Intuit Release Notes

All Intuit Release Notes

• Jan 8, 2026

  • Parsed from source:
    Jan 8, 2026
  • Detected by Releasebot:
    Jan 18, 2026
  

  Quickbooks by Intuit

  QuickBooks Online new features and updates—January 2026

  QuickBooks rolls out an AI powered 1099 dashboard for accountants, previews Intuit Intelligence tools for faster decisions, and adds new inventory features across multiple plans. These updates mark real product enhancements and upcoming capabilities.

  Stay In the Know

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

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

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

  1099 dashboard for accountants

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

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

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

  Important product information

  Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
  **Features
  Beta availability: This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice.
  Check out November’s update on Intuit Intelligence in QuickBooks Online. Learn more

  New inventory features

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

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

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• January 2026

  • No date parsed from source.
  • Detected by Releasebot:
    Jan 15, 2026
  

  Mailchimp by Intuit

  What’s new in Mailchimp

  Mailchimp rolls out holiday ready product updates across multi‑audience SMS, Shopify integration, popups, and enhanced reporting. New templates, subject line testing, transactional API, dynamic promo codes and sharper analytics help drive conversions this season.

  THE LATEST PRODUCT UPDATES

  What’s new in Mailchimp

  We’re excited to roll out new feature updates coming soon to help you prepare for this holiday season.

  MULTI-AUDIENCE & MULTI-COUNTRY SMS

  Global reach, personalized SMS campaigns—all from one account

  With support for multiple audiences and countries, you can deliver targeted peak season offers via SMS right to customers’ phones—without the overlap or confusion.

  SMS API

  Conversion on-call

  Add SMS-only contacts directly through the API to grow your audience and boost conversion by connecting with customers on their preferred channels.

  SHOPIFY INTEGRATION

  Tap into your Shopify data to drive revenue from send to sale

  Connect your Shopify store to Intuit Mailchimp and unlock richer data—data you can use to build hyper-personalized campaigns that can convert at each stage of the buyer journey. Take advantage of new segment conditions for e-commerce, including product viewed, product added to cart, and search submitted.

  POPUP FORMS

  Pull in more data with popups

  Use popup forms to capture holiday traffic from site visitors around the world to grow your SMS and email list—and for targeted data collection that enables more personalized campaigns.

  Discover improved Reporting & Analytics tools

  • Revenue Attribution
    We’ve added more insights to revenue attribution, including email opens and SMS delivery interactions. Also new: Customizable attribution windows to help you optimize your strategy.

  • Conversion Insights
    Want to know where shoppers are getting stuck in the holiday rush? Our conversion insights tool can help you see the whole story.

  • Audience Analytics
    Use our audience analytics chart to see where your new customers are coming from. Identify trends and double down on what’s working to keep the momentum up.

  Check out the latest updates

  • Deliver time-sensitive, critical messages fast
    Send password resets, payment confirmations, and more straight to your customers’ phones with our updated transactional API that supports both SMS and email.

  • New festive season templates are here
    Our newest seasonal popup form templates are ready for the holidays. They’ll help you capture web traffic quickly and easily—with no design expertise needed.

  • Quickly test subject lines before sending
    You can now test 2 subject lines from your email checklist, right before you send. Then, we’ll send the winner to the masses to help drive more opens.

  • Find your templates under Campaigns
    Your template library is easier to find now under Campaigns. You’ll see your saved templates there too—plus a search bar to easily find the templates you need.

  • Improved image edits and cropping
    Crop and resize images directly in the editor when building an email to take full control of your visuals. Edit your email images with functionality that feel familiar.

  • Shopify: Add unique promo codes to your automated campaigns
    Drive more Shopify sales, build stronger customer relationships, and prevent code leaks with dynamic, personalized discount codes.

  • Disclaimers

    1. Integrations sold separately. Availability of features and functionality varies by plan type. Certain functionality described is dependent upon the integration and/or a paid plan. For details, view Mailchimp plans and pricing.
    2. 30x ROI: Based on all e-commerce revenue attributable to paid plan users’ Mailchimp campaigns from August 2024 - August 2025. ROI calculation requires an e-commerce store that is connected to a Mailchimp account. Results vary.
    3. SMS Marketing: SMS is available as an add-on to paid plans in select countries. Application and agreement to terms is required before purchasing credits. Messages can only be delivered to contacts in the country selected. Australia messaging available only for contacts with +61 country code. SMS credits are added to your account after purchase and approval. Credits are issued monthly and unused credits expire and do not roll over. MMS only available for Standard and Premium plans sending to US and Canada contacts. Pricing varies. Click here for details.
    4. See revenue this holiday season: E-commerce Mailchimp customers see up to 16.5x ROI in the first 3 months after launching their first SMS campaign. Based on U.S. SMS users’ e-commerce revenue attributable to first SMS campaign launch during September 2023 through April 2024. ROI calculation requires an e-commerce store that is connected to a Mailchimp account. Results may vary.
    5. Popup Forms: Popup forms (beta) are available to Mailchimp marketing plan users (on web browsers only) at no additional cost at this time.
    6. Transactional SMS: Transactional SMS is available to Mailchimp users with active SMS Marketing and Mailchimp Transactional email (formerly, Mandrill) plans. Transactional SMS credits are shared with SMS Marketing credits. Functionality is limited to sending one-way transactional SMS messages only. Marketing messages are not permitted. Users are responsible for complying with all applicable laws, regulations, and carrier requirements, including the capture and maintenance of required subscriber data messaging history and opt-in/opt-out requests. See terms.

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• Dec 8, 2025

  • Parsed from source:
    Dec 8, 2025
  • Detected by Releasebot:
    Jan 18, 2026
  

  Quickbooks by Intuit

  QuickBooks Online new features and updates—December 2025

  Intuit unveils a wave of product updates and beta features for Accountant Suite, Enterprise Suite and QuickBooks Online, plus a CAS Foundations path and new training. Highlights include AI insights, Books Close beta, multi‑entity reporting, bulk 1099s, and the new Intuit Business Credit Card.

  Stay In the Know

  Learn about the most exciting innovations. Join us for a live webinar on Thursday, December 18 at 11 AM PT, or visit the Hub to watch weekly videos. You won’t want to miss our next show where we'll take a deeper dive into the newly launched Intuit Accountant Suite, exploring features such as the Books Close beta and realm consolidation. Plus, we'll share exciting updates on the latest release of the Intuit Enterprise Suite. See you there!
  Visit the new Hub to check out the weekly episodes.

  Intuit Accountant Suite Accelerate and Books Close available in beta

  In a nutshell:

  The premium tier of Intuit Accountant Suite is now available in beta.
  Earlier this year, we launched Intuit Accountant Suite Core, the new AI-powered suite designed by accountants and built by Intuit, as the next generation of QuickBooks Online Accountant. Firms have been using this all-in-one, AI-powered suite of tools to serve clients and increase their productivity.
  You can now experience premium options in Intuit Accountant Suite Accelerate, with beta access currently available at no additional cost. With Accelerate, you get access to Client Insights and an overview of all your clients, complete with customizable views and segments, so you can surface the right insights and key benchmarks in one place. In addition, AI agents monitor your entire client portfolio, proactively identifying important trends for you across financial KPIs, payroll data, AP/bill pay data, and more.
  You can also get beta access to Books Close to help speed your month-end process and spot issues faster. Books Close is available in the Intuit Accountant Suite Core and Accelerate plans to streamline your review and close process with AI-powered anomaly detection. Edits you make using Books Close will automatically update your client’s data across each of their QuickBooks files.
  With these new capabilities, your firm can count on Intuit Accountant Suite to streamline more operations, and make faster, more confident business decisions.
  If beta access is available to your firm, your admin users of QuickBooks Online Accountant or Intuit Accountant Suite can select Settings , ⚙ , then Subscriptions and Billing , Firm Subscription , and choose Try Intuit Accountant Suite.

  The latest updates to Intuit Enterprise Suite

  In a nutshell:

  Several new updates to Intuit Enterprise Suite were just released last month.
  Intuit Enterprise Suite delivers enterprise-grade power to help future-proof your client’s finances. It leverages AI to automate workflows and deliver real-time insights while connecting all your data—helping you close faster and plan smarter. Our latest updates focus on improved business intelligence, new and enhanced Intuit AI agents, multi-entity and dimension capabilities, all in a modernized platform experience delivering greater efficiency with enterprise-grade power.
  We’re proud to share several updates in the November release, including these highlights:

  • Consolidated view: Get a single dashboard for multi-entity data and safely extend access beyond admins—making it easier to share work, strengthen controls, and boost productivity as your client grows. Your client can now assign permissions to their team members (including bookkeepers and in-house accountants) to perform multi-entity tasks and view consolidated reports based on the companies they access.
  • Multi-entity reporting enhancements: Get deeper insights with richer details in reports, expanded drill-down into consolidated reports, visibility into intercompany activity, and broader team access by role for more collaboration, informed decisions, and efficient processes.
  • Dynamic allocations: Rather than spending hours processing repetitive entries, your client can sum their balances and allocate them in one step with dynamic allocations to speed up month-end processes and boost productivity. Note: Intercompany account mapping must be set up before your client can use allocation capabilities.
  • Dimensions on Spreadsheet sync: Clients can boost team efficiency, help ensure accurate financial reporting, and handle more data effortlessly with Spreadsheet Sync’s new dimensions functionality. Create and update dimension values for multiple transactions directly in Spreadsheet Sync and seamlessly integrate the data with Intuit Enterprise Suite.
  • AI-powered dimension recommendations: Allow a client’s team to focus on higher-priority tasks with AI-driven dimension value suggestions that minimize manual effort and improve dimensional reporting accuracy. For products, services, and fixed assets without default dimensions values, your client will get suggestions for their review and approval.
  • Management reports: Turn standard financials into branded, presentation-ready packages that combine financial reports, KPIs, charts, and written insights into professional, ready-to-share packages with cover pages, branding, and executive summaries.
    Find the latest updates to Intuit Enterprise Suite in the full release notes.

  Intro to Intuit Enterprise Suite course in ProAdvisor Academy

  In a nutshell:

  ProAdvisor Academy now offers a self-paced training course on Intuit Enterprise Suite.
  Firms often face a struggle when a client’s business grows in complexity. What a client needs most in this situation is an integrated, powerful system that can scale with them.
  You can now get an introductory look at Intuit’s connected solution for growing and complex clients in a 60-minute, self-paced course.
  With it, you’ll learn the basics of Intuit Enterprise Suite, who it’s for, and how it can help firms streamline client workflows, leverage AI-powered features to automate manual tasks, connect key business functions, and deliver greater value for businesses growing in size or operational complexity. You’ll also explore its interface and the process for onboarding, so you can confidently support your clients who use Intuit Enterprise Suite and discuss what to expect with those considering the platform.
  This course will also deepen your understanding of how Intuit Enterprise Suite can allow your firm to work more efficiently, advise with confidence, and deliver greater value to your clients.
  After completing this course, you’ll be able to:

  • Explain the benefits that Intuit Enterprise Suite offers clients and accounting firms.
  • Identify suitable clients for Intuit Enterprise Suite.
  • Present an overview of Intuit Enterprise Suite navigation, key features, and tools.
  • Describe how to sign clients up for Intuit Enterprise Suite.
    Visit QuickBooks ProAdvisor Academy to read more about the Intuit Enterprise Suite course.

  Bulk W-9 upload and automated 1099s

  In a nutshell:

  Save time and reduce errors from manual processes with automated 1099 and the new W-9 bulk upload capability in QuickBooks.
  Skip manual data entry by uploading W-9 forms from vendors in bulk. You or your client can review suggested vendor or contractor matches, which they can approve to update and automatically add to their vendor data in QuickBooks.
  In addition, fast-track 1099 preparation and filing by automating 1099s in QuickBooks. This AI-powered capability generates a list of vendors and their chart of accounts recommended for 1099 filing, according to IRS requirements, and drafts the 1099 forms using QuickBooks data. This simplifies and streamlines 1099 prep, so you can regain valuable time while ensuring accuracy.
  Learn more about automated 1099s.

  Key updates we’ve made to QuickBooks Online

  In a nutshell:

  Thanks to your feedback, we continue to make improvements that make your QuickBooks experience faster, easier, and more reliable.
  QuickBooks Online has added several feature updates over the past three months to enhance workflows, including these highlights:

  • The QuickBooks platform navigation and usability is easier and more customizable. For example, clients can view and work in multiple tabs by selecting Open link in new tab in the bookmark flyout.
  • Accounting features are faster and more accurate, such as PDF to transaction conversion that converts PDF bank statements directly into transactions ready to be posted through the bank feed.
  • Clients can now create and manage bills on-the-go with the QuickBooks Online mobile app (iOS and Android).
  • Streamline inventory accounting and tracking with the Moving Average Cost (MAC) inventory valuation method, now available to customers using Plus, Advanced, or the Inventory add-on.
  • Clients can offer employees on-demand pay —access to a portion of their earned wages before payday—at no cost through our partnership with Clair.**
    Learn more about the updates to QuickBooks Online.

  Intuit Business Credit Card alpha launch

  In a nutshell:

  Introducing the Intuit Business Credit Card, a credit card designed to empower small businesses with the funding they need to grow and the intelligent tools required to master their spend and operations—all fully integrated with QuickBooks.
  Note: The Intuit Business Credit Card is currently in an alpha phase of development and will move into beta in early 2026. You may have clients who receive a card offer during these phases, so we wanted to inform you about the card and its benefits.
  For small businesses, steady cash flow is a common challenge. Businesses short on cash often have limited access to capital, and a lack of real-time visibility and control into their spending. And, manually tracking expenses and staying on top of employee spending takes precious time away from building a business.
  The Intuit Business Credit Card integrates automatically with QuickBooks’s bank feed, which means no more manual entry, broken bank connections, or managing clients’ bank passwords.
  The approval process leverages your client’s data that’s already in QuickBooks, so decisions are often fast-tracked. If approved, your client would receive a credit line from $1,000 up to $50,000. A business owner can check their eligibility and get a card offer without completing a long form or adding a hard inquiry to their credit report. They can also assign free physical and virtual credit cards to employees, set monthly spend limits, and monitor their spending in real time.
  The Intuit Business Credit Card has no annual fee.** It also features competitive rewards such as 5% cash back on eligible Intuit software and services and 2% cash back on all other completed purchases.** Plus, more benefits are coming online every month. By putting more money into a business owner’s pocket, this card can lower the cost of running the business and improve cash flow.
  Find out more about the Intuit Business Credit Card and how you can shape its journey.

  $200K Bill Pay processing limit for clients you refer

  To reflect your firm’s trusted status and streamline bill payment processing, we’re providing a $200,000 starting base processing limit in Bill Pay for your eligible clients.** Eligible clients are those who are signed up or referred through QuickBooks Online Accountant, and who apply to any QuickBooks Bill Pay plans (Basic, Premium, or Elite). Note: The $200,000 starting base processing limit can take up to 7 days after signup to become effective.
  If your client needs a higher limit, you can still request an updated limit for their business directly in their QuickBooks Online account at any time. Go to Account and settings , then Expenses , Bill Pay , and choose Request new limit.
  Learn more about bill payment processing limits.

  Assign access to manage third-party integrations

  In a nutshell:

  Clients using QuickBooks Online and Intuit Enterprise Suite can now allow non-admin users to set up and manage third-party integrations.
  Your clients can now create roles that include third-party access permissions, rather than assigning admin privileges in order to delegate these responsibilities. This can save business owners costs and headaches when assigning the roles they need for their team.
  Help improve client workstreams and peace of mind by assigning access for third-party integrations.
  Learn more about third-party integrations.

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• Nov 7, 2025

  • Parsed from source:
    Nov 7, 2025
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    Jan 18, 2026
  

  Quickbooks by Intuit

  QuickBooks Online new features and updates—November 2025

  Intuit rolls out the AI-powered Intuit Accountant Suite with a refreshed ProAdvisor program, aimed at boosting firm productivity and growth. QuickBooks on the Intuit platform adds AI agents, modern reports, and smarter bank feeds, plus the upcoming Intuit Connect ON event for hands-on demos.

  Table of contents

  • 1. In the Know series
  • 1. Intuit Accountant Suite
  • 1. Intuit ProAdvisor program
  • 1. QuickBooks on the Intuit platform
  • 1. Modern reports
  • 1. Forrester study on Intuit Enterprise Suite
  • 1. AI-powered bank feeds
  • 1. Intuit Connect

  Stay In the Know

  Learn about the most exciting innovations. Join us for a live webinar on Thursday, November 20 at 11 AM PT, or visit the Hub to watch weekly videos. You won’t want to miss our next show that will cover an overview and live demo of the newly announced Intuit Accountant Suite and the evolved Intuit ProAdvisor program. See you there!
  Visit the new Hub to check out the weekly episodes.

  Intuit Accountant Suite now widely available

  In a nutshell: Introducing Intuit Accountant Suite, the new AI-powered suite designed by accountants and built by Intuit.

  Intuit Accountant Suite is an all-in-one, AI-powered suite of tools you can use to serve your clients while increasing firm productivity. As the next generation of QuickBooks Online Accountant, Intuit Accountant Suite helps you boost efficiency, streamline operations, and make faster, more confident business decisions.

  With an enhanced workspace, Intuit Accountant Suite helps firms elevate client services and bring growth opportunities to light. All the work you do in QuickBooks Online Accountant will be possible in Intuit Accountant Suite.

  Feature highlights include:

  • Dashboards personalized for each team member. Your Home dashboard is specific to your role and access, surfacing your most urgent tasks, reminders, and insights each day to stay focused on what matters.
  • A platform that scales with your firm. Save time with optimized product performance and a new infrastructure that scales with you, regardless of the number of clients you have.
  • Early access to new features. Intuit Accountant Suite is actively evolving with feedback from firms like yours. Try the latest features as soon as they become available.

  Manage your firm, clients, and team all on one AI-powered suite. Intuit Accountant Suite delivers tools to boost efficiency, streamline operations, and gain new insights, so you can grow with confidence.

  Intuit Accountant Suite can supercharge your practice.

  Evolution of the Intuit ProAdvisor program

  In a nutshell: To help bring more value to your firm, the Intuit ProAdvisor program has been refreshed with new benefits and deeply integrated with Intuit Accountant Suite.

  The program now includes tools, training, and educational resources that support efficiency and growth for your firm at every stage and empower your accountants to be ready for what’s next.

  New benefits include:

  • Curriculum dedicated to Client Advisory Services (CAS): With the accounting profession shifting toward CAS, we’re committed to preparing firms for success with curriculum-backed, simulation-based training and interactive lessons designed in partnership with Intuit ProAdvisors. The CAS pathway includes skills-based training on AI, client communication, and financial analysis.
  • ProAdvisor Training Manager: Built into Intuit Accountant Suite, this destination allows managers to easily assign and review coursework in ProAdvisor Academy, send reminders, and track the status of your team’s progress to create a culture of continuous learning. The “assign” functionality will be ready in early 2026.
  • Resource hub in ProAdvisor Academy featuring brand new enablement toolkits: Get the tools to elevate your firm’s image and streamline messaging with professional marketing and sales collateral, onboarding guides, templates, and more.

  Plus, as part of the powerful new Intuit Accountant Suite, the reimagined Intuit ProAdvisor program will empower your team to deliver higher-value client services, automate repetitive tasks with AI, strengthen your professional network, and drive growth for your firm and clients.

  For professionals seasoned and aspiring at firms of every size, the Intuit ProAdvisor program is here to help you grow, stay competitive, and stay future-ready.

  Check out the new Intuit ProAdvisor program.

  QuickBooks on the Intuit platform

  In a nutshell: QuickBooks is the all-in-one platform where accountants like you, plus a virtual team of new and improved AI agents, can do the work for all businesses.

  Providing seamless data, automation, actionable business intelligence, and enhanced mobile tools and access in one connected system, QuickBooks on the Intuit platform is designed to make businesses even more capable, connected, and ready to grow.

  QuickBooks’ advancements on the Intuit platform will make it easier for clients to:

  • Save time by eliminating repetitive manual tasks and reducing administrative burden.
  • Simplify their day by connecting tools and workflows, all in one place.
  • Inform decisions through actionable insights and trusted expertise from you.
  • Improve money outcomes by streamlining processes, improving cash flow, saving costs, and increasing profitability.

  QuickBooks on the Intuit platform also includes new and improved AI agents.

  For example, you may know that your client’s Payments Agent can learn their business to help them get paid faster and keep cash flow moving. Now, the Payments Agent and Customer Agent work together to turn customer emails into ready-to-review estimates in seconds, to help your clients save time and convert their leads into customers.

  Coming soon is a new Sales Tax Agent that promotes compliance by helping clients identify the correct sales tax for products and services, pointing out potential sales tax issues, and suggesting fixes before filing.

  QuickBooks on the Intuit Platform makes you more productive.

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

  **Features
  Payments Agent is available in QuickBooks Essentials and up.
  Customer Agent is available in QuickBooks Plus and up.
  Sales Tax Agent is available in QuickBooks Plus and up.
  Feature availability varies by product.

  Modern reports help you work your way

  In a nutshell: This month, you’ll find a series of improvements to reports in QuickBooks Online and Intuit Enterprise Suite.

  Accessing timely financial insights can be inefficient and time-consuming if you’re faced with manual refresh requirements, loss of customized settings, and limited drilldown capabilities.

  Based on feedback from accounting professionals, reporting is now more powerful, flexible, and easier to use:

  • Auto-refreshed reports help ensure you have the most accurate information. When you update a transaction and return to the report, that report will refresh automatically, so you always see the latest data.
  • Persistent customizations streamline your workflow. All your customizations—including filters, date ranges, and display settings—will now stay intact. Drill into transactions and return to your report with no need to reapply changes.
  • Smarter navigation and drill-downs help you get deeper financial understanding. Get more financial visibility by drilling into aging bucket totals for your A/P and A/R Summary Reports with enhanced navigation. Examine $0 accounts with underlying transactions for more comprehensive financial context.

  Note: You may opt to use the modern or classic reporting experience until December 2025. After that time, the modern experience will become the default view.

  Try modern reports now.

  Forrester study on Intuit Enterprise Suite for firms

  In a nutshell: Introducing “New Technology: The Projected Total Economic Impact of Intuit Enterprise Suite for Accounting Firms,” a study commissioned from Forrester Consulting.

  Forrester has evaluated Intuit Enterprise Suite’s projected impact on accounting firms, and the results speak for themselves:

  • Forrester reveals that a composite accounting firm using Intuit Enterprise Suite can expect savings of up to $1.9M over 3 years.
  • According to Forrester, this composite firm using Intuit Enterprise Suite would experience a time savings of up to: 95% on journal entries, 70% on reconciliations, and 50% on reporting.
  • With Intuit Enterprise Suite, this firm can reallocate a projected 20,196 productive hours toward advisory services, representing $4.0M in incremental revenue over 3 years.

  Forrester’s findings highlight other benefits, including no ERP migration, no data loss, and no steep learning curve.

  Get the Forrester Consulting study.

  Important disclaimer information

  New Technology: The Projected Total Economic Impact Of Intuit Enterprise Suite, a commissioned study conducted by Forrester Consulting on behalf of Intuit (February 2025). Data represents the mid-case scenario of product adoption on Intuit Enterprise Suite including Accounting, Payroll and Time. Numbers are projections in present value based on a composite customer.

  AI-powered bank feeds

  In a nutshell: The new AI-powered banking page includes features designed to help you and your clients efficiently manage their bank and credit card transactions.

  This past summer, we launched a new AI-powered bank feed experience. For a limited time, QuickBooks Online customers can opt out and continue to use the previous experience. However, all of your clients using QuickBooks Online will be moved to the new and improved experience soon after tax season.

  When working with bank feeds, you’ll see a refreshed look and feel that allows you to make quick inline edits to transactions. The AI-powered bank feeds have helped customers and accountants to work with transactions faster than ever before. Plus, the new AI-powered category and match suggestions have become more accurate than in the prior experience.

  In the Pending tab, plain-language AI explanations and context-gathering features help you manage unfamiliar transactions quickly. We’ve also added hundreds of small improvements, such as drag-and-drop attachments, in response to feedback from accountants like you.

  AI-powered bank feeds make reconciliation faster than ever.

  Important disclaimer information
  **AI explanations and context-gathering features: available with QuickBooks Online Essentials, Plus, and Advanced plans only.

  Save your spot at Intuit Connect ON—our free, virtual event

  In a nutshell: Join us for CPE credits, an in-depth look at the latest Intuit innovations, and insights you can act on.

  This year’s Intuit Connect in Las Vegas brought together accounting professionals from all across the country to help create a stronger, smarter future. On December 4, we’re building on that momentum and deepening the conversation with a new virtual Intuit Connect experience for everyone.

  Join us online at Intuit Connect ON to:

  • Experience the latest innovations: Get in-depth looks at QuickBooks in our all-in-one platform, Intuit Enterprise Suite, and Intuit Intelligence.
  • Meet Intuit Accountant Suite: Explore the suite that’s built for accountants and designed to help firms grow.
  • Stay ahead with thought leaders: Be empowered with actionable insights from the disruptive innovators that are reimagining accounting.
  • Earn free CPE credits before year-end: Continue your learning while boosting your credentials. Details coming soon.

  This free virtual event will give you an in-depth view into how you can leverage Intuit’s AI-powered platform, where AI and Human Intelligence come together to fuel growth for you and your clients.

  Join us online on December 4 in building a more connected future together.

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• Oct 24, 2025

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    Oct 24, 2025
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  Quickbooks by Intuit

  Boost efficiency and streamline operations: A deep dive into Intuit Accountant Suite

  Intuit unveils Intuit Accountant Suite, a unified AI powered platform to manage clients, workstreams and teams in one place with a guided transition from QuickBooks Online Accountant. It includes AI agents, premium beta features, and new analytics for smarter firm ops.

  We’re excited to announce the launch of Intuit Accountant Suite, a new product to manage your firm, clients, and team in one place. Developed in collaboration with you, Intuit Accountant Suite combines the power of the Intuit platform, the ability to have all your client’s data in one place, and the latest AI technology to increase your speed and unlock a new level of efficiency.

  AI-powered firm efficiency
  Intuit Accountant Suite brings the power of Intuit’s platform and system of intelligence directly to accountants. Intuit Intelligence will allow you to get immediate and accurate answers to any business question, from who’s my most profitable client to which staff is under-utilized. It will also provide access to a virtual team of AI-agents that can complete tasks on their behalf and ingest and analyze data input from multiple sources. Taken alongside existing client and firm information already on the Intuit platform, Intuit Intelligence delivers insights and recommendations that drive confident, faster decision-making for their clients, firms, and teams.

  Boost efficiency, streamline operations, and make great decisions
  Intuit Accountant Suite is tailored to meet firm needs with the seamless integration of five core areas: client management, client collaboration, service delivery, business planning, and team management. Intuit Accountant Suite provides:

  • All your client files, all in one place¹: Manage all your QuickBooks Online client files with one sign-in to Intuit Accountant Suite—no need to export client data to Microsoft Excel or sign into multiple accounts.
  • A platform that scales with your firm: Save time with optimized performance and a new infrastructure that scales with you and your clients.
  • A custom dashboard for every team member: The new customizable Home dashboard surfaces the most important tasks, reminders, and AI-powered insights for every team member each day, so nothing falls through the cracks.
  • Role-based access controls: Customizable roles and permissions allow you to delegate tasks while separating duties, so you can stay compliant and confidently manage services such as AP, AR, and payroll.
  • Boosted operational efficiency with client numbers: Streamline searching, tracking, and billing by managing your entire client list with your firm's own numbering system, assigning a unique client number to each client.
  • AI-powered firm operations at scale: Soon, the same infrastructure we use to power the Intuit Expert Platform will be available in Intuit Accountant Suite. These platform tools have the potential to turbocharge firm operations with AI-driven workforce planning, built-in automation for collaboration and scheduling, and AI co-pilots for operational roles.

  Coming soon in Intuit Accountant Suite
  Here's a preview of the premium capabilities in beta or coming soon in Intuit Accountant Suite:

  • Organize teams and clients your way, ensuring the right team members have the right level of client access. (premium feature)
  • More service delivery workflows beyond bookkeeping, with payroll, accounts payable, and tax, all within Intuit Accountant Suite.
  • ProAdvisor Training Manager dashboard to assign and track training across your team.
  • Dedicated US-based support² through automatic Gold status in the ProAdvisor program³ with the Intuit Accountant Suite Accelerate plan. (premium feature)
  • AI-powered analysis and anomaly detection: Monitor client portfolios, proactively identify key financial trends, and flag anomalies across payroll, accounts payable, and bill pay data.
  • Seamless Books to Tax integration: Easily sync client tax data with Intuit ProConnect Tax, saving time and reducing data entry errors.
  • Capacity planning and management, and access to the Intuit Expert Network. (premium feature) BETA
  • Simplified client management and collaboration, centralizing client information with tasks, notes, files and more. (premium feature) BETA
  • Intuit Intelligence and more advanced AI agents. BETA

  A faster close process and deeper client insights
  Here is more information on the crucial Books Close and Client Insights features available now in beta.
  Books Close (Beta)⁴ is designed to help you:

  • Track close status across all your clients and ensure standardized, on-time delivery.
  • Increase accuracy at scale with AI-powered anomaly detection.
  • Boost efficiency with bulk edits that auto-update across each client’s QuickBooks file.

  Client Insights (Beta)⁵ will:

  • Analyze your clients’ data with customizable views and segments so you can offer benchmarks and track critical KPIs.
  • Get AI-powered alerts on important trends and anomalies across your clients’ financial KPIs, payroll data, and AP/bill pay data.
  • Share proactive insights and data visualizations with your clients that have been gathered by Intuit AI agents.

  AI agents power premium features (Client Insights and Books Close), delivering automated anomaly detection and insights. (premium feature) Beta

  Get oriented in the new experience
  To help you hit the ground running in the new experience, we’ve created a guided tour complete with a detailed visual comparison between the two products. We highlight the biggest changes to the user interface, navigation, and core features to make it easier to find your way around and make the switch as seamless as possible.

  Here’s an example of the kind of orientation you’ll get in the guided tour:
  In QuickBooks Online Accountant, the Client List was your starting point.

  To get to your Client List in Intuit Accountant Suite, go to My Apps and look under Firm Operations. Optimized for fast performance with a large volume of clients, the Client List is designed to make it easier to maintain and easily search client records.

  Check out the Intuit Accountant Suite guided tour article

  How to opt in to Intuit Accountant Suite
  You can make the switch to Intuit Accountant Suite any time. Be sure you’re signed in as the primary admin of QuickBooks Online Accountant, then go to Settings and select Intuit Accountant Suite.

  Important: When you make the switch, all your data and settings will be retained—you’ll just have a new way to interact with that data, and a lot more power and functionality at your fingertips.

  We recommend consolidating one realm first so you can see how the process works, and then finishing the rest to maximize the value you’ll get out of Intuit Accountant Suite. There is more on realm consolidation below. We’ll be here to help, offering a client consolidation tool, support guides, and professional service offerings all along the way.

  QuickBooks Online Accountant will be discontinued at the end of 2026. However, key features including QuickBooks Advanced and Elite Payroll for firm operations, will be integrated into Intuit Accountant Suite.

  If you decide the time isn't right, your firm can switch back to QuickBooks Online Accountant from Settings inside Intuit Accountant Suite, and rejoin when you’re ready.

  Manage all your clients in one place
  To get the most out of Intuit Accountant Suite, you’ll want to take advantage of the ability to manage all your clients with just one sign-in. Previously, firms managed large client lists by accumulating multiple QuickBooks Online Accountant realms. Not anymore. While a multi-realm approach can sometimes be intentional and serve a specific purpose for a period of time, more frequently, this fragmentation can lead to operational inefficiencies for the firm and complicate the management of staff and clients.

  As part of making the switch to Intuit Accountant Suite, we’ve created a detailed guide to realm consolidation, the process of strategically restructuring your multiple QuickBooks Online Accountant realms into a single, unified environment. Our realm consolidation guide is designed to help you complete the technical steps of consolidation while also managing the organizational change for your staff.

  Join us in shaping the future of accounting with Intuit Accountant Suite
  We're excited for you to experience the Intuit Accountant Suite and discover how it can transform your practice. By combining the power of the Intuit platform, comprehensive client data management, and cutting-edge AI, we're confident that this new solution will empower you to boost efficiency, streamline operations, and make more confident decisions. Join us in shaping the future of accounting and powering prosperity for businesses everywhere.

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

  ¹ All your client files in one place: Access client files that are connected to your Intuit Accountant Suite solution.
  ² US-based support: Support hours are subject to change without notice. 24/7 support resources are available for Premium levels that include scheduled callback and digital self-help resources. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to limit each telephone contact to one hour and to one incident. Intuit reserves the right to change these hours without notice.
  ³ Gold status in the ProAdvisor Program: Requires upgrading to Accelerate, a paid plan within the Intuit Accountant Suite. Benefit available starting in early 2026. You will get 500 points that will be maintained on a monthly basis, tied to your monthly billing. If you downgrade or quit the Accelerate plan, then those 500 points will be removed with the close of that monthly billing cycle. 500 points is the minimum threshold for moving into the ProAdvisor Program Gold status, which includes the dedicated support. If you already have Gold status, the 500 points will be used toward reaching the next level, Premium status. ProAdvisor status levels subject to change without notice.
  ⁴ Requires adding Books Close, a paid add-on to Intuit Accountant Suite. You will not be charged during the beta period. When the beta program ends in 2026, we will notify you in advance and give you the option to continue to use the product for a fee or to cancel. You can opt-out at any time.
  ⁵ Requires upgrading to Intuit Accountant Suite Accelerate, a paid plan within the Intuit Accountant Suite. You will not be charged during the beta period. When the beta program ends in 2026, we will notify you in advance and give you the option to continue to use the product for a fee or to cancel. You can opt-out at any time.

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  Mailchimp by Intuit

  Intuit Mailchimp Supercharges Retailers' Marketing Efforts to Drive ROI

  Intuit tees up a bold Mailchimp release with stronger Shopify integration, global SMS, refined segmentation, and advanced ecommerce analytics. New holiday templates and journeys help retailers run omnichannel campaigns that drive revenue, with real‑time dashboards proving ROI across email and SMS.

  Built on the Intuit platform, powerful new Shopify‑specific enhancements, seamless omnichannel campaigns across email and SMS, and more robust reporting and analytics just in time for the holidays

  MOUNTAIN VIEW, Calif., October 14, 2025 — Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced a suite of powerful new Intuit Mailchimp features designed to help retailers reach new customers and drive revenue growth during the busiest shopping season of the year. Mailchimp’s recent Holiday Shopping Unwrapped report found that 43% of shoppers made a purchase tied to at least one holiday moment during the Early Lead-Up phase (October 1–31), underscoring how critical it is for marketers to prepare their holiday marketing strategies earlier than ever.

  To help retailers meet this seasonal moment and reach their sales goals, the latest Mailchimp release includes an improved Shopify integration, smarter segmentation tools, advanced ecommerce analytics, global and multi-audience SMS capabilities, and a refreshed email template library—all powered by the Intuit platform. These innovations can make it easier for ecommerce marketers to get more customers, deliver high-performing omnichannel campaigns, and show the revenue impact of every touchpoint, with the aim of more money, less work, and more confidence.

  “With these improvements, businesses can move faster, personalize with more precision, and measure the tangible business impact of every omnichannel campaign," said Diana Williams, vice president, product management at Intuit Mailchimp. “The holiday season is an enormous opportunity for retailers, but brands must move beyond traditional major retail moments of Black Friday and Cyber Monday to gain a significant competitive advantage. With these new tools, Mailchimp delivers the confidence and clarity marketers need to turn customer engagement into reliable revenue growth, extending their impact far beyond the peak holiday shopping windows.”

  Here’s what’s new:

  A Smarter Shopify Integration

  Mailchimp’s updated Shopify integration unlocks deeper behavioral insights and new triggers—like product views, checkout started, page views, and search terms—and turns them into revenue-driving triggers.

  Additional capabilities include:

  • Single-Use Shopify Discount Codes: Minimize code sharing and personalize offers at scale.
  • Expanded Segmentation: Improved Shopify data compatibility lets retailers segment audiences by more behaviors, statuses, and browse activity.

  "Right now, owned marketing platforms like Mailchimp are more important than ever," says Intuit customer Connor Swegle, co-founder and CMO of Priority Bicycles. “The very bottom of the funnel—anybody who's willing to add something to cart, or get four pages into the content on your website—is very important. Having really strategic, Shopify-specific campaigns built in Mailchimp helps us convert with confidence every customer we legitimately can. And since we can easily track the revenue uplift of those initiatives, we only continue to optimize and improve.”

  Global SMS with Multi-Audience Control

  Meeting customers where they are is critical and integrating SMS into an omnichannel strategy is now easier than ever with Mailchimp. In fact, according to a recent QuickBooks’ study, 65% of consumers say they’ll use their phones to browse, compare prices, and buy gifts this holiday season. Retailers who want to reach customers in the US, UK, Australia, and Europe can now send SMS campaigns across multiple countries from a single Mailchimp account. Plus, with multi-audience capabilities, customers can send personalized messages to different customer segments, without toggling between tools.

  Additionally, Mailchimp Transactional (formerly known as Mandrill) builds on its reputation as the go-to engine for reliable, event-triggered communication by expanding into SMS. With Mailchimp Transactional SMS, retailers can strengthen shopper relationships by delivering critical, timely, one-to-one text updates about their purchases at every step, offering choice and convenience to customers as they engage with their favorite brands. Now available in 10+ countries: the United States, Canada, Australia, United Kingdom, Germany, Austria, Switzerland, the Netherlands, France, Spain, and Ireland.

  Advanced Reporting & Supercharged Insights

  New dashboards surface real-time trends across email, SMS, revenue attribution, and store behavior, helping marketers measure campaign ROI and optimize faster.

  Additional capabilities include:

  • Audience Analytics: Better identify contact sources and source performance with improved UI and growth tracking.
  • Conversion Insights Tool: Customers now have full visibility of their sales funnel with data from user behavior to help boost conversion.
  • Blotout API Integration: Cookieless tracking helps restore visibility across the funnel.

  Holiday-Ready Email Templates and Journeys

  Holiday sales are a make-or-break moment for retailers of all sizes. According to Mailchimp’s Holiday Shopping Unwrapped report, the top holiday Moments with the highest spending propensity in the United States are Christmas Day (74%), Halloween (59%), Christmas Eve (46%), New Year's Eve (34%), New Year's Day (33%), Advent Season Dec. 1-24 (4%), and Epiphany/Three Kings Day (4%)., underscoring the critical need for marketers to prepare their holiday-specific marketing strategies earlier than ever.

  New seasonal templates and automation flow templates can help retailers build beautiful, on-brand campaigns in minutes—just in time for the early shopping window.

  With these latest innovations, Mailchimp is delivering enterprise-grade tools to high-growth ecommerce brands.

  “When marketers can quickly and accurately turn data into action, they unlock new ways to serve existing customers and acquire new ones,” Williams adds. “Whether it’s through done-for-you workflows, streamlined omnichannel marketing tools, or just smarter reporting, the Intuit platform continues to offer solutions that help every business reach their full potential.”

  About Intuit:

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

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

  This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice. Features and functionality vary by plan type.
  Mailchimp and Shopify sold separately. Integration available. SMS (including Transactional SMS) is available as an add-on to paid plans in select countries after application and agreement to terms.

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  Quickbooks by Intuit

  QuickBooks Online new features and updates—October 2025

  Intuit rolls out an AI powered all in one Intuit Accountant Suite, unifying client files and a customizable dashboard for QuickBooks Online Accountant with a phased rollout this month. It also previews new all in one suites, a mobile sales feature, client invitations, and enhanced ProAdvisor incentives.

  It’s October; the air is crisp, leaves are changing colors, and it’s time to initiate any end-of-year procedures for your firm. October is also Financial Planning Month. Take a look at this end-of-year checklist and plan out which pertinent items to discuss with them. Another important consideration at this time of year is whether you’re charging enough or need to update your rates. Once your planning is underway, be sure to check out this month’s updates.

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

  Stay In the Know
  Learn about the most exciting innovations. Join us for a live webinar on Thursday, October 16 at 11 AM PT, or visit the Hub to watch weekly videos. Our next show covers custom client IDs in QuickBooks Online Accountant, paycheck corrections, and an update on modern reports. See you there!
  Visit the new Hub to check out the weekly episodes. Start here

  Coming soon: Intuit Accountant Suite
  In a nutshell: Intuit Accountant Suite, the new AI-powered platform for accountants, will become available this month to all firms using QuickBooks Online Accountant.

  The new evolution of QuickBooks Online Accountant, Intuit Accountant Suite helps you manage your firm, clients, and team. The suite provides tools to boost efficiency, streamline operations, and gain new insights, so you can grow with confidence.

  With Intuit Accountant Suite, firms get:

  • All your client files, all in one place: Manage all your QuickBooks Online client files with one sign-in to Intuit Accountant Suite—no need to sign into multiple accounts.**
  • Fast performance you can count on: Save time with optimized performance and new infrastructure that scales with you and your clients.
  • A custom dashboard for every team member: The new customizable home base surfaces the most important tasks, reminders, and insights for each team member each day, to stay focused on what matters.
  • Early access to new AI-powered features as they become available: Intuit Accountant Suite is currently incorporating feedback from accountants, to help ensure the new solution does what you need. We will continually improve the suite and its capabilities.
  • Membership in the evolved Intuit ProAdvisor Program: With the Intuit ProAdvisor program, now integrated within Intuit Accountant Suite, you’ll get tailored tools, useful resources, and a thriving community to help you grow your practice.

  The availability of Intuit Accountant Suite will expand over the coming weeks, so now is a great time to consider trying it. Once it’s available to your firm, admin users of your QuickBooks Online Accountant can select Settings ⚙ and choose Switch.

  Important product information
  **Features
  Manage client files with one sign-in: Access client files that are connected to your Intuit Accountant Suite solution.

  See what’s new in the Intuit Accountant Suite beta. Learn more

  We’ll be testing new all-in-one Suites within QuickBooks and QuickBooks Online Accountant
  In a nutshell: We will soon try out a new way of talking about our solutions with some of you as well as your clients who use QuickBooks Online. Since you and your clients may see these options to select our new all-in-one Suites, powered by Intuit’s AI platform, we wanted to inform you ahead of time.

  In November 2025, we plan to conduct two short-term tests:

  • On QuickBooks.com, some of your clients may be presented with the option to select new, competitively priced all-in-one Suites that consolidate the critical jobs to be done, including finding and keeping customers, accounting and financial management, payroll, getting paid, and paying bills—in one place. QuickBooks Suites can help save time, reduce costs, and improve business performance by combining key tools into one easy-to-use, AI-powered solution.
  • In QuickBooks Online Accountant, you may be presented with the option to select these new, all-in-one Suites for your clients.

  These suites are designed to provide your clients with significant cost and time savings, support new growth opportunities, and simplify and improve your firm operations.

  Coming soon: AI for accounting self-paced course in ProAdvisor Academy
  In a nutshell: ProAdvisor Academy will soon offer a self-paced training course, “AI for accounting,” to help you get the most out of the AI capabilities in QuickBooks.

  Starting in October, you can discover AI and how to better use it in QuickBooks on the Intuit platform through a new learning path of 2 courses in ProAdvisor Academy. You can also earn CPE credits by working through the courses and passing the exams:

  • Course 1: Understanding AI
    • Basic principles of AI systems and how they learn and make decisions
    • Generative AI vs. Agentic AI
    • Common misconceptions of AI and its capabilities
    • AI’s potential impact on accounting and the profession as a whole
  • Course 2: Using Intuit AI agents
    • How AI has been applied to enhance accounting practices in QuickBooks
    • How to use the Accounting, Customer, Payments, and Finance agents in QuickBooks
    • Accountants’ crucial role in using AI capabilities to serve clients

  Each course has an associated exam, and you’ll have the option to test out of the courses by correctly answering exam questions.

  Visit QuickBooks ProAdvisor Academy later this month to learn more about the AI for accounting course. Start here

  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 (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.

  New sale feature in QuickBooks mobile app
  In a nutshell: Your clients using the QuickBooks mobile app can now accept payments right from the app through a new sale, with no invoice required.

  The new sale feature is ideal for quick, transactional payments where an invoice from your client may not be necessary. For increased efficiency and flexibility, your client can simply enter the amount to charge or pick a product or service from their saved items. This is launching as a phased rollout and will be fully available by November.

  Download the QuickBooks mobile app. Download

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

  **Product info
  QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.

  Client invitations now appear in QuickBooks Online Accountant
  In a nutshell: In addition to the previous process to invite an accounting firm via email, businesses using QuickBooks Online can now choose, instead, to invite their firm within QuickBooks Online using your firm ID.

  When a client invites your firm to collaborate on their QuickBooks Online data, you should feel confident this process will carry through properly, so you can get to work right away.

  Rather than lose a client’s QuickBooks invitation through technical issues, spam blockers, or the naturally limited visibility of an email message, your client can now send an invite that your firm will see right inside QuickBooks Online Accountant in Client invitations.

  Once you accept a client’s invitation, that client’s QuickBooks Online account will connect to your firm on QuickBooks Online Accountant—no additional login or firm selection needed.

  Earn a $3,500 referral bonus through the ProAdvisor Revenue Share program
  In a nutshell: You can now earn a $3,500 referral bonus (previously $1,500) for each new active Intuit Enterprise Suite contract executed between 10/01/2025 and 1/31/2026.

  If you are enrolled in the ProAdvisor Revenue Share program, you can earn this increased amount by filling out the Intuit Enterprise Suite client referral form in QuickBooks Online Accountant.

  Refer your clients through the Intuit Enterprise Suite client referral form. Start here

  Important pricing details and product information
  The ProAdvisor Revenue Share Program offers a one-time $3,500 referral bonus for each new active Intuit Enterprise Suite contract executed for an entire business, inclusive of all its entities that have access to the product, as a result of referrals made by Participants enrolled in the ProAdvisor Revenue Share Program and you can sign up here. Participant enrollment must be complete prior to the client's first payment. The one-time referral bonus cannot be combined with any other promotional offers. The Intuit Enterprise Suite referral bonus is paid the month after the first billing event post-contract signing; referral bonus payments are non-transferable and subject to Participant’s tax obligations. To be eligible, such referral must have originated within the Participants QuickBooks Online for Accountants software. An Intuit Enterprise Suite contract for an accounting firm’s own use is not eligible for a referral bonus. We reserve the right to modify or terminate the program and resolve disputes at our sole discretion.

  New user experience in QuickBooks Online
  In a nutshell: On October 1, your clients were automatically switched to the new user interface experience in QuickBooks Online. Their data and settings did not change.

  We want to share why this new interface will be powerful for your clients and help you navigate the changes.

  • Simplicity and convenience, all in one place: With the launch of our customizable interface, we’re combining even more QuickBooks business tools and third-party apps to work seamlessly together. We’re making it easier to do the most critical jobs, all in one place, including customer management, accounting, expenses, payments, and payroll. Data flows between tools, enabling intelligent insights.
  • Customizable Accountant toolbox at your fingertips: We’ve listened to your feedback. You can now customize your Accountant toolbox, now called My Menu. It is located at the top of the left side navigation bar, and provides a customizable experience, so your most-used pages, actions, and tools are easier to access right up front.

  Learn how to navigate the new experience with a step-by-step tutorial by Hector Garcia. Watch now

  Important pricing details and product information
  The ProAdvisor Revenue Share Program offers a one-time $3,500 bounty for each new active Intuit Enterprise Suite contract executed for an entire business, inclusive of all its entities that have access to the product, as a result of referrals made by Participants enrolled in the ProAdvisor Revenue Share Program and you can sign up here. Participant enrollment must be complete prior to the client's first payment. The one-time bounty cannot be combined with any other promotional offers. The Intuit Enterprise Suite referral bounty is paid the month after the first billing event post-contract signing Bounty payments are non-transferable and subject to Participant’s tax obligations. To be eligible, such referral must have originated within the Participants QuickBooks Online for Accountants software. An Intuit Enterprise Suite contract for an accounting firm’s own use is not eligible for a referral bounty. We reserve the right to modify or terminate the program and resolve disputes at our sole discretion.

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  Quickbooks by Intuit

  QuickBooks Online new features and updates—September 2025

  September brings a suite of QuickBooks updates from a revamped online experience to the Intuit Accountant Suite beta and new payables and client-number features. Also previews a Payments self-paced course and Bill Pay Basic now included with all Online plans.

  Table of contents

  • 1. In the Know series
  • 1. Updated QuickBooks experience
  • 1. Intuit Accountant Suite beta
  • 1. In the Know Solutions Spotlight
  • 1. Coming: QuickBooks Payments course
  • 1. Custom client number updates
  • 1. Bill Pay Basic with QuickBooks Online

  Stay In the Know

  Learn about the most exciting innovations. Join us for a live webinar on Thursday, September 18 at 11 AM PT or visit the Hub to watch weekly videos. Our next show covers updates to Intuit Enterprise Suite and introduces you to the new Payments Agent and Payroll Agent.
  Visit the new Hub to check out the weekly episodes.

  A more powerful QuickBooks experience for you and your clients

  In a nutshell: Your clients using QuickBooks Online will be getting an all-in-one experience that saves time on tasks, while you’ll get easier ways to move around QuickBooks Online Accountant.
  The new QuickBooks Online look and feel has time-saving automations, and an interface your clients can customize with all their favorite features, plus a few new ones. Take a comprehensive guided tour of the new experience from Advanced Certified QuickBooks ProAdvisor Hector Garcia, CEO at Quick Bookkeeping & Accounting.
  As you may know, you can now opt your clients in or out of this new QuickBooks Online experience, and can do this in bulk by selecting Settings ⚙ and then Choose client version.
  Please note that any clients opted out will be moved to the new experience on October 1, 2025, when the classic QuickBooks look and feel becomes unavailable.

  In addition, you can now customize your menus to navigate where you need to go faster. This new, accountants-only My menu design puts your most-used bookmarks, actions, and accountant tools at your fingertips. You can click it to see Bookmarks, Create, and Tools. You can add, remove, and reorder your bookmarks from the Bookmarks tab, from My menu, or from the list on the left.

  QuickBooks Online will be getting an all-in-one experience.

  Help us develop a new solution for accountants: Intuit Accountant Suite

  In a nutshell: We’ve been building a new platform for accountants, with accountants, and we’re inviting firms like yours to help make Intuit Accountant Suite exactly what you want.
  Taking the place of QuickBooks Online Accountant, Intuit Accountant Suite will be an all-in-one, AI-powered platform that helps accountants manage their firm, clients, and team. This refreshed workspace will help firms serve clients while supporting their own growth with tools to boost efficiency, streamline operations, and gain new insights.
  Join the Intuit Accountant Suite beta and co-create with us
  In September, many accounting firms will have the opportunity to begin using Intuit Accountant Suite. If your firm joins our beta program, you’ll get the chance to try the suite before the general public and share your opinions directly with us.
  What’s in the beta
  Intuit Accountant Suite will have all the functionality you're currently using in QuickBooks Online Accountant. Here’s a quick peek at some of what’s included in the beta:

  • Optimized performance speeds to power your efficiency, regardless of how many clients you have**
  • Dashboards personalized to each team members’ role, with widgets that surface important insights and tasks, and reminders to help prioritize their day
  • Alerts about disconnected bank feeds and data connection issues as needed, so you’ll know you’re working with the most up-to-date data
    We will expand this beta to more firms as we add functionality, to help us validate the best ways to meet your needs. Firms participating in our first beta will get early access to new features as they become available.
    What firms should know
    Not all firms will get beta access to Intuit Accountant Suite. Eligibility will be based on a combination of factors, including number of accounts and the addition of other Intuit products. To see if your firm is eligible, check Settings ⚙ in QuickBooks Online Accountant.
    Admin users at eligible firms will see a message about the Intuit Accountant Suite beta program, along with a button to Switch.

  Note: A QuickBooks Online Accountant user must be a primary admin in order to join the Intuit Accountant Suite beta. Primary admins will also be able to switch their firm back to QuickBooks Online Accountant at any time.

  Dig into what’s included in the Intuit Accountant Suite beta.

  Important product information
  **Features
  Optimized performance speeds: Based on performance of QuickBooks Online Accountant vs. Intuit Accountant Suite with 50 customer files.

  In the Know: Solutions Spotlight—troubleshooting, tips, and tricks

  In a nutshell: Starting September 25, we’re offering a new virtual event every quarter where ProAdvisors can meet with Intuit Care experts.
  In the Know: Solutions Spotlight is a quarterly event bringing accounting and bookkeeping professionals like you together with Intuit Care leaders for an exclusive learning and growth opportunity. You’ll hear directly from Intuit Care Experts about solving complex challenges, optimizing workflows, and unlocking tools you may not have seen before. You will walk away with practical knowledge, new connections, and inspiration to help elevate your firm and career.
  In our inaugural event on Thursday, September 25, ProAdvisors can learn:

  • Insider tips on building the right foundation for Bill Pay success
  • To unlock valuable time with advanced Bill Pay features
  • How to effectively resolve vendor non-payment claims, address common processing errors, and more
    We hope to see you there!
    Sign up for our first In the Know: Solution Spotlight on Thursday, September 25.

  Important 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.

  Coming soon: QuickBooks Payments self-paced course in ProAdvisor Academy

  In a nutshell: ProAdvisor Academy now offers a self-paced training course on QuickBooks Payments.
  Starting in September, you can learn how to use QuickBooks Payments to help your clients optimize their cash flow through this new 1.5-hour course in ProAdvisor Academy. In addition to expanding your skillset and accounting services, you’ll also receive 1.5 CPE credits.
  With this course on QuickBooks Payments, you’ll learn how to:

  • Identify customers who would benefit from QuickBooks Payments
  • Recognize different forms of payment, when to use them, and their associated rates
  • Guide an application for QuickBooks Payments and help set up an account
  • Describe how to issue refunds, deal with declined payments, and manage disputed payments
  • Identify which QuickBooks Online reporting features include Payments transactions
    Visit QuickBooks ProAdvisor Academy later this month to read more about the QuickBooks Payments course.

  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 (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.

  Custom client numbers in QuickBooks Online Accountant

  In a nutshell: Now, you can add your firm’s custom client numbers in bulk in QuickBooks Online Accountant.
  In 2025, firms began customizing their clients’ numbers in QuickBooks Online Accountant. This improved efficiency and reduces manual work at scale by letting firms track and search for clients, prepare invoices, and track expenses using their own internal client identification system.
  This feature has just been enhanced and now allows firms to add and update thousands of client numbers at once by uploading a single CSV file. You’ll find this option in Clients. In addition, to help with billing reconciliation, the client numbers are now included in the CSV file download from Subscriptions and billing.
  Discover more about custom client numbers.

  Bill Pay Basic comes with QuickBooks Online

  In a nutshell: QuickBooks Online plans now include QuickBooks Bill Pay Basic for all customers.
  Bill Pay Basic is now included with every new sign-up of QuickBooks Online Simple Start, Essentials, Plus, and Advanced. It can also be activated for your clients already using these subscriptions.
  Bill Pay Basic can help you:

  • Automate busywork and say goodbye to manual bill entry. If a client forwards invoices directly to their QuickBooks account, QuickBooks generates pre-filled bills that you can then review, approve, and schedule.
  • Close clients’ books with confidence. Initiating and tracking payments within QuickBooks means that vendor payments are automatically recorded and matched to transactions, helping reduce reconciliation errors.**
  • Strengthen your advisory role. Integrating payables gives you real-time cash flow insights you can use to guide clients to smarter business decisions and provide the expert counsel your clients depend on.
    For clients with more complex AP processing needs, you may prefer to upgrade to Bill Pay Premium or Bill Pay Elite. In addition, firms using QuickBooks Online Accountant get complimentary access to Bill Pay Elite for their own use.
    Note: To activate Bill Pay, your client must submit a short business application.
    Find out how to activate Bill Pay Basic for your clients.

  Important product information

  Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
  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.
  **Product info
  QuickBooks Bill Pay: Subject to eligibility criteria, credit, and application approval prior to first payment. Subscription to QuickBooks Online required. Bill Pay Basic is included with QuickBooks Online when purchased directly from QuickBooks.com or QuickBooks Sales. Not available in U.S. territories or outside the U.S.
  **Features
  Automatic matching: QuickBooks Online will only match bank withdrawals with transactions processed through QuickBooks Bill Pay. Not all transactions are eligible and accuracy of matches is not guaranteed.

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• Aug 19, 2025

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  Mailchimp Developers by Intuit

  Mailchimp Transactional status added to server status page

  We’ve added live status tracking for Mailchimp Transactional API's servers to the Mailchimp Server Status page. The page shows the current status and a history of recent service outages and their resolutions to help you troubleshoot your API calls and responses.

  WHY

  This lets you check the status of the Mailchimp Transactional servers quickly and easily, on the same page as our other servers.

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• Aug 14, 2025

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  Quickbooks by Intuit

  QuickBooks Online new features and updates—August 2025

  Intuit rolls out a July update for Intuit Enterprise Suite with AI agents, multi‑entity reporting, enhanced dimensions and new BI KPIs. QuickBooks Online now files sales tax in‑app in several states and adds pay‑date controls, plus a preview of Payroll Agent and Intuit Connect events.

  Table of contents

  • 1. In the Know series
  • 1. Intuit Enterprise Suite updates
  • 1. Sales tax filing with QuickBooks
  • 1. Coming soon: Payroll Agent
  • 1. Setting effective pay dates
  • 1. Employee compensation
  • 1. Intuit Connect's exciting lineup

  Stay In the Know

  Learn about the most exciting innovations. Visit the Hub to watch weekly videos or join us for a live webinar on Thursday, August 21 at 11 AM PT. Make sure to catch it to learn more about all the latest updates in Intuit Enterprise Suite. See you there!
  Visit the new Hub to check out the weekly episodes.

  Latest updates released in Intuit Enterprise Suite

  In a nutshell:
  Check out all the latest updates to Intuit Enterprise Suite.

  Intuit Enterprise Suite delivers a scalable, integrated multi-entity platform designed to enhance productivity and profitability that you can use to help clients with complex needs. Our latest updates focus on growth, productivity, and business intelligence features that complement your expertise so you can deliver even better service.

  We’re proud to share several updates in the July release, including these highlights:

  • Intuit’s AI agents: Automate tedious manual tasks so you and your clients can save time and focus on what’s important. The Accounting Agent helps keep books clean and accurate by automatically categorizing transactions and reconciling accounts, while flagging what needs approval or attention. The Finance Agent continuously monitors financial performance, proactively identifies trends and deviations from goals and budgets, and consolidates P&L and Balance Sheet data to deliver monthly summaries.

  • Multi-entity financial management: Standardize financial reporting protocols across entities with shared dimensions and chart of accounts. Simplify the scalability of intercompany accounting with proactive done-for-you allocations based on past transactions that you can review and modify. Also, generate four new consolidated reports, and take advantage of multi-entity reporting enhancements that provide more granular control and deeper insight into consolidated financial data.

  • Enhanced dimensions: Improve efficiency, depth, and accuracy of your dimensional reporting and analysis by applying product, and service and fixed-asset dimensions consistently across related transactions rather than assigning them one at a time.

  • Business intelligence: Use three-way financial planning to maintain a unified forecast across P&L, Balance Sheet, and Statement of Cash Flows by linking P&L accounts with the corresponding Balance Sheet accounts. Also, create a KPI scorecard using an exclusive library of 30+ pre-defined KPIs to track your business’s performance quickly and effectively.

  Get the full release notes for all of the updates to Intuit Enterprise Suite.

  Sales tax filing in QuickBooks Online

  In a nutshell: Businesses in a handful of states can now file and pay their sales tax right in QuickBooks Online—and avoid having to visit their eligible state agency’s website to do so.

  With QuickBooks, businesses in Iowa, Minnesota, North Carolina, Rhode Island, Vermont, and West Virginia can:

  • Create sales tax returns automatically using QuickBooks data, formatted accurately for their state.
  • File and pay sales and use taxes for $40 per filing, without leaving QuickBooks.
  • Track the status of a sales tax return with real-time updates.
  • Securely store past returns filed via QuickBooks, so you can reference them any time.
  • Get timely reminders of sales tax deadlines to help stay compliant and maximize discounts.

  Simplify the entire sales tax process right in QuickBooks, so you can save time while staying compliant.

  Note: Currently, Minnesota, North Carolina, Rhode Island, Vermont, and West Virginia support both monthly and quarterly sales tax filing from QuickBooks Online. Iowa supports monthly filing only. QuickBooks will provide in-product notifications when new states are supported.

  Setting effective dates for pay types in QuickBooks Online Payroll

  In a nutshell: Use QuickBooks Online Payroll to schedule the effective date for changes to employee compensation.

  When you or your clients need to update an employee’s pay for a future date, you can skip outside solutions or setting manual reminders to correctly time these changes.

  Now, you can plan and set base pay and additional pay types changes—including raises, bonuses, and minimum wage changes—ahead of time. Just choose the first pay period they’ll take effect for the employee. When assigning one-off pay types, choose the start and end dates for the change.

  Coming soon: Payroll Agent, one of Intuit’s AI agents

  In a nutshell: Free yourself from payday prep work while staying in control with Payroll Agent launching next month in QuickBooks Online Payroll.

  Based on your client’s QuickBooks Online Payroll data, the new Payroll Agent will be able to determine which data to collect to complete a draft of your client’s payroll.

  Then, the Payroll Agent will take care of these tasks:

  • Collecting hours and data from employees through SMS or the Workforce app
  • Sending employees reminders, clarifying data, and flagging anomalies to make sure data is complete for payday
  • Providing the admin a status update of data collection upon request by text; for example, “Have my employees entered their time yet?"
  • Preparing a draft of a payroll run and notifying the admin
  • Summarizing insights and key changes since last payday
  • Scheduling a payroll run, after approval from an admin
  • Summarizing next steps after payroll

  Updates to employee compensation in QuickBooks Online Payroll

  In a nutshell: In QuickBooks Payroll, you now have more flexibility with assigning employee compensation, and visibility into how each pay type maps to a chart of accounts.

  When setting up or editing compensation in an employee’s profile, you and your clients can now:

  • Add an hourly pay type for a salaried employee, for one or more payroll runs
  • Check how each employee’s pay types map to the chart of accounts, and instructions to update mapping
  • View tax settings for many additional pay types, to learn how they will be taxed and mapped to applicable tax forms

  Intuit Connect: The premier event for multi-service accounting firms

  In a nutshell: Join us to foster connection, learn new tech, and power your growth.

  You can also experience an exciting lineup of keynote speakers including Brene Brown, Queen Latifah, and Carla Hall, who will inspire you to push limits, maximize your potential, and scale your firm like never before.

  Explore sessions that will supercharge your growth—and earn you CPE credits
  Our programming is designed to fast-track career growth for partners, practice leaders, technologists, and accountants. Discover our breakout sessions and help future-proof your firm while earning up to 14 CPE credits. Here’s a peek:

  • Real Talk: Lessons from our firm’s EOS implementation: Discover how you can overcome common hurdles, with practical tips and strategies to implement an Entrepreneurial Operating System.
  • CAS and CFO: How to excel at blending both with the help of AI: Learn how to price CFO services alongside CAS, bridge workflow gaps, add CFO-level talent, and overcome challenges by leveraging AI.
  • Unlocking labor efficiency and advisory success with KPIs: Discover how connecting internal KPI insights to client-facing services can set your firm apart and help you deliver higher-value FP&A and growth advisory services.

  We have over 50 sessions to browse through and a dynamic speaker lineup.

  Register now for Intuit Connect

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