Simplifying Your Workflow: A Look at the New Integrated Platform

If you're like most small business owners, you're juggling a lot. From managing your books to handling customer relationships. We know that every minute counts, which is why we're so excited to introduce our new integrated platform experience. We've made some big changes to help you find what you need faster and get more done.

What's New? Optimised Navigation

You'll notice some things look different, but the core tools you love are still here and better than ever. We've simplified the navigation to help you get to your most important tasks with a single click.

• App carousel: Your Dashboard is now a personalised toolkit. Access Intuit apps like Expenses and Sales directly from your home screen.
• Create actions: Need to send an invoice or record a payment? The new Create actions menu puts your most frequent transactions right at your fingertips. You can even customise it to fit your team's unique needs.
• Bookmarked for you: Your favourite pages are still just a hover and click away with the prominently displayed Bookmarks on the sidebar.
• Search for efficiency: Our homepage search quickly finds transactions, contacts, reports, and any page or help content on the Intuit Platform.
• Bank transactions: Access your accounts, ledgers, and reconciliation options under Accounting.
• Reports: Hover on the sidebar to quickly access Standard, Custom, and Financial planning reports.

AI Agents

Each agent is an expert in a specific domain, making a different part of your business easier and faster to run.

• The Accounting Agent: Delivers "done for you" accounting, automating accurate data entry and using intelligent communication to resolve unclear bank transactions, drastically cutting time so you can focus on business growth.
• The Customer Agent: Acts as a dedicated sales assistant. It automates lead generation, qualification, nurturing, and proposal management, eliminating manual data entry to maximize revenue.
• The Project Management Agent: Transforms document based estimates and proposals into a new project to save you time setting up your projects. 
• The Finance Agent:  Provides a consolidated, high-level view of performance for quick Financial clarity and works with you to formulate strategic plans for sustainable growth.

Existing QuickBooks customers can find information on features that have moved or changed in the enhanced Intuit Platform here. 

Ready to speed up your workflow and ensure you're using all the latest features? Don't miss this essential training video that walks you through the new Intuit platform step-by-step.

Click here to start the training now!