productive.
Table of contents
Table of contents
Transform how you run your business with a new team of Intuit AI agents and trusted experts
The Intuit platform features a new kind of AI. Intuit AI agents can complete work for you, handling the day-to-day tasks on your behalf, such as sending invoices, tracking payments, reconciling your books, and even helping manage your customer leads. With real-time help and insights, and task automation, you can move faster, operate smarter, and unlock new levels of productivity and growth. For example, 45% of customers save 12 hours each month on monthly bookkeeping with the new AI-powered bank feed.2
When needed, AI agents can be seamlessly paired with additional trusted experts1 to deliver the guidance you need when you need it. And because it’s all built on the Intuit platform, you get the power and innovation of a solution designed to grow with you from a company you trust.
Whether you're just getting started, dealing with more complexity as you grow, or already operating at a larger scale, Intuit QuickBooks can help give you time back, make you more confident in your decisions, and grow your revenue and profitability faster.
A smarter way to run your business with powerful AI agents that save you time, and expert advice when you need it
Get the best of automation, insights, and guidance from AI agents focused on completing the work that’s most essential to running your business. Available any time, all in one place, designed to make it so all you have to do is approve the work. If you need more guidance, real-world experts1 can pick up where automation leaves off.
Meet the new AI agents working overtime for you
Intuit AI agents are your new digital teammates, working behind the scenes to proactively surface key insights, and act on your behalf with your permission. The agents can flag when a handoff is needed to you, your accountant, or an Intuit expert1. Each agent is focused on making a different part of your business easier and faster to run, while you are always in control. They can create content, plan, think, and execute complex business workflows for you.
- Accounting Agent: Keeps your books clean and accurate by automatically categorizing transactions, detecting and resolving anomalies, and reconciling accounts—flagging what needs approval or attention from you or your accountant.
- Payments Agent: Helps you get paid faster, and pay bills on time. Monitors your cash flow and optimizes invoicing and payment collection.
- Customer Agent [BETA]: Sources leads from your inbox, drafts personalized email responses, and tracks every customer opportunity in your sales cycle.
- Finance Agent: Analyzes your financial data and automatically creates forecasts, highlights variances, and pinpoints the source to help you stay on track to your goals.
- Project Management Agent [BETA]: Generates project estimates from your documents and automates project setup to help ensure projects are profitable.
Trusted human experts you can call on at any time
When automation can’t answer the tough questions, Intuit’s human experts1 can step in. A team of trusted pros is at-the-ready to guide you and answer questions quickly. Connect instantly to solve problems, stay compliant, and move forward without a lot of back-and-forth.
Easier collaboration with your accountant
As your business grows and you hire an accountant to help, you need to be able to communicate effectively with them. With new collaboration tools, you and your accountant can seamlessly communicate and work together in QuickBooks.
Your work, all in one place
When everything’s all in one place, you can be much more efficient—things are easier to find, more effective to use, and you’re faster at doing what you need to do every day. You feel more confident and in control, with better insights and data about your business.
QuickBooks connects your tools and data in one place so you can see what’s happening now, and surfaces helpful insights to inform you what to focus on next. With a simple customizable dashboard and navigation you can do your most important jobs including accounting, expenses, payments, and payroll with ease all in one place.
Business Feed: Get a quick summary of what AI agents and automation have done for you to review and approve—making hunting and digging unnecessary—along with tips on what’s next.
Reports: Now get more in-depth reporting and budgeting information. Quickly track what you’re making and spending, and make smart money decisions with AI-powered insights that help enhance profitability.
Smart Search: Search quickly to find transactions, contacts, accounts, reports, help, and more. Customize your filters and columns in advanced transactions search to see what's most important to you first.
Smarter insights, tailored to your business: Track the top financial KPIs with a new KPI scorecard to give you a quick glance at how your business is performing.

Drive more leads, close more deals with Customer Hub
Organize, track, view, and follow up with your customers and leads all in one place—helping your customer relationships and business grow.
- Automatically capture referrals, feedback, and work requests.
- Keep customer info, notes, and to-dos organized and accessible.
- Schedule video meetings, request e-signatures, and store contracts with ease.
Track leads and sales opportunities from first contact to repeat business.
Plans customized to meet your business needs
Take advantage of these new benefits and even more improvements with plans configured to be “just right” for your business at every stage. Choose the perfect plan with confidence—giving you the best value.

QuickBooks Online Simple Start
If you’re a new business getting off the ground, Simple Start establishes a solid financial foundation to grow from. Early-stage businesses stay organized and compliant from day one. While AI agents aren't included in Simple Start, you can access AI and automation. Featuring:
- AI-driven categorization: Includes transaction matching, with explanations for each decision.
- Smart invoicing as well as fast, flexible payment acceptance via pay-enabled invoices, when you add QuickBooks Payments.
- Maximize deductions and file business taxes seamlessly with AI and Live experts, powered by TurboTax3 (add-on).
QuickBooks Online Essentials
If your small business is growing, Essentials uses the power of the Intuit platform to automate accounting, manage workflows for expenses, and payments. Manage customers in the new Customer Hub, so you can focus on revenue growth. Featuring:
- Accounting Agent: Automates categorization, expense tracking, and accountant collaboration—keeping your books organized in real-time.
- Payments Agent: Recommends faster ways to get paid when you add QuickBooks Payments. Get paid on average five days faster* with proactive recommendations, optimized invoicing, payment collection, and better cash flow visibility.
- Customer Hub: Where you can strengthen your customer relationships by capturing referrals and feedback, scheduling appointments, and tracking follow-ups and tasks.
- 3 user seats: For collaborative access.
QuickBooks Online Plus
For businesses ready to scale, Plus includes everything above, and uses AI agents to streamline business performance across critical business functions including: Finance, Projects, Payments, and more. Plus enables businesses to scale via deeper insights and visibility into the business to track profitability and help drive increased profit margins. Featuring:
- Accounting Agent: Includes categorization, AI-powered reconciliation, and anomaly detection.
- Customer Agent [BETA]: Identifies and prioritizes leads from your inbox, drafts follow-up emails to respond faster and automatically tracks their status.
- Customer Hub: Expanded with benefits like contract storage, eSignatures, customer and lead management. Reduces the number of apps you need to manage your business.
- AI-powered insights on your profit and loss, and balance sheet to proactively surface trends and anomalies to keep you on track.
- 5 user seats: For growing teams.
- Up to 40 classes / locations: For advanced tracking and reporting.
QuickBooks Online Advanced
For established businesses, Advanced provides business intelligence with AI agents working behind the scenes. Advanced also provides the customizable tools business owners need to efficiently grow and manage their business—including custom workflows and custom fields. And with business intelligence capabilities like the KPI scorecard, custom report builder, forecasting and budgeting, and spreadsheet sync, business owners can make informed, data-backed decisions. Featuring:
- Project Management [BETA], Finance, and Accounting agents: Work together to track project profitability, and keep books clean and accurate.
- Custom reports: Keep track of your business’ performance with detailed custom reports, including by class and location. You can get a quick view of your top financial metrics with the KPI scorecard—all in one place.
- Scale efficiently: With batch transactions, unlimited chart-of-account entries, powerful reporting. Backup and restore data with confidence.
- Spreadsheet Sync: Work the way you want—export and import data to and from Excel and Google Sheets so you can perform your own analysis, forecast, and budget how you want, and then sync it back to QuickBooks.
- 25 user seats: With customizable roles and permissions—ideal for growing teams.
Real customer, paid for their time.
Take advantage of automation and expert advice available from QuickBooks today
QuickBooks is redefining how to run and grow a successful business with exciting new features. And don’t forget to take advantage of other recent innovations.
- QuickBooks Payments4 makes it easier for you to get paid faster by integrating with Stripe, PayPal, Apple Pay, and more than 1,000 other third-party apps.
- Recent product updates like Tap to Pay on iPhone5 save time by letting you accept in-person, contactless payments without investing in separate hardware for card processing.
- QuickBooks Bill Pay helps you streamline vendor payments, automate bill approvals, and stay on top of cash flow to save you time and reduce manual work6. Plans start at $0/month with Bill Pay Basic, with two additional options for greater automation and controls4. Bill Pay Basic is included in your QuickBooks subscription. Click here to activate it today and begin scheduling upcoming bills.
- QuickBooks Online now automatically matches payroll tax payments through QuickBooks Online Payroll, helping you go seamlessly from books to tax.
- In QuickBooks Online Payroll, employee hours can now be split by Class and Project, enabling you to more easily predict and track labor costs. Increased flexibility around corrections, earning types, and bulk updates can save time and reduce errors. New HR features make it easier to give your employees access to the information they need, like team documents and automated onboarding.
- And, if you’re just getting started as a small business or solopreneur, QuickBooks Online Simple Start and QuickBooks Online Essentials now include simplified bill management, automated sales tax, and a tax estimate dashboard for Schedule C filers.
- QuickBooks Mobile App7. Save time and run your business anytime, anywhere. New Accounting and Payments mobile agents help you streamline categorization and help ensure your customers pay you on time.* Update now (App Store or Google Play).
Disclaimers
This information is intended to outline our general product direction, but represents no obligation and should not be relied on when 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.
1/*Expert guidance sold separately and requires an active QuickBooks Live subscription. Access expert guidance when you add the thirty (30) day free trial of QuickBooks Live Expert Assisted services (“Expert Assisted”) to your purchase of a QuickBooks Online subscription. Offer is not available with free trials of QuickBooks Online. Expert Assisted will not automatically renew at the end of the free trial. Free trial does not apply to add-on fees or services. To be eligible for this offer, you must be a new QuickBooks Online customer and sign up for QuickBooks Live Expert Assisted using the "Free for 30-Days with no auto-renew” option. Offers for the same product cannot be combined. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion.
2Based on a survey commissioned by Intuit of QuickBooks Online customers using the new AI-powered bank feed features as of April 2025.
3QuickBooks Live Tax, powered by TurboTax, is an integrated service available with a QuickBooks Online subscription. Sold Separately. Additional terms, conditions and limitations apply.
4Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
5Tap to Pay on iPhone: Requires a supported payment app and the latest version of iOS. Update to the latest version by going to Settings > General > Software Update. Tap Download and Install. Some contactless cards may not be accepted by your payment app. Transaction limits may apply. The Contactless Symbol is a trademark owned by and used with permission of EMVCo, LLC. Tap to Pay on iPhone is not available in all markets. For Tap to Pay on iPhone countries and regions, see https://developer.apple.com/tap-to-pay/regions/. Apple Pay is a service provided by Apple Payments Services LLC, a subsidiary of Apple Inc. Neither Apple Inc. nor Apple Payments Services LLC is a bank. Any card used in Apple Pay is offered by the card issuer.
6Subject to eligibility criteria, credit, and application approval prior to first payment. Subscription to QuickBooks Online required. Bill Pay Basic is included with QuickBooks Online when purchased directly from QuickBooks.com or QuickBooks Sales. Not available in U.S. territories or outside the U.S.
7Available to QuickBooks Essentials, Plus and Advanced customers.
The views, information, or opinions expressed are solely those of the individuals involved and do not represent those of Intuit or any of its cornerstone brands or employees.