Jun 26, 2025

The QuickBooks 2025 update takes financial management forward with AI-powered innovation

The future of business finance is here, and QuickBooks is leading the charge.

On July 1, 2025, QuickBooks Online will roll out its most ambitious update ever. This isn’t just another version upgrade; it’s a full-scale transformation built on automation, artificial intelligence, and intelligent design. QuickBooks is becoming more than accounting software; it’s evolving into a smart, intuitive business operating system.

Whether you’re managing a side hustle or running a growing company, these new tools are designed to save time, unlock insights, and help you make smarter decisions faster. Let’s dive into how QuickBooks is shaping the next generation of business management.

quickbooks new tool

A responsive online platform that anticipates your needs

Intuit is doubling down on simplicity, intelligence, and personalization. With this new release, every QuickBooks Online user, across all tiers, gets access to a more integrated, responsive, and proactive platform. It’s built to anticipate what you need before you even ask.

Smart Search

Say goodbye to endless scrolling and complex filters. The new Smart Search helps you instantly find anything, from transactions to reports, using intelligent queries and customized results. It surfaces what’s important to you, first. It’s like having a financial command center at your fingertips.

Business feed

Imagine opening your dashboard and seeing a curated summary of what QuickBooks has done for you – automated tasks, flagged items, and insights you need to act on. No more hunting for updates. This AI-powered feed is your new daily financial assistant.

App ecosystem expansion

QuickBooks is now the hub of your digital business. The enhanced app marketplace seamlessly connects third-party tools and native apps, allowing your financial workflows, CRM, operations, and payments to work together in harmony, without ever leaving QBO.

Progressive onboarding

Forget cookie-cutter setup flows. Whether you’re just starting or switching from another system, QuickBooks now adapts to your pace and business needs. The platform’s onboarding learns from you, so you’re up and running faster, with fewer hiccups.

Built-In automation and tax readiness

Routine tasks like transaction categorization, reminders, and filing preparation are now automated out of the box. With smart workflows and real-time compliance tools, tax season becomes just another line on your calendar, not a crisis.

Simple Start: For Freelancers & Sole Proprietors

QuickBooks Simple Start is getting a serious upgrade. It’s designed to give independent professionals powerful tools without the complexity.

Whether you’re sending invoices from a coffee shop or tracking expenses between gigs, Simple Start now gives you the kind of automation and intelligence usually reserved for large teams.

What’s new:

Get work done faster with a reimagined smart search that prioritizes what matters to you most.
Stay effortlessly organized with a daily business feed that highlights what’s been done automatically, and what’s next on your radar.
Access a curated set of tools and integrations designed to expand as you grow.
Set up your business confidently with an intuitive onboarding experience tailored to your needs and workflows.
Eliminate manual bookkeeping with entry-level automation and always-on tax preparation tools built into your dashboard.

Essentials: For teams that want to scale

Essentials goes beyond simple finance management. This tier is now a business control center, connecting money, people, and processes with intelligent tools that drive speed and efficiency.

If you’re working with a bookkeeper, managing payments, or coordinating internal workflows, Essentials provides a collaborative, AI-powered environment to help you scale smarter.

What’s new:

Supercharge your books with the Accounting & Payments Agent, which categorizes expenses automatically, collaborates with your accountant in real time, and helps you get paid faster, often up to 5 days quicker.
Elevate your customer experience with the all-new Customer Hub. Collect referrals, track appointments, manage feedback, and grow relationships in one centralized place.
Cut the noise with intelligent automation that posts transactions the moment they’re ready, so you never fall behind.
Improve team collaboration with context-aware alerts, suggested follow-ups, and shared purchase insights that reduce bottlenecks.
Keep every financial activity on your radar with smart purchase notifications, ensuring no surprises and no delays.

Plus: High-performance tools for growing businesses

Plus is no longer just the middle tier; it’s a powerful business growth engine. It combines cutting-edge AI with deep financial intelligence to help you manage customers, inventory, and performance like a pro.

For companies ready to move beyond spreadsheets and reactive reporting, Plus gives you the foresight and control you need to lead with confidence.

What’s new:

Use Customer Agent (beta) to uncover high-value leads, generate automated follow-ups, and track interactions, so you never miss a deal or delay a reply.
Let Accounting Agent do the heavy lifting with smart reconciliation and anomaly detection that flags inconsistencies before they become issues.
Turn data into decisions with intelligent, real-time insights on your profit and loss, balance sheet, and cash flow, right from your dashboard.
Run leaner, smarter operations with advanced tools for budgeting, inventory tracking, and project oversight, all integrated and accessible in one place.
Upgrade your CRM experience with enhanced Customer Hub features like contract uploads, digital signatures, and lead management workflows, reducing reliance on multiple external tools.

Advanced: For complex business operations

If you’re managing complex operations, multiple teams, or high-growth projects, Advanced is designed for you. This tier transforms QuickBooks from a financial platform into a strategic engine, delivering the intelligence, automation, and insights you need to scale with precision.

It’s where operational power meets executive-level clarity.

What’s new:

Let the Finance & Project Agents (beta) track profitability and ensure books are clean across every department and project, without lifting a finger.
Monitor your most critical metrics with the new KPI Scorecard, delivering executive summaries of business performance in real time.
Design automated workflows that adapt to your internal processes, not the other way around, then forecast your future based on real data, not assumptions.
Handle volume with ease using spreadsheet sync, batch transactions, and backup & restore tools that give you scale without complexity.
Get answers when you need them with access to live, priority-level support that puts experienced humans at your fingertips.

A software release that will shift how businesses operate

This 2025 release signals something bigger than a product update. It marks a shift in how small businesses, entrepreneurs, and finance teams will operate in the years to come.

QuickBooks is no longer just software, it’s becoming an intelligent system that adapts, learns, and collaborates with you. From AI-powered agents and smart automation to real-time insights and customer management, it brings the power of enterprise tech to companies of every size.

The goal? Less time buried in spreadsheets, more time building, leading, and scaling with clarity.

Mark your calendar for July 1, 2025
Because this is more than an update, it’s your competitive advantage.