AI Comes to QuickBooks: Everything You Need to Know About The July 2025 Update

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work. Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

QuickBooks Online July 2025 — Feature Overview by Tier

Simple Start

New Features

• Smart Search
• Business Feed
• Progressive Onboarding
• Basic Automation
• Tax Readiness Tools

Key Benefits

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

The Business Feed summarizes recent actions, pending reviews, and recommendations based on your activity.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Emailed receipts are automatically interpreted and added as expenses, ready for approval with the new Expense Agent.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility.

Use Case Example: Freelance Consultant

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Essentials

New Features

• Customer Hub (CRM)
• Accounting and Payments Agents
• Purchase Notifications
• Tasks and Notes Management
• Appointment Scheduling
• Recurring Invoices

Key Benefits

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

The Customer Hub shows each client’s status, linked transactions, follow-up history, and contact details in a single view.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

The Payments Agent highlights past-due invoices, analyzes collection timing, and recommends the next best action.

The Accounting Agent assists with categorization and error detection and offers a cleaner, more organized view of your books.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Use Case Example: Home Repair Company

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Plus

New Features

• Customer Agent (Beta)
• AI-Powered Financial Insights
• Reconciliation
• Anomaly Detection
• Lead Management
• Contracts and Document Upload
• Project Management Tools

Key Benefits

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

AI-generated summaries highlight trends and outliers in your profit and loss statement or balance sheet.

Anomaly detection flags unusual activity, such as spikes in undeposited funds or misclassified expenses.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Use Case Example: Marketing Agency

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Advanced

New Features

• Finance and Project Agents (Beta)
• KPI Scorecard
• Custom Roles and Permissions
• Forecasting Tools
• Spreadsheet Sync
• Batch Transaction Processing
• Backup and Restore
• Live Priority Support

Key Benefits

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Use Case Example: Construction Firm

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end. Use what you learn to decide whether the change will simplify your daily work.

How QuickBooks Compares to Top Competitors

The July 2025 update brings QuickBooks Online into closer competition with other industry-leading accounting platforms like NetSuite, Sage Intacct, and Striven. Here’s how it stacks up across core business functions.

AI Automation

QuickBooks now includes built-in AI agents that automate categorization, detect anomalies, and suggest follow-ups for payments and customers. These tools work out of the box and require no setup.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility.

QuickBooks leads for small and midsize businesses that want intelligent automation without the overhead.

CRM Capabilities

QuickBooks now includes a lightweight CRM through the Customer Hub. It handles basic lead tracking, appointment scheduling, and document storage.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

QuickBooks now meets the CRM needs of service businesses that previously had to rely on external tools.

Financial Insights

QuickBooks adds AI-generated summaries inside financial reports. Users get trend analysis, alerts for unusual activity, and simplified interpretations of cash flow and profit performance.

NetSuite and Sage remain stronger for custom reporting, forecasting, and consolidation across entities. However, they require more expertise and setup. Striven offers basic reporting with no AI insight.

QuickBooks hits a sweet spot for small teams that want useful financial guidance without complexity.

How QuickBooks Compares to Top Competitors

The July 2025 update brings QuickBooks Online into closer competition with other industry-leading accounting platforms like NetSuite, Sage Intacct, and Striven. Here’s how it compares across key business functions:

Who Should Upgrade?

The July 2025 QuickBooks Online update introduces enough meaningful changes that some users, especially those on older plans managing growing complexity, may benefit from switching tiers.

Stay on Simple Start if: Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Consider moving to Essentials if: Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility.

Upgrade to Plus if: Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Move to Advanced if: Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Final Thoughts: Real Improvements Across Every Tier

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility.

Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

QuickBooks may not replace a complete ERP or enterprise CRM, but it now strikes a better balance between simplicity and power for most businesses.

For a limited time, QuickBooks is offering up to 90% off for 3 months during their Summer Savings promotion.

Frequently Asked Questions

Q. What’s new in QuickBooks Online as of July 2025?

A.Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility.

Q. Does QuickBooks now include a CRM?

A. Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility. When evaluating a new tool, work through a realistic example from beginning to end.

Q. Is QuickBooks using artificial intelligence now?

A.Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility.

Q. How does QuickBooks compare to NetSuite or Sage Intacct?

A.Choose a process that suits the size of your team and the way your business operates. Keep records consistent, review them regularly and give each person a clear responsibility.