QuickBooks Online’s BIGGEST Change in Years (Full Walkthrough)

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QuickBooks Online is undergoing a major redesign in 2025, with the new interface beginning it's roll out in July, and the classic view scheduled for retirement in October.

This update changes how users navigate dashboards, transactions, reports, and integrations—making it essential to get familiar with the new layout before the switch happens.

This video explains what’s different in QuickBooks Online’s updated user interface, highlights the key changes, and provides a walkthrough of the new navigation system.

In this video you will find:
0:00 Intro
0:58 Classic view retiring October 2025
1:43 Big news: Launch of ‪@FinancialTechLab_old‬
5:00 Walkthrough of the new QuickBooks interface
5:32 Dashboard overview
6:37 Apps navigation explained
9:02 Expenses & Bills
9:12 Sales & Get Paid
9:26 Customer hub (new CRM-style features)
10:04 Team app & employee/contractor setup
10:28 Business Tax
10:52 QuickBooks lending options
11:29 Business feed & AI insights
13:13 Customizing Create Actions & Dashboard
16:06 Create Button vs New Button
16:26 Bookmarks
17:14 Reports
18:19 Banking transactions update
18:44 Subscribe to ‪@FinancialTechLab_old‬ for more walkthroughs and tutorials

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Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/


Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.