Accounting and ERP Release Notes

Updates for accounting, enterprise resource planning, procurement, and spend management software.

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Latest Accounting and ERP Updates

Nov 2, 2026
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Nov 2, 2026

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Nov 3, 2026
Dynamics 365 Finance by Microsoft

Build Asset-as-a-Service models with Rental Management in Dynamics 365

Dynamics 365 Finance expands Asset-as-a-Service support with Rental Management in public preview, connecting rental workflows across Finance, Supply Chain Management, Field Service, and Commerce for asset availability, contracts, billing, service, and fleet visibility.

For equipment businesses, the next competitive advantage is how fast you can launch new ways to earn from the same asset.

For many equipment businesses, the same machine is a sale, a rental, a service contract, and eventually a resale. Too often, each of those lives in a different system. Maintenance and rental schedules compete for the same unit, availability is hard to confirm, and finance teams reconcile data across systems just to see what an asset earned.

That problem is growing as manufacturers and distributors move beyond one-time equipment sales toward Asset-as-a-Service models, generating recurring revenue through rental, maintenance, services, and, over time, outcome-based offerings. Each new offering creates a new way to earn from the same asset. On disconnected systems, it also creates a new place to lose track of it. That’s why we’re expanding Dynamics 365 to support Asset-as-a-Service business models, starting today with Rental Management in Dynamics 365 Supply Chain Management, now in public preview, and new rental capabilities in Dynamics 365 Field Service and Dynamics 365 Commerce.

Rental Management brings core rental processes into Dynamics 365 Finance and Supply Chain Management and connects them with Field Service, Project Operations, and Commerce, so rental activity can run on the same asset, customer, and financial data as the rest of the business.

Build business model velocity with connected ERP

Business agility has traditionally meant operating efficiently and responding quickly to change. We believe another dimension now matters just as much: how quickly an organization can introduce, adapt, and scale new ways of generating revenue. We call this business model velocity.

The constraint on a new business model is rarely the idea. It’s the operating model behind it. Take an equipment manufacturer that sells machines, rents them for short-term projects, offers rent-to-own agreements, and provides ongoing maintenance. These offerings serve the same customers and depend on the same equipment and people, yet each carries different contract terms, billing schedules, and cost structures. When those offerings run on disconnected systems, every new offering can add integration work, reconciliation, and blind spots before it adds revenue.

The challenge isn’t supporting more offerings. It’s running them together without adding cost and overhead. We believe core rental processes belong in ERP, connected to the finance, service, and supply chain processes they depend on.

Rental operations also vary widely, from short-term equipment hire to long-term leases and specialty rental. Rental Management provides a connected foundation that organizations can extend with solutions from our partner ecosystem to meet specialized or industry-specific requirements.

Connect the rental lifecycle from availability to billing

Rental Management supports core processes across the rental lifecycle, from the first customer inquiry through reservation, fulfillment, return, and billing.

Consider a customer who needs equipment for a six-week project, with the option to buy one machine at the end. Before quoting, the rental coordinator needs to know what’s available, which units are due back, and what terms the business can offer. With Rental Management, the coordinator can check fleet item availability across prime equipment, attachments, and bulk items, reserve what the customer needs, and build the quotation from rental rates in a guided rental cart before converting it into a contract with a rental purchase option.

Pricing is where rental margin is won or lost. Suggested rates can adjust based on inventory levels, utilization, reservations, and customer history, while discount override limits help protect margins. A dedicated rental management workspace gives coordinators a current view of active contracts, sent quotations, scheduled fleet item movements, and units due back.

Once equipment is on rent, the priority shifts to fleet utilization: keeping units earning, not waiting. Fleet item movements document each shipment and return, with inspection checklists, photos, and damage tracking. When a customer is finished with a unit, a call-off stops rental charges, and a return-to-ready process helps get the unit back on rent sooner. Coordinators can also swap units on site and transfer equipment between locations as demand shifts.

Billing follows the contract. Rental invoices are generated on the billing cycle defined in the rental template. When a contract closes, best rate calculation determines the rate for the rental duration and adds any overtime or other charges.

For finance, the bigger change is where the numbers land. Because rental transactions post to the general ledger, fixed assets, and accounts receivable in Dynamics 365 Finance, rental revenue and revenue-based depreciation flow through standard financial processes, and fleet utilization can be tracked down to the individual unit. Finance leaders can gain visibility into how the rental fleet performs, with less reconciliation across systems.

That’s business model velocity in practice: adding a rental offering by extending your ERP rather than starting from scratch.

Connect assets across rental, service, and sales

The same unit rarely stays in one role for long. In Rental Management, a fleet item moves from new inventory into the rental fleet, where it’s tracked as a fixed asset, and then into the used fleet when it’s marketed for sale. When it’s sold, it transfers to the customer fleet automatically, and the business can continue to track and service it. Ownership changes. The relationship doesn’t have to.

Service is a big part of that relationship. When equipment comes back needing repair, the rental coordinator can send a request to Dynamics 365 Field Service directly from the rental process, and the work order carries the rental context with it.

For a rental business, timing matters as much as the repair itself. Managing rental fleet items as serviceable assets in Dynamics 365 Field Service takes that connection further, into more complex maintenance scenarios. Teams can more easily manage preventive maintenance with reusable plans, schedule service by calendar interval or actual usage, and generate work orders as maintenance comes due. Because the unit’s service history captures both planned and completed work, rental teams can anticipate downtime and time service around fleet demand, keeping more equipment ready to rent.

Rental profitability also depends on what happens around the rental. A contractor renting equipment for a construction project may also need parts or supplies. Trade Counter point-of-sale (POS) capabilities in Dynamics 365 Commerce help counter associates build large orders for business accounts, check inventory across branches, and release orders to the warehouse for fulfillment, so the business can serve the same customer for both rental and sales.

When rental, service, and finance run disconnected, each of those handoffs can mean another integration to build and another record to reconcile. Connected in Dynamics 365, operations and finance teams can work from a shared view of equipment availability, service status, and financial performance.

Bringing Copilot Cowork and agents into rental operations

Connected processes also change what agents can do. A single customer email may require a coordinator to interpret equipment specifications, check availability, review pricing, and prepare a quotation, drawing on several parts of the business. The information is already in ERP. Assembling it still takes time.

We’re demonstrating how the Dynamics 365 ERP apps plugin for Copilot Cowork can take on much of that work. In the demonstration, a customer emails a request with specific requirements and rental dates, and Copilot Cowork identifies suitable equipment, checks availability, drafts a response, and initiates a rental quotation for the coordinator to review. The coordinator stays in control; the agent does the assembly. Because the plugin respects existing security roles and data access permissions, people can reach only the ERP data they’re already allowed to see.

This is part of our broader vision for agentic ERP: bringing together Dynamics 365, Microsoft Copilot, Copilot Cowork, agents, and business skills to help people coordinate work across applications while maintaining enterprise security, business logic, and human oversight. It’s also why connection matters. An agent is only as useful as the processes and data it can reach.

Building ERP for the business models of tomorrow

Rental is often where Asset-as-a-Service begins. The lines between product sales, rental, subscriptions, services, and outcome-based offerings will continue to blur. We believe the organizations that move fastest won’t necessarily be the ones that replace their systems. They’ll be the ones whose systems are connected well enough to launch a new offering without starting over.

That’s business model velocity. It’s the principle behind our investments in Dynamics 365, and Rental Management is the latest example.

If your organization runs rental, service, and sales on separate systems today, start by mapping where a single asset crosses from one system to another. Those handoffs show where a connected model can matter most.

Explore what’s next for agentic ERP

Join us at Convergence to learn how connected ERP can support evolving business models, including Asset-as-a-Service.
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Nov 1, 2026
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Nov 1, 2026

First seen by Releasebot:
Nov 4, 2026
Xero

November 2026

Xero adds filters to reconciled bank transactions so users can view money spent or received.
Automatic (auto) bank reconciliation

We’ve made it easier to view reconciled transactions. You can now filter the Reconciled transactions screen by whether the money was spent or received.

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Oct 26, 2026
Date parsed from source:
Oct 26, 2026

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Nov 4, 2026
Quickbooks by Intuit

Intuit Accountant Suite Fall 2026 Release

Quickbooks expands Intuit Accountant Suite with AI-powered portfolio insights, reusable onboarding playbooks, and Books Close workflows, alongside faster navigation and reliability upgrades. New tools help accounting firms automate routine work while keeping professionals in control.
Intuit is investing to help accounting firms of every size create capacity, deepen client relationships, and grow in the AI era. With the latest release of Intuit Accountant Suite, we’re unveiling new AI-powered capabilities designed around how firms like yours actually work, designed side-by-side with accounting professionals through thousands of hours of feedback. It completes more of the manual work, surfacing intelligence across the client portfolio, and giving accountants more time to focus on the judgment and advisory work that creates the greatest value.

QuickBooks and Intuit Accountant Suite with Intuit Intelligence operate as a unified platform, helping eliminate double entry and removing the need to export data across tools. You and your clients work together, seeing the same information. Every time we simplify workflows for your clients in QuickBooks, it translates into cleaner books, faster reconciliations, and more time back on your desk.

Intuit Intelligence¹ makes that possible. It isn’t an AI feature added on top of the suite. It’s an AI platform that works across your whole client portfolio, drawing on your client data in one place and sending each task to the right AI, automation, or expert, following the policies and approvals you set. Actions are tracked in an audit log, so your team touches only the exceptions.

The result is increased capacity: less time on prep work and more time focusing on clients to help pursue strategic growth opportunities.

Manage your firm, its workflows, teams, and clients all in one place

Firms are managing increased client demand with the same headcount, with client requests for financial management, technology guidance, and strategic advice climbing steadily. Intuit Accountant Suite provides the operational infrastructure to handle that growth without needing to hire for every new request.

Cross-client analysis without the manual work: Intuit Intelligence now uses accountant-native language (using process metrics and GAAP terms like trial balance and variance) and surfaces patterns across your entire book of business (beta). (Available in Accelerate plan²)

Standardize onboarding once and apply it everywhere: Playbooks (beta) allow you to build repeatable onboarding workflows by industry or service level. Once created, configure any new client's books in a couple of clicks. (Available in Accelerate plan²)

Track product support in a central hub (beta): The Resolution Center consolidates web-to-case support tickets from your team and your clients into a single view, making it easy to check status, add details, and reopen cases without chasing updates across channels. (Available in Core & Accelerate plans)

“Intuit Accountant Suite allows us to save even more time and allows us to focus on actually advising and being customer champions to our clients.”

— Ryan Handel, co-founder & CEO, Fixe
Paid testimonial.

Automate manual work, on your terms with your judgement, fueling your advisory impact

As firms expand their financial management and strategic advisory offerings, they need automated, flexible workflows that scale without compromising standards. Intuit Accountant Suite empowers you to automate repetitive, manual bookkeeping tasks while ensuring your professional judgment remains central to every decision, keeping you in full control while unlocking capacity for high-value advisory work.

Books Close (beta) is now available in Intuit Accountant Suite at no additional cost. It includes file review, custom templates, custom statuses, multiple assignees, transaction-review collaboration across clients, AI-powered anomaly detection, and auto-updates to each client's QuickBooks file. (Available in Core & Accelerate plans)

Standardize review steps across your team: Books Close (beta) provides structured, customizable templates, contextual commenting, and status tracking across all your client close engagements at no extra charge. (Available in Core & Accelerate plans)

Pilot Opportunity: Agentic Books Close

As client portfolios grow, month-end close often demands more manual effort instead of scaling smoothly. Agentic Books Close handles preliminary prep work in the background against your firm's standards, allowing you to focus on review, approval, and exception management. Interested accounting firms can try Agentic Books Close early to help test and refine the product prior to broader release.³

Agentic Books Close works according to your firm's standards, automating month-end prep while keeping you in full control with a complete audit log, human-in-the-loop approvals, and AI that learns from your corrections with every close. Key features include:

AI handles the mechanical prep: Posting pending transactions, reconciling accounts, flagging anomalies, and recommending fixes.

AI drafts accrual entries: Flagging fixed assets, prepaids, and other accruals, then drafting and posting schedules and journal entries once you approve while learning from your edits over time.

AI builds closing reports: Variance Analysis and AP/AR Aging reports, assembled into a monthly package you can send clients directly.

A stronger foundation: Improved reliability in core workflows

A dependable foundation to the systems and technology you use is essential to earning your firm's trust. Based directly on feedback we have heard from the accountant community, this fall release brings amazing performance and stability upgrades across core workflows.

Faster navigation across large client lists: Optimized infrastructure helps speed up client list load times and Home dashboard responsiveness, even for firms managing hundreds of client realms. (Available now in Core & Accelerate plans)

Simplified firm administration: Enhancements to console consolidation, and granular role-based access controls (RBAC) ensure team members have appropriate access levels while keeping data organized. (Available now in Core & Accelerate plans)

Deeper bank feed and posting reliability: Platform improvements target core data connections, helping reduce disconnected bank feeds, retaining custom report settings, and helping ensure exact payroll posting alignment. (Available now in QuickBooks Online)

Track product support in a central hub (beta): As mentioned above, the new Resolution Center consolidates web-to-case support tickets from your team and your clients into a single view, making it easy to check statuses, add details, and reopen cases without chasing updates across channels. (Available in Core & Accelerate plans)

“The power of Intuit Accountant Suite is that it blends Intuit's software, our team's human expertise, and AI. It allows us to leverage the right resource at the right time, reducing variability in our tactical work and freeing up time for deeper connections with our clients.”

— Matthew May, CAS Partner, Sorren

Prepare your firm for what's next

Here are five actions you can take today to take advantage of Intuit Accountant Suite:

Have your primary or company admin update your subscription: If you are still using QuickBooks Online Accountant, transition your primary realm to Intuit Accountant Suite to access centralized firm tools.

Take advantage of Accelerate while it's free: Accelerate is free until January 2027, making it an ideal time for firms transitioning from QuickBooks Online Accountant to explore advanced features at no cost.

Set up Playbooks: Try opening multiple client files at once and build a standard onboarding Playbook for your most common client industry.

Test Cross-Client Insights in Intuit Intelligence: Use portfolio-level queries to identify metrics or missing data points across your client base in seconds.

Sign up to try Agentic Books Close: If your firm wants to participate in testing automated month-end close workflows, submit your interest through the IAS feature preview page.

Disclaimers

Feature release dates and availability will vary by product. Not all features will be available on October 26, 2026. This information is intended to outline our general product direction, but represents no obligation and should not be relied on when making a purchasing decision. Additional terms, conditions, and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice. Feature availability varies by product. Beta features may change before general availability.

¹ Intuit Intelligence is currently available as a beta release. Features, availability, and capacity are subject to change. Intuit Intelligence chat is only available to admin users at this time. Each account gets limited capacity each month; capacity varies by plan. Intuit Intelligence can make mistakes. Intuit protects privacy and adheres to responsible AI principles. Learn how we use AI.

² Requires upgrading to Accelerate, a paid plan within the Intuit Accountant Suite after January 2027.

³ Agentic Books Close is in pilot and available to a limited group of firms; sign-up required. It may not always be accurate, and every AI-drafted entry requires your review and approval before it posts. Agentic Books Close is available at no additional cost during the pilot; a paid add-on will be required after the pilot and Beta to continue access.
Original source
Oct 26, 2026
Date parsed from source:
Oct 26, 2026

First seen by Releasebot:
Nov 4, 2026
Quickbooks by Intuit

QuickBooks fall 2026 release

QuickBooks releases a broad fall update that brings AI-powered bill pay, payroll, invoicing, cash-flow planning, and reconciliation together with stronger bank connections and expanded construction and inventory tools. New integrations, guided migrations, and accountant-focused features help businesses manage finances and grow on one platform.
For your clients who are just starting up to those scaling up, QuickBooks with Intuit Intelligence¹ is the unified platform where you can work together with them to see a complete view of their finances all in one place, without needing to export or reconcile data across several disconnected apps. Every time QuickBooks simplifies a workflow for your clients, it translates into cleaner books and faster reconciliations, giving you more time back to focus on the advisory work clients value most.

Intuit Intelligence isn't just an AI feature added on top of QuickBooks. It's the financial system of intelligence that powers the entire unified Intuit platform, drawing on 40 years of Intuit's accounting data, the patterns of 10 million businesses, and your clients' secure business data. It matches each financial task to the right AI, automation, or human expert, including a network of more than 650,000 accountants on the platform.

Here's what's new in QuickBooks this fall, and what it means for your clients and your firm.

Read more about our updates to Intuit Accountant Suite and Intuit Enterprise Suite.

Intelligence that works for you: Same-day bill pay, mobile payroll, and fast payments, all in one place

For growing firms, client-side friction directly cuts into firm capacity. Every delayed bill, uncollected deposit, and manual payroll entry eventually becomes manual tracking and post-close reconciliation on your desk. In the latest release, QuickBooks with Intuit Intelligence takes on more of the work that keeps money moving through your clients' businesses, so clean records land in your workspace automatically.

Automate client bill payments and reduce busywork

Manual processes are one of the top reasons small businesses report paying bills late. It's also where businesses say AI would help most: almost 2 in 5 (38%) want AI reminders for paying bills specifically.²

New Intuit Intelligence Bill Pay features turn vendor emails into bills ready to approve, keep recurring bills on track, and post each payment to the books so reconciliation stays current. (Available in QuickBooks Simple Start through Advanced)

Help clients pay eligible bills the same day with Vendor Direct

For clients with a Bill Pay subscription, Vendor Direct pays eligible bills the same day the money leaves the bank account, at no extra cost.³ Today, free ACH bill payments take 3 to 5 business days, checks can take up to two weeks, and same-day alternatives cost about $10 per payment.⁴ (Available in QuickBooks Simple Start through Advanced with Bill Pay Basic, Premium, Elite)

Nothing changes about how your clients work: They upload or email the bill as usual. If it qualifies, Vendor Direct is selected automatically.

Built-in backup: If a Vendor Direct payment can't go through, it automatically falls back to the payment method last used for that vendor, and your client gets an email explaining what happened and what action to take.

Easier matching: Vendor Direct makes it simpler to match payments to bills in the books.

Run and edit client payroll on the go, wherever you are

Now you and your clients can run payroll in the QuickBooks mobile app. Ask Intuit Intelligence to prepare a pay run, add hours or reimbursements, and explain what changed in an employee’s pay. Review the draft, submit it, and if something needs fixing after you submit, ask to edit or void the run. (Available in QuickBooks Workforce⁵: Payroll, Premium, Elite)

Resolve client payroll tax notices with less stress

A payroll tax notice is stressful for clients, which can result in a call to you, and time you have to spend on a resolution. With this release, clients can upload a payroll tax notice to Intuit Intelligence in QuickBooks Online and get a plain-language explanation of what it's about. Then a Payroll Tax Expert researches and resolves it.⁶ Clients can also ask follow-up questions about the payroll tax setup, payments, and filings to understand what caused the notice and how to avoid it next time. (Available in QuickBooks Workforce: Payroll, Premium, Elite)

Switch client payroll from ADP, Gusto, or Paychex to QuickBooks Workforce without data re-entry

Switching payroll providers usually means rekeying a year of history. Not anymore. Clients can move to Payroll in QuickBooks Workforce from ADP or Gusto, and (coming soon*) Paychex, without re-entering their payroll data. Simply upload reports from the current provider. Intuit Intelligence extracts employee data, pay items, deductions, taxes, and year-to-date pay history, and an Intuit Payroll Expert reviews every import before it reaches the account. Most migrations complete within a day.⁷ (Available in QuickBooks Workforce: Payroll, Premium, Elite)

Only fix what's flagged: You focus on the items that need your input, speeding up setup and time to first payroll.

Using another provider? A guided spreadsheet import is available.

AI-powered invoices that manage themselves (beta)

Intuit Intelligence drafts invoices in QuickBooks for your client’s review and, with approval, sends prioritized payment reminders for anything unpaid. Businesses get paid 4 days sooner on average.⁸ (Available in QuickBooks Essentials through Advanced)

Intelligence that works where your clients are: Connect QuickBooks to ChatGPT, Claude, Gemini, Perplexity, and Muse

Ask questions in plain language, forecast cash flow, model decisions before clients make them, and bring QuickBooks into the AI tools you and your clients already use. Answers come from live client data, so you can spend less time pulling reports and more time advising.

Connect your clients' secure QuickBooks financial data in the top AI platforms

QuickBooks powers financial intelligence in ChatGPT, Claude, Gemini in Google Workspace, Perplexity, and Muse, from Meta⁹, so your clients can check business health, see performance and cash flow at a glance, and draft invoices in plain language. Everything is reviewed and approved before it sends.

Examples of questions your clients can ask:

"Summarize cash flow and performance for [client] this quarter."

"Create invoices for the latest completed jobs from the email threads in my inbox."

"Show me the details of the latest payroll run."

"What options for loans do I have?"¹⁰

(Available connectors (beta; ChatGPT and Claude invoicing are GA): ChatGPT, Claude, Gemini, Perplexity, and Muse, from Meta. Available in QuickBooks Simple Start through Advanced.)

Forecast cash flow and plan budgets with live data

Forecast cash positions and plan budgets in QuickBooks using custom reports and a forward-looking view of cash flow¹¹ that combines ledger history, bank activity, and predictive intelligence. Unlike general-purpose AI, these forecasts are grounded in live client data and the patterns of 10 million businesses. (Available in QuickBooks Free through Advanced. Saving a forecast as a budget requires QuickBooks Plus or Advanced.)

Model a client's business decision with "what-if" scenario planning

One in three owners (34%) see AI as a tool that helps level the playing field against larger competitors, according to the Intuit QuickBooks 2026 Business Owner Report.¹² Scenario planning shows what a price change, a new hire, or a big purchase would do to a client's cash flow, revenue, and net income before they commit.¹¹ Run "what-if" scenarios together to pressure-test their options. (Available in QuickBooks Plus, Advanced)

Check your clients' business health with Intuit Intelligence

Review client performance across profit and loss, cash flow, and sales with real-time metrics, so you both understand where the business stands, including its readiness for financing.¹⁰ QuickBooks Capital¹³ shows what a client can borrow, what it may cost, and what to do next before they ever apply, with no impact to their personal credit score. (Available in QuickBooks Free through Advanced)

A strong foundation: Clean books and unmatched core everyday workflows

This release strengthens everyday workflows for your clients, such as keeping books clean as transactions come in and making it easier to win new jobs with estimate e-signatures.

We are also always listening to accountant feedback. You’ve been telling us what gets in your way in product feedback and the QuickBooks community. This release closes gaps in many of the workflows you touch most. You will see unmatched bank connection reliability, AI-powered reconciliation, and customizable reports.

Clean books from day one with Intuit Intelligence

New clients can tell Intuit Intelligence about their business, and it customizes their books for their industry. Plans include one-on-one coaching with a setup expert through the first 90 days or until onboarding is complete, whichever comes first. After setup, automated categorization keeps running as transactions come in, so ledgers stay current between closes instead of needing a cleanup before every close. The longer it runs, the more it learns your firm's coding preferences. (Onboarding available in QuickBooks Simple Start and up. Continuous categorization is available in Plus and Advanced.)

Learn more about onboarding.

Help clients win more jobs with estimate e-signatures, deposits, and Affirm pay-over-time on estimates

In this release, QuickBooks now connects your client’s entire quote-to-cash process into one seamless, end-to-end workflow. It starts with a single estimate link that allows your client’s customers to sign, pay a deposit, and explore flexible pay-over-time options with Affirm.¹⁴ The signed agreement attaches automatically as a PDF, and collected deposits are recorded as liabilities until the estimate converts. Once approved, the estimate seamlessly converts to an invoice, automatically applying the collected deposit so your client gets paid fast without manual re-entry. (Available in QuickBooks Simple Start through Advanced. Collecting deposits requires QuickBooks Payments.)

Better, more confident decisions: Increased controls, security, and expert support

QuickBooks with Intuit Intelligence is one trusted platform where you and your clients are always in control, making better, more confident decisions based on secure client data.

Collaborate with your clients in QuickBooks

In QuickBooks, you and your clients work in the same system with the same real-time numbers, so there's no trading files back and forth or duplicating each other's work. The more day-to-day work QuickBooks handles for your clients, the cleaner the books you receive, so you can spend your time on risk, planning, and advice. Your collective expertise, across a network of more than 650,000 accountants, also helps shape how QuickBooks categorizes, flags, and recommends. (Available in Simple Start and above. QuickBooks Free and Lite do not have accountant access.)

Intuit Intelligence suggests, you decide: Review and undo AI actions in QuickBooks

Intuit Intelligence explains each recommendation before anyone acts, and every action is reviewable, reversible, and yours to approve. Exceptions go to you or your client for review. You set the guardrails for what runs on its own and who can access what, based on their role. Any action can be undone, and original records stay intact, with a history of what changed and when. (Available in all plans. QuickBooks Free and Lite do not have accountant access. Preset roles in Essentials and Plus. Custom roles in Advanced.)

Be there for clients when they need you

Some things shouldn't just be handled by AI: a payroll tax notice, a year of payroll history that has to be added correctly, or a decision with financial consequences. For these big decisions, clients can connect with you and share materials directly from QuickBooks. (Available in Simple Start and above. Accountants cannot be attached to Free or Lite.)

Control your clients' data privacy and security

Client financial data lives securely in QuickBooks and is shared only where your clients decide. AI gets more done while you and your clients stay in control.

Any action taken in the books is reviewable, reversible, and yours to approve.

QuickBooks uses anonymized data points from 10 million businesses, plus your clients' data, to produce accurate insights while protecting privacy and security.

QuickBooks workflow updates: Reliable bank connections, fast reconciliation, and customizable reports
Reliable bank connections
Bank connections sync more reliably, even when the same connection is used across multiple client companies, and stay authorized through data refreshes. Proactive notifications flag anything that needs attention before transactions stop flowing in.
Fast AI-powered reconciliation for bank transactions and books
Intuit Intelligence automatically matches bank transactions and flags discrepancies between a client's books and bank. Deposits and bank transactions match to the invoices they belong to.
Reports built to save you time
Reports keep their customizations, automatically pick the right prior period for comparisons, and show budget reports that match what you expect. Turn on debit and credit columns, get a prompt to refresh a report that hasn't caught up with a recent change, and expand or collapse accounts and subaccounts when you export a Balance Sheet or P&L to Excel.
Refunds now default to the original payment method
Refunds are easier to complete and default to the original payment method automatically.
Payroll that posts accurately
Payroll in QuickBooks Workforce now posts correctly to the books without extra manual fixes, and you can process a paycheck or tax payment for a prior pay period with no workarounds.
A fast home screen and mobile app
The homepage has a more personalized layout, clean widgets, enhanced bookmarks for important reports, and a new global panel. The mobile app is fast and more reliable, with fixes for bank connections, trip and mileage tracking, invoicing, and receipt capture.

See the running list of new features, fixes, and improvements in the QuickBooks changelog. Each entry is dated, permalinked, and written in plain language.

From start-up to enterprise: A QuickBooks plan for all stages of your clients' growth

Every QuickBooks plan, from QuickBooks Free¹⁵ and QuickBooks Lite to Intuit Enterprise Suite, runs on the same platform. Upgrading a client isn't a migration: their books, history, and complete financial picture come with them, so nothing has to be rebuilt or re-entered as the business grows. See plans and pricing.

What's new in QuickBooks Free and QuickBooks Lite

In this release, QuickBooks Free and QuickBooks Lite now include Intuit Intelligence assistance, so sole proprietors can get set up easily, get product questions answered, and unlock AI-powered insights on their business.

What’s new in QuickBooks Online Advanced

In this release, QuickBooks Online Advanced offers purpose-built workflows for job costing, project management, and inventory, with even more industry depth coming soon.* In addition, many of the most-requested QuickBooks Desktop workflows are now live or coming soon* in Advanced as well as Intuit Enterprise Suite, and new guided, human-led migration support for clients transitioning from Desktop to the cloud is smoother than ever.

Standard accounting tools often rely on a one-size-fits-all approach. QuickBooks Online Advanced is built for how your clients actually run their businesses: Construction financials shipped in August, inventory management gets a substantial upgrade coming soon, and additional industry-specific depth for manufacturing and more is coming soon.*
Construction financials: See where a job—and your profit—stands at every step of the process
Your construction clients’ job costing usually lives in three places at once: a spreadsheet for the budget, separate field software for day-to-day operations, and an accounting system that finds out what actually happened days or weeks later. By the time the numbers line up, margins have already eroded.

QuickBooks Online Advanced eliminates that disconnect.

Estimating, job costing, and billing run in one workflow, with budget-vs-actual and WIP visible while a job is still open, change orders that update costs and invoices together, and AIA-style progress billing¹⁶ tied to project milestones. The Project Management AI agent can even stand up a new project from documents your client already has, so starting a job doesn't mean a pile of setup work first. Once the job’s running, Intuit Intelligence lets you ask about it in plain language, such as what’s driving a cost overrun or how a job’s margin compares to similar ones. Answers are grounded in your client’s own project data, with tips for protecting margin on the next bid.

Accounting is only part of the job. Your clients also have crews to pay, customers who owe them money, subcontractors waiting on checks, and ongoing cash flow to manage. Advanced brings all of that into a single system.

Real-time visibility into project labor costs. Hours logged in the field flow from QuickBooks Workforce straight into job costs, so labor costs by project are visible in real time instead of after a manual reconciliation between the field and the office.¹⁷

Your clients get paid when they bill, in the same system. When an AIA-style progress invoice¹⁶ goes out and the owner pays, that payment reconciles to the books automatically. The format matters: Businesses that billed this way got paid within 30 days at a 32% higher rate than those using standard invoices.¹⁸

Funding options that bridge the cash flow gap between payroll and draws. Construction cash flow lives in the space between work performed and payment received. An eligible business can draw on a pre-approved Capital line of credit, rather than starting a fresh loan application when timing is already tight.¹⁹

QuickBooks Capital keeps financing in view without a separate application. Every fee and rate is disclosed upfront, a line of credit draws against the client’s own QuickBooks data with interest only on what they borrow, and Business Health shows what’s driving their approval odds before they ever apply.¹⁹

Built-in Bill Pay streamlines subcontractor payments. Bill Pay is embedded in QuickBooks, so it’s ready when it’s time to pay subcontractors and vendors. Pay by free standard ACH or check, with built-in approvals and automatic 1099 tracking, and e-filing as payments go out. There’s no separate subscription, no manual workarounds, and a week of year-end paperwork gets done in a few minutes.²⁰

That’s the advantage of a unified platform: Because projects, labor, billing, financing, and payments all connect to the same books, you always know where a client’s jobs and cash position stand.
Inventory management for product-based businesses: Stock that matches the shelf
With Advanced, product-based businesses get an inventory system built for how they actually operate:

Sales orders tie to purchase orders and item receipts, so receiving may reconcile what arrived against what was ordered.

Set your costing method once, like moving average or first in, first out (FIFO), instead of choosing it transaction by transaction.

Reorder points with low-stock alerts flag a reorder before a customer order is already waiting on it.

Coming soon: This release adds prepayments and deposits captured directly on sales orders and estimates, and item receipts that handle non-inventory and service items.*

Coming soon: For moving-average items, inventory value adjustments will let you correct an item's value directly (not just its quantity), backed by new stock status and aging reports so the books stay matched to the physical count.*

QuickBooks Desktop workflows, now in QuickBooks Online Advanced
QuickBooks Desktop earned three decades of customer trust by going deep with industry-specific workflows, granular reporting, inventory, payroll, and job costing. Now, QuickBooks Online Advanced features the biggest wave of innovation to add much of the depth that customers appreciated in Desktop, including many of the most-used and most-requested workflows by both businesses and their accountants. If you’ve hesitated to advise a client to migrate because Advanced lacked functionality, now’s the time for you and your client to take another look at QuickBooks Online Advanced.

One and a half million customers have already made the move to Online.²² The latest release is built for clients already on Advanced who want more of what they migrated for, and for those still on Desktop.
Payroll¹⁷ built around how crews actually get paid
Coming soon: Labor costing by service item (beta) assigns each hour to the service performed and carries that cost into your client’s payroll, job-costing, and profit and loss (P&L) reports as payroll runs. You can see which services are actually profitable without a manual reconciliation. And when a paycheck needs fixing, you can process a paycheck or tax payment for a prior pay period right in QuickBooks, with no workaround outside the system.

Payroll features depend on the client’s QuickBooks Workforce plan, so confirm what applies before you recommend a change.¹⁷
Projects that scale with complexity
Coming soon: Multi-level job hierarchies handle jobs nested inside jobs, matching how complex engagements are actually structured. Plus, the Desktop-era project reports are here too: Open Purchase Orders by Job, Item Profitability, and Job Costs by Vendor.
Invoicing the way your clients bill
Choose from multiple shipping addresses per customer right in the invoice workflow, and regroup billable expenses into a single, clearly labeled line, so your clients’ customers see one readable charge.
Guided QuickBooks Desktop migration with a dedicated Implementation Consultant
Migrating to Advanced from Desktop is a fully guided experience. Businesses migrating from Desktop are paired with a dedicated Implementation Consultant for up to 60 days.²³ The consultant builds a migration and training plan specific to the business and guides the team from submitting the Desktop file through the first report run.

Businesses can also preview how Advanced handles their specific industry’s workflows before committing to the move, and, coming soon, accountants can manage the migration alongside their client in the same system, which keeps you in the loop on how the books land, not just where they end up.

See what's new in Intuit Accountant Suite

In this release, Intuit Accountant Suite adds new AI-powered tools for month-end close (pilot), cross-client analysis (beta), and standardized client onboarding. Designed alongside accounting professionals through thousands of hours of feedback, Intuit Accountant Suite is built to deliver real impact in both directions. See what’s new in Intuit Accountant Suite.

Frequently asked questions about the QuickBooks fall 2026 release

Does QuickBooks work with ChatGPT, Claude, Gemini, Perplexity, and Muse?

Yes. With connectors (beta), QuickBooks connects to ChatGPT, Claude, Gemini in Google Workspace, Perplexity, and Muse, from Meta⁹, so you can ask about a business in plain language and draft invoices without opening QuickBooks.

If a client connects QuickBooks to an AI tool, can it send invoices or reminders without the client's knowledge?

No. The client can ask the connected AI tool to draft an invoice or a payment reminder in plain language, but the AI only drafts it. The client has to approve before anything sends, and QuickBooks records the action automatically once approved.

How does the ADP and Gusto payroll migration work, and how long does it take?

Export reports from the client's current payroll provider and upload them. Intuit Intelligence extracts employee data, pay items, deductions, taxes, and year-to-date history, and an Intuit Payroll Expert reviews every import before it reaches the account. Most migrations complete within a day.⁷ Paychex support is coming soon.

What is Vendor Direct?

Vendor Direct pays eligible bills the same day the money leaves the bank account, at no extra cost,³ for QuickBooks Bill Pay customers. If a bill doesn't qualify, it's paid with the usual method. If a Vendor Direct payment fails, it falls back to the previous payment method, and the standard delivery fee for that method applies.

How do I work with my clients in QuickBooks?

On QuickBooks Simple Start and above, clients can invite you to their books for free. Simple Start, Essentials, and Plus include access for two accountants, and Advanced includes three. You both work in the same system with the same real-time numbers, while Intuit Intelligence handles more of the day-to-day work.

Is Intuit Intelligence included in my clients' QuickBooks plans?

Intuit Intelligence is available to admin users on plans from QuickBooks Free through QuickBooks Online Advanced. Capacity is limited by plan.

Do clients need to migrate their data to upgrade their QuickBooks plan?

No. Every QuickBooks plan, from Free through QuickBooks Advanced and Intuit Enterprise Suite, runs on the same platform, so clients can move up without migrating their data.

Disclaimers

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For details about our money transmission licenses, or for Texas customers with complaints about our service, visit https://www.intuit.com/legal/licenses/payment-licenses/.

QuickBooks Payments and QuickBooks Bill Pay accounts are subject to eligibility criteria, credit, and approval prior to first payment. Subscription to QuickBooks Online required. Not available in U.S. territories or outside the U.S. Bill Pay Basic is included with QuickBooks Online when purchased directly from QuickBooks.com or QuickBooks Sales. Limits may apply on total number and amount of payments. Transaction-based fees apply based on usage.

*Feature release dates and availability will vary by product. Not all features will be available on October 26, 2026.

This information is intended to outline our general product direction, but represents no obligation and should not be relied on when making a purchasing decision. Additional terms, conditions, and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice. Feature availability varies by product.

QuickBooks Term Loan and QuickBooks Line of Credit loans are issued by WebBank.
Original source
Oct 26, 2026
Date parsed from source:
Oct 26, 2026

First seen by Releasebot:
Oct 30, 2026
Dynamics 365 Finance by Microsoft

What's new or changed in Dynamics 365 Finance 10.0.50 (December 2026)

Dynamics 365 Finance releases version 10.0.50 with IRS 1099 file generation, Sweden VAT exchange-rate updates, financial tags for budgeting and subscription billing, expanded tax configuration, and budget-to-ledger reconciliation. Several capabilities are marked as preview.
Important

Some or all of the functionality noted in this article is available as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see Service update availability.

This article lists the features that are new or changed for Microsoft Dynamics 365 Finance version 10.0.50. This version has a build number of 10.0.2919 and is available on the following schedule:

Preview of release: October 2026

General availability of release (self-update): December 2026

General availability of release (auto-update): January 2027

Features included in this release

This section contains a table that lists the features included in this release when available. The article might be updated to include features that were added to the build after this article was originally published.

Accounts payable — Generate IRS IRIS 1099 files for manual submission — This feature enables US legal entities to generate IRS-compatible CSV files for Forms 1099-DIV, 1099-G, 1099-INT, 1099-MISC, 1099-NEC, 1099-OID, and 1099-S in Dynamics 365 Finance. Users can validate issuer and recipient information, generate separate CSV files by 1099 form type and tax year, and manually upload the files to the IRS Information Returns Intake System (IRIS) Taxpayer Portal. — Feature management

Accounts receivable — Reg F-Sweden VAT Compliance – exchange rate determination must be based on VAT tax — Enables Swedish Accounts receivable scenarios to use the VAT register date to determine the basis for exchange-rate. The applicable exchange rate corresponds to the VAT tax point rather than the posting date. — Feature management

Accounts receivable — Tax exempt number missing in prepayment invoice — Ensures the customer Tax Exempt/VAT registration number is populated for sales prepayment invoices. — Feature management

Budgeting — Financial tags for budget register entries — The feature enables financial tags on budget register entry headers and lines. — Feature management

Global address book — New optimized customer entities — Enable these entities for better performance. — On by default

Subscription billing — Financial tags for Subscription billing (preview) — Use financial tags with Subscription billing to capture additional financial context on billing schedule lines and carry the tags through downstream billing and accounting transactions. — Feature management

LATAM globalization expansion — LATAM globalization expansion - Argentina (preview) — Enables LATAM globalization functionality for Argentina. — Feature management

Tax — Tax rate import for Advanced tax integration using Electronic reporting configurations (preview) — Enables importing tax rate data into Advanced tax integration using Electronic reporting (ER) configurations, including the tax rate import setup page and the parallel ER upload. — Feature management

Tax — Complete and create draft version in batch for Tax calculation (preview) — This feature enables completing a tax feature version and creating a new draft version as a batch job from the Tax calculation feature designer workspace. — Feature management

Tax — Automatically update advanced tax calculation feature version (preview) — When enabled, this feature automatically selects a completed tax feature version as the current version for a legal entity, provided that the version does not introduce any new tax codes. — Feature management

Tax — Manage condition columns in Rate matrix for Tax calculation (preview) — This preview feature enables management of condition columns in the rate matrix for Tax Calculation. Users can add, remove, and reorder condition columns and adjust the execution sequence of rate matrix lines. — Feature management

Feature enhancements included in this release

This section contains a table that lists the enhancements included in this release when available. The article might be updated to include features that were added to the build after this article was originally published.

General ledger — Account reconciliation agent (Production ready preview) — Starting in Dynamics 365 Finance version 10.0.50, budget control reconciliation is part of the Accounting reconciliation workspace in Dynamics 365 Finance. It uses the Account reconciliation framework to compare the amounts that budget control records for source documents with the amounts that are posted to the general ledger. Each difference is listed as an exception that you can investigate and resolve. Budget to General Ledger reconciliation is applicable only when Budget control and Posting definitions are enabled. — Feature management

More information

Platform updates for finance and operations apps

Dynamics 365 Finance version 10.0.50 includes platform updates. To learn more, see Platform updates for version 10.0.50 of finance and operations apps.

Bug fixes

For information about the bug fixes that are included in this update, sign in to Microsoft Dynamics 365 Lifecycle Services, and view the KB article.

Regulatory updates

For information about regulatory updates for finance and operations apps, see Regulatory updates. Another way to learn about regulatory updates is to sign in to Lifecycle Services and view the planned regulatory updates by using the issue search tool. Issue search lets you search by country/region, type of feature, and release.
Original source
Oct 1, 2026
Date parsed from source:
Oct 1, 2026

First seen by Releasebot:
Oct 14, 2026
Quickbooks by Intuit

October QuickBooks Updates

QuickBooks releases a broad set of business updates, including vendor credits in Bill Pay, spreadsheet-based payroll, detailed labor-cost tracking, background checks, and easier payroll migration. A new certification and integrated business credit card also expand support for accountants and growing businesses.
October is National Learning and Development Month, celebrating the vital role of education and skill enhancement in our lives. With the accounting profession continuing to shift to client advisory services, we’re seeing proof that even the most powerful technology can’t replace the power of human connection. Check out more on this with this article from Better Together, and be sure to read more about this month’s updates below.

Share these QuickBooks updates with your associates and clients on the latest innovations relevant to business owners and admins.

Stay In the Know

Learn about the most exciting innovations—visit the Hub to watch weekly videos.

Get certified in QuickBooks Workforce

In a nutshell: Help your firm level up its Intuit partner program benefits and gain CPE credits and professional development for yourself by earning a new certification for QuickBooks Workforce.

The new QuickBooks Workforce certification is a structured 5-course product training that’s best-suited to bookkeepers and accountants who deliver payroll services for their clients. Participants will explore product workflows, including employee self-onboarding, payroll setup, manual and automatic payroll, contractor payments, payroll reporting, automated taxes and forms, and payroll corrections.

Take advantage of this new guided path to strengthen payroll knowledge, use the full range of QuickBooks Workforce capabilities, and confidently advise your clients.

The QuickBooks Workforce certification course covers:

An introduction to QuickBooks Workforce.

Understanding payroll.

Setting up payroll.

Running and reconciling payroll.

Filing payroll taxes and completing year-end tasks.

Coverage of newer and advanced capabilities includes:

Intuit Intelligence payroll workflows.

AI-powered anomaly detection and review.

Payroll Tax AI for compliance assistance.

Multi-entity payroll in Intuit Enterprise Suite.

Connected HR, time, payroll, and financial data.

You’ll also have the option to take the test without the coursework and achieve certification with an 80% passing score.

This certification is the latest of many that allow your firm to move from Member to Partner tier in the upcoming Intuit ProPartner Accountant program.

Notes: This program will succeed the ProAdvisor Program in early 2027. The QuickBooks Workforce certification has no prerequisite. However, participants should have a working knowledge of QuickBooks.

Explore this and more Intuit certifications. Learn more

Important product and disclaimer information

Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Better Together presents: “AI for Financial Storytelling” webinar

In a nutshell: Join us for a live, new, advisory-focused webinar on Thursday, October 22 from 11 AM – 12 PM PT.

How do you become your client’s first contact when they have a question about their business? Set yourself apart with your ability to surface meaningful stories about their business from within their financial data.

This practical webinar will show you how AI can help you get there, with a real, start-to-finish walkthrough using Intuit Accountant Suite, QuickBooks, plus any large language model. With this combination of tools, a client discovery conversation includes key metrics, trends, and an actionable story to drive effective decisions.

By attending, you’ll end up with a repeatable framework, ready-to-use prompts, and safe sample data and materials to practice on. In addition, you’ll learn how to incorporate AI tools into your workflows in order to:

Strengthen your firm’s client discovery process to uncover what really matters: their challenges, priorities, and goals.

Deepen analysis to pinpoint key metrics, understand how those metrics have changed, and see where they’re heading.

Shape the financial story to communicate your analysis in a clear, persuasive, client-ready narrative that supports business decision-making.

Sign up today to attend this webinar. Register now

Applying vendor credits in Bill Pay

In a nutshell: You and your clients can now apply vendor credits while scheduling a QuickBooks Bill Pay payment, rather than using separate steps or workarounds.

Rather than relying on paper checks, outside tools, or partial payments, you can apply a credit and pay a bill in a single, time-saving step. You’ll also get full control over which credits go to which bills, rather than only seeing the total credit amount. When your client’s payment is complete, the remittance advice their vendor receives will show which credits were applied, adding clarity and transparency to their work together.

Here’s how it works:

Pay bills now lists each available vendor credit, with date, reference number, and available balance.

You select which vendor credits to apply and how much of each credit.

The applied credits will appear when you go to Schedule payment.

The email and remittance advice to your client’s vendor will show the applied credit(s).

Find out how to enter vendor credits and refunds in QuickBooks Online. Learn more

Important product and disclaimer information

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

Draft payroll by uploading spreadsheets

In a nutshell: QuickBooks Workforce Premium and Elite users can now skip the manual entry and prepare payroll by uploading spreadsheets directly into Intuit Intelligence.

Chances are good that your clients gather payroll data from a multitude of disconnected sources. However, manually aggregating disparate payroll data elevates the stress of running payroll correctly and on time. Mid-market customers surveyed about payroll preparation say that the time and effort of entering data manually is a top pain point.

Preparing payroll is now easier than ever with the help of Intuit Intelligence. When you or your client upload a CSV or Excel file of payroll data directly in the chat window, Intuit Intelligence extracts the data and requests clarification as needed. After this process is complete, you’ll see the imported data in the review table. Upon review and confirmation, this data is added to your client’s payroll.

Check out the latest QuickBooks Workforce updates. Learn more

Important product and disclaimer information

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

Classify employee hours across service items and dimensions

In a nutshell: You and your clients can now track service items by paycheck, so you know which labor costs land against the work that each team member performed.

Classify employee hours across service items and a range of customizable dimensions with this new tracking capability in QuickBooks Workforce Premium and Elite, and QuickBooks Online. When you track service items by paycheck, you can allocate and track payroll costs granularly across each job, customer, or project.

This capability builds on custom dimensions tagging, introduced earlier this year. You can add the dimension of service items in order to gain all-new insights. Analyze income and spend across various categories, and get the answers that fit your clients’ needs, such as union wage reporting, workers’ compensation codes, grant-based costing, and more.

With this update:

Service items on timesheets will flow straight into your client’s payroll.

You can split a single paycheck across multiple service items.

You can edit or reassign service items while running payroll or correcting a paycheck.

Service item details carry through to your job costing reports.

Get started with class tracking in QuickBooks. Learn more

Important product and disclaimer information

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

Checkr background checks in QuickBooks Workforce

In a nutshell: Background checks through Checkr help growing businesses maintain a streamlined, unified hiring process with seamless workflows.**

Running background checks no longer means leaving QuickBooks and searching for a reputable provider. The team lifecycle management tools inside QuickBooks Workforce include fast, smooth, and safe background checks through our partner, Checkr. These background checks start at $29.99 per report and are integrated into employee onboarding.**

Your client can initiate background checks in seconds from their hiring workflow in QuickBooks for an efficient and consistent process. They can also start background checks of existing employees from the employees’ profiles or through the Background checks overview page in QuickBooks Workforce.

Get more details on background checks through Checkr. Learn more

Important product and disclaimer information

**Features

Background checks: Background check services provided by Checkr. Checkr’s terms and additional fees apply. Subscription to QuickBooks Workforce required.

Pricing starts at $29.99 per report: Checkr works with state and county courts, DMVs, databases, and other third parties to complete your background checks. Some of these parties impose surcharges (“passthrough fees”) to the public to retrieve records. These passthrough fees are included in your invoice.

Intuit Business Credit Card now available to firms and business owners

In a nutshell: Business owners and accountants can access more capital with no impact to their personal credit score, and save time through QuickBooks-integrated workflows with the Intuit Business Credit Card.

To help owners and accountants reinvest in their businesses, the Intuit Business Credit Card features no annual fee** and unlimited 2% cash back on everyday purchases.**

In addition, this card offers:

5% unlimited cash back on Intuit products and services**, even for your firm, on client subscriptions you pay for with the card.

QuickBooks auto-sync saves you time with no bank feed setup or connection issues.

Receipt capture that automatically match to transactions.

A $300 cash bonus**.

Unlimited virtual and physical credit cards for the team, with limits and controls.

Exclusive offers from Intuit and additional partners.

While business owners often face challenges qualifying for traditional business credit, the Intuit Business Credit Card can widen your client’s and firm’s access to capital. If approved, this access provides the flexibility to float expenses month to month, while earning cash back rewards for your business. Approved businesses can go from application to spending in as little as 3 minutes, with immediate access to a virtual card.

Avoid month-end manual work—transactions from the Intuit Business Credit Card automatically sync and reconcile with QuickBooks data. The Intuit Business Credit Card automatically connects to the QuickBooks bank feed, giving you and your client a real-time view of cash flow and business performance so you can run reports without chasing clients to fix broken bank feeds.

Cardholders also receive automatic notifications to upload receipts, helping everyone skip paper expense records and stress less at tax time.

Explore the new Intuit Business Credit Card with no impact to your personal score. Get started

Important product and disclaimer information

**No annual fee: See Intuit Business Credit Card Cardholder Agreement.

Cash back: 5% cash back on purchased Intuit products and services does not include transactional fees (ex: merchant services). All other completed purchases will receive 2% cash back. All cash back for bonuses and rewards will be applied in the form of a statement credit to your Intuit Business Credit Card account. Closed accounts with cash back balances may be forfeited. See Rewards Program Terms for details. The Intuit Business Credit Card cannot be used to pay other debts. (ex: a loan or credit card balance).

$300 bonus: Earn the $300 bonus after you spend $3,000 in purchases within the first 3 months of account opening. Closed accounts with cash back balances may be forfeited. See Rewards Program Terms for details. The Intuit Business Credit Card cannot be used to pay other debts. (ex: a loan or credit card balance).

Intuit Business Credit Cards are issued by WebBank.

Mastercard and the circles design are registered trademarks of Mastercard International Incorporated.

Switching to QuickBooks Workforce from ADP or Gusto

In a nutshell: Clients switching to QuickBooks Workforce from ADP or Gusto can import complete employee records and year-to-date payroll history without manually starting from scratch.

Entering historical employee and payroll data by hand keeps many businesses from switching payroll providers. Many business owners who start the process may end up abandoning it before their next payroll run.

You can avoid manually entering hundreds of fields by importing the employee and payroll data reports from ADP or Gusto into QuickBooks Workforce.

To help make the process more seamless for your client, AI completes the data extraction step after import, structuring employee records and a full year-to-date pay history. Then, an Intuit expert will review and resolve exceptions, verifying data-migration accuracy by catching what automation alone cannot, such as duplicate deductions and tax edge cases.

Your client then reviews only what’s flagged, rather than hundreds of fields, saving your client and firm time for higher-value discussions.

Find out how to switch to QuickBooks Workforce from ADP or Gusto. Get started
Original source
Oct 1, 2026
Date parsed from source:
Oct 1, 2026

First seen by Releasebot:
Oct 6, 2026

Modified by Releasebot:
Nov 6, 2026
Xero

October 2026

Xero improves bill detail extraction, adds a Google Gemini connection for financial insights and scheduled tasks, and lets users add private tasks to the homepage. JAX also gains updates to bank reconciliation, document capture, chat, and payment follow-ups.
Bills

When you email a bill to your Xero organisation, we now extract and populate more details in the draft bill in Xero.

Connected apps

You can now connect your Xero organisation to Google Gemini. Ask questions in Gemini chat to get financial insights about your business or set up tasks in Gemini Spark to run on a schedule using your Xero data.

Homepage

You can now add your own tasks to the Tasks widget. Only you can see these added tasks.

JAX

JAX has more features across automatic bank reconciliation, Smart Document Capture, JAX chat and payment follow-ups. See what’s new in the JAX release notes.

Original source
Sep 27, 2026
Date parsed from source:
Sep 27, 2026

First seen by Releasebot:
Sep 30, 2026
Ramp

Purchase order accruals

Ramp adds committed, unbilled purchase-order spend to accrual reports, journal-entry previews, and ERP sync.

Bring committed, unbilled purchase-order spend into your accrual report, journal-entry preview, and ERP sync alongside bills.
Original source
Sep 24, 2026
Date parsed from source:
Sep 24, 2026

First seen by Releasebot:
Sep 30, 2026
Ramp

Vendor document versioning

Ramp adds versioned vendor document uploads with review, download, and restore from one record.

Upload a new version of a vendor document without creating duplicates, then review, download, or restore every version from one record.
Original source
Sep 23, 2026
Date parsed from source:
Sep 23, 2026

First seen by Releasebot:
Sep 23, 2026
Dynamics 365 Finance by Microsoft

Build the future of agentic ERP with new Microsoft Dynamics 365 capabilities

Dynamics 365 Finance expands AI-powered finance operations with a re-engineered journals experience, bulk exception handling in Account Reconciliation Agent, stronger AP automation, and Finance Agent skills across Microsoft 365. It also adds planning, globalization, and compliance updates.

AI is transforming not only what ERP can do, but how work gets done.

In Dynamics 365, we’re advancing the financial and operational capabilities organizations depend on today while building the next generation of agentic ERP, where people and AI collaborate to accelerate decisions, orchestrate work, and drive outcomes across the business.

Our vision for agentic ERP helps organizations work across traditional application boundaries so organizational leaders can redesign how work gets done. This week, with our Dynamics 365 partners at the inaugural Directions for Enterprise in Copenhagen, the city where our ERP portfolio’s roots began over 30 years ago, we’re sharing our latest innovations across the Dynamics 365 ERP portfolio.

Explore the AI at Work roadmap

We are also moving beyond release waves with the AI at Work roadmap, giving customers and partners a more current view of innovation with an always-on roadmap. Complementing the AI at Work roadmap, this update shares a snapshot of highlights that are new and coming soon through March of 2027, helping organizations make faster decisions, prepare for change, and capture value from new Dynamics 365 ERP capabilities sooner.

Dynamics 365 Finance

Finance teams need to close the books accurately, plan with current information, and keep pace with regulatory changes. Our investments in Dynamics 365 Finance strengthen those core processes while expanding what AI can do across them.

The financial journals experience is being re-engineered to support higher transaction volumes and to manage cross-legal-entity complexity. Teams will be able to view intercompany transactions, create accruals, and preview allocations before posting. The Account Reconciliation Agent is also evolving to resolve exceptions in bulk, enabled by legal entity and module, addition of limits and notifications, and expanded agent suggestion summaries. Accounts payable (AP) automation is also improving, with AI recognition to capture invoices and AI suggestions to complete the finance entries, resulting in more touchless automation.

Finance Agent is bringing skills for reconciliation, data preparation, variance analysis, collections, and business intelligence across Microsoft 365 surfaces, such as Copilot, Excel, Outlook, and Teams, with native Dynamics 365 Finance connectivity and connectors to other systems to support more end-to-end business processes.

We’re also investing in planning, globalization, and compliance. The Business Performance Planning demo data and starter kit is generally available, bringing revenue, workforce, operating expense (OPEX), capital expenditure (CAPEX), and allocation scenarios together to make getting started easily. France e-invoicing and e-reporting support is also generally available, with support for the next phase of Brazil’s tax reform on the roadmap.

Dynamics 365 Supply Chain Management

Supply chain teams need to anticipate and understand how change will impact operations and respond quickly. New capabilities in Dynamics 365 Supply Chain Management expand visibility and decision support across procurement, planning, supplier engagement, and warehouse operations.

Procurement agent impact analysis, now in public preview, traces supplier-proposed purchase order changes to affected sales, production, transfer orders, and projected inventory. In demand planning, generative insights for seasonality, trends, and signal correlations have been generally available since August, along with external signals such as inflation, pricing, and weather. AI-generated explanations of forecast drivers will follow.

Supplier Engagement is now in public preview, bringing onboarding, requests for quotation, purchase orders, and invoicing into a workspace and supplier portal across legal entities. We continue to invest in strengthening warehouse management system (WMS) capabilities to support complex warehouse operations and large-scale warehouse automations. For warehouse operations, dynamic item placement is coming next, adding more control over where inventory is stored and how storage policies apply.

Rental business models are becoming increasingly more important for asset-driven organizations, requiring availability, reservations, contracts, billing, and maintenance to work as a more connected process. Rental management capabilities are coming to public preview, designed to connect the rental lifecycle from quote and contract through inspection, return, and billing.

Dynamics 365 Project Operations

Project-based businesses need to manage changing scope and commercial terms while keeping project financials, billing, and resources aligned. New capabilities in Dynamics 365 Project Operations expand how organizations manage these areas as projects evolve.

Change order management, coming to public preview, provides a structured, auditable process for incorporating contract changes into billing schedules. Also up next, subscription billing will add recurring billing schedules, invoice generation, and flexible and tiered pricing.

For project financials, organizations can recognize project revenue against the original cost estimate rather than a changing estimate at completion when that accounting approach is appropriate. A new time-phased staffing view brings task assignments, project bookings, and available capacity into one timeline to support project staffing and utilization decisions.

Dynamics 365 Commerce

B2B buyers purchase for multiple locations, work across legal entities and fulfillment channels, and buy on organizational credit. Our investments in this release will reflect that. B2B self-service buyers will get one sign-in to shop, order, and track purchases across multiple outlets, with on-account and credit validation.

We are bringing B2B into the store enabling Trade POS. For wholesalers and distributors, the counter is where the business gets done, and the orders written there are deep, bulky, and rarely sourced from one place. We’re shipping order capture optimized for bulk ordering; contacts on orders and quotations in point of sale (POS), which matters when the buyer at the counter isn’t the account; order release from POS straight to the warehouse; and streamlined pickup workflows. In addition, we continue to enhance our retail store footprint with Tap To Pay on Android, label printing, and faster checkout.

Commerce is also extending into agentic experiences with Dynamics 365 Commerce Model Context Protocol (MCP) server in public preview. As our MCP server evolves, we plan to expand the set of tools and extensibility support to help customers and partners develop their own scenarios alongside ours. Through March 2027, the roadmap will include continued enhancements to core experiences with AI.

Dynamics 365 Field Service

Scheduling field service means continuously balancing technicians, skills, locations, priorities, and time windows. The Scheduling Operations Agent, in public preview, helps dispatchers optimize multiple resources against defined objectives and review proposed changes before applying them. Recurring scheduled optimizations will be coming, allowing optimizations to run on a defined schedule.

Organizations often manage field execution, project planning, and financials across different systems, which can require manual reconciliation and make visibility more difficult. Connected workflows across Field Service, Project Operations, and Finance are helping complex service organizations plan, execute, cost, and bill work. Now generally available, you can create work orders directly from or link directly to project tasks, connecting field execution with project scope and task-based billing. Also, mobile-first notes experience, generally available, allows technicians to capture text, images, and video directly in the work order.

Dynamics 365 Human Resources

Dynamics 365 Human Resources is evolving across hire to retire, strengthening foundational HR while introducing new agentic capabilities for workforce operations. HR teams need to attract and hire talent, onboard people effectively, develop and retain critical skills, and deliver responsive employee services while managing increasing process and compliance complexity. Our investments strengthen the HR capabilities organizations rely on today while expanding how AI and agents can support work across the employee lifecycle.

Starting with how organizations attract and bring people into the workforce, we will have new capabilities for talent pools and referrals that help teams identify candidates, while digital offers and preboarding will support the transition from candidate to employee. Once people are in the organization, investments in learning, succession, and performance will help teams develop and retain talent. New capabilities for benefits, leave, HR-aware time entry, and HR reporting will support the ongoing work of managing and supporting the workforce.

As these core processes evolve, agentic capabilities create new ways for HR teams to get work done. Candidate assessment and onboarding bring agentic experiences into the hiring journey, while new HR business skills make more hire to retire workflows available to Microsoft Copilot, Copilot Cowork, and agents. An HR professional could, for example, initiate a workforce process directly from Copilot Cowork using natural language, with business skills carrying out the underlying actions in Dynamics 365 Human Resources. Together, our roadmap connects HR processes, workforce knowledge, and agents to help streamline HR workflows and better coordinate workforce activities, giving HR teams and managers more time to focus on the employee experience.

Dynamics 365 Sustainability

Accurate sustainability reporting requires strong governance, traceability, and auditability across the reporting lifecycle. The next release strengthens this foundation with capabilities that help organizations govern reported data, support audit and assurance processes, and improve confidence in sustainability disclosures. Snapshot-based data trails capture the source activity data, emission factors, global warming potential versions, filters, and calculation logic used to derive reported results, with an Excel-based output that supports audit review and validation. Reporting period controls allow organizations to lock data at the reporting year and entity level, helping maintain consistency while preparing disclosures and after reports are finalized. Governed environmental, social, and governance (ESG) data collection further brings structured requests, due dates, reminders, supporting evidence, reviews, and approvals into the reporting process, improving accountability, data quality, and audit readiness.

Building the foundation for agentic ERP

With agentic ERP, business processes are less constrained by the boundaries between applications and tools. Copilot, Copilot Cowork, and agents can work across Dynamics 365, email, documents, and collaboration tools to reason over business context, coordinate work, and help complete business processes from start to finish. Dynamics 365 provides the business process foundation, grounding these experiences in enterprise data, business logic, skills, and security controls.

The Dynamics 365 ERP plugin for Copilot Cowork and the Dynamics 365 ERP MCP server, both generally available, allow agents to reason over and work with ERP data, actions, and attachments. Citations and deep links from Copilot responses connect users back to the underlying ERP records.

This agentic foundation will further expand to include business skills giving organizations a more centralized and governed way to define how work gets done. Organizations can define processes and procedures as reusable context and instructions for ERP agents, with access managed through Dynamics 365 security roles. Microsoft will also provide business skills for agentic business processes such as procure-to-pay, helping organizations adopt agent-driven experiences using reusable business context and actions.

Security and trust are fundamental to agent deployment. New capabilities in role-based access controls will allow organizations to define additional restrictions when a user is operating through Copilot Cowork or agents, enabling tighter control on what agents are allowed to do. Together, these capabilities connect the experience layer of Copilot and agents with the business process foundation in Dynamics 365—connecting how people work with how the business operates.

Adopt agentic ERP at the pace of your business

Every organization will take a different path to agentic ERP based on its priorities, existing processes, and business needs. Continuous roadmap publishing gives customers visibility into the Dynamics 365 capabilities available today and what is coming next, so they can adopt new capabilities when they are right for their business. As ERP becomes increasingly agentic, that visibility can help organizations plan with more confidence, take advantage of innovation as it becomes available, and evolve at a pace that aligns with their business priorities.

Explore the AI at Work roadmap to see the latest capabilities across Dynamics 365 ERP and share your feedback in the community forums via Dynamics 365.

See what’s next for Dynamics 365 ERP

Explore the AI at Work roadmap to discover the latest Dynamics 365 ERP capabilities across finance, supply chain, commerce, and more, and see how AI and agents are helping shape the path toward agentic ERP.

Explore the roadmap: See what’s next for Dynamics 365 ERP

Explore the roadmap
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Accounting and ERP Release Notes

Products (5)

Latest Accounting and ERP Updates

Build Asset-as-a-Service models with Rental Management in Dynamics 365

Build business model velocity with connected ERP

Connect the rental lifecycle from availability to billing

Connect assets across rental, service, and sales

Bringing Copilot Cowork and agents into rental operations

Building ERP for the business models of tomorrow

Explore what’s next for agentic ERP

November 2026

Automatic (auto) bank reconciliation

Intuit Accountant Suite Fall 2026 Release

Manage your firm, its workflows, teams, and clients all in one place

Automate manual work, on your terms with your judgement, fueling your advisory impact

Pilot Opportunity: Agentic Books Close

A stronger foundation: Improved reliability in core workflows

Prepare your firm for what's next

Disclaimers

QuickBooks fall 2026 release

Intelligence that works for you: Same-day bill pay, mobile payroll, and fast payments, all in one place

Automate client bill payments and reduce busywork

Help clients pay eligible bills the same day with Vendor Direct

Run and edit client payroll on the go, wherever you are

Resolve client payroll tax notices with less stress

Switch client payroll from ADP, Gusto, or Paychex to QuickBooks Workforce without data re-entry

AI-powered invoices that manage themselves (beta)

Intelligence that works where your clients are: Connect QuickBooks to ChatGPT, Claude, Gemini, Perplexity, and Muse

Connect your clients' secure QuickBooks financial data in the top AI platforms

Forecast cash flow and plan budgets with live data

Model a client's business decision with "what-if" scenario planning

Check your clients' business health with Intuit Intelligence

A strong foundation: Clean books and unmatched core everyday workflows

Clean books from day one with Intuit Intelligence

Help clients win more jobs with estimate e-signatures, deposits, and Affirm pay-over-time on estimates

Better, more confident decisions: Increased controls, security, and expert support

Collaborate with your clients in QuickBooks

Intuit Intelligence suggests, you decide: Review and undo AI actions in QuickBooks

Be there for clients when they need you

Control your clients' data privacy and security

QuickBooks workflow updates: Reliable bank connections, fast reconciliation, and customizable reports

From start-up to enterprise: A QuickBooks plan for all stages of your clients' growth

What's new in QuickBooks Free and QuickBooks Lite

What’s new in QuickBooks Online Advanced

See what's new in Intuit Accountant Suite

Frequently asked questions about the QuickBooks fall 2026 release

Does QuickBooks work with ChatGPT, Claude, Gemini, Perplexity, and Muse?

If a client connects QuickBooks to an AI tool, can it send invoices or reminders without the client's knowledge?

How does the ADP and Gusto payroll migration work, and how long does it take?

What is Vendor Direct?

How do I work with my clients in QuickBooks?

Is Intuit Intelligence included in my clients' QuickBooks plans?

Do clients need to migrate their data to upgrade their QuickBooks plan?

Disclaimers

What's new or changed in Dynamics 365 Finance 10.0.50 (December 2026)

Features included in this release

Feature enhancements included in this release

More information

Platform updates for finance and operations apps

Bug fixes

Regulatory updates

October QuickBooks Updates

Stay In the Know

Get certified in QuickBooks Workforce

Important product and disclaimer information

Better Together presents: “AI for Financial Storytelling” webinar

Applying vendor credits in Bill Pay

Important product and disclaimer information

Draft payroll by uploading spreadsheets

Important product and disclaimer information

Classify employee hours across service items and dimensions

Important product and disclaimer information

Checkr background checks in QuickBooks Workforce

Important product and disclaimer information

Intuit Business Credit Card now available to firms and business owners

Important product and disclaimer information

Switching to QuickBooks Workforce from ADP or Gusto

October 2026

Bills

Connected apps