Agentic AI Experiences Coming to QuickBooks

Coming soon: A more powerful QuickBooks on the Intuit platform.

Agentic AI, connected data, and deeper functionality will power efficiency and growth.

It’s a reality we all know—business owners are busy, short on time, and juggle competing priorities. Business owners are looking for an end-to-end solution that will streamline operations and help them feel confident in their decision-making. 

Starting this November, exciting innovations coming to QuickBooks will transform the way you and your clients work. Agentic AI experiences will automate repetitive tasks and complex workflows, empowering you with time savings and actionable insights. A reimagined interface will make finding what you need faster so you can stay on-task. And deeper functionalities will work together seamlessly so you can do more on a single all-in-one platform. 

No matter where your clients are in their business journey—just getting started, growing in complexity, or operating at a larger scale—QuickBooks will deliver the best of automation and insights so you can make informed decisions and help your clients reach their goals. 

Rest assured, the QuickBooks you know and love isn’t going away. It’s evolving into a more powerful business solution that will unlock next-level efficiency.

Automation where it counts. Human when it matters.

Starting this November, agentic AI is coming to QuickBooks. It’s best-in-class technology that can handle everything from repetitive tasks to complex workflows, all while maintaining your full control. Leveraging agentic AI means spending less time chasing and more time advising clients.

In QuickBooks, this technology comes to life in the form of our brand new Intuit AI agents. These agents are like your new digital teammates who work behind the scenes to make suggestions and keep things moving, all under your control. They'll be embedded in QuickBooks, and each agent will handle tasks related to a specific area of business.

The AI agents will bring deeper automation to the QuickBooks features you know and love. They work primarily behind the scenes, but you’ll see a summary of their work in your business feed. 

You’ll be able to review and approve what they’ve done, and see actionable insights to inform next steps. The AI agents are built to complement your expertise so it’s easier for you to get work done and be a strategic partner to your clients.

Get complete visibility and seamless productivity

With a reimagined interface, QuickBooks will make it easier than ever to get work done and have full line-of-sight into your client’s business in a single comprehensive view. 

Powered by AI and connected data, the new interface will be like the control centre for everything business related. The place where you and your clients can review work that’s been prepared by AI, see what’s in progress, highlight trends and anomalies, and provide proactive insights to inform next steps. All in a way that’s clear, customisable, and keeps you in the driver’s seat. In your client’s view you will see:

Business feed: You’ll see a summary of what’s been done for you by AI and automation features so you can review and approve the work quickly—and get back to high priority work. It will also help optimise your clients’ marketing efforts by combining data from Mailchimp and QuickBooks. 

Improved insights and reporting: A customisable performance dashboard will track your clients’ financial health and highlight what needs your attention most. AI-powered insight will detect new trends or anomalies in a business—and what's driving them—so you don't have to spend time digging through transactions or analysing reports. Plus, stay on top of business health with P&L and balance sheet insights. 

Smart search: You’ll be able to quickly find transactions, customers, accounts, reports, help, and more with consolidated results from across the platform in the new unified search. 

Built-in collaboration with clients: New chat features let you and your clients talk and work together in QuickBooks. This will make it easier to move projects forward and get work done faster.

Starting late August, you will have the opportunity to experience some of the reimagined interface through early access. More detail on that later in this article. 

Boost sales and manage relationships—all in QuickBooks

Doing more in a single solution makes life easier for your clients. With the new dedicated customer hub, we’re adding a brand new area of functionality to QuickBooks. Here, your clients will be able to organise, track, view, and connect with customers and leads all in one place. The customer hub will make it easier to spot new opportunities, foster leads, re-engage current customers, and ultimately close more sales.

Integrated scheduling: Skip the back-and-forth between other apps and allow customers and leads to schedule phone or video meetings right in QuickBooks. 

Track leads: Stay focused on the right opportunities and track leads and their status in the sales cycle, from first contact to repeat business.

Centralised customer info: Easily prioritise your work with task sorting by project, customer, or due date to keep you organised for next steps. Keep customer info, notes, and to-dos organised and accessible.

Manage contracts and signatures: Send and store contracts with e-signatures so you can stay organised and get deals done faster.

Dig into what’s changing in the accountant toolkit

Created just for accountants and bookkeepers, this toolkit gives more details on the upcoming innovation, the new interface, the customer hub, and FAQs for you and your clients. Get the toolkit.

Hear how others are talking about the new experience

Hear fellow accountants and bookkeepers talk about the Intuit platform.

Get to know the changes today

Watch this short video above to get an overview of the early access experience.

Innovations are around the corner

We’ll continue to share more info as we get closer to the launch. Here’s a summary of what’s coming up next.

Starting August 2025

Later this month, we’re launching the early access experience. This is your chance to get a first taste of QuickBooks on the Intuit platform, and experience the new interface. We encourage you to opt into early access so you can start to get familiar with the new look and feel, and support your clients during the change.

As an accountant user, you’ll be able to opt each client into the early access experience through their QuickBooks account. Or, you can opt-in all your clients at once through QuickBooks Online Accountant. During early access, you’ll have the option to revert to the previous QuickBooks experience. 

November 2025

We’ll begin to roll out the full experience to QuickBooks customers. This will include more functionality than you’ll have during early access. This is when you’ll get to experience AI agents, integrated customer hub, and fully connected data and insights.

Coming soon: innovation in QuickBooks Online Accountant 

We’ll bring the same AI-powered innovation to QuickBooks Online Accountant, built to help you manage your clients and your practice. 

We’re excited to bring you along on the journey to evolve QuickBooks into a more powerful business solution that will better support you and your clients. We’re here to help you through this change, get feedback, and make sure these innovations add value to you and your clients.

We’re continuously listening to your feedback, and working to introduce upgrades to improve your experience. Keep an eye on the QuickBooks Launchpad for the latest product updates and feature enhancements.

This information is intended to outline our general product direction, but represents no obligation and shouldn't 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. 

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