QuickBooks Online Is Getting an Upgrade: Here’s What You Need to Know

Article | August 14, 2025

Authored by Kylie Knieper

At Weinlander Fitzhugh, we’re committed to keeping you informed about changes that may impact your business operations — especially when it comes to the tools you rely on every day.

Intuit has introduced a new QuickBooks Online (QBO) interface. Starting Monday, August 18, businesses will be automatically opted in to this new experience. If you’re not ready for the change, you can temporarily opt out. However, this update becomes mandatory for all users by Wednesday, October 1, when the classic interface will be retired.

The new interface is designed to simplify workflows, enhance insights, and streamline your overall accounting experience.

What’s Changing

The updated QBO interface delivers a more intuitive, AI-powered experience. It brings together key tools in a unified dashboard, enabling data to flow automatically between modules — providing deeper insights and reducing manual tasks.

Key Features and Enhancements

Depending on your QBO subscription level (Simple Start, Essentials, Plus, or Advanced), you may see the following upgrades:

AI-Powered Features

• AI-Driven Categorization: Smarter transaction matching with detailed explanations.
• Accounting Agent: Automates categorization, expense tracking, and accountant collaboration.
• Payments Agent: Helps optimize invoicing, monitor cash flow, and facilitate faster payments.
• Finance Agent: Offers real-time forecasts, highlights financial variances, and pinpoints issues.
• Customer Agent: Identifies leads, drafts follow-up emails, and tracks communication automatically.
• Project Management Agent: Generates estimates from documents and automates project setup.

Enhanced Tools

• Redesigned Bank Feed: Improved suggestions for categorization and payees, with explanations for each suggestion.
• Smart Invoicing: Send pay-enabled invoices and accept payments quickly (with QuickBooks Payments).
• Customer Hub: Centralizes customer communications, feedback, referrals, appointments, and task tracking.
• Deeper Insights: AI analyzes financial statements to surface trends and anomalies.

Seamless Collaboration

• Document Requests: Accountants can now request information directly in QBO.
• Smart Collection: AI helps gather the requested data and record responses automatically.

Learn More About the New Experience

QuickBooks has released several resources to help you and your team navigate these changes:

• Product explainer video – Get a quick overview of what’s changed in the new experience.
• Blog on the new bank feed and Accounting Agent – Dive into the enhanced bank feed and AI-powered tools designed to make reconciling faster and smarter.
• AI + Accountant Blog – Learn how your expertise, combined with QuickBooks’ AI, can drive greater efficiency, collaboration, and growth.
• Accountant Toolkit – Access tools and guides to help adapt and thrive in the updated QuickBooks platform.

We’re Here to Help

As always, Weinlander Fitzhugh is here to support you through these updates. If you have any questions about the transition or how to get the most from the new QuickBooks experience, feel free to contact your WF advisor or give us a call at 989-893-5577.

Stay tuned — we’ll continue sharing helpful updates as new features roll out.