July 2025 QuickBooks Online Updates: AI Agents, New Bank Feeds, and Interface Changes:
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July 2025 QuickBooks Online Updates: AI Agents, New Bank Feeds, and Interface Changes:
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Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select transactions ready for posting. The discussion also covers the integration of MailChimp and TurboTax into what Intuit now calls "QuickBooks on the Intuit platform," plus important timeline details for when these changes will automatically roll out to all users.
Sponsors
- (00:00) - Introduction and Hosts' Catch-Up
- (01:20) - Overview of July 2025 'In the Know' Session
- (03:27) - ProAdvisor Community News and Upcoming Courses
- (05:53) - QuickBooks on the Intuit Platform
- (11:28) - New Features in QuickBooks Online
- (19:24) - Bank Feeds Innovations
- (30:39) - Navigating Action Buttons
- (31:02) - Enhanced Grouping Features
- (31:24) - AI Assistance in Transactions
- (34:16) - Detecting Bank Fees
- (34:55) - Combining Matches in Bank Feeds
- (36:54) - New Accounting Agent Features
- (39:39) - Context Gathering for Transactions
- (43:28) - Anomaly Detection in Reports
- (46:06) - Improved Reconciliation Process
- (47:07) - Bill Pay Basic in All Plans
- (54:05) - Training and Membership Updates
In the Know slide deck: https://drive.google.com/file/d/1qHgZKBWipm2YX1QARI-ecq8fut_M4GeK/view?usp=sharing
Intuit’s Accountants Toolkit about the new platform: https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharing
Sign up for Alicia’s Royalwise OWLS Silver Membership to join all her classes about the new QuickBooks on the Intuit Platform. 2+ webinars per month, 2 group Q&A calls, and anytime discussion forums: http://royl.ws/qbosilver?affiliate=5393907
Dan’s Links:
Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH
Dan’s Blog on the AI Agents - https://snip.ly/UQAPAIAgents
Dan’s Blog on the AI Bank Feed: https://snip.ly/UQBAIBank
QB Power Hour Webinar - https://www.qbpowerhour.com/
https://www.schoolofbookkeeping.com/
Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1