QB Monday Minute: More about the New QuickBooks Online

Last week we introduced you to the soon to be released “New” QuickBooks Online experience. We told you we would have more details about this “Agentic AI” version of QBO over their next few weeks in our QB Monday Minute features.  So, even though Scaling New Heights gets fully underway today, we wanted to focus on these momentous changes in the QuickBooks you know and love.

This is not only a ‘new looking’ QBO, but a much more robust QuickBooks, with many of the tedious and important but minimalistic workflow steps in accounting and business processes being performed by much more activity focused forms of Artificial Intelligence (AI) referred to as “Agentic AI.”

In a lot of ways, you can thing about Agentic AI as automated specialists performing ‘niche’ focused activities ranging from Accounting, Finance, Payments, Expense, Customers, Payroll, Projects and many more. Now let me make clear that not all SKUs of QBO will have all these AI Agents, just as not all SKUs offer all these features (like Payroll or Projects).

In addition, not all AI Agents will necessarily be fully active on ‘Day 1’ of the new release, but they are “coming soon to a QBO near you.” I will address how soon in a few more paragraphs.   

In a lot of ways, you can thing about Agentic AI as automated specialists performing ‘niche’ focused activities ranging from Accounting, Finance, Payments, Expense, Customers, Payroll, Projects and many more. Now let me make clear that not all SKUs of QBO will have all these AI Agents, just as not all SKUs offer all these features (like Payroll or Projects). In addition, not all AI Agents will necessarily be fully active on ‘Day 1’ of the new release, but they are “coming soon to a QBO near you.” I will address how soon in a few more paragraphs.  

Agentic AI Agents bridge the gap between “Machine and Human”, helping speed up the various accounting processes without sacrificing accuracy. For example, the Accounting Agent can automatically categorize your transactions, find and resolve anomalies, and reconcile accounts.

It also flags what needs your attention or approval so you can stay focused on what is important.

The Payments Agent automatically categorizes expenses and creates polished invoices and estimates from your clients existing data. It finds overdue invoices and drafts client-personalized reminders to help you get paid faster without chasing payments.

The Customer Agent allows your clients to source leads from their inboxes, draft personalized email responses, and track every customer opportunity in the sales cycle so your clients can grow their business efficiently.

The Finance Agent analyzes financial data and automatically creates forecasts. It will highlight and pinpoint variance sources.

The Project Management Agent, working with both the Sales and Finance Agents, helps you manage projects, watch profitability, track deviation, and recommend corrective actions for your review.

When you can expect the New QBO

On July 1, 2025, the new experience and AI agents will go live. Subscribers can manually opt into the new experience, or they can manually opt out if they would prefer to remain on the now current version of QuickBooks.

Between August 1 and 31, 2025, subscribers who have taken no action will automatically be opted in, with a choice to opt out before September 1–31, 2025.

September 1–31, 2025, all subscribers will be opted into the new experience automatically. By the end of September 2025, all subscribers will be upgraded to the new platform experience and the prior version of QuickBooks Online will no longer be available.

_{Footnotes and Disclosures:}

^{* - Content is based on pre-release QuickBooks (Online) Advanced Beta version, pre-release notes, and other Intuit source materials. Your version(s) may appear different at the time of final release, including differences based on the QuickBooks SKU you are subscribed to. Not all QuickBooks SKUs contain all of the features outlined in this feature/series.}

_{Feature content, including graphics, was adapted from Intuit media source content and other QuickBooks resources. Content adapted by Insightful Accountant from Intuit sources is furnished for educational purposes only.}

_{As used herein, QuickBooks^® and QuickBooks Online (and related subscription/SKU versions) refer to one or more registered trademarks of Intuit^® Inc., a publicly-traded corporation headquartered in Mountain View, California.}

_{Any other trade names or references used herein may refer to registered, trademarked, or copyrighted materials held by their respective owners; they are included in the content for informational and educational purposes only.}

_{This is an editorial feature, not sponsored content. No vendor associated with this article has paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.}

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