On October 1st, your clients were automatically switched to the new user interface experience in QuickBooks. Their data and settings did not change.
We want to share why this new interface will be powerful for your clients and help you navigate the changes.
- Simplicity and convenience, all in one place:With the launch of our customizable interface, we’re combining even more QuickBooks business tools and third-party apps to work seamlessly together. We’re making it easier to do the most critical jobs -- all in one place -- including customer management, accounting, expenses, payments, and payroll. Data flows between tools, enabling intelligent insights.
- Customizable Accountant toolbox at your fingertips:We’ve listened to your feedback. You can now customize your Accountant toolbox, now called My Menu. It’s located at the top of the left side navigation bar and provides a customizable experience, so your most-used pages, actions, and tools are easier to access right up front.
We want to share some resources that could be leveraged by your teams and clients to get a closer look and get comfortable with the changes:
- Tutorial video by Hector Garcia, CEO at Quick Bookkeeping & Accounting that gives a step-by-step guide on the new interface experience, AI capabilities, and workflows
- Blog article and videos with more details on the new bank feed and Accounting Agent
- Accountant toolkit with all the tools for your firm and clients to get the most out of the new experience and capabilities