Reintroducing a more powerful QuickBooks on the Intuit platform

It’s here—your chance to unify time savings, simplicity, control, and informed decisions for you and your clients.

Innovations have arrived that can enhance much of the work you and your clients do every day. Within an AI-powered experience, QuickBooks now surfaces Intuit apps and third-party integrations to help you stay in control while saving more time than ever. Center your focus on advising clients and growing your practice with the help of Intuit AI agents automating repetitive tasks for you to review and approve. Guide clients to grow their customer relationships, from leads to loyalists, all within QuickBooks.

Get work done your way in a powerful new experience

Save time and stay in control with a streamlined and accurate view of clients’ work in a refreshed, customisable dashboard and reimagined interface. Access key business tools, third-party integrations, and a personalised business feed, along with AI agents—all in one place. 

The business feed provides a snapshot of agents’ completed automated tasks for your review and approval, plus suggestions and recommendations for what to focus on next. It’s your new home base for efficiency and a place where you can help ensure every job is done right.

Customers report doing 76% less manual work on average with QuickBooks and Intuit Assist.

Note: The new interface experience is the new default in QuickBooks, however you or your clients may opt to use the classic experience for a limited time. The functionality of many new features like agents, the business feed, and the Customer Hub will be available in both experiences.

Help keep clients’ books clean with less effort

The Accounting Agent suggests categories and help you match transactions. It also detects and resolves anomalies and streamlines communication with your client about transactions that need more context.

• Streamlined categorisation, day or night The Accounting Agent works with you and your client to accurately categorise transactions, learning from responses so they’re done correctly—whenever you need them.

• Get feedback whenever you need it Streamline collaboration with your client and their team. For transactions that need more info, the Accounting Agent facilitates communication within QuickBooks between you and your client to gather the details needed for seamless posting.

• Get time back with more accurate books  The Accounting Agent identifies potential anomalies in your financial reports, and guides you on how to fix them. You stay in control, deciding whether to take action.

80% of customers say the new smart expense organisation makes handling transactions easier than before.

Help clients strengthen customer loyalty

Your clients can manage customer relationships, from leads to loyalists, using their Customer Hub in QuickBooks.

• Leads at your fingertips The Customer Agent surfaces leads from your client’s email inbox and drafts responses for review, helping to fuel their sales pipeline with less manual work.

• Never miss a follow-up Your client can easily prioritise their workload, with task sorting by project, customer, or due date to stay organised for next steps.

• Track and close deals with confidence Clients can stay organised through the full sales cycle, from surfacing leads to closing the deal. Track lead status, send and store contracts, and collect e-signatures from customers—all in QuickBooks.

• Manage customer info in one place Get a 360-degree view of your client’s work with each customer. View notes, contracts, signatures, and feedback, with filters and custom fields to make it all easy to find. 

• Repeat business your client can count on Enable clients’ customers to request and schedule follow-up work, so they can be proactive about what’s coming and more confident in their future revenue. 

Automation where it counts. Human when it matters.

You and your clients will find all this and much more in QuickBooks on the Intuit platform—a business solution refreshed with powerful features designed to help you save time and provide more strategic advisory services for your clients.

Get more done in less time with integrated business tools and AI automation, all in one place with a more powerful QuickBooks on the Intuit Platform.

1. Based on data from QuickBooks users in the U.S., comparing customers who use these features to those who don't.

Functionality will vary depending on plans. Currently Intuit AI Agents process information in English and French languages only. If your account contains information in other languages, there may be some limitations in the outputs provided by Intuit AI Agents. Finance and Customer AI Agents will deliver outputs in English only. We recommend you review all outputs carefully.

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. Finance Agent: Not available to customers with multi-currency enabled.