QuickBooks Online (QBO) has undergone a significant transformation in 2025, delivering a redesigned interface and deeper automation to modernize bookkeeping workflows and improve usability. The July 2025 QBO update introduces a more intuitive, streamlined experience centered around AI-powered agents and revamped navigation. This represents the most substantial overhaul since QBO debuted in 2014.
- Interface Refresh (New Look & Feel)
The left-hand menu has been reimagined, with core areas like Banking, Sales, Reports, and Expenses grouped logically for easier access and fewer clicks. There’s also more white space, clearer labels, and accessibility enhancements like higher contrast and better keyboard navigation to support users across devices. - Rollout timeline: users may switch between classic and new views now through August; starting September 2025, the new experience is the default; the classic interface will be fully retired by October 1, 2025.
- Agentic AI Agents & Smarter Automation
QBO now uses multiple AI “agents” embedded throughout the platform to help with everyday tasks:
- Accounting Agent: automates categorization, flags exceptions, and streamlines reconciliations.
- Payments Agent: speeds up invoicing and payment follow-ups
- Finance Agent: analyzes performance, highlights financial variances, and helps with forecasting.
- Customer & Project Agents: support lead tracking, customer communication, project setup, and estimate automation.
- Enhanced Workflows & Tools
Several practical improvements complement the AI functionality:
- Business Feed: surfaces actions taken by AI agents for your review and approval.
- Smart Search: lets you query anything—from transactions to reports—using natural language.
Customer Hub: centralizes CRM-like functionality including communications, task tracking, and feedback. - Bank Feeds & Payroll Flexibility: benefit from smarter categorization suggestions, and tools like the Employee Cost Rate Calculator to gauge project profitability in real time.
In summary, the new update for QBO delivers a cleaner interface, enhanced accessibility, and powerful AI-driven automation. This is all designed to reduce manual toil and elevate your financial workflows.
Accessing QBO Analytics Through LiveFlow
- Connect to QBO in LiveFlow
On the LiveFlow web dashboard, click "Connect to QuickBooks". You'll be redirected to Intuit for authentication and, once authorized, your QuickBooks accounts are immediately linked. You can manage or disconnect these integrations anytime via the QuickBooks Companies tab in LiveFlow settings.
- Manage Multiple Entities & Consolidation
LiveFlow enables seamless consolidation of multiple QBO accounts, including multi-currency reporting, class/location grouping, and standardized mappings, inside centralized dashboards.
- Template Customization
Choose from 100+ ready-made dashboard templates, or build your own in Google Sheets or Excel. Custom rows, columns, and formulas persist through automatic updates.
- Publishing & Secure Sharing
Once set up, dashboards auto-refresh from QBO and can be shared securely with clients or team members—without granting access to your QuickBooks file itself.
LiveFlow’s Analytics Capabilities
- Real-Time KPI Dashboards
Monitor live metrics like revenue, expenses, margins, and cash flow—all updated automatically in your spreadsheet environment.
- Cross-Entity Reporting
Combine data from various QuickBooks accounts into one unified overview, with support for multi-currency rollups and entity-specific grouping.
- Fully Flexible Dashboards
Customize reporting outputs with charts, tables, variances, budgets, and more—tailored exactly to your analytical needs.
- Transactional Drill-Down
Investigate any KPI by drilling back to the originating QuickBooks transactions—directly within your LiveFlow dashboard.
FAQs
Is the new QuickBooks Online interface mandatory?
Yes. Intuit began the transition on August 4, 2025, allowing users to opt back to the classic view until September 30. Starting October 1, 2025, all users are required to use the new interface as it replaces the old view for good.
Can I still create customized dashboards?
Absolutely. With LiveFlow, you can build fully customizable dashboards in Google Sheets or Excel using pre-built templates or your own layouts. Your custom design, including added rows, metrics, and formulas, will continue to update automatically as LiveFlow pulls fresh data from QuickBooks.
Does LiveFlow still function the same after the QBO interface update?
Yes! LiveFlow remains unaffected by changes in the QBO interface. It continues to integrate seamlessly, pulling the same financial data and reports in real time as before, ensuring uninterrupted analytics and consolidation workflows.
Conclusion
QuickBooks Online received a meaningful new update that improves the online experience considerably. LiveFlow compliments this new update well and allows users to get the most out of the platform.
Book a demo today!