QBO New Interface: Global Menu, Search, Tasks & More (2026)

Discover the power of the new global menu—your one-stop shop for search, tasks, workflows, integrations, settings, profile, help, and Intuit Intelligence. We’ll break down each feature and show you how it fits into your daily routine.

Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.

BOGO: Get QBO Advanced and School of Bookkeeping together! Learn more here: https://snip.ly/bundle 

Brought to you by http://www.schoolofbookkeeping.com - Keep Learning QuickBooks - Your Way!!

00:00 Welcome and UI Changes
01:18 Why Search Matters
04:21 Adapting to Software Updates
06:24 Global Nav Bar Overview
07:26 Firm vs Client Color Cues
09:46 Company Switcher Tips
11:46 Global Search Deep Dive
16:40 Tasks and Workflow Automation
22:47 Integrations Hub Explained
25:51 Notifications Bell Inbox
28:11 Gear Menu Settings and Shortcuts
31:53 Screen Share With Intuit
32:20 Transfer Clients Between Firms
34:00 Merge Duplicate Clients
35:27 Resolution Center And Company Menu
36:31 Sample Company And Switching Firms
39:08 My Experts Upsells In Client View
41:33 Help Menu Filters And Contact Options
43:25 When To Call Support
47:34 Callback Vs Chat Reality
51:51 Intuit Intelligence And GenOS
56:10 Testing AI Accounting Answers
58:51 Wrap Up And Next Workshop