New conversational analytics agent eliminates manual reporting and turns real‑time customer data into clear, actionable next steps. New integrations with Claude, Wix, and WooCommerce unify ecommerce data for smarter campaigns

MOUNTAIN VIEW — May 28, 2026 — Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, Mailchimp, and Intuit Enterprise Suite, today announced Analytics AI*, a native conversational analytics agent in Mailchimp that connects performance across campaigns, audiences, and revenue to tell businesses what changed, why, and what to do next. Mailchimp also announced expanded integrations with Claude, Wix, and WooCommerce that unify ecommerce data and bring AI-powered marketing capabilities directly into the platforms merchants already use. The enhancements are designed to help ecommerce brands and small and mid-sized businesses scale with confidence using Mailchimp, the #1 AI-powered email marketing and automation platform.**

"Ecommerce brands tell us they have too much data but are starving for actionable insights," said Diana Williams, VP of Product at Intuit Mailchimp. "Analytics AI starts by eliminating the gap between data and decision. Ask a question, get a strategic answer, and act on it instantly. But we're not stopping there. Analytics AI lays the foundation for a fully agentic experience where Mailchimp plans, builds, and executes campaigns autonomously based on what's working for your business."

New AI-powered capabilities in Mailchimp deliver proactive intelligence so brands can scale with confidence

Mailchimp is launching a suite of AI-powered features that automate analysis, enable conversational insights, and expand compliance options for regulated industries:

• Analytics AI delivers conversational intelligence: Analytics AI delivers automatic analysis across campaign performance, audience behavior, and revenue outcomes without requiring marketers to build dashboards or export reports. Using AI to analyze each customer's own connected ecommerce data from platforms like Shopify, WooCommerce, and Wix alongside their Mailchimp campaign history, the agent identifies patterns, surfaces opportunities, and provides specific next-step recommendations that connect marketing activity directly to revenue impact.

• AI Segment Builder (beta): Marketers can describe their ideal audience in plain language, and AI automatically builds the segment using behavioral, demographic, and engagement data.

• Expanded sign-up methods for regulated industries: New age-gating on SMS signup forms allows brands that sell alcohol to collect and message SMS contacts in Mailchimp.

Brands are turning data overload into revenue growth

For customers like contemporary art gallery Playground Detroit, Analytics AI is already transforming how they turn their brand’s unique data into faster, more actionable marketing decisions following its private beta.

“Mailchimp’s Analytics AI makes it easy to see what’s working by turning our historical data into something we can act on,” said Paulina Petkoski, Founder and Director of Playground Detroit. “Instead of spending over an hour manually processing reports, we can instantly access what we need through an intuitive, interactive search to help us make smarter decisions, refine our strategy, and increase subscriber engagement and ecommerce growth.”

With Analytics AI, Mailchimp puts a marketing data analyst to work with every marketer, bringing conversational intelligence to marketing performance so brands can ask questions, get answers, and act on what's working in real time.

Mailchimp brings AI-powered campaign creation directly into ChatGPT and Claude

Marketers can now build complete campaigns without leaving their AI workflow. The Mailchimp app in ChatGPT and Claude allows users to draft and refine personalized omnichannel campaigns using conversational prompts, pulling directly from their customer data and campaign history in Mailchimp. Once finalized, campaigns will be available within Mailchimp for brands to launch in a single action, eliminating hours of manual setup and context-switching between platforms. This integration streamlines the creative process by letting marketers ideate, iterate, and execute all within the AI tools they already use daily, turning campaign strategy into a collaborative conversation rather than a multi-step technical process.

Enhanced partner integrations and new features extend marketing intelligence across platforms

Mailchimp's expanded partner ecosystem brings marketing capabilities directly into the tools brands already use:

• One-click data activation for WooCommerce and Wix: Following its launch in Shopify, one-click activation of the Mailchimp Site Tracking Pixel is now available for WooCommerce and Wix. This makes it frictionless for merchants to capture site actions, like product views or cart additions, and transform them into real-time automation triggers for smarter personalization.

• Seamless design-to-launch workflows with Canva: With deeper integration with Canva, marketers can now automatically import HTML and share select Canva designs into Mailchimp as full emails, ready to send without the manual lift.

• Expanded sign-up methods for regulated industries: New age-gating on SMS signup forms allows brands that sell alcohol to collect and message SMS contacts in Mailchimp.

Coming Soon: Conversational and Agentic AI Across Mailchimp

Analytics AI marks a major advancement in Mailchimp’s AI-powered marketing platform, setting the foundation for a fully connected marketing AI experience where brands describe what they want to accomplish, and AI plans the strategy, builds the audience, drafts the campaigns, and learns from every result. Powered by secure first-party data and informed by industry context and business goals, the native agents will help businesses act fast so they can spend less time piecing together campaigns and more time generating revenue.

Availability

Analytics AI is available to all Mailchimp customers globally with paid plans now. AI Segment Builder is available to select customers in beta now, with general availability coming soon. The Mailchimp app is now available in Claude and ChatGPT for users in the US, Canada, UK, and Australia. The one-click pixels for Shopify, WooCommerce, and Wix are available globally now. Age-gating for SMS is available for users in select countries*** beginning May 28.

About Intuit:

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, Mailchimp, and Intuit Enterprise Suite, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us at Intuit.com and find us on social for the latest information about Intuit and our products and services.

Disclaimers

*This information is intended to outline our general product direction, but represents no obligation and should not be relied on in 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.

**#1 email marketing and automation platform: Based on May 2025 publicly available data on competitors' number of customers.

***Age-gating for SMS is available to customers in the following countries: Albania, Australia, Austria, Belgium, Faroe Islands, Germany, Gibraltar, Greece, Guernsey, Ireland, Isle of Man, Italy, Jersey, Luxembourg, Malta, Moldova, Republic of, Portugal, San Marino, Slovakia, Slovenia, Spain, Switzerland, The Netherlands, United Kingdom, United States (and Puerto Rico).

Original source

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Intuit ProPartner Accountants (coming in 2027)

In a nutshell: Intuit ProPartner Accountants, backed by the power of Intuit Accountant Suite, is a program that represents our renewed investment in accountant partners like you.

Succeeding the ProAdvisor Program in early 2027, the global program ProPartner Accountants will provide expanded benefits to build your firm, extended revenue share, and enhanced support. Intuit ProPartner firms will also get many more opportunities for future-focused education and community connection to help you build your ideal firm.

Get in-depth information on Intuit ProPartner Accountants

Intuit Accountant Suite May 2026 updates

In a nutshell: Launching this month are several new updates to Intuit Accountant Suite.

Intuit Accountant Suite is the AI-native future of firm management; these updates are designed to help you better manage your firm, clients, and team, all in one place.

More efficiency in a unified platform

Constant context switching cuts into a firm’s productivity. New innovations in Intuit Accountant Suite help you find more efficiency, minimize disruptions, and help you focus on your work. Among many innovations coming this month, here’s a sneak peek:

• Requests (beta): Strengthen relationships for ongoing service delivery by centralizing communications with your clients. Clarify data, answer outstanding Intuit Intelligence questions, and share documents to guide outcomes—without extra meetings and prep work.
• Standard KPIs: Track broken bank connections, unposted transactions, total transactions, and last close date across clients with view-only access in Client Insights.

Get in-depth info on all the Intuit Accountant Suite updates.

Tax prep in Intuit Accountant Suite, powered by Intuit ProConnect Tax (beta)

In a nutshell: Your most-requested integration is the newest feature in Intuit Accountant Suite.

Available this month in Intuit Accountant Suite is Tax Prep (beta), so you can tackle your accounting and tax workflows in one place.

Intuit Accountant Suite now provides customizable tax workflows that allow you to assign, track, and complete tax-related tasks. You can also track these workflows across your firm without having to switch into client files. Having the power of Intuit ProConnect Tax built into Intuit Accountant Suite gives your tax team greater visibility in one place, helping them save time and focus on delivering greater value to clients.

Accounting and tax workflows are all in one place.

One intelligent platform, all-in-one value

In a nutshell: Learn more about what’s coming this month to QuickBooks Online.

More value: This month’s QuickBooks refresh will provide new capabilities for jobs to be done across workforce management, benefits management, payments, and credit. These capabilities are powered by AI for automation alongside your expertise, while you and your client maintain visibility and approval control.

Strengthened core features: This quarter, we’ve made thoughtful updates to reduce friction, improve accuracy, and give you more control over how you work. Improvements will be focused in these areas:

• Accounting and banking
• Invoicing and sales forms
• Bills and vendor payments
• Inventory and purchase orders
• Reporting
• Platform performance

Enhanced quality and user experience: You’ll find updates to the performance of common tasks across the QuickBooks platform, including:

• Loading reports
• Navigating between screens
• Working with large transaction volumes

Help from accountants like you powers small business prosperity and compounds their rates of success. QuickBooks is designed to unify technologies, consolidate data, and multiply intelligence and efficiency. It’s built to ensure your expertise remains the core value.

Get the full guide to see what's new in QuickBooks.

Key dates for AI-powered bank feed and modern reports

In a nutshell: This month, the AI-powered bank feed became the default across several products, and classic reports will be permanently retired.

The AI-powered bank feed became the default on May 8, although you can still choose to use the classic version. QuickBooks has significantly refined this bank feed experience since its initial launch. For example:

• Speed has improved more than 50% for common actions such as loading and selecting transactions.
• You can now continue working while rows finish processing.

AI-powered bank feeds improve your speed.

Modern reports will be the only available view after May 22, when classic reports will be retired.

• Modern view currently includes several new features and more will become available by May 22.
• You’ll still have everything you rely on from classic view, including reporting periods, filters, accounting methods, display options, comparisons, and toggles for active and zero-value rows.
• All 150+ standard reports will automatically open in modern view starting May 22.
• Custom reports you created in classic view will move to modern view in batches by company. Your data, filters, and customizations carry over, and you won’t need to move anything manually.

Since these transitions may affect your firm’s and your clients’ day-to-day work, consider planning ahead for them.

The QuickBooks bank feed transition is happening in May.

Locking an account in your Chart of Accounts

In a nutshell: You and your clients can lock an account in their chart of accounts to prevent users from posting to it.

Locking an account in your chart of accounts is most needed in the case of parent accounts, where the best practice would be to post to the subaccounts rather than to the parent account. This update helps your firm maintain best accounting practices and prevent mistakes or added work, such as reclassifying transactions at tax time.

In addition, the chart of accounts has a new “parent accounts only” filter. With this filter, you can select all parent accounts in order to lock them in one batch action.

Latest Intuit Enterprise Suite updates

In a nutshell: The spring release of Intuit Enterprise Suite includes dozens of updates that expand upon multi-entity, business intelligence, construction, inventory, and order management capabilities, and introduce the new QuickBooks Workforce Elite.

We’re proud to share all the updates in the May release, including these highlights:

• Import intercompany journal entries: To improve efficiency while maintaining control over the work, upload a CSV file to draft multiple intercompany journal entries at once.
• Direct approvals through email: Reduce bottlenecks with approvals and rejections that can now take place from an approver’s inbox to help ensure your clients’ critical transactions are processed on time.
• QuickBooks Workforce Elite: QuickBooks Online Payroll Elite is now Intuit QuickBooks Workforce Elite, expanded with a full set of team lifecycle management capabilities to support how your client’s HR team hires, onboards, manages, and retains employees. Clients with existing payroll and HR data can get started in Workforce by visiting Team and selecting Overview for a guided onboarding experience.
• Construction—flexible project costing (beta): As your clients’ projects move from bid to execution, they’ll have expanded flexibility to move from basic costing to a more detailed costing approach without added manual work or data loss.
• Certified payroll reports: Construction clients can now use Intuit Enterprise Suite to generate Department of Labor Form WH-347 reports in compliance with federal regulations, allowing them to bid and win more federally funded contracts.
• Purchase order enhancements: Clients can reduce manual effort and improve accuracy and visibility with PO workflows that are easier to customize, automate, and scale, from vendor-facing documents to overdue reminders.
• Resolution Center enhancements: Save time and reduce friction by viewing support case status, making updates, and reopening cases within 30 days, all from the updated Resolution Center.

Get details on all the latest updates to Intuit Enterprise Suite.

QuickBooks Workforce Payroll to include new HR tools

In a nutshell: Payroll is evolving to provide a single place to confidently manage your clients’ entire employee lifecycle.

QuickBooks Online Payroll Core, Premium, and Elite will soon be refreshed with new capabilities and renamed to QuickBooks Workforce Payroll, QuickBooks Workforce Premium, and QuickBooks Workforce Elite, respectively.

QuickBooks Workforce Payroll

In all QuickBooks Workforce plans, you’ll have more data visibility in the updated Employee list and Employee profile views. In addition, you’ll be able to create flexible, scalable, and robust retirement and savings plans custom-tailored to your client’s structure and goals through QuickBooks 401(k) by Vestwell. Benefits will directly sync with employee payroll data for efficient plan management and seamless reporting. You can also run background checks at per-report pricing, through a new integration with Checkr.**

QuickBooks Workforce Premium and Elite

QuickBooks Workforce Premium and Elite plans provide a connected and streamlined experience to help support your clients across the entire employee lifecycle. You’ll have tools for recruiting, hiring and onboarding, time-off management, performance reviews, offboarding, and even rehiring.

You’ll also have customizable, automated workflows available for routine tasks, to help you and your clients save time, reduce errors, and maintain compliance–so you can focus on higher-value advisory work.

Bill Pay autopay recurring bills, now with free standard ACH

In a nutshell: Your clients using QuickBooks Bill Pay can now automate vendor payments by turning on Autopay for fixed-amount bills they receive on a recurring basis. They can send those payments using free standard ACH, available across all Bill Pay tiers for new and existing customers.

Recurring payments can also be automated from a recurring bill template, where you can customize the payment frequency, amount, payment source, start and end dates, and delivery method, and pay no transaction fees on standard ACH bill payments.

View and manage recurring templates and each one’s status by going to Expenses & Bills and selecting the Recurring bills tab. Your client can also set notifications to stay informed of any upcoming or failed payments. In addition, they’ll see markers and status tags among their transactions to differentiate automated payments from traditional ones.

Your client can help ensure their bills are paid on time with more efficiency, and keep more of what they earn, by setting up Autopay for recurring payments in Bill Pay.

Buy now, pay later with Affirm

In a nutshell: Your clients can offer their customers a new way to pay invoices—with buy now, pay later through Affirm.

Clients can now encourage more sales by offering a pay-over-time option to their customers. When your client’s customer selects Affirm to pay their QuickBooks invoice, your client gets paid upfront and Affirm assumes all repayment risk, while their customer enjoys the flexibility to pay over time. The full invoice amount get paid, minus transaction fees, and their customer will pay Affirm in installments.

Buy now, pay later offers payment flexibility.

ProAdvisor annual recertification

In a nutshell: It’s time to get recertified as a QuickBooks Online ProAdvisor for 2026.

QuickBooks Online has had another big year for innovation, adding and updating features that can help you improve client service. Recertification helps you keep your product knowledge sharp and helps firms build upon a solid foundation for long-term stability and growth.

This year’s training and exam contain updates on exciting new innovations, including Intuit Accountant Suite.

The window to recertify is April 28–June 30, 2026. Prepare for the exam and learn about innovations in QuickBooks by visiting the self-paced training in ProAdvisor Academy.

Get recertified before the June 20 deadline.

Original source

Intuit is rolling out new Intuit Accountant Suite capabilities this spring and summer, providing an AI-driven, unified platform for managing your team, clients, and firm operations more effectively.

By centralizing financial information securely for your practice and your clients, the Suite enables you to automate intricate processes, gain deeper insights, and increase your overall impact. For those still on QuickBooks Online Accountant, these upcoming months present an ideal opportunity to transition to Intuit Accountant Suite.

To ensure every firm can leverage the capabilities of the Intuit Accountant Suite, the Core tier will remain available at no cost. This tier offers the fundamental resources necessary for effective practice management.

Efficiency redefined

Recognizing that constant context switching significantly hampers productivity, new efficiency innovation in Intuit Accountant Suite minimizes disruptions and empowers you to remain focused on your work. New features available now and coming soon include the following:

• Prioritize work with the proactive home dashboard: Your new home screen doesn’t just show data; it surfaces problems. With custom alerts, you’ll be notified immediately if a bank feed disconnects or a third-party app fails, allowing you to fix issues before they impact your month-end close.

• Strengthen client relationships with Requests: Centralize all communications within a single platform to eliminate third-party solutions and context switching. This feature ensures a seamless experience by recapping AI-assisted client discussions and surfacing expert-level questions directly to your attention.

• Ensure comprehensive oversight and granular accountability with Consolidated Audit Logs: Get a single firm-level view of audit logs across all client companies. This feature uses cross-realm ID support to enable this consolidated view and includes Client Sub-User Visibility, allowing for granular tracking of all changes made by accountant sub-users. You can view logs for up to 10 clients at a time, with up to five recently accessed clients pre-selected.

• Get instant answers to complex questions: With Intuit Intelligence Chat, you can simply ask to see your total AR or a client's cash flow trends. Our AI-powered interface delivers real-time answers for your firm and provides deep-dive data for your clients.

• Boost efficiency: Coming soon, you will soon be able to open multiple client files simultaneously in separate browser tabs, eliminating the need to close one screen just to check a figure in another.

• Accounting & tax together (Beta): A top requested integration, tax prep powered by Intuit ProConnect Tax is now available in Intuit Accountant Suite. Manage tax preparation workflows, track statuses, and assign tax-related tasks across your entire portfolio without ever needing to log into individual client files. It’s a unified view of your firm's most critical work. If you have Intuit Accountant Suite Accelerate, you’ll also now have access to monitor client’s tax KPIs and customize dashboards in Client Insights.

Operational organization at scale

Achieving consistent, high-quality service delivery requires strong operational foundations. These tools offer firm leaders the ability to standardize service delivery and implement granular security controls across their entire practice.

• Books Close Add-On (Beta): Boost your firm's productivity through tailored templates and status tracking optimized for your unique operations. A key innovation is the built-in contextual comments, allowing you to address specific transaction questions in your workflow, or zoom out to centralized communications in Requests, ensuring a unified and audit-compliant dialogue. Within Books Close templates, firms can now globally set thresholds, inclusions, and exclusions, enabling universal settings across your client base and removing the need for manual updates.

• Enhanced security with User Groups: As your team and client base grows, permissions become more complex. You can now create User Groups to bulk-assign role-based access for your team and your clients. Whether it’s a dedicated AP/AR team or seasonal tax help, you can grant the exact level of access needed in seconds.

• Streamline expert collaboration with clarity: Coming soon, see new support available from Intuit Experts in QuickBooks subscriptions, with transparency, flexible configurations, and collaboration to manage engagements.

• Streamlined Payroll service delivery: Coming soon, streamline payroll for QuickBooks clients at scale: Deliver payroll services for efficiency across QuickBooks Payroll clients with standardized workflows that support consistent, scalable service delivery.

Intuit Accountant Suite May feature launch overview

This table provides a detailed overview of all the new features rolling out to the Intuit Accountant Suite, organized by tier (Core, Accelerate) and specific add-on functionality.

The path to the future: Pricing and QuickBooks Online Accountant sunset

We want every firm to experience the power of Intuit Accountant Suite. To support this transition, Intuit Accountant Suite Core remains free, providing the essential tools you need to run your practice.

To make the transition easier, Intuit Accountant Suite Accelerate and the Books Close Add-On will remain in Beta at no additional cost through June 30, 2026.

Upcoming Pricing (Starting July 1, 2026):

• Intuit Accountant Suite Accelerate: $149/month.
• Books Close Add-On: $8/client/month (for the first 50 clients), scaling down to $6/client/month as you grow.

A Final Note on QuickBooks Online Accountant: As we look toward the future, we have announced that QuickBooks Online Accountant will sunset in December 2026. We are committed to walking this path with you, providing the training you need to migrate your firm to Intuit Accountant Suite this summer.

Ready to make the switch?

If your firm is still using QuickBooks Online Accountant, now is the perfect time to explore Intuit Accountant Suite. See for yourself why 94% of firms that switch don’t go back, and are 1.7x more likely to recommend Intuit Accountant Suite to a colleague or peer than QuickBooks Online Accountant. Here are a few ways to get started with Intuit Accountant Suite:

• Learn more about Intuit Accountant Suite.
• Take the Intuit Accountant Suite training course through ProAdvisor Academy.
• Primary admins can switch one of your firm's QuickBooks Online Accountant accounts to Intuit Accountant Suite to begin using the features.
• Try Books Close during the beta with a few onboarded clients to see if it will work for your firm.

Disclaimers:

1. Intuit Intelligence in clients’ books is only available by upgrading to Accelerate, a paid plan within the Intuit Accountant Suite. Intuit Intelligence in firm books is available in Core. Intuit Intelligence chat has a cap of 200 questions in Core and 1000 questions in Accelerate during the beta period.
2. You will not be charged during the beta program which runs through June 30, 2026. Beginning July 1, 2026, we will start charging for Books Close. You have the opportunity to continue to use Books Close for a fee, or cancel your subscription prior to that date to avoid charges. Pricing will be based on the number of clients onboarded to Books Close. Firms will choose which clients they onboard to Books Close. Charges will be based on the number of clients onboarded at the beginning of their billing month on their billing date.
3. Requires upgrading to Accelerate, a paid plan within the Intuit Accountant Suite.
4. Based on internal data from 13K firms from 10/23/25 through 3/26/26.

Original source

Batch processing in QuickBooks Bill Pay lets you select multiple bills, assign payment details per bill, and run them together. Up to 50 bills in one run with Premium and Elite. No separate workflow per client.

Let’s break it down. If you handle AP for 10 clients, each with eight regular vendors, you’re looking at 80 bills to review, schedule, and send every month. If you process them one by one, opening each bill, picking a bank account, choosing a payment method, setting a date, and confirming the payment, it can take as long as a whole day. But if you batch them by client and deadline, you can get it done in half a morning. It’s still 80 bills, but your day looks very different.

The real issue isn’t how many bills you have; it’s that the tool makes you repeat the same choices for each transaction, even when one decision would work for all of them. The difficulty of the work doesn’t slow you down; it’s the repetitive steps that take so long.

With QuickBooks Bill Pay,* you can batch up to 50 bills at once and each bill keeps its own payment settings. You don’t have to use the same bank account, payment method, or send date for every bill in the batch. Here’s how it works in real life.

*Premium and Elite tiers allow up to 50 bulk payments, Basic allows up to 20.

Why one-at-a-time AP management doesn't scale

Each bill requires the same clicks regardless of whether it's a $50 vendor or a $5,000 contractor. For one client, that's manageable. For eight vendors, the repetition becomes the job.

If you’re managing AP for just one client, handling bills one at a time works because the volume stays low. But as you add more clients, each with their own vendors, payment schedules, and bank accounts, the work multiplies. A tool that works for one client doesn’t always scale for several; it just means you end up repeating the same steps.

If you click four times for each of 80 bills, that’s 320 clicks for the same outcome you’d get from one organized batch run. Making the same choices over and over doesn’t add value; it just takes time away from work that really needs your attention.

How batch processing works in QuickBooks Bill Pay

Select the bills you want to pay, assign payment details per bill within the batch (bank account, payment method, date), and run it. You can run up to 20 bills at once for Basic, and up to 50 for Premium and Elite.

With QuickBooks Bill Pay, you can select several bills and process them together in a batch. Each bill keeps its own details, so you can use a different bank account for each one in the same run.

If your clients have separate accounts for different departments or properties, one batch run can cover everything. You can mix ACH and check payments in the same batch, and set different payment dates for each bill. You’re not limited to a single method, account, or date for the entire batch.

How batch limits work in QuickBooks Bill Pay

• Basic: up to 20 bills per batch run.
• Premium and Elite: up to 50 bills per batch run.

Within any batch, each bill can have its own bank account, payment method (ACH or check), and scheduled send date. The batch is how you run them together. It is not a constraint on how you configure them individually.

What happens after a batch runs

Remittance advice goes to the vendors automatically. Check images are available in the Bill Payments page. Every payment records in QuickBooks Online the moment it processes.

After a batch runs, QuickBooks takes care of the rest. Remittance advice is emailed automatically to each vendor, so you don’t have to send anything yourself. If you pay by check, you can view and download the check image right from the Bill Payments page.

Each payment is recorded in QuickBooks Online as soon as it’s processed. If you run a batch on Wednesday morning, it’s already in the books by the afternoon. There’s nothing to import or match by hand. The record stays up to date because the payment and the ledger entry happen together.

Using the Bill Payments page across multiple clients

The Bill Payments page shows scheduled, in-transit, and completed payments across all active batches. It's your AP status view for everything in motion.

If you manage AP for many clients, the Bill Payments page gives you a real-time look at everything happening. You can see what’s scheduled, what’s processing, and what’s finished, all without switching between clients or tools.

You get this visibility because everything is built into QuickBooks Online. There’s no extra AP tool to check or an imported log to review. When you close a client’s books, the batch history is already included. Your month-end record comes straight from the real transactions, not from reconciling after the fact.

One record, every client, every batch

Every payment in a batch run is recorded in QuickBooks Online as soon as it’s sent. It’s not synced from another system or imported later. it’s created right when the batch processes. The record you use to close the books is the same one made when the payment went out.

If you manage many clients, this makes a difference at month-end. The batch from three weeks ago is already in the books, so you start closing with a complete record. With all payment data in QuickBooks Online, you can see in real time what each client has committed to pay and when. That lets you discuss their cash position, not just confirm bills were sent.

See how QuickBooks Bill Pay Elite handles batch AP management for accounting firms.

FAQ about QuickBooks Bill Pay

How many bills can I batch in QuickBooks Bill Pay?

Basic subscribers can batch up to 20 bills per run. Premium and Elite subscribers can batch up to 50 bills per run. Within any batch, each bill can have its own bank account, payment method, and scheduled send date. There's no requirement to use the same configuration for every bill in a run.

Can I send different payment methods in the same batch?

Yes. QuickBooks Bill Pay lets you mix ACH and check payments in a single batch. Each bill keeps its own payment method assignment. You don't need to run separate batches for ACH payments versus check payments. They can go out together in one run.

What happens after a batch runs? Do I need to notify the vendors?

No. Remittance advice is emailed to vendors automatically after a batch processes. For check payments, the check image is available in the Bill Payments page and can be downloaded if needed. Every payment records in QuickBooks Online the moment it is processed. Nothing needs to be manually matched or imported.

Does each client need their own batch run?

Yes. Each client has their own QuickBooks Online account with its own Bill Pay configuration, so batches run per client account. The Bill Payments page within each client's account shows that client's payment history and status. For a multi-client overview, you navigate between client accounts within Intuit Accountant Suite (formerly QuickBooks Online Accountant, which will be phased out in December 2026).

Original source

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Better Together Tour

In a nutshell: Join us in person to build community, grow your practice, and learn new ways to thrive in an AI-driven industry.

With the Intuit Better Together Tour, accountants can gather in Atlanta, Los Angeles, Dallas, or Miami for hands-on learning, product discovery, and networking with peers and Intuit leaders, all while earning CPE credit to support professional certifications.**

About the events:

• For firm leaders navigating growth in small- and medium-sized accounting firms
• Half-day workshop
• Tradeshow-style setting
• Cost: $49 per ticket

Where and when:

• Atlanta: May 28
• Los Angeles: June 2
• Dallas: July 23
• Miami: July 29

Attending the Better Together Tour is your chance to:

• Build your firm’s future with hands-on workshops led by industry leaders. Get actionable solutions to streamline operations and improve efficiency.
• Explore Intuit’s ecosystem and AI-driven innovations with demos for tools that help achieve scalable growth.
• Connect and network to build meaningful connections with peers, leaders, and local Intuit representatives in insightful sessions,
• Earn 2.5 CPE credits.**

Discover how the Better Together Tour can benefit you and your practice.

Learn more and register

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.

Intuit Accountant Suite training in ProAdvisor Academy

In a nutshell: You can find several training courses in ProAdvisor Academy to help your team implement Intuit Accountant Suite.

As your firm shifts from QuickBooks Online Accountant to Intuit Accountant Suite, 4 new ProAdvisor Academy courses can help you:

• Explore what’s different in Intuit Accountant Suite.
• Discover how your workflows will evolve and drive efficiency.
• Get familiar with new features such as Books Close, Client Insights, and firm-wide user management

Live courses available now

• Switching from QuickBooks Online Accountant to Intuit Accountant Suite: Guides all team members through key updates to the interface and core workflows in Intuit Accountant Suite.
• Managing your clients in Intuit Accountant Suite: Covers your client list, custom fields, and using Customer Hub to streamline day-to-day client management.
• Books Close at scale with Intuit Accountant Suite: Walks through your end-to-end Books Close workflow to help your firm manage multiple clients efficiently.
• Using Intuit Accountant Suite for client insights: Explores Client Insights, anomaly detection, and using Intuit Intelligence to surface meaningful data across your firm.

Upcoming courses

• Managing your firm and your team in Intuit Accountant Suite: Walks through how to use Work, firm-level tools, and the Manage training dashboard to support your team.
• Moving to Intuit Accountant Suite Accelerate: Covers upgrading, grouping clients and users, and assigning role-based access at scale to support a growing firm.

Explore the Intuit Accountant Suite courses on ProAdvisor Academy.

Find out more

Modern reporting in QuickBooks

In a nutshell: The reporting experience in QuickBooks Online now has a fully modernized look and feel. The previous experience will sunset on May 22.

The updated reporting experience was built to help your clients process much larger volumes of data and rapidly deploy new analytical features so they can scale more efficiently. The experience also provides more advanced, actionable insights, including dashboard KPIs, that empower clients to make better-informed decisions and enable the platform to scale with them.

When the previous experience sunsets on May 22, all of your clients’ saved custom reports will automatically migrate to the updated reporting experience. Their reporting data, applied filters, and customizations will remain the same.

Reporting updates

• Advanced customization and visuals: Users can add almost any attribute as a column, use new grouping and pivot functionalities, and display data in visual chart formats. New visual formatting options include banded rows, color-coded columns, and gridline settings.
• Optimized layout and navigation: The redesigned interface includes a space-saving top panel for frequently used tools, as well as detailed filters in a right-hand panel. Customers can use page-level scrolling for maximum data visibility and search using Ctrl + F.
• Smarter workflows and GAAP alignment: The new reporting experience retains all previous functionality, and now includes seamless drill-downs that remember your clients’ custom settings and automatically refresh reports with new transactions. Reports also honor GAAP-aligned accounting orders and hide unused zero-balance rows for a cleaner view.

Note: You may have seen the option to Switch to classic view, but as of May 22, this option will no longer be available. Between April 1 and May 22, those using the old experience may notice they can’t save new custom reports. However, any customizations applied in these reports can be saved in the new reporting view.

Get key details about the updated reporting experience.

Learn more

Secure your bookings and get paid faster with invoice deposits

In a nutshell: Get paid upfront by collecting deposits right from the invoice.

Do you have clients with an event or appointment-based business? Do they have high upfront costs? Taking payments upfront can improve your clients’ cash flow and help avoid cancellations. If your client runs an event-based business, such as wedding photography or party planning, last-minute cancellations can be tough. When a customer doesn’t show, clients lose valuable time and money.

Now, your clients can get paid the moment they create an invoice with invoice deposits in QuickBooks. They can enter a customer’s card or ACH details and charge the deposit right away. They can secure cash flow, lock in client commitment, and stop leaving money on the table.

Learn how to take a deposit when creating an invoice in QuickBooks.

See how it works

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/.

**Product Information

QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required. Not available in US territories or outside the US.

Make it easy for customers to pay multiple invoices quickly

In a nutshell: Your clients’ customers can now pay several invoices at once.

Do your clients have customers with more than one unpaid invoice? Paying multiple invoices just got easier.

Now, QuickBooks Payments lets customers pay multiple invoices at the checkout page. They can choose which invoices to pay and handle everything at once, with no need for customers to find and pay each invoice separately. When a client’s customer goes to pay an invoice online, they’ll see their unpaid invoices, specifically those already sent or past their invoice date, and can select any or all to pay in one go.

By selecting multiple invoices at checkout, these customers save time while your clients’ books update and reconcile automatically. It’s a faster way to get paid and a more streamlined experience for everyone involved.

Multiple invoices can be paid 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/.

**Product Information

QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required. Not available in US territories or outside the US.

End-to-end garnishment tracking

In a nutshell: QuickBooks Online Payroll customers can go to Garnishments in the Payroll tax center to set up, track, and record employees’ garnishment payments in one place.

QuickBooks Online Payroll now has a streamlined, end-to-end garnishment workflow to help you stay compliant and get more control, efficiency, and peace of mind.

While setting up garnishments, you can associate each one with the agency expecting it, so you can track the accrued amounts.

Tracking also goes beyond payroll, so your business can keep an eye on total garnishment payments due for each employee as well as the agency they’re payable to.

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/.

Intuit Enterprise Suite webinars for your firm and mid-market clients

In a nutshell: Intuit’s virtual webinars offer valuable knowledge to help drive your firm and clients’ businesses forward, from in-depth product education to big-picture industry trends.

You and your clients are invited to attend our next webinar for mid-market business leaders, From notebook to AI: The Humble House story, on Tuesday, April 21 at 11 AM PT. You’ll learn how Humble House Foods moved from the most basic of accounting systems to a complete transformation in 2025 with Intuit Enterprise Suite.

Also in our on-demand webinar hub, you can see the latest innovations in Intuit Enterprise Suite in action, including multi-entity capabilities, enhanced business intelligence, and next-gen AI. Explore the library of webinars to get familiar with the innovative functionality that will help firms deliver high-impact insights and drive strategic client growth with enterprise-grade efficiency.

Sign up for our next webinar, From notebook to AI: The Humble House story.

Register

Larger batch payment maximum in QuickBooks Bill Pay Premium and Elite

In a nutshell: Starting March 9, Bill Pay Premium and Bill Pay Elite subscribers could make up to 50 payments in one batch, rather than the previous batch maximum of 20 payments.

Your clients using Bill Pay Premium and Bill Pay Elite can now go to Bills and select Unpaid in order to:

• Set up more payments in less time.
• Process up to 50 bills at once.
• Customize the type and speed for each payment.

Pay multiple bills at once in QuickBooks Bill Pay.

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/.

One intelligent platform, all-in-one value

In a nutshell: Find out what’s coming soon to QuickBooks Online.

QuickBooks on the Intuit platform is now the only all-in-one solution powered by AI, human expertise, and connected data, available on demand to help fuel success for your firm and your clients.

Intuit Intelligence helps your clients’ businesses grow at every stage, from startup to scale-up. Starting this May, Intuit Experts can assist with many routine tasks. Plus, you’ll also be able to partner with these experts, who have on average over ten years of experience.** Here are a few highlights:

• Boost confidence with onboarding and AI-guided setup: During setup, businesses can instantly connect with an Intuit Expert or schedule an appointment, for confidence that books are set up correctly. Payroll AI will also include an AI Payroll Tax Companion for tax-related setups and analysis.
• Increase accuracy with bookkeeping and transaction categorization: Use Intuit Intelligence combined with credentialed Intuit Experts to review data for clean, up-to-date books.
• Get proactive tax estimates: Businesses can receive timely tax projections from Intuit Experts, helping them plan for payments and reducing the risk of penalties.

New tools for cash flow

You and your clients will soon be able to surface actionable capital insights exactly when they’re needed with the new Cash Flow Lending AI. Also coming soon is the Intuit Business Credit Card, which syncs transactions in real time to automate reconciliation with each swipe. And, to help clients get paid up to 4x faster,1 we’re also adding Buy Now, Pay Later via Affirm for invoices.

As always, our goal with these innovations is to honor your client relationships while providing a seamless extension of your team to help you focus on strategic growth and high-value advisory services.

In case you missed them, catch up on all the innovations released from February.

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/.

**Features

Intuit Experts have on average over ten years of experience: Based on internal data, as of April 2025.

#Claims

“Get paid up to 4x faster”: Based on QuickBooks user data

Table of contents

• In the Know series
• Better Together Tour
• Intuit Accountant Suite training
• Modern reporting in QuickBooks
• Invoice deposits
• Accepting batched payments
• Garnishment tracking
• Webinars for mid-market clients
• One intelligent platform preview
• Larger bill payment batches

In a nutshell:

Get an all-in-one view of 1099 filing status for all your clients, and save time filing through QuickBooks Online Accountant.

Original source

The Classic View for reports in QuickBooks, Intuit Accountant Suite, and Intuit Enterprise Suite will be retired on May 22, 2026. Here's everything you need to know to get your practice and your clients ready for the switch to Modern view.

What's changing and when

After May 22, 2026, the Classic View for reports will no longer be available across QuickBooks Online, Intuit Accountant Suite, and Intuit Enterprise Suite. Modern View will become the exclusive reporting interface moving forward.

Your data and saved Reports are safe

All 150+ standard reports will open in Modern View automatically. Custom reports created in Classic View will be migrated to Modern view in batches by company. Your data, filters, favorite reports, report schedules, and customizations will carry over. You will not need to do anything manually.

What to expect before May 22

Starting mid-April, you can still open reports in Classic View, but you will no longer be able to save new customizations in Classic. If you modify a Classic report and want to save it, QuickBooks, Intuit Accountant Suite, and Intuit Enterprise Suite will prompt you to switch to Modern View to do so. Your filters and grouping will carry over automatically, so you won't need to re-enter them.

What Modern reports offer

Everything you rely on in Classic is still there, including reporting periods, filters, accounting methods, display options, comparisons, and toggles for active and zero-value rows. Modern View adds new capabilities on top of that foundation:

• Flexible columns: Add almost any attribute as a column in a report.
• New grouping and pivot options for deeper analysis.
• Chart views to visualize your data directly in QuickBooks.
• Visual formatting options, including banded rows, color-coded columns, and flexible gridlines (some options available on QuickBooks Online Advanced and Enterprise plans).
• Better navigation: Scroll the full page instead of a small box; use Ctrl+F/Command+F to search within longer reports.
• Drill-downs that remember your settings: Go back from a transaction report without losing your customizations.
• Auto-refresh: If you drill down and edit a transaction, the report refreshes automatically.
• Standard accounting order: Reports such as General Ledger and Trial Balance now follow the proper sequence: Assets, Liabilities, Equity, Income, Expenses.

Additional improvements before May 22

QuickBooks has committed to the following updates before the Classic option is removed:

• Flexible financial views: Collapse or expand specific account sections to switch between a detailed breakdown and a high-level summary. View your financial data in the way that makes the most sense for you.
• Cleaner, more reliable reports: Reports are now easier to read with clearer date labels, complete financial values, and smarter defaults that reduce clutter, while keeping everything accurate and trustworthy.
• No lost work on refresh: Your report customizations stay exactly as you left them, even if you reload the page. You can continue your work without having to start over.
• Faster report customization: Make all your changes in one go, whether it’s filters, columns, or groupings, and then run the report once. No more waiting through multiple refreshes while setting things up.

Getting your practice ready: Action checklist

• Review your most-used custom reports now and explore how they look in Modern View.
• Plan accordingly; from mid-April onward, new Classic customizations cannot be saved.
• Brief your team: No action is needed to migrate saved reports, but they should expect the Classic toggle to disappear on May 22.
• Use the Feedback button in the Help (?) menu within your QuickBooks Online Accountant or Intuit Accountant Suite account to flag any issues.
• Communicate proactively with your clients so the change doesn't come as a surprise.

Original source

Set up a dedicated Bill Pay email address, share it with your vendors, and bills flow directly into your review queue pre-filled and ready to check. Here's the 5-step setup.

A PDF is delivered to your inbox. You open it, look for the vendor name, and note the amount. Next, you go to QuickBooks Online, start a new bill, enter the vendor, type in the amount, and add the line items. Then you close the PDF and move on to the next one. If you handle accounts payable for several clients, you repeat this process many times each month and it quickly becomes a lot of work.

With AI bill ingestion in QuickBooks Bill Pay, vendors send invoices to a dedicated email address. Bills show up in your review queue within seconds, already filled in with the vendor name, amount, due date, and line items. You just review, approve, and move on to the next bill. Here’s how you can set this up.

Step 1: Find your Bill Pay email address

Every client account in QuickBooks Bill Pay has its own unique email address. To find it, open the client’s account and go to the Bill Pay inbox. You’ll see the address there, ready to use.

There’s one address for each client. If you manage several clients, each will have its own address. Keep these addresses organized so you always know which invoices go with which client.

Step 2: Share it with your vendors

This step is the most important and also the simplest. When you’re ready, reach out to your client’s regular vendors and give them the QuickBooks Bill Pay email address. Ask them to send invoices to this address instead of sending them straight to your client.

Most vendors are familiar with this type of request, and a quick email from your client explaining the new process is usually all it takes. You’re not changing the relationship with the vendor; you’re just changing where the invoice is sent. If you’d rather not have vendors email invoices directly, you can receive them yourself and forward them to your client’s QuickBooks account.

Step 3: Review bills as they arrive

When a vendor sends an invoice to the Bill Pay address, it shows up in the “For Review” queue within seconds. QuickBooks reads the invoice and fills in the bill with the vendor name, invoice number, amount, due date, and line items.

At this point, your job is to review, not enter data. Make sure the vendor is correct, the amount matches, and the line items are accurate. If everything looks good, approve the bill and it moves to payment. If something doesn’t match, fix it before moving forward.

What the For Review queue shows you

• Every bill that comes in through AI ingestion lands here first. You'll see the vendor name (pre-filled from the invoice), the invoice number and date, the amount and due date, and the line items ready to verify.
• Nothing is recorded into your client's books until you (or the assigned AP clerk) review and save it. You're the checkpoint. After this step, it can begin the approval process.

Step 4: Set up new vendors as they appear

If you get a bill from a new vendor, it’s easy to handle. When QuickBooks receives a bill from someone it hasn’t seen before, you’ll be prompted to create a vendor profile. QuickBooks will first check the Business Network. If the vendor is already listed, their payment details are imported automatically. If not, you can quickly set up a vendor card and request their payment information.

If you pay vendors by ACH, QuickBooks sends them a secure request for their banking information. You don’t have to follow up. The vendor gets the request, fills it out, and their profile is set up. After that, their invoices are processed just like any other vendor’s.

Step 5: Use bulk upload for everything else

Some bills come as physical mail, email attachments, or from systems that cannot forward documents. For these, you can use bulk upload to add up to 20 bills to QuickBooks Online at once.

You can upload documents in PDF, JPEG, JPG, FIG, or PNG format. QuickBooks will use the same AI processing to pre-fill the vendor name, amount, and line items for review. Bulk upload and email ingestion work the same way once the bill is in the queue. No matter how the invoice arrives, your review process stays the same: check the details, approve the bill, and move on.

Your review queue is your AP inbox now

Once you review and approve a bill, it’s already in QuickBooks Online. It’s not imported or synced from another system; it is created right when the invoice arrives. The record you use to close the books is the same one that was made when the invoice first came in.

AI bill ingestion gives you back your focus. When bills arrive already filled in, every decision you make is an accounting one: is this the right vendor, is the amount correct, is it coded to the right account? That’s where your judgment matters, and the system takes care of the rest.

FAQ about QuickBooks Bill Pay

How does AI bill ingestion work in QuickBooks Bill Pay?

Vendors email invoices to a dedicated Bill Pay address for each client account. QuickBooks reads the invoice and creates a pre-filled bill in the For Review queue within seconds. The bill includes vendor name, invoice number, amount, due date, and line items. You review for accuracy, approve, and the bill moves into the bill approval workflow or AP workflow. Nothing is processed without your review.

What happens when a bill arrives from a vendor I haven't set up yet?

When QuickBooks receives an invoice from a vendor that isn't already in the system, it prompts you to create a new vendor profile and then to collect their payment data. For ACH payments, QuickBooks sends an automated request directly to the vendor, requesting them to securely submit their banking information. Once they respond, the vendor is set up, and future invoices are processed normally.

Can I use AI bill ingestion for bills that don't arrive by email?

Yes. Bulk upload lets you add documents (PDF, JPEG, JPG, FIG, or PNG) to QuickBooks Bill Pay directly, up to 20 bills at a time. QuickBooks applies the same AI processing: vendor name, amount, and line items, all pre-filled for your review. The workflow is the same whether a bill came in through email ingestion or bulk upload.

Original source

WHAT’S NEW IN MAILCHIMP

New features to help drive ecommerce sales

We’re rolling out one of our biggest updates ever—and changing the game for ecommerce customers in particular.

Unlock ROI with unified data and richer ecommerce automations for email & SMS

There’s even more to see this month

ChatGPT brings your ideas to life

Mailchimp is now the only marketing platform integrated with ChatGPT. Bring your SMS campaigns to life with just a few words—AI does the rest.

On-brand transactional emails

When it comes to creating a great customer experience, the details matter. Now you can update transactional emails with our powerful in-app editor.⁴

Turn reviews into marketing power

Our new Judge.me and Yotpo integrations sync review and reviewer data so you can build smarter segments, trigger post-review marketing flows, and more.

New marketing dashboard

The dashboard gets a major facelift, and adds email automations, marketing conversions, and more.

Capture back-in-stock sales

Add new popup forms to let customers know when the item they’re interested in is back in stock.⁵

Easy-to-access SMS templates

Access both email and an expanded offer of SMS templates from a template library in the left nav.

Dynamic ecomm data

Pull in real-time e-commerce data—like product names and links—to deliver personalized, timely messages.

SMS for Shopify enhancements

We’re introducing bidirectional SMS consent sync, plus support for non-email, phone-only Shopify customers.

Shopify unique discount codes

Reach customers and convert them across all channels by offering them unique discount codes.

Millions of users rely on us for their email & SMS marketing. You can too.

Original source

The month of March includes Paper Money Day on March 10. Did you know that in recent years, firms have been taking on more AR/AP tasks? That’s because more and more businesses are suffering from cash flow issues. Should your firm consider making the same shift? Find out why firms are owning the workflow around cash. Afterwards, be sure to read up on this month’s updates.

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. Join us for a live webinar on Thursday, March 19 at 11 AM PT, or visit the Hub to watch weekly videos.

Visit the new Hub to check out the weekly episodes.

Start here

Assign ProAdvisor training in Intuit Accountant Suite

In a nutshell:
In Intuit Accountant Suite, you can now assign ProAdvisor Academy certifications and courses to your team members with just a few clicks—and track their progress every step of the way.

Designed to simplify training workflows, the ProAdvisor training manager in Intuit Accountant Suite empowers your team to stay on top and succeed. New options in Manage training allow you to assign and track your team’s progress, while giving you a bird’s eye view of your firm’s learning journey.

This one-stop training hub helps you identify opportunities for growth and develop a culture of continuous learning. With it, your firm can transform professional development from a checkbox into a firm-wide strategy.

Manage your team’s ProAdvisor training in Intuit Accountant Suite.

Learn more

Opt your clients into the improved AI-powered bank feed

In a nutshell:
After months of improvement, the new AI-powered bank feed in QuickBooks Online will become the default experience on May 8.

This new experience includes a refreshed interface with inline editing to help QuickBooks Online customers and accountants speed their process of entering transactions. AI-powered category and match suggestions are served up more accurately, and you can add attachments with drag-and-drop simplicity. In QuickBooks Online Essentials, Plus, and Advanced, you can use context-gathering features and reference new AI explanations to simplify managing unfamiliar transactions.

And to help make the entire experience a delight to use, we added nearly 100 small improvements in response to accountant feedback, including performance improvements that make the page run over 50% faster.

If your clients previously opted out of the new AI-powered bank feed, be sure to let them know about the improved experience before it becomes the default in May.

Improve your efficiency with the new AI-powered banking page.

Find out more

Streamlined setup for QuickBooks Bill Pay, Payments, Payroll

In a nutshell:
Your clients can streamline more of their essential business tools on one platform by getting access to QuickBooks Payments, QuickBooks Bill Pay, and QuickBooks Payroll through one centralized application.

Your client no longer needs to enter the same information such as their EIN, SSN, or business address over and over again when they want to start using Payments, Bill Pay, or Payroll. Instead, they can proceed through one intelligent application flow and be simultaneously assessed for all eligible products.

Help your clients prepare to get paid and pay vendors in seconds, with one form.

Important product 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/.

A more powerful QuickBooks can evolve how you work, save time, and provide more strategic advisory services.

Get more info

Updates to AI-powered reconciliation

In a nutshell:
Count on Accounting AI to take the hassle out of tedious tasks.

Reconciling transactions can take up a lot of your team’s time. With AI-powered reconciliation, you can accelerate the process by nearly 3 times while retaining control over the work your firm produces.1

Previously, AI-powered reconciliation didn’t allow in-line editing—but now, you and your clients can directly edit their listed transactions. Not only that, they can directly post transactions, undo exclusions, or add new transactions into QuickBooks Online right from the list whenever the AI suggests these corrections.

Important product information

#Claims

1 With AI-powered reconciliation, you can accelerate the process by nearly 3 times: Based on internal data as of November 2025, comparing customers opted into AI-powered reconciliation vs non-AI powered reconciliation.

Find out how Accounting AI features can streamline your work.

Learn more

Accounting AI collaboration improvements

In a nutshell:
Use Accounting AI to collaborate in new ways to add more efficiency to your work.

Now in QuickBooks, clients and accountants can assign one or more team members when requesting more info about a transaction. This will allow users replying to requests to see a secure filtered list of questions assigned to the correct person. You can also sort and filter the bank feed according to the status of existing transaction requests.

Rather than leave unassigned, ambiguous requests, you and your clients can clarify collaboration and get more done as a team.

Learn how Accounting AI speeds your workflow.

Get a demo

Parallel approval for Bill Pay workflows

In a nutshell:
Your clients using Bill Pay Elite can now create approval workflows that include up to 5 approvers in parallel.

You and your clients can now create workflows that better reflect the way they actually work. Rather than requiring sequential approvals, you can configure more flexible workflows that include a group of up to 5 parallel approvers. You can choose to require 1, 2, or all approvers from a group to approve. You’ll also get a detailed audit trail of approvals directly on the bill page, bill pay status page, and pending Bill Payments view.

This helps tailor the process to your clients’ needs and helps them maintain momentum in their day-to-day work.

Find out how to set up parallel approvals in QuickBooks Bill Pay.

Learn more

Expanding workforce features

In a nutshell:
Clients using QuickBooks Online Payroll will soon be able to do much more to manage their teams directly in QuickBooks Online.

Soon, all your clients using QuickBooks Online Payroll Core will see a new employee list and updated profiles that provide better visibility into their team’s data.

Starting this summer, QuickBooks Online Payroll Premium and Elite will include a robust suite of tools designed to help growing businesses manage the entire employee lifecycle. These enhancements will allow your clients to handle talent pipelines, new hire onboarding, time-off requests, performance management, HR workflows, health benefits, and more—all from one centralized hub in QuickBooks Online.

By bringing these functions under one roof, you can eliminate disparate apps, streamline administrative tasks, and reduce the manual effort required to deliver a seamless employee experience from day one.

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. Availability of features and functionality varies by plan, which are subject to change without notice. Certain features will only be available on QuickBooks Payroll Premium or Elite plans. Additional terms, conditions, eligibility criteria, and fees may apply.

Discover how Workforce features can help your clients.

Learn more

Table of contents

Table of contents

1. In the Know series
2. Assign ProAdvisor training
3. AI-powered bank feed
4. Streamlined services setup
5. New in AI-powered reconciliation
6. Accounting AI collab improvements
7. Parallel approval for Bill Pay workflows
8. Expanding workforce features

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In a nutshell:
Get an all-in-one view of 1099 filing status for all your clients, and save time filing through QuickBooks Online Accountant.

Original source

Built to deliver ROI for less cost, Mailchimp now combines unified data with powerful automation across email and messaging

MOUNTAIN VIEW and LONDON - February 10, 2026 – Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced a set of Mailchimp product innovations that unlock profitable growth for ecommerce businesses. Powered by the Intuit platform, the enhancements include more ways for merchants to connect their data and activate omnichannel campaigns driving up to 30x ROI for ecommerce customers without the added price or complexity.

For small and mid-market online sellers, customer acquisition and growth are becoming harder to measure and optimize. Only 33% of marketers say their pre-opt-in messaging is highly aligned, making it difficult to see which efforts drive orders and where revenue is being lost. Without a unified view of their data, merchants lack clear attribution and ROI insight. Email remains a core revenue driver for 69% of marketers, but maximizing its impact increasingly depends on unified data and automation that help teams focus investment on what works and drive measurable growth.

“Ecommerce marketers are under pressure to show every campaign’s impact on revenue,” said Diana Williams, VP of Product, Intuit Mailchimp. “With this release, Mailchimp customers will reap the benefits of 26% more ecommerce triggers —bringing advanced data, automation, and analytics into a single platform helping businesses execute quickly, run sophisticated campaigns, and see exactly how their marketing drives ROI.”

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New capabilities designed for ecommerce growth

The newly-introduced capabilities directly address the core problems ecommerce businesses report today: limited time, lack of marketing expertise, uncertainty about ROI, and fragmented data across multiple platforms.

• Turn data into sales: Building on the enhanced Shopify integration, Mailchimp’s Site Tracking Pixel and new connections to reviews platforms like Yotpo and Judge.me pull consented ecommerce and sentiment data into one place. Marketers can build smarter segments (such as high-value buyers, at-risk customers, or shoppers likely to purchase next) and power advanced automations without stitching together multiple tools.

• Reach customers across channels and tie campaigns directly to sales: Expanded SMS coverage across Europe, SMS instant opt-in via popups, and unique discount codes in SMS automations and forms help brands reach their customers across the world on mobile while helping enable consent collection and precisely tracking which campaigns drive orders. Enhanced transactional messaging through a unified API lets developers trigger critical notifications while marketers manage on-brand content in Mailchimp.

• Know what’s working and optimize with confidence: A revamped omnichannel marketing dashboard unifies email, SMS, automation performance, and ecommerce events in a single view. Marketers can see which messages and journeys are generating revenue, where customers are dropping off, and how to optimize spend across channels.

• Migrate to Mailchimp without slowing down: New migration tools and ecommerce-specific support make it easier for customers moving to Mailchimp to bring over contacts, segments, templates, and key flows with minimal downtime.

• AI that goes from insight to execution: Mailchimp turns your data into action with predictive analytics to spot high-value and at-risk customers, AI-powered tools to quickly build on-brand content and reusable templates, and a ChatGPT integration that helps you create, refine, and launch data-backed omnichannel campaigns across email, SMS, and automations.

Demonstrated ROI for ecommerce businesses

Mailchimp already delivers measurable results for ecommerce customers, and the new capabilities are built to amplify that impact. Consider Gruppo Terroni, a hospitality group based in Toronto and Los Angeles that used Mailchimp’s ecommerce automations with their Shopify-connected store to target lapsed wine club members. Their single segmented campaign, which offered instant access to a library of wine guides, resulted in a 77% open rate and a 28% click-through rate, driving $8,000 in monthly recurring revenue.

Accessing these tools by switching to Mailchimp is easier than ever. "I was so blown away," says Ali Mann of Kaylin + Kaylin Pickles, a Mailchimp customer that switched from Klaviyo in 2025 to reduce costs and access more strategic support. The brand's first campaign was live in under a month and their open rates more than doubled.

Ecommerce customers reported an average of 16 hours saved per week after implementing Mailchimp, while Mailchimp SMS ecommerce users saw up to 22x ROI after launching their first SMS Marketing campaign. And Mailchimp customers with a Shopify-connected store see up to a 41X return on their Mailchimp investment.

“We’re a global business available in nearly every country across the world, and we’re delivering incredible ecommerce innovation that delivers real ROI,” said Ciarán Quilty, Senior Vice-President for International, Intuit. “We’re giving small and mid-size businesses connected data, automation and AI that simply work together, so switching to Intuit Mailchimp isn’t just the easy choice today, it's essential for their growth tomorrow.”

By tying advanced marketing capabilities to commerce outcomes and Intuit’s broader financial platform, Mailchimp helps digital-sales businesses not only run better campaigns but also operate more profitable, data-driven companies.

Availability

The new ecommerce-focused capabilities, including the Mailchimp proprietary Site Tracking Pixel, expanded SMS and transactional messaging, the omnichannel marketing dashboard, and enhanced migration tools, are expected to begin rolling out globally starting February 10th for eligible Mailchimp plans.

1. Based on all ecommerce revenue attributable to paid plan users’ Mailchimp campaigns from August 2024 - August 2025. ROI calculation requires an ecommerce store that is connected to a Mailchimp account. Results vary.
2. SMS marketing from Mailchimp is currently available in 37 countries and territories globally, including 34 in Europe with this month’s expansion into Belgium, Sweden, Denmark, Norway, Finland, Portugal, Greece, Poland, Croatia, Slovakia, Slovenia, Estonia, Iceland, Luxembourg, Latvia, Malta, Lithuania, Jersey, Isle of Man, Guernsey, Albania, San Marino, the Faroe Islands, Moldova and Gibraltar.
3. Ecommerce customers who report time savings after implementing Mailchimp, cite an average of 16.4 hours saved per week across audience management, email & SMS content creation, campaign setup and management, and reporting and analytics.
4. Up to 22x ROI: Based on ecommerce revenue attributable to Mailchimp users’ SMS Marketing campaigns and Mailchimp SMS spend (not including plan cost) within one year of launch of first SMS campaign from 10/01/24 to 10/17/25. ROI calculation requires an ecommerce store that is connected to a Mailchimp account. Excludes Short code SMS. Results may vary.

The data referenced is based on Intuit data only and does not include or reflect Shopify data.

About Intuit:

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us at Intuit.com and find us on social for the latest information about Intuit and our products and services.

Contacts:

For more information, please contact us at [email protected].

This information is intended to outline our general product direction, but represents no obligation and should not be relied on in 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. Features and functionality vary by plan type. Mailchimp and Shopify sold separately. Integration available. SMS (including Transactional SMS) is available as an add-on to paid plans in select countries after application and agreement to terms.

Original source

Better firm management with Intuit Accountant Suite

In a nutshell:
You can use Intuit Accountant Suite to help improve firm efficiency, streamline operations, and make more confident decisions.
The latest innovations in Intuit Accountant Suite are designed by accountants, for accountants, to manage your firm, clients, and teams all in one place. You and your firm can use it to gain efficiencies from the start by managing all your QuickBooks Online client files with one sign-in.** In addition, you can organize your client list based on any segment you define, such as industry, region, or office, using client custom fields.
You can further streamline firm operations by using workflows that match the way you work. Accessible at no cost in beta, Books Close lets you manage and complete all your monthly close activities without switching into client files while ensuring quality and timely delivery.** Tailor your firm’s review and close process with customizable templates, custom statuses, and multiple assignees according to your firm’s specific preferences.
From one place, you can now monitor each client’s top KPIs and surface the right insights and key benchmarks. Client Insights provides an overview of your clients, complete with customizable views and segments.**
Organize teams and clients your way. Get beta access to capabilities that allow you to assign teams and clients through custom role-based access groups aligned to your firm’s structure. With all-in-one firm-wide groupings, you can easily view your team and client groups.**
Use Intuit Accountant Suite to streamline your firm operations, train your firm for the future, and standardize quality on-time client service delivery for a greater impact—all in one place.

Important product information

**Features

• Manage all your QuickBooks Online client files with one sign-in to Intuit Accountant Suite: Access client files that are connected to your Intuit Accountant Suite solution.
• Books Close: You will not be charged during the beta program which runs through April 30, 2026. Beginning May 1, 2026, we will start charging for Books Close. You have the opportunity to continue to use Books Close for a fee, or cancel your subscription prior to that date to avoid charges.Pricing will be based on the number of clients onboarded to Books Close. Firms will choose which clients they onboard to Books Close. Charges will be based on the number of clients onboarded at the beginning of their billing month on their billing date. Firms with 50 clients or fewer onboarded, will pay $8/client/month. Firms with more than 50 clients onboarded, will pay $6/client/month.These charges will begin on your firm’s bill on or following May 1, 2026.
• Client Insights: Requires upgrading to Accelerate, a paid plan within the Intuit Accountant Suite.
• Team and client groups: Requires upgrading to Accelerate, a paid plan within the Intuit Accountant Suite.

Add more power and efficiency to your firm management with Intuit Accountant Suite

Latest Intuit Enterprise Suite updates

In a nutshell:
Dozens of new updates to Intuit Enterprise Suite have just been released this month.
Intuit Enterprise Suite delivers enterprise power and AI-driven intelligence, tailored for clients’ businesses and delivered through a modern, intuitive experience. Our latest updates deepen Intuit Enterprise Suite’s operational power with greater automation, stronger governance, and sharper visibility, all in an AI-native ERP that’s intelligent, adaptive, and ready for what’s next.
We’re proud to share several updates in the February release, including these highlights:

• New multi-entity reports: You and your clients can now get additional visibility on cross-entity financial data with 5 new consolidated reports: Invoice list, Transaction list by date, Transaction detail by account, Deposit detail, and Check detail.
• Dimension assignments: Help add efficiency and accuracy to financial workflows by accessing dimension assignment from more pages, assigning dimensions in bulk, and saving transactions for later when you’re not ready to assign dimensions.
• Dimensions on workflow automation: Help make approvals, reminders, and tasks more efficient by setting dimension-based conditions in workflows to more closely match your client’s business structure and financial reporting requirements.
• Parallel approvals: Get more flexibility to create complex workflows that meet your client’s business needs by including parallel approvals with up to 5 approvers—and record more detailed audit trails along the way.
• AIA-style invoicing for construction (beta):** Clients can build trust with customers by generating invoices that provide more information and transparency. The new AIA invoice format in Intuit Enterprise Suite can track the total contract value on estimate, invoiced to date, invoice amount, and remaining balance at the phase level.
• Assignments in QuickBooks Time: Clients using Payroll Premium and Elite can manage all assignments in one place to reduce confusion, errors, and rework while improving overall payroll and job-costing accuracy.

Important product and disclaimer information

• Beta features: These capabilities are currently in open beta and available to all Intuit Enterprise Suite customers at no additional cost. This is subject to change at Intuit's discretion.
• Get details on all the latest updates to Intuit Enterprise Suite in the full release notes

Coming soon: ProAdvisor certification for Intuit Enterprise Suite

In a nutshell:
ProAdvisor Academy now offers a full certification program for Intuit Enterprise Suite.
In addition to our existing introduction course, you can now take a self-paced, 4-course certification to help you confidently introduce, recommend, and use Intuit Enterprise Suite for your growing and complex clients.
With this certification in Intuit Enterprise Suite, you’ll be able to:

• Use Intuit Enterprise Suite-specific functionality, including multi-entity workflows, projects, and business intelligence.
• Apply Intuit Enterprise Suite to real-world situations, to help your clients get the most out of it.
• Identify right-fit clients for Intuit Enterprise Suite, guide them through onboarding, and make adjustments as their businesses scale.
• Support higher-value workflows by learning to use advanced capabilities like multi-entity management, project tracking, automation, and reporting—so you can support more client needs.
• Discuss how Intuit Enterprise Suite connects key business functions and reduces manual work, so you can streamline client workflows and help your firm operate more efficiently.
• Differentiate your firm by positioning your team as knowledgeable Intuit Enterprise Suite-ready advisors to growing, complex businesses.
• Earn recognition for your learning with CPE credit and 200 ProAdvisor points upon completion.
• Stay current as Intuit Enterprise Suite evolves using ongoing refreshed certification content that aligns with product enhancements and new functionality.
  Get this no-cost Intuit Enterprise Suite certification to deepen your understanding of this solution, so you can help your firm recommend it to clients and help optimize clients’ workflows.

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.
Learn more about the Intuit Enterprise Suite certification course.

New referral bonuses for QuickBooks Payroll Premium and Elite

In a nutshell:
Your firm has new opportunities to earn referral bonuses on top of revenue share when you are approved into the ProAdvisor Revenue Share Program and add QuickBooks Payroll Premium or Payroll Elite for your clients.
To thank accountants for bringing clients to the QuickBooks Platform, we share a percentage of clients’ subscription revenue with firms that are enrolled in the ProAdvisor Revenue Share Program.
For instance, your firm can earn a 30% revenue share for each QuickBooks Online Payroll subscription your firm adds for a client (see full terms).
And now, for a limited time, your firm can earn an additional bonus for each first-time Payroll subscription your firm adds for a client by March 31, 2026 (see full terms):

• Get a $300 referral bonus for each new Payroll Premium subscription
• Get a $500 referral bonus for each new Payroll Elite subscription
  Discover he latest revenue share opportunities for your firm

Amazon Seller Connector by QuickBooks

In a nutshell:
Your clients using QuickBooks Online and selling on Amazon Seller can access a new embedded QuickBooks experience within Amazon Seller Central to automate even more of their tedious tasks and better understand their store’s performance.
Using a newly enhanced integration with QuickBooks, Amazon Seller Central users can automate reconciliation and fee categorization. They can also transform raw financial data into actionable business intelligence, to help inform their decisions. Amazon Seller Connector is free for QuickBooks Online users.
To take advantage of this new integration, your clients should connect their Amazon Seller Central account with QuickBooks Online to track profit, sales, fees, and inventory from their store and other sales channels. Here’s how.
Let QuickBooks continue to help your clients grow, reclaim valuable time, and scale their business with a unified, real-time view of their entire ecommerce operation.

Intuit Intelligence and more now available in QuickBooks Online

In a nutshell:
It’s here! Take advantage of foundational improvements, Intuit Intelligence chat, and Business Tax AI (beta) in QuickBooks Online for a smarter tax filing season.
QuickBooks has a number of improvements to help you and your clients get more done:

• Smoother bank connection management that simplifies communication around resolving connection issues.
• More automation and time-savers like increased accuracy, consistency and efficiency with streamlined workflows and better automation for complex process for accounting, payroll, and time tracking.
• Increased usability, quality, and data performance for faster, more intuitive workflows through upgraded mobile usability, data protection, enhanced reporting, and performance improvements to help work flow more seamlessly.
  In addition, Intuit Intelligence chat, accessible to admin users, can help you make better decisions for your firm and clients faster. Turn questions into clarity and help drive action for measurable growth. Get more done faster with the help of Intuit AI, so you can focus on moving business forward with speed and accuracy.
  Also new this month are 3 additional QuickBooks plans. These are designed to help more businesses standardize their books and get on the path to scalability earlier in their journey—which also helps you take them on as clients when they grow. For example, QuickBooks Free helps early start or growing solopreneur business owners track income and expenses with zero financial commitment.
  Looking ahead
  This is just the beginning for Intuit Intelligence in QuickBooks. A number of new product innovations are coming soon:
• Streamlined services setup—on a rolling basis starting this month, your clients can get faster access to QuickBooks Payments, QuickBooks Bill Pay, and QuickBooks Payroll by submitting one application for all 3 services.
• Get onboarded and set up seamlessly with smart conversational AI and human experts to simplify migration and help your clients get started quickly and confidently.
• Gather tailored ideas with conversational AI brainstorming and Intuit Intelligence that provides insights in context of a business’s size, industry, seasonality, and historical data.
• Explore possibilities with conversational AI analytics to inform predictive forecasting, simulate future outcomes, test scenarios, and see how today’s decisions impact tomorrow’s results.
• Help clients stay tax-ready all year with Business Tax AI that suggests ways to optimize taxes, answers tax-related questions, provides real-time tax estimates, and streamlines year-end filing to save time.

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/.
This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision.
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.
Learn more about Intuit Intelligence for you and your clients

Intuit Connect ON

In a nutshell:
The next virtual Intuit Connect ON quarterly event is coming up this month, and you can register for free.
Intuit Connect ON is our always-on platform where accounting professionals can learn and grow year-round, through events, content, and innovation updates.
Join us Tuesday, February 24, from 9–11 AM PT for our next quarterly virtual event where you can learn from industry leaders and earn a CPE credit.**
Register for Intuit Connect ON

Get the latest to your inbox

Get the latest product updates and certification news to help you grow your practice.

Original source

Intuit Intelligence

During this busy time of year, we know that closing books and preparing for tax season is a complex, demanding process. That’s why we’ve introduced Intuit Intelligence to unify your financial data into a single, intuitive experience that delivers instant answers and personalized recommendations.

In an era where data overload often buries the insights you need most, Intuit Intelligence unifies financial data into a single experience where you can simply ask anything and receive instant, accurate answers you can trust. Intuit Intelligence also provides personalized recommendations based on your clients’ unified financials and the benefit of Intuit’s decades of trusted proprietary data.

This revolutionary system of intelligence uses decades of a powerful data foundation with your irreplaceable human expertise, marking a profound shift in how you and your clients interact with finances.

Intuit Intelligence AI: The revolutionary system for strategic client advisory

Data can often feel overwhelming, and digging for specific client insights is complicated. As a comprehensive system of intelligence that combines financial data into a single experience, Intuit Intelligence serves as a powerful foundation for your expertise, allowing you to scale your impact through two key pillars:

• Artificial intelligence (AI) gives you answers to complex business questions instantly. It learns from real financial behavior, growing more contextual over time, and continuously improves the quality of the insights it delivers. This is intelligence rooted in your clients’ financial realities.
• Human intelligence (HI): Your guidance and expertise is essential to interpret the real-time results to help you support your clients. And when you or your clients need it, additional assistance is available from Intuit Experts.

Since launching in August 2025, over 3 million customers are now using Intuit’s AI-powered tools to streamline their day-to-day work.1

By combining these insights with your oversight, you can provide more strategic advice grounded in a secure, contextual understanding of every client’s financial health.

What is Intuit Intelligence and how does it work?

Intuit Intelligence is the gateway to agentic-AI powered experiences launched across Intuit’s business platform last year, including the Accounting Agent, Payments Agent, Customer Agent, Payroll Agent, and Sales Tax Agent, and the new Business Tax Agent (beta), delivering faster, more confident decisions that generate real results.

Intuit Intelligence securely connects accounting, payments, payroll, and tax data in one place to provide a holistic view. By factoring in business size, industry, and seasonality, it ensures the strategies it suggests are relevant and reliable. You can then have actions carried out on your behalf by Intuit AI agents, which you can review to ensure accuracy.

The impact is clear: 74% of customers surveyed say Intuit AI gives them a better picture of their business's financial health.2

Intuit Intelligence offers:

• Intuit Intelligence analytics (beta) enables customers to ask precise, data-driven questions such as “Show me overdue invoices from 2025,” and receive instant, visual insights grounded in the latest state of their business, along with clear next-step recommendations.
• Intuit Intelligence Brainstorming gives you an AI-powered conversational experience (beta) to explore ideas, ask questions, and uncover opportunities using their own business data. From questions like “How does cash flow compare to this time last year?” to “What should I focus on next?” you receive instant, personalized guidance and recommendations, helping you think through decisions with confidence and turn ideas into action.
• Faster setup and migration with AI + HI experts: You can ask to “connect me with an expert” when it’s time for a hand-off to trusted human experts. And coming soon you will be able to do onboarding and migration within the Intuit Intelligence experience.**

In QuickBooks, you can also access powerful agentic-AI technology including Accounting Agent, Payments Agent, Customer Agent, Payroll Agent, and Sales Tax Agent, and the new Business Tax Agent (beta), delivering faster, more confident decisions that generate real results.

Get data-backed insights

Instead of digging through reports, you can get personalized answers to complex questions. You can ask anything you need to know about your clients’ finances and receive accurate insights grounded in their data with enterprise-grade security and privacy.

Try asking these questions in QuickBooks:

• How does cash flow compare to this time last year?
• Which vendors have not paid this month and what is the outstanding balance?
• What are the largest expenses of the past six months?
• Are there any discrepancies between the general ledger and the payroll register for the last quarter?

Smarter practice: Intuit Intelligence and key Intuit Accountant Suite Enhancements

In Intuit Accountant Suite, you can now beta test Intuit Intelligence to get instant answers about firm data, gain personalized insights, and delegate tasks. Additionally, firms on the Accelerate plan have beta access to query specific client files without switching between accounts3 for strong insights to help you advise your clients.

By moving from QuickBooks Online Accountant to Intuit Accountant Suite, over 7,000 firms have discovered the power of managing their entire practice, from team collaboration to client deliverables, all in one place.

To help you manage your practice's operations and growth, we are launching several key features:

• User Groups (beta)4: Allows you to organize your practice by bulk-assigning teams and clients to custom role-based access groups, ensuring the right staff members have the right level of access.
• Integrated ProAdvisor Training Manager Dashboard: Provides a dashboard directly in the suite to assign, remind, and track training completion for your team's professional development.
• New Intuit Accountant Suite product training: Available through the ProAdvisor Training Manager Dashboard.
• The Customer Hub: Offers a centralized space to manage leads, gather referrals, and automate follow-ups to strengthen client relationships from initial contact.

To support your most critical workflow during this busy season, we are introducing enhancements to Books Close5, currently in beta. This feature centralizes and speeds up the month-end close process, now with more options to tailor review processes with customized templates, multiple assignees and custom statuses, as well as collaboration tools to answer transactional questions in-flow.

Get more information on Intuit Accountant Suite updates here.

"Intuit AI has helped my business move faster by giving me quick, clear insights into unusual changes in our books so I can address issues immediately. It also makes communication with my accountant more efficient by organizing the data we both need in a way that’s easy to understand and act on." - Matthew Hoffman, Founder, Grovii Brands

Foundational improvements for accurate, reliable client work

We’ve heard your feedback regarding the need for speed, accuracy, and reliability. We are rolling out critical updates to the foundational tools you use every day.

Better banking experiences

We are introducing more stable bank connections and smarter transaction matching. A standout feature for bookkeepers is the new Broken Bank Connection flow. You can now send a direct message through QuickBooks to the bank account owner (your client) to resolve connection issues, removing the friction of you acting as the middleman. Additionally, we have enabled PDF statement multi-account uploads to save time on data entry.

Autosave and data protection

Losing unsaved data is a major pain point, whether it’s an invoice, journal entry, or bank transaction. We’re launching robust autosave and data enhancement features to ensure your work is protected against accidental browser closures or navigation errors.

Multi-email support

You now have the ability to associate multiple email addresses with both vendors and customers. This allows you to send purchase orders to one contact, remittance advice to another, and sales-related emails to a third, all within the same profile to make reconciliation easier.

Performance boosts

Significant performance improvements have been made to dashboards and lists to ensure the platform works as hard as you do during peak season.

We’re also introducing several new automation features. Our Accounting agent now handles accrual tasks and includes a "policy memory" to remember your specific categorization rules, while Inventory Management has been enhanced and streamlined for product-based clients. Additionally, we’ve improved QuickBooks Payroll workflows by decoupling from syncing, allowing you to approve time flows in QuickBooks Payroll without syncing with QuickBooks Time and automated amendments for payroll enhancements.

"We’re new to our industry. With Intuit AI, we can get recommendations on how to classify transactions without searching for hours. It’s quick and provides helpful information." - Clint Fetzer, Farmington Tasting Room

A simpler, smarter tax season

Tax compliance is often complex, and missing deductions means leaving money on the table. For tax preparers, or for your clients who do their own taxes, the new features of our QuickBooks Business Tax Agent (beta) work together to simplify tax season:

• Deduction Maximizer: This feature finds and suggests ways to maximize deductions automatically, helping clients stay compliant year-round.
• Proactive reminders: The feature sets reminders throughout the year to help maintain compliance and maximize savings.

For example, if there is an expense that was paid in cash or charged to a different account than the ones linked in QuickBooks, adding this expense might be missed. Because the Business Tax Agent knows a client’s industry, type of business, and number of employees, it can suggest missed deductions across relevant categories. Reminders can be set to fill in the missing information or add a new expense.

Get started now

As the demands of busy season intensify, our commitment remains the same: to provide the tools that turn data into direction. Whether you are leveraging Intuit Intelligence to unlock deep advisory insights or utilizing our foundational improvements to ensure absolute accuracy, these innovations are built to help you and your clients succeed. By blending AI with your irreplaceable human expertise, we are empowering you to lead your clients with more confidence and clarity than ever before.

Download this helpful guide to help you walk your clients and teams through these new QuickBooks updates.

Disclaimers

*Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

**This information is intended to outline our general product direction, but represents no obligation and should not be relied on in 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.

1 Based on internal data of customer usage of Intuit AI-powered tools from August 2025-January 2026.

2 Based on internal data as of November 2025, comparing customers opted into AI-powered reconciliation vs non-AI powered reconciliation.

3 Intuit Intelligence in clients’ books is only available by upgrading to Accelerate, a paid plan within the Intuit Accountant Suite. Intuit Intelligence in the firm's books is available in Core. Intuit Intelligence chat has a cap of 200 questions in Core and 1000 questions in Accelerate during the beta period.

4 Requires upgrading to Accelerate, a paid plan within the Intuit Accountant Suite.

5 You will not be charged during the beta program which runs through April 30, 2026. Beginning May 1, 2026, we will start charging for Books Close. You have the opportunity to continue to use Books Close for a fee, or cancel your subscription prior to that date to avoid charges. Pricing will be based on the number of clients onboarded to Books Close. Firms will choose which clients they onboard to Books Close. Charges will be based on the number of clients onboarded at the beginning of their billing month on their billing date.

Firms with 50 clients or fewer onboarded, will pay $8/client/month.

Firms with more than 50 clients onboarded, will pay $6/client/month.

These charges will begin on your firm’s bill on or following May 1, 2026.

Original source

Built to deliver ROI for less cost, Mailchimp now combines unified data with powerful automation across email and messaging

MOUNTAIN VIEW and LONDON - February 10, 2026 – Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced a set of Mailchimp product innovations that unlock profitable growth for ecommerce businesses. Powered by the Intuit platform, the enhancements include more ways for merchants to connect their data and activate omnichannel campaigns driving up to 30x ROI for ecommerce customers without the added price or complexity.

For small and mid-market online sellers, customer acquisition and growth are becoming harder to measure and optimize. Only 33% of marketers say their pre-opt-in messaging is highly aligned, making it difficult to see which efforts drive orders and where revenue is being lost. Without a unified view of their data, merchants lack clear attribution and ROI insight. Email remains a core revenue driver for 69% of marketers, but maximizing its impact increasingly depends on unified data and automation that help teams focus investment on what works and drive measurable growth.

“Ecommerce marketers are under pressure to show every campaign’s impact on revenue,” said Diana Williams, VP of Product, Intuit Mailchimp. “With this release, Mailchimp customers will reap the benefits of 26% more ecommerce triggers—bringing advanced data, automation, and analytics into a single platform helping businesses execute quickly, run sophisticated campaigns, and see exactly how their marketing drives ROI.”

New capabilities designed for ecommerce growth

The newly-introduced capabilities directly address the core problems ecommerce businesses report today: limited time, lack of marketing expertise, uncertainty about ROI, and fragmented data across multiple platforms.

• Turn data into sales: Building on the enhanced Shopify integration, Mailchimp’s Site Tracking Pixel and new connections to reviews platforms like Yotpo and Judge.me pull consented ecommerce and sentiment data into one place. Marketers can build smarter segments (such as high-value buyers, at-risk customers, or shoppers likely to purchase next) and power advanced automations without stitching together multiple tools.

• Reach customers across channels and tie campaigns directly to sales: Expanded SMS coverage across Europe [2], SMS instant opt-in via popups, and unique discount codes in SMS automations and forms help brands reach their customers across the world on mobile while helping enable consent collection and precisely tracking which campaigns drive orders. Enhanced transactional messaging through a unified API lets developers trigger critical notifications while marketers manage on-brand content in Mailchimp.

• Know what’s working and optimize with confidence: A revamped omnichannel marketing dashboard unifies email, SMS, automation performance, and ecommerce events in a single view. Marketers can see which messages and journeys are generating revenue, where customers are dropping off, and how to optimize spend across channels.

• Migrate to Mailchimp without slowing down: New migration tools and ecommerce-specific support make it easier for customers moving to Mailchimp to bring over contacts, segments, templates, and key flows with minimal downtime.

• AI that goes from insight to execution: Mailchimp turns your data into action with predictive analytics to spot high-value and at-risk customers, AI-powered tools to quickly build on-brand content and reusable templates, and a ChatGPT integration that helps you create, refine, and launch data-backed omnichannel campaigns across email, SMS, and automations.

Demonstrated ROI for ecommerce businesses

Mailchimp already delivers measurable results for ecommerce customers, and the new capabilities are built to amplify that impact. Consider Gruppo Terroni, a hospitality group based in Toronto and Los Angeles that used Mailchimp’s ecommerce automations with their Shopify-connected store to target lapsed wine club members. Their single segmented campaign, which offered instant access to a library of wine guides, resulted in a 77% open rate and a 28% click-through rate, driving $8,000 in monthly recurring revenue.

Accessing these tools by switching to Mailchimp is easier than ever. "I was so blown away," says Ali Mann of Kaylin + Kaylin Pickles, a Mailchimp customer that switched from Klaviyo in 2025 to reduce costs and access more strategic support. The brand's first campaign was live in under a month and their open rates more than doubled.

Ecommerce customers reported an average of 16 hours saved per week after implementing Mailchimp [3], while Mailchimp SMS ecommerce users saw up to 22x ROI [4] after launching their first SMS Marketing campaign. And Mailchimp customers with a Shopify-connected store see up to a 41X return on their Mailchimp investment [5].

“We’re a global business available in nearly every country across the world, and we’re delivering incredible ecommerce innovation that delivers real ROI,” said Ciarán Quilty, Senior Vice-President for International, Intuit. “We’re giving small and mid-size businesses connected data, automation and AI that simply work together, so switching to Intuit Mailchimp isn’t just the easy choice today, it's essential for their growth tomorrow.”

By tying advanced marketing capabilities to commerce outcomes and Intuit’s broader financial platform, Mailchimp helps digital-sales businesses not only run better campaigns but also operate more profitable, data-driven companies.

Availability

The new ecommerce-focused capabilities, including the Mailchimp proprietary Site Tracking Pixel, expanded SMS and transactional messaging, the omnichannel marketing dashboard, and enhanced migration tools, are expected to begin rolling out globally starting February 10th for eligible Mailchimp plans.

1. Based on all ecommerce revenue attributable to paid plan users’ Mailchimp campaigns from August 2024 - August 2025. ROI calculation requires an ecommerce store that is connected to a Mailchimp account. Results vary.
2. SMS marketing from Mailchimp is currently available in 37 countries and territories globally, including 34 in Europe with this month’s expansion into Belgium, Sweden, Denmark, Norway, Finland, Portugal, Greece, Poland, Croatia, Slovakia, Slovenia, Estonia, Iceland, Luxembourg, Latvia, Malta, Lithuania, Jersey, Isle of Man, Guernsey, Albania, San Marino, the Faroe Islands, Moldova and Gibraltar.
3. Ecommerce customers who report time savings after implementing Mailchimp, cite an average of 16.4 hours saved per week across audience management, email & SMS content creation, campaign setup and management, and reporting and analytics.
4. Up to 22x ROI: Based on ecommerce revenue attributable to Mailchimp users’ SMS Marketing campaigns and Mailchimp SMS spend (not including plan cost) within one year of launch of first SMS campaign from 10/01/24 to 10/17/25. ROI calculation requires an ecommerce store that is connected to a Mailchimp account. Excludes Short code SMS. Results may vary.

The data referenced is based on Intuit data only and does not include or reflect Shopify data.

About Intuit:

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us at Intuit.com and find us on social for the latest information about Intuit and our products and services.

Contacts:

For more information, please contact us at [email protected].

This information is intended to outline our general product direction, but represents no obligation and should not be relied on in 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. Features and functionality vary by plan type. Mailchimp and Shopify sold separately. Integration available. SMS (including Transactional SMS) is available as an add-on to paid plans in select countries after application and agreement to terms.

Original source

WHAT’S NEW IN MAILCHIMP

Simpler, smarter ways to boost your ROI

Spring has sprung, and so have new opportunities to drive revenue and results. Check out the latest updates that include new ways to use AI and customer data to improve your marketing strategy.

The #1 AI-powered email marketing and automations platform can now do even more

There’s even more to see this month

Meet the improved Shopify integration

Mailchimp’s Shopify integration has new B2B features to make it easier to manage business accounts.

Used Saved Sections to build a library of customized email parts

Save time by saving and easily reusing sections of your emails. More consistency, less manual effort.

More data, less friction across Facebook and Instagram

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Stay In the Know

Happy New Year to you, your teams, and your clients! Because your clients’ success is your success, we set our sights each year on enhancing capabilities across products. In reflecting on 2025, we’re excited to share all the innovations and improvements from 2025. Be sure to check out the newest updates this month.

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

Learn about the most exciting innovations. Join us for a live webinar on Thursday, February 19 at 11 AM PT. Visit the new Hub to check out the weekly episodes. Start here

1099 dashboard for accountants

In a nutshell:
Get an all-in-one view of 1099 filing status for all your clients, and save time filing through QuickBooks Online Accountant.
Thanks to new AI-powered automation, you can get a comprehensive overview into your clients’ 1099 status without having to switch between each QuickBooks Online account. From one dashboard, you’ll now see which clients need to file 1099s, which ones are ready to file, and which of your clients’ vendors are missing the required W-9 info.
On the same screen, you can proceed directly into the 1099 filing workflow and complete these filings on your clients’ behalf.
In QuickBooks Online Accountant under Your Practice, select 1099s, and choose e-file to see your 1099 dashboard.
Learn more about creating and filing 1099s. Start here

Coming soon: Intuit Intelligence chat and more updates in QuickBooks Online

In a nutshell:
Intuit Intelligence, Business Tax AI, and foundational improvements help create a smarter tax filing season.
Intuit Intelligence chat (coming soon in beta**) helps you make better decisions for your firm and clients faster by turning questions into clarity and driving action for measurable growth. Intuit AI also helps you get more done faster so you can focus on moving your business forward with speed and accuracy.
With instant answers, trusted insights, and revolutionary intelligence, one intelligent system will now connect your accounting, payments, payroll, and bill pay data for your clients’ businesses. Intuit Intelligence learns from billions of data points across millions of businesses, and will help you spot trends, benchmark performance, and see what’s next.
For example, when you ask, “What are the top 5 things I need to know about this client’s books?,” you’ll get instant, contextual answers in plain language. Note: AI chat prompt limits vary by plan. QuickBooks Online Advanced users will have the highest limit, and QuickBooks Online Essentials users will have the lowest limit.
Business Tax AI (available soon in beta**) will find and suggest ways your clients can optimize tax savings year-round to help them stay compliant and get every deduction they deserve. Note: This feature will be available in QuickBooks Online Essentials, QuickBooks Online Plus, and QuickBooks Online Advanced.
Get a faster, smarter, and more reliable QuickBooks experience, with improved banking, stronger automation, and enhanced usability and performance to simplify work, save time, and keep businesses moving confidently.

Important product 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/.
**Features
Beta availability: This information is intended to outline our general product direction, but represents no obligation and should not be relied on in 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.
Check out November’s update on Intuit Intelligence in QuickBooks Online. Learn more

New inventory features

In a nutshell:
Several inventory updates are now available in QuickBooks Online Plus, QuickBooks Online Advanced, and Intuit Enterprise Suite, as well as QuickBooks Online Simple Start and QuickBooks Online Essentials if your clients purchase the $40/month inventory add-on.
You’ll find four new sets of features related to inventory:

• Done-for-you inventory quantity adjustments: This capability reduces the manual data entry required for inventory quantity adjustments. Your client’s warehouse staff can upload a physical inventory worksheet after completing a cycle count, and the physical counts will be automatically extracted and prefilled in their Inventory Quantity Adjustment transaction form.
• Moving Average Cost (MAC) accounting method: For clients with non-perishable goods and/or stable turnover, MAC accounting helps smooth out price fluctuations. MAC accounting can also provide a more realistic reflection of current inventory values and market conditions to promote more accurate financial reporting and improved decision making.
• Item receipts: Support for item receipts helps your clients create a documented record of received goods, ensuring accurate quantity tracking, alignment with purchase orders, and reduced processing times.
• Sales order improvements: These enhancements give clients more flexibility and improved tracking for items promised to their customers. New capabilities within sales orders include custom fields, smart search functionality, adding attachments, support for bundles, and converting sales orders to POs.
  Check out the inventory tab in QuickBooks Online. Start here

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