Webinar recording: QuickBooks is changing – everything you need to know about the new Intuit platform
In this webinar, Simon Woodhams, Software Advisory Manager at Moore Kingston Smith explored the newly redesigned QuickBooks platform, with Lewis Bird and Anthony Levene from Intuit.
Built around unified workflows and intuitive automation, the new platform brings accounting, customer management, financial insights and project planning together in one place. The result is a more connected, more efficient experience.
What the new QuickBooks means for your business
A single, smarter workspace
QuickBooks now brings together the tools you rely on; QuickBooks, Mailchimp and Intuit Assist, into one seamless platform. By reducing the need to switch between multiple apps, the system helps remove friction and keeps your team focused on what matters most.
AI support that enhances, not replaces, your expertise
Four new embedded AI agents work alongside you to take care of time-consuming tasks, improve accuracy and highlight the information you need to act confidently:
- Accounting agent: categorises transactions, spots anomalies and speeds up collaboration with your accountant.
- Customer agent: identifies new leads directly from your inbox and drafts personalised responses to help you convert opportunities faster.
- Finance agent: analyses performance in real time and alerts you to movements against budgets or forecasts.
- Project management agent: creates project drafts automatically, reducing manual setup and helping your team start work sooner.
These tools offer recommendations, not automated changes, so you stay firmly in control.
A more personalised experience for your team
With a refreshed, customisable interface, users can tailor shortcuts, dashboards and reports to the tasks they perform every day. This ensures everyone, from owners to bookkeepers, gets a view that supports their workflow.
Better collaboration with your accountant
The platform introduces an improved way to exchange information, resolve queries and share documents directly within QuickBooks. This cuts down the back-and-forth and ensures your accountant has what they need to support you promptly and accurately.
Smarter bank feeds that reduce manual work
QuickBooks now enriches bank feed information by identifying suppliers, suggesting categories and explaining its reasoning. This makes reconciliation faster, clearer and more consistent, while still giving you the final say.
Key takeaways from the session
- The new QuickBooks platform is live and available to all users today.
- AI functionality is designed to save time and surface insights, not to automate actions without your approval.
- Businesses using QuickBooks can benefit from faster workflows, cleaner data, and more informed financial decisions.
- Enhanced collaboration tools help you and your accountant work more efficiently together.
- If you rely on leads, projects or regular financial reporting, the new built-in tools offer meaningful productivity gains.
If you or your team require support with QuickBooks, get in touch with our software advisory team.
