Intuit Release Notes

October is National Learning and Development Month, celebrating the vital role of education and skill enhancement in our lives. With the accounting profession continuing to shift to client advisory services, we’re seeing proof that even the most powerful technology can’t replace the power of human connection. Check out more on this with this article from Better Together, and be sure to read more about this month’s updates below.

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

Stay In the Know

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

Get certified in QuickBooks Workforce

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

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

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

The QuickBooks Workforce certification course covers:

• An introduction to QuickBooks Workforce.
• Understanding payroll.
• Setting up payroll.
• Running and reconciling payroll.
• Filing payroll taxes and completing year-end tasks.

Coverage of newer and advanced capabilities includes:

• Intuit Intelligence payroll workflows.
• AI-powered anomaly detection and review.
• Payroll Tax AI for compliance assistance.
• Multi-entity payroll in Intuit Enterprise Suite.
• Connected HR, time, payroll, and financial data.

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

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

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

Explore this and more Intuit certifications. Learn more

Important product and disclaimer information

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

Better Together presents: “AI for Financial Storytelling” webinar

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

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

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

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

• Strengthen your firm’s client discovery process to uncover what really matters: their challenges, priorities, and goals.
• Deepen analysis to pinpoint key metrics, understand how those metrics have changed, and see where they’re heading.
• Shape the financial story to communicate your analysis in a clear, persuasive, client-ready narrative that supports business decision-making.

Sign up today to attend this webinar. Register now

Applying vendor credits in Bill Pay

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

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

Here’s how it works:

• Pay bills now lists each available vendor credit, with date, reference number, and available balance.
• You select which vendor credits to apply and how much of each credit.
• The applied credits will appear when you go to Schedule payment.
• The email and remittance advice to your client’s vendor will show the applied credit(s).

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

Important product and disclaimer information

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

Draft payroll by uploading spreadsheets

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

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

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

Check out the latest QuickBooks Workforce updates. Learn more

Important product and disclaimer information

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

Classify employee hours across service items and dimensions

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

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

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

With this update:

• Service items on timesheets will flow straight into your client’s payroll.
• You can split a single paycheck across multiple service items.
• You can edit or reassign service items while running payroll or correcting a paycheck.
• Service item details carry through to your job costing reports.

Get started with class tracking in QuickBooks. Learn more

Important product and disclaimer information

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

Checkr background checks in QuickBooks Workforce

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

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

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

Get more details on background checks through Checkr. Learn more

Important product and disclaimer information

**Features

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

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

Intuit Business Credit Card now available to firms and business owners

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

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

In addition, this card offers:

• 5% unlimited cash back on Intuit products and services**, even for your firm, on client subscriptions you pay for with the card.
• QuickBooks auto-sync saves you time with no bank feed setup or connection issues.
• Receipt capture that automatically match to transactions.
• A $300 cash bonus**.
• Unlimited virtual and physical credit cards for the team, with limits and controls.
• Exclusive offers from Intuit and additional partners.

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

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

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

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

Important product and disclaimer information

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

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

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

Intuit Business Credit Cards are issued by WebBank.

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

Switching to QuickBooks Workforce from ADP or Gusto

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

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

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

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

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

Find out how to switch to QuickBooks Workforce from ADP or Gusto. Get started

Original source

WHAT’S NEW IN MAILCHIMP

Simpler, smarter ways to boost your ROI

New ways to use AI and email together, so you're ready for your busiest season.

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

9/30/2026

Welcome Enterprise Single Sign-On

Mailchimp Enterprise SSO lets all users in your Mailchimp account, with a configured private domain, sign in through your identity provider (IdP) credentials, rather than with Mailchimp passwords. If your identity provider supports single sign-on (SSO), you can use it to log in to Mailchimp. Secure your account and allow your users to seamlessly use your organization's identity instead of managing a separate login. Examples of IdP SSO providers include Microsoft Entra ID, Okta, and more.

5/18/2026

Spend less time on manual reporting with Analytics AI

Mailchimp’s Analytics AI helps you understand how your business is doing—and helps you plan your next move. Available for Standard and Premium plans.

5/18/2026

Capture data from more sites with the Mailchimp site tracking pixel

Our site/tacking pixel now supports Wix, WooCommerce as well as Shopify. Why do we call it the one-click pixel? Because you can install it in just one click. (Really.)

5/18/2026

Use the AI you prefer to help create your campaigns

With the new Claude Connector, Mailchimp supports both Claude and ChatGPT, so you can create email & SMS campaigns with your AI of choice. Available for Standard and Premium plans.

5/18/2026

Mailchimp SMS now serves alcohol brands

Built-in SMS age gating helps you manage age verification and connect with your audience, all from one place.

There’s even more to see this month

Turn gifts and visits into lifelong support

Mailchimp now connects with Blackbaud Raiser's Edge NXT. Sync your fundraising data automatically to help drive donor engagement—no manual imports needed.

Build branded subscribe forms easily

Your subscribe forms just got better. Update your forms with our intuitive builder, apply your brand assets easily, and launch your forms in minutes.

Connect to Docs, Gmail, and more

Connect to Gemini, pull campaign performance into Slides, and more—streamlining data transfer without manual file exports.

Automation data is now in one place

Now view your bot-filtered automation performance alongside your campaign data on your home screen and Marketing Dashboard.

View performance in Claude

Get informed insights, like peer benchmarks and more, from your AI tools—without leaving the chat.

AI insights are now built into your reports

Enjoy modernized multivariate test reports, all in one place, with clean, bot-filtered metrics—helping you identify top-performing variations.

Text new leads when they sign up

Numbers from your Meta Lead Ads forms now flow into Mailchimp. Activate your SMS campaign once. Then, it sends automatically.

Break down reports by audience segment

Apply any saved segment to your Custom Reports to see open rates, click rates, and performance by audience.

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

Original source

Stay in the know

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

How to get ready for Intuit ProPartner Accountants

In a nutshell: Intuit ProPartner Accountants officially launches next year, and the best time for firms to prepare is right now.

In early 2027, the ProAdvisor program is evolving into ProPartner Accountants, our redesigned global partner program within Intuit Accountant Suite that is designed to help you build your ideal firm. Participating firms get future-focused education, a connected community, and five tiers of benefits that help grow revenue, improve efficiency, and come together to build the future of accounting. Higher tiers will get access to benefits, including premium support, client referrals, and up to 25% revenue share. Your firm can move up the tiers by completing product certifications, using more Intuit products, and connecting more clients in Intuit Accountant Suite.

How to get started with Intuit ProPartner Accountants

The ProAdvisor Program remains your program of record until ProPartner Accountants launch in early 2027. But taking a few steps now positions your firm well for the transition.

Your readiness checklist

We recommend taking these three foundational steps now:

• Switch to Intuit Accountant Suite: ProPartner Accountants is seamlessly integrated within Intuit Accountant Suite, and you’re required to switch to gain access. Your primary admin can easily switch QuickBooks Online Accountant to Intuit Accountant Suite from the firm tab in Billing and subscriptions or create a new account.
• Get certified: To receive a tier higher than the member tier, at least one person in your firm must be actively certified with any one of these: QuickBooks Online Level 1, QuickBooks Online Level 2, QuickBooks Workforce, or Intuit Enterprise Suite.
• Consolidate consoles: To maximize the value of the program, put a plan in place to consolidate consoles if your firm has multiple consoles. This ensures that your projected tier in fall 2026 accurately reflects the full scale and value of your book of business.

Preview your firm’s projected tier

You don’t have to wait until launch to see where your firm stands. Inside Intuit Accountant Suite, you can view your projected tier along with suggested actions to maximize your standing before launch. In many cases, your launch tier will be based on your projected tier, the tier calculated from your points earned between August 1, 2025 and July 31, 2026. However, points you earn between August 1, 2026 and the launch of ProPartner Accountants in early 2027 will also be considered and can help you work toward unlocking a higher tier.

Intuit ProPartner Accountants is a partnership built for you.

Learn more

Important product and disclaimer information

This post is informational only and does not establish any legal or financial obligation on Intuit’s part. All information and details contained in this guide is subject to change without notice, including but not limited to program tiers, benefits, features, methodology, and functionality. Any projected or displayed tier status is an estimate only and is not guaranteed. Additional terms, conditions, fees, and eligibility criteria may apply to certain tiers, benefits, or features.
Intuit Intelligence can make mistakes, including about your tier status, program benefits or eligibility. Responses are for informational purposes only and are not a guarantee of eligibility, tier status, or benefits. Intuit protects privacy and adheres to responsible AI principles.

QuickBooks Workforce HR tools within Intuit Accountant Suite

In a nutshell: You can now access team lifecycle management tools for your firm within Intuit Accountant Suite for a connected, streamlined experience across your firm’s entire employee lifecycle.

In addition to payroll, your firm can use integrated QuickBooks Workforce tools in Intuit Accountant Suite for recruiting, hiring, onboarding, time-off management, and performance reviews. You’ll also have customizable, automated workflows available for routine HR tasks to help your firm save time, reduce errors, and maintain compliance.
Try out these new capabilities by going to Firm books and selecting Team and Time.
Note: QuickBooks Online Payroll expanded into QuickBooks Workforce in May 2026.

QuickBooks Workforce is built into Intuit Accountant Suite.

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/.

Intuit Enterprise Suite updates

In a nutshell: The latest Intuit Enterprise Suite updates help strengthen the platform with enterprise-grade tools, AI-native intelligence, industry-specific workflows, and built-in workforce solutions that help clients run more of their business in one place. Preview a few select highlights below.

Report the way your client’s business operates

Dimensions provide the flexibility to tag a client’s transactions with multiple attributes to better match reporting and transactions to their business structure.

• Generate a report providing a multidimensional financial view of your client’s business, such as a balance sheet by dimension report for a single entity (beta).
• Add dimensions to time, billable expenses, and recurring payment transactions.
• Assign dimensions at the header level of invoices.
• Generate eight new projects reports by dimension, including cost to complete and WIP.
• Reparent dimensions as reporting needs evolve.

Projects with improved reporting and permissions

For project-based businesses, you now have access to better reporting and permission controls.

• New project reports include Open Purchase Orders by Project and Project Costs by Vendor and Project Detail to help you manage project profitability with confidence.
• Projects have been updated, based on your feedback, to allow you and your clients to apply dimension value filtering on project reports—and see project associations on project transaction pages. In addition, ship-to addresses on purchase orders now automatically default to the project site address, and you can split payroll by project.

Inventory and manufacturing depth

Intuit Enterprise Suite continues to deepen its inventory and manufacturing capabilities for inventory-based businesses.

• Units of measure allow businesses to order, receive, and sell goods in the quantities that make sense at each stage.
• Invoices with multiple shipping addresses lets you and your clients add multiple addresses per customer, and select one from an invoice dropdown, eliminating manual work.

Get details on all the updates on Intuit Enterprise Suite.

Download the notes

Important product and disclaimer information

Summer 2026 beta features are available to Early Access program participants. Join the Early Access Program here.
Beta features are subject to change or discontinue at any time, and Intuit may introduce fees or other pricing requirements for such features in the future.

QuickBooks Online Advanced updates

In a nutshell: The latest release in QuickBooks Online Advanced helps your firm steer toward advisory work, and spend less time on reconciling, formatting reports, and chasing down project numbers.

Management reports that go out the door faster

Use management report templates to pull live KPIs, dashboards, and financial summaries into structured documents you can share out as board packages, lender reports, or investor updates. Configure formatting, calculated fields, and global settings once, and automatically apply them to save hours of formatting per client, per cycle.
For work requiring a spreadsheet, two-way spreadsheet sync pulls live reports into Excel or Google Sheets with structure and formulas intact, and lets you push edits back to QuickBooks Online Advanced in one step.

Project profitability you can see before the invoice goes out

Construction financial capabilities, previously a paid add-on, are now included in QuickBooks Online Advanced. Bring structured budgets by phase, AIA-style progress billing, change order management, and WIP over/underbilling reporting directly into your client’s books—so job costs, billing, and profitability sit in one place instead of being reconciled after the fact.
Project Management AI now monitors budgets against actuals in real time and flags when a project is trending toward an overrun, so your client can have a conversation about scope, staffing, or customers before the margin is already gone. Clients can also generate estimates from project parameters and prior data, helping standardize proposals across engagements.

Inventory that stays accurate through the order cycle

Advanced now brings more of your client’s product-based workflow into their books to help prevent margin surprises. Stock and margins stay accurate at every step, and you get trustworthy numbers with less reconciling across separate systems.

• Sales orders reserve stock and trigger purchase orders automatically at the reorder threshold.
• Item receipts update costs the moment goods arrive.
• Moving average cost valuation recalculates in real time across the full order-to-invoice cycle.

Finance AI

Finance AI in QuickBooks Online Advanced now does more than surface numbers; it drafts the narrative around them.

• Get a monthly summary of performance highlights, such as revenue trends, expense patterns, and notable variances, formatted for client or stakeholder review.
• Automatically monitor KPIs continuously and identify anomalies. When cash flow dips below a threshold, or expenses in a category move unexpectedly, you and your client get notifications and suggestions for next steps.
• Generate faster answers for clients with the conversational Intuit Intelligence interface. Type a question in plain language and get insights grounded in a client’s live data without exports or reports.

Streamline AP workflows with built-in Bill Pay Elite

QuickBooks Online Advanced now includes Bill Pay Elite at no added cost, with free standard ACH for all customers, custom approval workflows, an audit trail, and unlimited 1099 e-filing. Bills don’t move without your client’s sign-off and payments reconcile automatically, so you and your client have an accurate, auditable view of cash going out without a separate AP tool to manage, sync, or reconcile against their books.

Important product and disclaimer information

QuickBooks Bill Pay: Subject to eligibility, credit, and approval prior to first payment. Subscription to QuickBooks Online required. Bill Pay is included with QuickBooks Online when purchased directly from QuickBooks.com or QuickBooks Sales. Not available in US territories or outside the US. Limits may apply on total number and amount of payments. Transaction-based fees apply based on usage. Bill Pay Elite is expected to be included in QuickBooks Advanced on August 1, 2026. Actual availability dates may vary and are not guaranteed. Bill Pay Elite pricing and feature availability may vary based on your specific subscription plan and date of renewal. Please check your account settings for the most accurate details regarding your subscription tier. QuickBooks Online Advanced subscription fees are not subject to modification based on user eligibility for QuickBooks Bill Pay.
Intuit Intelligence / Conversational BI Skills are currently available as beta releases. Features, availability, and capacity are subject to change. Intuit Intelligence chat is available to admin users only at this time, with limited capacity each month (beta).

Coming soon: Access Mineral HR resources in QuickBooks Workforce

In a nutshell: At no additional cost, your clients using QuickBooks Workforce will soon be able to access Mineral’s HR and compliance resources in the platform.

Keeping up with changing employment laws can be challenging and time consuming. Starting later this month, clients using QuickBooks Workforce can get trusted answers and stay current with changing employment laws without relying on your firm for guidance.
Mineral HR will help you strengthen your role as a trusted advisor by providing your firm and clients access to:

• Trusted guidance, practical tools, and resources covering hiring, onboarding, workplace policies, compliance, and other everyday HR topics.
• Proactive compliance alerts and recommendations to help stay ahead of changing employment laws and HR requirements.
• Personalized HR guidance and unlimited access to certified HR advisors through a paid upgrade to Mineral Essential.
• You’ll get complimentary access for your firm and visibility into your clients’ HR resources. These capabilities help you confidently support HR conversations, deliver greater value, and deepen client relationships without having to become an HR expert.

Get the details on Mineral HR through QuickBooks Workforce.

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

Mineral HR resources & experts: HR resources and experts are provided by Mineral, Inc. Access to Mineral resources varies by plan. Mineral experts are included with QuickBooks Workforce Elite, or available as a paid add-on to other Workforce plans. Mineral’s Privacy Policy and Terms of Service apply.

QuickBooks 401(k) by Vestwell

In a nutshell: QuickBooks 401(k) by Vestwell provides affordable retirement plans fully integrated with QuickBooks Workforce, so your clients can manage retirement benefits and payroll from the same platform.

With QuickBooks 401(k) by Vestwell, your clients get:

• Integration: Plans connect directly with QuickBooks Workforce for automatic contribution calculation, deduction, and remittance each pay cycle—no manual entry or reconciliation required.
• Compliance: Vestwell handles end-to-end plan administration on the back end, including non-discrimination testing, Form 5500 filing, plan documents, and participant notices.
• Comprehensive support: Get access to Vestwell’s retirement experts and support professionals to help start, monitor, and manage your client’s 401(k) plans.

As a natural extension of the bookkeeping, payroll, and consulting work you’re already doing for clients, your firm can recommend our new 401(k) offering.

Find out more about QuickBooks 401(k) by Vestwell.

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

401(k): Retirement offerings through QuickBooks 401(k) by Vestwell are provided and administered by Vestwell, and are sold separately. Neither Intuit, QuickBooks or their affiliates are a retirement plan administrator, fiduciary or other provider. Vestwell pays Intuit a fee for referred clients.

Agreement to Vestwell’s services agreement is required. Vestwell's fees are disclosed in and controlled by its services agreement and fee disclosure notices. Pricing may change during the three year term if there are material changes to the plan features or our scope of services, if the plan sponsor is or becomes a member of a controlled group or group of related entities, or due to applicable laws and regulations. Cannot be combined with other offers. Offer may be extended, modified or discontinued at any time without notice.

One unified application to activate Payments and Bill Pay for your clients

In a nutshell: You can now start the money movement application for QuickBooks Payments and Bill Pay on behalf of your new clients, directly in Intuit Accountant Suite and QuickBooks Online Accountant.

How it works

When you add a new client through the Add client flow and select Payments and/or Bill Pay with their QuickBooks Online subscription, you can start their application immediately after checkout and enter the business and ownership information you have available.
You can then invite your client to complete the remaining details, provide consent, and submit the application. Your client receives an email from QuickBooks with a link to the application. Alternatively, you can copy the application link and share it with your client directly. Once the application is approved, the products are fully activated.
This one unified application means less paperwork for clients, fewer walkthrough calls for you, and faster activation for everyone.
Keep in mind: Your client needs a QuickBooks login with a primary admin or company admin role to open and submit the application.
This feature is available only when money movement products are added for new clients through the Add client flow.
Coming soon: A client onboarding dashboard to track your clients’ application status and resend notifications as needed.

Add a new client today.

Here’s how

Two-way inventory sync between QuickBooks Online and Shopify

In a nutshell: QuickBooks Online now two-way syncs inventory data with your clients’ Shopify stores, automatically keeping stock levels accurate across both systems, with QuickBooks as the source of truth.

Two-way inventory sync keeps Shopify inventory and QuickBooks records aligned automatically, updating both as sales and purchases occur. For your firm, that means ecommerce clients arrive with accurate, current books, reducing the manual reconciliation that typically falls to month-end. Here’s how it works:

• Purchase orders: When your client receives stock against a purchase order in QuickBooks, on-hand quantities update and sync to Shopify, including partial shipments. QuickBooks records what was received and continues tracking the remaining quantity.
• Sales orders: When an order is placed in Shopify, it imports into QuickBooks as a sales receipt or invoice that automatically updates inventory on hand, cost of goods sold, and inventory asset values.
• One source of truth: QuickBooks remains the source of truth, and each adjustment it makes is recorded in Shopify’s audit log for full traceability.

Getting started: Inventory sync is turned on in the Shopify app settings within QuickBooks Online. Select the Shopify location to sync, and make sure items use the same SKU in both systems.

Try Shopify Connector now.

Get started

Original source

Stay in the know

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

Moving to Intuit Accountant Suite

In a nutshell: QuickBooks Online Accountant is evolving into Intuit Accountant Suite, built with accountants, for accountants.

Here’s what firms using QuickBooks Online Accountant should know:

Intuit Accountant Suite puts your clients, team, and firm all in one AI-powered platform to bring next-level efficiency to your workflows. Firm and client data live together and sync in real time, putting your full portfolio in view, so you can get more work done without switching tools.

Over the coming months, firms using QuickBooks Online Accountant will get updated to Intuit Accountant Suite. By default, firms will move to Intuit Accountant Suite Core, which offers more features than QuickBooks Online Accountant at no cost:

• Use custom automations for tasks such as reconciliation, categorization, and month-end prep to free your team from repetitive work.
• Tell Intuit Intelligence chat what you want done, then run it across client files or set it on a recurring schedule.**
• Access multiple client files at once, in tabs—reconcile one, review another, and jump between related entities.** Plus, organize all clients by any segment you define, from industry to region to office.
• Manage accounting and tax in Intuit Accountant Suite; assign, track, and file returns without switching between Intuit ProConnect Tax and QuickBooks.
• Give each team member a custom dashboard they can tailor to surface priority tasks, alerts, and what’s urgent for clients.
• Rely on the Customer hub to capture client inquiries and automate follow-up, to help you move from prospect to proposal.

Some firms may prefer the additional features in Intuit Accountant Suite Accelerate:**

• Create firm playbooks—repeatable onboarding workflows to standardize and automate the process across teams, services, and industries.
• Client insights provides AI summaries of what needs attention across your portfolio every time you sign in, surfacing anomalies, bookkeeping issues, and their causes, so you can skip the digging.
• Support advisory services with portfolio-level insights through Intuit Intelligence chat. Ask anything about your client portfolio to find cross-client patterns, identify what needs attention, and surface data, all without the manual work.
• Monitor client KPIs from an overview with customizable views and segments that let you surface the right insights and key benchmarks across accounting and tax.

Your firm can make the switch now. Move your whole firm from QuickBooks Online Accountant in a few clicks with no data migration, no switching costs, and no starting over. Your client roster, roles and permissions, and firm setup completely carry over to Intuit Accountant Suite.

Note: QuickBooks Online Accountant will be discontinued at the end of 2026.

Make the move to Intuit Accountant Suite today.

Important product and disclaimer information

Intuit Intelligence chat has a cap of 200 questions in Core and 1000 questions per month in Accelerate during the beta period.

Access client files that are connected to your Intuit Accountant Suite solution.

Accelerate features require upgrading to Accelerate, a paid plan within Intuit Accountant Suite.

Updates to QuickBooks Online

In a nutshell: In the latest set of updates to QuickBooks Online, we’ve addressed some of the top friction points you’ve told us matter most.

The latest updates help your firm further expand client service and standardize operations. New capabilities powered by Intuit Intelligence help you automate costly, routine work and keep books up-to-date, surface insights, and answer important questions. Plus, QuickBooks Advanced has new and expanded capabilities across AI-powered bookkeeping, reporting, and more.

Foundational performance and experience updates:

• Faster workflows: We’re continuing to invest in all core workflows. Your clients get quicker load times across invoicing, banking, reporting, and payroll workflows for less lag and more billable hours.
• Auto-categorization: Make categorization less manual with more suggestions that get the work done. QuickBooks now flags duplicate or conflicting rules rather than applying whichever comes first. Suggestions are designed to refresh faster, new predictions are smart, the rules experience is modernized, and transfers and credit card payments are handled more clearly. You can turn this on for firm-billed clients whenever you need it. Direct-billed clients interested in this service will be prompted to check with you.
• Improved bank connections: Get to the job at hand faster with tools designed to help reduce incidence of bank connection issues, including warnings about expiring connections and targeted fixes for the common connection error codes.

We’ve also made some key changes around services through Intuit Experts, including expert books upkeep. For clients who use QuickBooks, Intuit Expert bookkeeping services are off by default, and no in-product marketing messages will appear. Only you can add these services for your firm-billed clients. Your direct-billed clients will be redirected to talk to you about adding services; however, they may still add them in Expert hub. Your firm will be informed of these changes. Learn more about Intuit Experts services permissions.

New Intuit Intelligence features and services:

• When your clients put invoicing on autopilot, they can automate the most time-consuming parts of the invoice lifecycle by creating invoices through Intuit Intelligence chat. They can even upload invoice data to the thread through supporting project documents, spreadsheets, or image files.
• You and your clients can create custom automations by building, configuring, scheduling, and running their own automations through Intuit Intelligence. To recapture time for advisory conversations, these automations can generate reports, send reminders, or summarize data.
• To help strengthen client collaboration, the Ask your accountant suggestion your client sees in QuickBooks will now result in a single threaded conversation that provides full context of their original question.

Conversational business intelligence helps you and your clients spend less time pulling reports and more time on strategic discussions. Use it to get instant insights, compare scenarios, and plan next steps through Intuit Intelligence.

New in QuickBooks Online Advanced:

• Management reports is a full financial reporting suite built into Advanced, with custom management and industry-specific reports, self-serve analytics, and AI-powered forecasting.
• Expert books upkeep works to keep your clients’ records categorized, matched, and accurate throughout the month by using AI and an expert-verified automated transaction and posting service. You can turn this on for firm-billed clients whenever you need it. Direct-billed clients interested in this service will be prompted to check with you.

These are just a few of the new features and enhancements designed to give you the most up-to-date financial data and help your clients make informed decisions—while reducing tedious work.

Get the details in the Summer Release Guide.

New in Intuit Accountant Suite

In a nutshell: See what’s new on the AI-native platform built exclusively for accountants.

Several updates to the platform help you get to powerful advisory insights faster, spot risks and opportunities before clients ask, and publish KPIs and dashboards directly to their in-product experiences. As a result, accounting firms have a new intelligence layer through Intuit Accountant Suite that works across QuickBooks and Intuit Enterprise Suite to provide a clear view of your entire firm—not one client at a time.

That’s just the start. Many enhancements to our accountant-only platform are fixes you asked for in order to make it easier to use and rely on it, including these foundational performance and usability updates:

• Open multiple tabs to work with QuickBooks Online client files at the same time through Intuit Accountant Suite—now in early access.**
• Connect with clients from one centralized Inbox, providing easy access to client requests and notifying clients with actions to take—now in early access.**
• Track product support tickets from your team and clients in one consolidated Resolution Center. See what needs attention, check status, add details, and re-open cases.
• Set custom controls to manage who has access, and from what devices, to enforce your firm’s MFA, hardware key, or risk-based policy, now in early access.**

You’ll find those updates and more in Intuit Accountant Suite Core, which is free and available to all firms. Also available in beta at no cost through the end of this year is Intuit Accountant Suite Accelerate, a premium subscription-based plan with these added capabilities:

• Build custom AI skills in the Workflow Center to complete repeatable tasks from a prompt, firm SOP, or a ready-made library. Add multiple skills to workflows and track every run and version, now in early access.**
• Use firm playbooks to speed up and standardize client onboarding across your portfolio. Start from a pre-built template or build one tailored to your firm’s SOPs, services, and client verticals, now in early access.**
• Check your portfolio summary to see what needs your attention, and compare financial data across your client list with portfolio-level insights. Use Intuit Intelligence chat to ask sophisticated questions and get immediate, real-time insights without extensive effort—now in early access.**
• Coming soon: Automate Books close end-to-end, using workflows with skills triggered by date and data while respecting your firm’s policies—now in early access.**

Be sure to explore Intuit Accountant Suite Accelerate at no cost before paid plans take effect.

Get ready to switch to Intuit Accountant Suite.

Intuit Accountant Suite Tax Prep powered by Intuit ProConnect Tax

In a nutshell: With Tax Prep in Intuit Accountant Suite, firms can prepare, track progress, and e-file tax returns without leaving the platform.

Context-switching between tools can greatly extend the time it takes to complete a complex task. According to the 2025 QuickBooks Accountant Technology survey, accountants use an average of eight different applications to get work done—and 89% of accountants say better integration is needed for their firm’s growth.

Using Intuit Accountant Suite, your firm can manage your ProConnect Tax clients by customizing workflows that allow you to assign, track, and complete tasks. Firm-wide visibility and workflows are centralized, so you won’t need to switch into individual client files.

See Intuit Accountant Suite with ProConnect Tax in action.

Intuit Connect: October 26-28

In a nutshell: Attend Intuit Connect to get a first look at the latest Intuit innovations, actionable strategies to grow your advisory practice, and real connections with the people shaping the future of the profession—all in one place.

This year’s Intuit Connect takes place October 26-28 at ARIA Las Vegas. It’s the event for accounting professionals at the forefront of the industry.

Attendees will get:

• Exclusive product access: Intuit Connect is where we make our biggest announcements. You’ll see what’s coming before anyone else and have a direct line to the team building the Intuit platform.
• World-class learning: Choose from sessions across expert-led workshops, deep-dive labs, certification programs, and theater demos tailored to your role and goals.
• High-impact networking: Build lasting relationships with thousands of like-minded professionals, Intuit executives, product leaders, and industry influencers.
• Actionable insights: Walk away with practical strategies, tools, and frameworks you can immediately apply. Discover how to scale your firm, optimize operations, and expand advisory services so you can help your clients thrive.
• Thought leadership: Our main stage brings together visionary keynote speakers and panels, while hands-on sessions unlock proven techniques from peers and industry leaders with real-world experience.

Join us at Intuit Connect 2026.

Bill Pay Elite now included with QuickBooks Advanced

In a nutshell: Your clients’ QuickBooks Advanced plans now include Bill Pay Elite, so they’ll no longer need a standalone Bill Pay subscription.**

Rather than managing bills across disconnected tools, your clients can use the premium bill pay capabilities of Bill Pay Elite within QuickBooks:

• Role-based controls let your clients assign who can create, approve, and release payments, so money doesn’t move without the right sign-off.
• Custom approval workflows help prevent the back-and-forth, routing bills while creating audit trails to help your client stay compliant.**
• Efficient, automatic reconciliation of paid bills with your client’s QuickBooks data, to help you and your clients close their books faster.**
• Unlimited 1099 e-filing lets your clients e-file, print, and mail for no additional fee.**
• More tools to help reduce manual work, including AI-powered invoice automation that converts vendor invoices into pre-filled bills ready for your client’s review.

Plus, standard ACH payments through Bill Pay are now free—so your clients can keep their focus on growing their business, not worrying about fees.

New split billing options: Your firm now has the flexibility to bill your client’s Advanced subscription separately from their Bill Pay transaction fees. For example, your firm can be billed for a client’s Advanced plan, while the client pays their own transaction fees.

See how Bill Pay Elite can benefit your clients.

Run payroll enhancements

In a nutshell: Several recent enhancements in QuickBooks Workforce can help you and your clients manage and run payroll more efficiently.

The refreshed Run payroll screen has been optimized with improved filters and search features. Updates include:

• New employee grouping and filtering, so you can break up larger organizations’ payroll runs into manageable batches.
• Filter by base pay type, such as hourly, salary, and commission.
• Filter by payment method, such as paper check vs direct deposit.
• Filter by work location.
• Employee-name search, so you can avoid scrolling through large lists.
• Column header sorting, in ascending or descending order, based on the values of any column.
• Customizable tables using row density, color, and column order as needed.
• Exportable CSV tables, so you can work offline using a CSV of your Run payroll table.

Discover how QuickBooks Workforce works for your clients.

QuickBooks Payments through Claude and ChatGPT

In a nutshell: Your clients can create and send QuickBooks estimates, invoices, and payment links using Claude and ChatGPT.

In QuickBooks, businesses can now manage their entire billing workflow through AI, from drafting an estimate, to sending a pay-enabled invoice or sharing a payment link, and chasing what’s overdue.

With this update, your clients can:

• Get paid faster by sending an invoice or payment link right from Claude or ChatGPT the moment a job wraps up.
• Stay in control. AI drafts of estimates, invoices, payment links, and reminders won’t go out without your client’s approval.
• Keep more of what they earn with competitive payment rates and no monthly fees or minimums—they can pay as they go.

Every payment clients collect from Claude or ChatGPT records straight to your client’s books—nothing to reconcile, nothing to double-check. It’s a seamless workflow across 2 platforms that keeps your client’s books up to date with no switching.

They’ll also have real-time visibility into what’s been paid and what’s outstanding, so they always know where their cash stands.

Updates to Affirm buy now, pay later

In a nutshell: Updates to Affirm buy now, pay later can help your clients boost cash flow, land more sales, and increase order values.

Clients with QuickBooks Payments can show Affirm buy now, pay later on their estimates, encouraging customers to learn if they qualify before they accept. In fact, clients can also share an Affirm pre-qualification link before sending an invoice, so their customers can find out which buy now, pay later plans they qualify for before finalizing the purchase.

Buy now, pay later plans put more purchases within reach for your client’s customers, giving them the option to pay only part of the invoice up front. This can help your client’s business avoid lost sales and cash flow issues.

Sales Tax Liability report

In a nutshell: Your clients with sales tax enabled in QuickBooks Online can access a new Sales Tax Liability report that helps speed and simplify sales tax filing.

The Sales Tax Liability report aggregates sales tax-specific transaction data, including tax jurisdictions, total sales, taxable sales, sales tax rate, and sales tax collected. It’s the primary reference for the critical data required to file sales tax returns with state and local tax agencies.

The new report brings data consistency and traceability while flexing to your reporting needs. In the report, you’ll find:

• Totals and subtotals for all columns and rows.
• In-line visibility of the transactions or customers associated with rows.
• Drilldowns that provide a filtered set of transactions that contributed to a specific number, such as only the nontaxable sales for a given jurisdiction or rate.
• Added flexibility to combine rates as in-report calculations.
• Pivot capabilities to change the entire report between tax jurisdictions and tax rates.

Speed and simply filings with the Sales Tax Liability report.

Original source

Turn insights into action with Intuit Intelligence-powered features

At the center of the August launch is a deeper investment in Intuit Intelligence, the engine that turns your firm's questions into answers and your data into decisions. All features listed below will be available in the Intuit Accountant Suite Accelerate plan.¹

• Stay ahead of your workload with proactive visibility: Use the new Portfolio Summary (Beta) to prioritize your advisory time at a glance, while expanded AI anomaly detection automatically flags unusual transactions and trends before they impact a close or client conversation.
• Get portfolio-level answers — With Cross-Client Insights (Beta)² in Intuit Intelligence Chat, Accelerate firms can now ask sophisticated questions across their entire client portfolio and get real-time answers back, without pulling data manually from each individual client file. Uncover trends, outliers, and opportunities across your book of business in the time it used to take to open one report.
• Scale expertise with Custom AI Automations²: Accelerate firms can now build their own AI automations from a prompt, a firm SOP, or a ready-made library, then run them across clients in a single action, on demand or on a schedule. A feature called Playbooks (Beta) takes this further, letting you standardize client onboarding and service delivery so every client is set up right in a fraction of the time it used to take.

Scale without context switching

Features that can enhance and improve your workflow are launching this August, specifically engineered to target daily operational friction that firms report most frequently. All features listed below will be available in the Intuit Accountant Suite Core and Accelerate plans.

• One inbox for every client conversation: The redesigned Inbox centralizes client communications and requests in a single place, with SMS notifications that nudge clients who haven't logged into QuickBooks recently, so nothing sits waiting in a queue.
• Full visibility into every support ticket: The new Resolution Center consolidates product support tickets from your team and your clients into one view, so you can check statuses, add details, and reopen cases anytime without chasing updates across channels.
• Work across client files without losing your place: Multiple Tabs (Beta) lets you open several QuickBooks Online client files simultaneously within Intuit Accountant Suite, so you no longer have to close one client just to check a number in another.
• Enterprise-grade access control: SSO (Beta), built on our Okta partnership across QuickBooks Online, Intuit Accountant Suite, and Intuit Enterprise Suite, gives IT teams self-serve tools to enforce MFA, hardware keys, or risk-based policies, along with full audit trails and visibility into suspicious activity.

Human Capital Management now in Intuit Accountant Suite

Firms have told us they want the same caliber of tools they deliver to clients available for running their own practice, and that starts with how you manage your firm staff. This August, a new Team section will be in the Intuit Accountant Suite left navigation, giving your firm a dedicated home for human capital management (HCM). All features listed below will be available in the Intuit Accountant Suite Core and Accelerate plans.

• QuickBooks Workforce Elite is included: Through the ProAdvisor Program (which will transition to Intuit ProPartner Accountants in January 2027), eligible firms on Core and Accelerate will have access to QuickBooks Workforce Elite at no extra cost. Inside the Intuit Accountant Suite, Workforce Elite will also introduce new HCM capabilities, allowing accountants to manage their own teams effectively.

What the new HCM tools unlock for your firm:

• Hire and onboard employees directly inside QuickBooks
• Manage HR documents, policies, and workflows in one place
• Track time off, performance, and benefits alongside payroll
• See workforce data seamlessly reflected in payroll and financials

A seamless unlock for firms making the switch:

If your firm has a single QuickBooks Online Accountant console or realm, upgrading to Intuit Accountant Suite Core or Accelerate automatically unlocks the Team section for your chosen tier, with your existing team and payroll data intact and no manual data migration required.

If your firm operates across multiple QuickBooks Online Accountant consoles, note that Team section availability for consolidated multi-console setups is being rolled out on a later timeline. See here for guidance on consolidating consoles when switching to Intuit Accountant Suite.

Intuit ProPartner Accountants projected tiers available in August

Launching in January 2027, the Intuit ProPartner Accountants program is a new global partner initiative purpose-built to invest in the long-term success of accounting firms. By providing incentives, training, and community, Intuit ProPartner Accountants empowers your firm to scale confidently, expand advisory services, and deliver greater value to clients. Key benefits feature enhanced support equipped with smarter routing, priority access, extended hours, and direct connectivity to deeper accounting expertise. Log on to Intuit Accountant Suite later this month to see your project ProPartner tier.

Intuit Accountant Suite August feature launch overview

Here's a look at how each feature breaks down by tier and status this August.³

Prepare your firm for what's next

Every one of these capabilities is available to try during the extended beta period at no additional cost. We want firms to experience the value of the Intuit Accountant Suite Accelerate plan firsthand before monetization begins on January 20, 2027.

A few important dates to have on your radar:

• Company admins can now update their firm's subscription directly to Intuit Accountant Suite. New QuickBooks Online Accountant accounts are no longer being created; firms are directed to Intuit Accountant Suite instead.
• Beta extended through January 2027: Intuit Accountant Suite Accelerate and the Books Close add-on remain free during this extended beta, giving your firm more runway to explore the full platform before fees apply.
• QuickBooks Online Accountant sunsets December 2026: More detail on the transition timeline is coming in the months ahead. If your firm hasn't made the switch yet, now is the time to start.

Ready to explore what's new?

If your firm hasn't made the switch to Intuit Accountant Suite yet, here's how to get started:

• Have your firm's primary or company admin update your subscription to Intuit Accountant Suite.
• Try Cross-Client Insights and Portfolio Summary in Intuit Intelligence Chat to see what's possible across your client portfolio.
• Onboard a few clients to Books Close during the beta to see how agentic workflows fit your firm's process.
• Check out the new Team section to explore QuickBooks Workforce Elite for managing your own firm's people.
• Preview your standing in the Intuit ProPartner Accountants Hub to see how to level up ahead of the January 2027 launch.

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. Product offers, features, and functionality are subject to change without notice. Feature availability varies by product.

¹ Requires upgrading to Accelerate, a paid plan within the Intuit Accountant Suite.
² Each account gets limited capacity each month. Capacity varies by product.
³ Exact timing of feature availability may vary. Not all features will be available on August 1.

Original source

B2B Growth With B2B Marketing Power

A new integration feature closes a critical gap for omnichannel merchants: Automatic B2B audience tagging means no more manual workarounds to market to wholesale customers.

B2B ecommerce represents a $36 trillion global market, and businesses running both wholesale and retail entities know they have to market to them differently. For merchants who sell through Shopify and use Intuit Mailchimp for email and SMS marketing, this may sound familiar: Your B2B customers and DTC shoppers live in the same audience, and separating them means manual work. That requires tagging contacts by hand, building segments from scratch, or exporting data and reimporting it to send the right message to the right customer type.

That changes today. Mailchimp launched automatic B2B audience tagging for customers using the Shopify integration, announced as part of Shopify Editions.

Mailchimp now automatically syncs Shopify's B2B company data, so wholesale buyers and corporate clients are tagged and segmented without any manual setup. For Mailchimp customers who've been managing both retail and wholesale through Shopify, this feature significantly reduces operational lift.

"Our customers see B2B as a major growth lever, and they wanted the same marketing power there that they have for DTC," said Joshua Hofmann, VP of Global Partner Ecosystems at Intuit. "This integration brings Mailchimp's segmentation and automation capabilities to B2B without the workarounds."

"B2B is growing at Shopify, with 80% GMV growth in Q1 this year, and our merchants need their back office and marketing to keep up, said Jeff Kennedy, Partnerships, Shopify. “With native Shopify B2B support now available in both QuickBooks and Mailchimp, B2B orders and company details sync into merchants' books automatically, and merchants can easily create B2B segments to power targeted wholesale outreach. Intuit's investment in these omni-channel integrations helps our merchants scale wholesale with confidence."

A corporate buyer placing recurring bulk orders needs different messaging, incentives, and touchpoints than a first-time retail shopper. Getting that distinction right is what turns wholesale from a side channel into a revenue driver.

The highest-performing DTC commerce businesses automate the distinction. Corporate buyers get volume pricing reminders and reorder prompts. Retailers who hit purchase thresholds get account management outreach. Every interaction recognizes where the customer sits in the business relationship, not just the sales funnel.

For years, the industry has built B2B and DTC solutions in separate ecosystems with their own dedicated tools. With Shopify’s recent expansion of native B2B features to merchants on every plan, more Mailchimp customers now have access to company profiles, custom catalogs, and payment terms on the commerce side.

Built For How B2B Merchants Actually Work

With automatic B2B audience tagging, Mailchimp customers using Shopify can:

• Automatically segment business accounts using Shopify's B2B company data
• Build email automations that trigger based on customer type
• Personalize messaging for wholesale buyers vs. retail shoppers
• Track campaign performance separately for B2B and B2C audiences
• Create targeted campaigns for corporate clients without manual list management

For merchants whose ecommerce, business and financial management, and marketing all live on the Intuit platform, this is another step toward a genuinely integrated back office. QuickBooks already syncs B2B Shopify orders with customer and product details, so invoices and payments stay organized. Now marketing joins that flow, pulling the same B2B customer data to power segmentation and campaigns. Sales, accounting, and marketing finally work from the same source of truth.

"When you manage B2B and DTC in the same platform, you unlock a complete view of your customer relationships and revenue drivers," Hofmann added. "Mailchimp customers can now run wholesale and retail together, maximizing the value of every connection."

For customers eyeing wholesale growth but held back by operational complexity, or spending hours each week on manual segmentation, they can now unlock that B2B revenue with the same automation power they already use for DTC.

Learn more about the Mailchimp for Shopify integration here.

Availability

The feature is available immediately to all Mailchimp customers with a connected Shopify store. No additional setup required beyond the existing integration.*

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, 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.

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

*Disclaimers

• Availability of features and functionality varies by plan type. Certain functionality, including the Shopify integration, is dependent upon the integration and/or a paid plan. Mailchimp and Shopify are sold separately. For details, view Mailchimp plans and pricing.
• This information is intended to outline our general product direction, but does not constitute a binding offer and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply to certain features and functionality. Eligibility criteria may apply. Product offers, features, functionality are subject to change without notice.

Original source

We hope your June is off to a good start. Did you know National Higher Education Day took place on June 6? For you and your team, pursuing additional education can accelerate career development. You can gather goal-setting ideas using resources like Climbing the accounting career ladder: How to advance and secure your next promotion. In addition, be sure to catch up with 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 ... visit the Hub to watch weekly videos.

Visit the new Hub to check out the weekly episodes.

New courses about Intuit Accountant Suite

In a nutshell:

Take advantage of new courses that help you discover how to manage firm operations and team workflows in Intuit Accountant Suite—and get CPE credit.**

In Using Intuit Accountant Suite for client insights, learn how to get the most out of Intuit Intelligence within the accountants-only platform. Use it to collect firm-wide insights, manage workflows more efficiently, boost productivity, make more informed decisions, and see important trends and anomalies across your clients’ financial data.

With Managing your firm and team operations in Intuit Accountant Suite, find out how the Manage training dashboard helps ensure everyone stays on pace and fully trained by allowing you to assign courses and monitor your team’s progress. In addition, learn how the Work section of Intuit Accountant Suite helps you manage and track projects and tasks across your firm—and use audit logs for visibility into your team’s activity among client accounts and Intuit Intelligence.

Each of these courses offers .5 CPE credit to support professional certifications.**

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.

Expanded support hours for accountants

In a nutshell:

You can now reach a QuickBooks expert earlier in the morning, later in the evening, and on weekends.

Through feedback from accountants, we’ve learned that accounting and the need for support goes beyond 9-5. Starting this month, we’re expanding the availability of your QuickBooks accountant support team.

Support hours for Silver ProAdvisors:

• 1 hour earlier, M-F, 5 AM to 6 PM PT
• All-new Saturday hours, 6 AM to 3 PM PT

Support hours for Gold, Platinum, and Elite ProAdvisors:

• M-F, 4 AM to 8 PM PT
• Saturday, 6 AM to 3 PM PT
• All-new Sunday hours, 8 AM to 2 PM PT

How to reach your dedicated experts:

To guarantee our system recognizes your firm and routes you correctly, please use only the following two methods:

1. Your dedicated phone line:
   Dial our direct firm line at 888-333-3451.
   When prompted by the system, select no.
   Enter the phone number associated with your firm’s Intuit Accountant Suite/QuickBooks Online Accountant account. To confirm the phone number used, go to Settings ⚙ and choose Company settings.

2. Through in-product support:
   Select Help (?) in the upper right corner of your top navigation banner, and select Contact Us.

Expanding support availability is one of many improvements to come with the 2027 launch of Intuit ProPartner Accountants, our global partner program that’s been transformed for today’s modern accounting firms. Look out for more details in the coming months.

Learn more about Intuit ProPartner Accountants in a new On the Books podcast.

Review signals in the AI-powered bank feed

In a nutshell:

Your client’s bank feed now helps further simplify your work, making it easier to see which AI-powered categorizations and vendor suggestions need your review.

When you or your client are working in their QuickBooks bank feed, you may notice a few key updates that will help improve efficiency and accuracy:

• Improved AI-powered category and vendor suggestions.
• Color-coded review signals that show you which suggestions are more in need of your attention.
• The ability to edit transactions in-line for more efficient posting.

Learn about the latest bank feed updates.

Create certified payroll reports in QuickBooks Workforce

In a nutshell:

You and your clients can use QuickBooks Workforce Elite to create certified payroll reports.

Certified payroll reports are commonly used to report weekly payroll during government contracts. Rather than rely on manual workarounds to create them—increasing compliance risk—your construction clients can use QuickBooks Workforce Elite to draft their weekly Form WH-347. This form will automatically include key information. Your client simply needs to complete the form and submit it each week.

Creating certified payroll reports in QuickBooks Workforce helps make it easier to stay compliant with federal regulations, bid on federally funded projects, and win new contracts.

Learn more about creating certified payroll reports.

Use QuickBooks Workforce for expedited amendments

In a nutshell:

Use QuickBooks Workforce to have IRS payroll tax amendments submitted in as little as 7 days—not the typical several weeks.

As soon as you complete any needed corrections in the Payroll flow, you’ll get the choice to submit your amendments through Workforce or separately.

If you choose to submit them using Workforce, you’ll see information about what’s being filed and when. You’ll also get real-time visibility into the status of every amendment along the way. Track the amendment’s status in the Resolution Center and find the forms in the Payroll Tax Center.

Note: Expedited amendments are currently only available for California customers filing amendments for Form 941, Employer’s Quarterly Federal Tax Return, and Form DE9, California Quarterly Contribution Return and Report of Wages.

Discover how to request a payroll amendment.

Free ACH payments in Bill Pay

In a nutshell:

In QuickBooks Bill Pay, your clients can take advantage of unlimited free standard ACH to pay their bills.

Rather than having to visit their bank’s app or website to pay bills, your client can now pay any number of bills through QuickBooks using standard ACH at no added cost. Manage accounts payable, schedule or pay bills, reconcile the data, and save time, all in one place.

Count on QuickBooks to keep more tasks in one place while skipping transaction fees that can eat into your client’s margins.

Note: Transaction fees still apply to next-day ACH payments and those by check.

Free ACH payments help your business’s cash flow.

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/.

QuickBooks Time is now in QuickBooks Online

In a nutshell:

All the functionality and capabilities of QuickBooks Time are now available in QuickBooks Online.

This means your clients’ teams no longer need to switch back and forth between QuickBooks and the previous Time app to complete timekeeping tasks or manage time data.

With QuickBooks, your clients get one seamless, integrated time-tracking experience built right in. No syncs, no exports, .just accurate, real-time data where they need it most.

Clients working in QuickBooks Time will be redirected to complete their timekeeping, time management, and scheduling tasks in QuickBooks. Customers who started a QuickBooks subscription after May 13, 2026 can complete their QuickBooks Time onboarding, setup, and team management in QuickBooks.

Time tracking is now built into QuickBooks.

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.

Enhancements to QuickBooks Payments

In a nutshell:

Your feedback on QuickBooks Payments has been loud and clear, and we’ve made improvements as a result. Here’s a quick snapshot of them.

Payment status accuracy: Every payment status—funded, returned, disputed—will sync in real time with the linked invoice. Say goodbye to invoices that show “paid” when funds bounced (or vice versa).

Account verification emails: Clearer messaging, better deliverability, and a self-service resend option so you’re never stuck waiting on support.

Reconciliation and auto-matching: Bank feed auto-matching is becoming more reliable, and you‘ll see fewer duplicate records.

Clearer failure notifications: When a payment fails, you’ll see why and what to do next—no more vague system errors.

Merchant Service Center: You’ll see clearer ACH refund error messaging, and you can update account details directly in QuickBooks.

Help clients accept payments online and in store.

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 30% referral bonus

In a nutshell:

Refer clients to Intuit Enterprise Suite to earn a 30% referral bonus for your firm.*

A s a thank you for referring new clients to Intuit Enterprise Suite, firms can now receive a 30% referral bonus of the first year’s subscription fees for every new client contract signed between May 15 and July 31, 2026.* Firms are paid their revenue share at the same payment frequency as their client’s contract. either monthly or annually.

To qualify, you must be enrolled in the ProAdvisor revenue share program.

Then get started by filling out a client referral form. You can also schedule a call to find out more.

Note: This offer is for unmanaged firms approved for the ProAdvisor revenue share program. Managed firms will be notified separately about a different revenue share program.

Get a 30% referral bonus for Intuit Enterprise Suite.

Important product and disclaimer information

*Offers

Intuit Enterprise Suite 30% referral bonus program

Eligibility.

To participate in the Intuit Enterprise Suite Referral Bonus Program ("IES Referral Bonus Program"), you must be a QuickBooks Online Accountant firm enrolled in the ProAdvisor Revenue Share Program prior to your referred client's first payment. The referred client must successfully execute an IES contract between May 15, 2026 and July 31, 2026, place an order, and make the required subscription payments during the client's first year. Clients who currently hold or previously held an IES contract, or who are currently or have previously been enrolled in any IES Revenue Share Program, are not eligible for enrollment under this or any subsequent IES Rev. Share Program. Firms may not earn revenue share on referred clients under multiple Intuit programs.

Referral Bonus Calculation and Basis.

A referral bonus of 30% is earned on the referred client's subscription fees during their first year. The calculation is based on amounts paid to Intuit for IES accounting services and Workforce Elite subscriptions (including per-employee fees) ordered under a contract, after applicable discounts and before taxes. Merchant and other usage-based charges, professional services, and training fees are expressly excluded.

The referral bonus is paid on or around the 15th–20th of the month following the client's successful payment. Referral bonus accrues only on amounts actually collected; no referral bonus is owed on uncollected or partially collected billings (pro rata applies to partial payments). Referral bonus ceases upon non-payment, account pause, suspension, or cancellation.

General.

This IES Referral Bonus Program is non-transferable and may not be combined with any other Intuit promotional offer for the same referred client. Intuit may modify or terminate this Program, or these terms, at any time and for any reason, in its sole discretion with notice to you.

Original source

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

Stay In the Know

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

Visit the new Hub to check out the weekly episodes.

Start here

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