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? Optimized 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 homepage is now a personalized 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 customize it to fit your team's unique needs.
• Bookmarked for You: Your favorite 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, registers, and reconciliation options under Accounting.
• Reports: Hover to quickly access Standard, Custom, and Financial planning reports.

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

Note: This new user interface is being rolled out to customers from August. You have the option of joining an early access program through the settings icon in your QuickBooks account. If you join the early access program, you’ll have the option to switch back to the previous experience.