https://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf

QUICKBOOKS ON THE INTUIT PLATFORM 

TOOLKIT FOR ACCOUNTANTS
Transform your work
with a
QuickBooks
more powerful
Automation where it counts. Human where it matters. QuickBooks, powered by the
Intuit platform, now offers Intuit AI agents that help you save time and keep your
client relationships strong. And, we’ve improved the QuickBooks experience to help
you manage more of your work in one place. This toolkit answers questions you and
your clients may have about the new experience’s features, so you’re prepared to
make it all work for you, your firm, and your clients.

Understand the new
connected platform
With QuickBooks, essential business tools work
together, so you and your clients can stay on
top of everything and be ready for anything.
Learn how this new experience can save time
and boost productivity for you and your clients.
Learn about AI agents
Under your guidance and control, new AI
agents will help you categorize transactions,
detect and resolve anomalies, reconcile
accounts, and more. Learn how agents can
save you time so you can focus on your most
valuable work.
Find out how to access
these improvements
QuickBooks will now have more powerful features
designed to deliver a better experience for
everyone. Learn what’s included in each plan, 

how to opt in, and when changes will take place.
Get answers to 

common questions
We’ve got answers that will help make your
experience as productive as possible for 

you and your clients.