QuickBooks Online August 2025 Update: Intuit Assist, AI Agents, and Maximizing ROI

QuickBooks Online has majorly evolved with its July 2025 update, bringing a suite of powerful features designed to streamline accounting workflows, enhance user experience, and maximize return on investment (ROI). As a QuickBooks Solution Provider, we're excited to dive into the details of this release, highlighting the integration of AI apps, the introduction of Intuit Agents, and practical tips to leverage these innovations for your business success.

Unlocking the Power of AI in QuickBooks Online

Artificial intelligence is transforming business finances, and QuickBooks Online’s latest update with Intuit Assist exemplifies this trend. It uses Agentic AI, a type of artificial intelligence that performs goal-oriented actions, makes decisions, and automates complex processes with little human guidance. Agentic AI differs from Generative AI in that it doesn't create something like a blog post, image, or video.

The new features included in the latest version of QuickBooks Online automate routine tasks like categorizing expenses, creating invoices, and generating financial insights. They aren't meant to replace your bookkeeper, accountant, or software expert but to automate specific areas—such as accounting, payroll, payments, or project management—and support your work silently in the background.

Intuit CEO Sasan Goodarzi agrees: “Intuit’s AI-driven expert platform is transforming how businesses run and grow with first-of-its-kind agentic AI experiences,” he says. “When our vast amounts of data and AI capabilities are combined with the power of trusted human experts, Intuit’s uniquely designed, integrated platform unlocks next-level efficiencies, profitability, and growth for businesses.”

Meet Intuit Agents: Your New Virtual Accounting Assistants

Intuit has a suite of AI agents programmed to minimize manual work and drive business success by automating workflows and surfacing valuable insights. Your access to the various AI agents depends on your plan.

A screenshot of the latest QuickBooks Online Dashboard

Let's dive into what each Intuit Assist agent can do:

• Accounting Agent: automatically categorize transactions, reconcile books, and detect anomalies, saving you time and reducing stress.

• Payments Agent: Optimizes and grows cash flow by getting businesses paid an average of 5 days faster with tailored acceleration strategies that predict late payments, automate invoice tracking, and create and send invoices and reminders.

• Customer Agent (BETA): Turn interest into new business—automatically. Manage leads, follow-ups, and proposals with an AI agent that never drops the ball—built to accelerate your growth. (Available in QBO Plus or higher)

• Finance Agent: Make faster, data-backed decisions and plan for the future with an AI planning agent that analyzes progress toward your KPIs, delivers scenario planning specific to your business, and makes forecasts based on performance and peer benchmarking. (Available in QBO Advanced)  

• Project Management Agent (BETA): Automatically create projects and track work with continuous project cost allocation, helping keep you more on time and on budget. (Available in QBO Advanced)

• Marketing Agent: Coming later this year, it will automate audience management, campaign execution, and content creation to deliver impactful acquisition and retention marketing campaigns via Mailchimp.

Additionally, Intuit Agents are designed to continuously improve through user interactions, becoming smarter and more helpful over time. This means that the more you use QuickBooks Online, the more tailored and efficient the assistance becomes, creating a personalized experience that adapts to your unique business needs.

Please know that you're not losing complete control—you still have the authority to control what Agent actions are deployed.

Maximizing ROI of Intuit Assist with Strategic Adoption

While new features are exciting, the true value lies in how businesses adopt and integrate them into their workflows. To maximize ROI from QuickBooks Online’s August 2025 update, consider the following strategies:

1. Invest in Training: Ensure your team is well-versed in the new AI apps and Intuit Agents. Training sessions or tutorials can accelerate adoption and reduce resistance to change. A great place to start is this 90-minute video, "The 'NEW' QuickBooks (Complete Walkthrough of Changes)."For more in-depth or personalized training, reach out to our team.

2. Customize Your Dashboard: Tailor the QuickBooks Online interface to highlight the features most relevant to your business. A customized dashboard can improve efficiency by providing quick access to critical tools and reports.

3. Leverage Automation: Use the AI apps to automate repetitive accounting tasks, freeing up your team to focus on higher-value activities like financial analysis and strategic planning.

4. Monitor Performance Metrics: Regularly review financial reports and AI-generated insights to track business performance and adjust strategies as needed.

5. Engage with Intuit Agents: Encourage your team to interact with Intuit Agents for real-time support, reducing downtime and improving problem resolution speed.

How to Revert Back to the Pre-July 2025 Version of QuickBooks Online

If you're not ready to fully embrace the change (or need to complete a monthly reconciliation first, and then spend time training), you can revert back to the previous version of QBO—but only until September 30, 2025.

Here's how to make it happen:

1. Open your QuickBooks Online account.

2. Go to Gear Icon, scroll down to the bottom.

3. Click the Switch option to revert to the old version.

This screenshot shows where to revert the settings. Note: we're hearing that some QuickBooks Online users can't revert to the old interface. If you're one of our customers, we may have the option to do this for you until September 30, 2025.

Quick Tip: We recommend transitioning to the new interface before it's required, so that you can become familiar with it on your own terms.

Looking Ahead: The Future of Accounting Software

QuickBooks Online’s July 2025 update is a clear indication of where accounting software is headed—toward greater automation, smarter support, and data-driven decision-making. As AI continues to advance, we can expect even deeper integrations that make financial management more intuitive and less time-consuming.

For businesses, staying ahead means embracing these technological shifts early and continuously exploring new features that enhance operational efficiency. We encourage you to explore these new capabilities, invest in your team's training, and leverage the power of AI-driven tools to transform your accounting processes. Our team of QuickBooks experts and certified ProAdvisors is ready to help you embrace the new wave of accounting technology. Reach out to learn more.