Checkout Portal

Intuit

Intuit QuickBooks' online checkout portal facilitates transactions between customers and merchants. Moving over $300 million USD every day, it is a crucial component of Intuit's technology platform.

Role: Lead product designer

Platform: Desktop Web

Launched: 2022

Result: Facilitation of 2 new payment channels

Overview

The QuickBooks checkout portal empowers small and medium-sized business owners by providing easy ways to get paid.

Collaborating with two designers, two product managers, three engineers and a business analyst, I led a design iteration of the checkout experience to improve discoverability of existing features and scalability for novel payment options.

The Challenge

Intuit's 2022 business objectives included introducing new payment options and increasing engagement of existing automation features. This entailed revisiting how interface components within the checkout portal were organized as well as leveraging analytics to uncover challenges with discoverability.

How can we better surface QuickBooks Autopay while incorporating new transaction channels?

Due to a non-disclosure agreement (NDA), I can't go through an in-depth discussion of this initiative here. If you'd like to learn more, don't hesitate to get in touch↗︎.

Reflection

Introduce without interfering

Customer-facing platforms such as QuickBooks are in a constant state of evolution, resulting in frequent design changes that must be approached with care. New features should be incorporated into an experience without interrupting the completion of its most critical tasks.

Balance maximizing education and minimizing interaction cost

Another implication of continuous refinement is the unfamiliarity of new features to even the most seasoned users. In the context of the QuickBooks checkout journey, there was a compromise to be made between preserving workflow simplicity and surfacing important information about what payment automation entails.