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

Subscribe to ‪@FinancialTechLab_old‬:    / @financialtechlab_old   Get the Cash Flow Forecast Spreadsheet: https://learn.claracfo.com/cash-flow-... 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 Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰 Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. 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.