The New QuickBooks Experience on the Intuit Platform
Running a small business means juggling dozens of moving pieces. For years, accountants and business owners alike have asked for one thing: less friction, fewer apps, and a simpler way to keep everything in sync. Intuit has listened—and the result is the new QuickBooks experience on the Intuit platform.
This update isn’t just a facelift. It’s a reimagining of how QuickBooks fits into your day-to-day work, designed to bring your most critical business jobs into one place with smarter workflows, better visibility, and more customization. With the rollout already underway in the U.S., it’s worth taking a close look at what’s changing, how it affects accountants and their clients, and what steps you should take to prepare.
What’s New in QuickBooks
The redesigned experience focuses on three core themes: simplicity, intelligence, and customization.
1. App-Based Navigation
Instead of bouncing between menus or hunting through tabs, QuickBooks now organizes core tasks into “apps” that mirror real business jobs. At the top of the screen, you’ll see an App Carousel where you can quickly move between major areas like:
- Customer Hub – Manage client relationships and sales activity.
- Money-In & Sales – Track payments, invoices, and cash flow.
- Core Accounting – Handle reconciliation, chart of accounts, receipts, and transactions.
Each app acts like a dedicated workspace, making it easier to focus on one job at a time without losing context.
2. AI-Powered Business Feed
The new Business Feed is essentially your smart inbox for QuickBooks. Using AI and automation, it surfaces the most important tasks and insights you need to act on—whether it’s an overdue invoice, a flagged transaction, or an approval request.
Instead of digging through multiple reports or reminders, the Business Feed brings it all front and center every time you log in. Think of it as a “mission control” that reduces the risk of missing critical details.
3. Customizable Dashboard
No two businesses are alike, and now QuickBooks reflects that reality. The dashboard includes widgets that you can add, resize, and reorder to highlight what matters most to you or your clients. For example:
- A cash flow snapshot to monitor money-in and money-out.
- A sales pipeline widget to track leads and invoices.
- A tasks and deadlines view to keep compliance work visible.
You can also add shortcuts for the functions you use most often, ensuring key actions are always just one click away.
4. Streamlined Left Navigation
The left-side menu has been redesigned to cut down on clicks and wasted time. New highlights include:
- Global Create – Start a new transaction from anywhere.
- Bookmarks – Save your most-used pages for instant access.
- Reports – Elevated in the hierarchy so accountants can get to them faster.
- My Apps – A centralized home for all the apps in your QuickBooks environment, with the option to pin your favorites for even quicker access.
The new navigation is fully customizable, giving you control over the order and visibility of apps so the layout works the way you work.
5. Enhanced Search
The search bar has been made much more prominent and powerful. If you’re not sure where a function or page lives in the new design, just type a keyword—QuickBooks will take you straight there.
Rollout Timeline
The transition to the new Intuit platform is being rolled out in three phases for U.S. QuickBooks Online users:
- July 2025 – The experience became available as an opt-in. Accountants could test it with individual clients to get familiar with the new layout.
- August 2025 – Automatic rollout began for all accountant-attached companies in QuickBooks Online. Firms receive advance notice by email two weeks before their accounts switch over.
- September 2025 – A grace period allows firms to opt out temporarily if they need extra time. However, by the end of September, all users will move to the new QuickBooks experience permanently. From this point forward, all new product enhancements will only be available on the updated platform.
Why This Matters for Accountants & Business Owners
This isn’t just a UI update—it represents a shift in how QuickBooks supports daily business operations.
- For Accountants:
- Managing multiple clients becomes easier since all clients will move to the new experience at the same time.
- Reports and reconciliation tools are surfaced more prominently, saving clicks and time.
- The customizable dashboard means you can tailor QuickBooks to highlight the data you need to advise clients effectively.
- Managing multiple clients becomes easier since all clients will move to the new experience at the same time.
- For Small Business Owners:
- No more juggling multiple apps for tasks like invoicing, customer management, and reporting—QuickBooks consolidates these into one streamlined platform.
- The AI-powered Business Feed helps ensure critical items don’t slip through the cracks.
- Custom widgets and shortcuts give you a faster, more personal experience each time you log in.
- No more juggling multiple apps for tasks like invoicing, customer management, and reporting—QuickBooks consolidates these into one streamlined platform.
Ultimately, this redesign reinforces Intuit’s broader mission: to make QuickBooks the single platform where small businesses and their advisors can manage an entire business end-to-end.
Next Steps
If you haven’t yet explored the new QuickBooks, now is the time to do so:
- Log in to QuickBooks Online Accountant (QBOA).
- Select a client’s books.
- From the Settings (gear icon), opt into the new experience.
You can still opt out during the transition period, but by the end of September, all users will be migrated. Getting familiar with the new layout now means less disruption later—and more time to take advantage of the new tools.
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