Navigating the New QuickBooks Online Platform and AI Agents

Description

ABOUT THIS PROGRAM

The look and feel of the QuickBooks Online interface is undergoing dramatic changes.

If your platform has not changed already, it will soon. By October 1, 2025 all subscribers will be on the new platform. Along with the platform changes, QuickBooks has introduced a significant amount of Artificial Intelligence (AI) into QuickBooks Online. There are five “AI agents” performing different tasks within QuickBooks. This session will introduce the differences between the new platform and the old one as well as explaining how the AI agents work.

LEARN HOW TO:

-Understand the new platform and layout

-Navigate the new experience

-Become more efficient with the AI Agents

-Understand the purpose of the Business Feed

PROGRAM INSTRUCTORS

David Lewis is the area director for the UGA SBDC in Brunswick. He is a QuickBooks Online Pro Advisor and QuickBooks Payroll Pro Advisor with over 20 years of experience in small business accounting. He has a passion for helping businesses streamline their operations and focus on growth through the use of financial tools and insights. He is a graduate of the University of Georgia (BBA in risk management and insurance, MBA). His diverse background, expertise and 30+ years of business consulting make him a valuable resource for business owners seeking to improve their financial management and achieve their growth goals.