Quickbooks Release Notes

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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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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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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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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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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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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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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Table of contents

1. In the Know series
2. Intuit AI agents
3. Deposits on estimates in Payments
4. Paycheck corrections—closed quarters
5. Employee cost rate calculator
6. QuickBooks Live Priority

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, July 17 at 11 AM PT. You won’t want to miss this one that covers a live demo of the new Intuit platform along with some AI agents in action. See you there!
Visit the new Hub to check out the weekly episodes.

QuickBooks Online enhanced with new Intuit AI agents

In a nutshell: QuickBooks Online now has a more holistic experience with a virtual team of Intuit AI agents to simplify day-to-day work and free up time to collaborate with your clients.

QuickBooks is now enhanced with more powerful features that enable easier collaboration with clients, improved insights, and smarter search. The refreshed platform brings your client’s work into one place, including business feed, customer reports, customer hub, and more.

You and your clients can also use three new AI agents within QuickBooks to help complete essential tasks and strengthen your collaboration. You’ll maintain control to review and approve the work these agents complete for you:

• Accounting Agent helps keep books clean and accurate, and flags what needs approval or attention.
• Payments Agent helps facilitate faster payments and getting bills paid on time.
• Finance Agent analyzes and summarizes financial data to help you stay on track to your goals.

We also plan to introduce a more powerful experience built exclusively for accountants with AI agents designed to help deliver excellence to your clients, save time, and get more done. A beta version is coming this summer. Plan to test drive the new experience and ask questions at Intuit Connect.

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/.

Take deposits on estimates in QuickBooks Online Payments

In a nutshell: Your client’s service-industry or project-based clients can now use QuickBooks Payments to request and accept deposits on their estimates.

Lock in projects faster with instantly payable deposits. Speed up your cash flow by making it easy for your clients to pay with deposits on estimates. With QuickBooks Payments, you can send customers an estimate with a deposit they can pay online right away through our secure online portal.

With real-time tracking of upfront payment, you can see when customers view and pay their deposit to get a clear view of your cash flow, minimizing financial risks at project start.

Note: Limited availability. Features may be more broadly available soon.

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/.

QuickBooks Payments account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required.

Correct paychecks for closed quarters in QuickBooks Online Payroll

In a nutshell: You and your clients who use QuickBooks Online Payroll can now edit, void, and record past paychecks for a closed quarter.

This enhanced flexibility to make paycheck changes can give you more confidence at every pay period throughout the year. You’ll be able to make the paycheck corrections you need without spending extra time on manual workarounds or calls to customer support. After recording a past paycheck, you will also be able to sync the additional transactions to the Chart of Accounts.

In addition, clients using QuickBooks Online Payroll Premium and Elite can request an amendment in QuickBooks, and we will work directly with tax agencies to amend and process payments for the necessary payroll taxes.

Create customized, consolidated payroll reports.

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/.

Limitations may apply. Customers are responsible for any penalties and interest that may be assessed for late tax payments, unless subject to the Tax Penalty Protection program. Limitations may apply.

Employee cost rate calculator

In a nutshell: Your clients using QuickBooks Online Plus and QuickBooks Online Advanced can now calculate cost rates through a built-in calculator that syncs with QuickBooks Online Payroll.

Project-based clients can now more closely track project profitability in real-time using employee cost rates—without depending on third-party or tedious manual solutions. This new cost rate calculator will provide entry fields for common factors, including pay rate, benefits, taxes, insurance, and overhead expenses. For those using QuickBooks Online Payroll, employees’ pay types and pay rates will automatically appear in the calculator. In most cases, taxes will default to the standard FICA rate (7.65%) for US customers.

Once calculated, cost rates will automatically apply to time events added to Projects. After that, you or your client can address organization-wide changes in benefits and overhead by updating cost rates for multiple employees at once.

Note: The employee cost rate calculator does not yet calculate overtime cost rates.

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/.

Underlying sales tax rates are estimated based on the location information associated with each individual transaction. Additional factors that may impact sales tax rates include product type, date, and customer type. Tax information needs to be validated prior to submitting to the IRS.

Introducing QuickBooks Live Priority

In a nutshell: Introducing QuickBooks Live Priority, a service providing unlimited specialized product expertise and training for $19 per month.

Sometimes, clients need quick answers to their QuickBooks questions—and now they can get help on demand. QuickBooks Live Priority provides fast access to onboarding and product guidance right in QuickBooks Online whenever they need it, even during evenings and weekends.**

Clients will get quick and thorough resolutions to their questions, and you’ll get the peace of mind that the answers are coming from highly trained QuickBooks experts. It is now available in QuickBooks Online.

Note: In the coming months, accountants will be able to add QuickBooks Live Priority for their clients through QuickBooks Online Accountant.

Get answers with QuickBooks Live Priority.

Expanded access to specialized product experts is available Monday-Friday 5-7 PM PT and Saturday-Sunday 6 AM-3 PM PT.

Author: Chau Haner

I’m a group marketing manager for QuickBooks Online and its ecosystem of products serving the accountant community. I enjoy working, learning from, and leading high-performing marketing teams that work together to achieve revenue targets. I envision and generate creative, scalable marketing strategies that align marketing efforts with business objectives to drive real results and support growth goals. As a natural-born communicator, I bring 20 years of experience in strategic marketing, and love to share companies’ stories and benefits with the world through inbound and outbound demand gen strategies. But the thing I’m most proud of is my ability to bring teams together and learn the ever-evolving art of marketing with and from them. Outside of work, you can find me trying out new restaurants with my husband, hiking with our two chocolate labs, or laying down a mean game of Scrabble or Words With Friends (challengers welcome).

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Table of contents

1. In the Know series
2. ProAdvisor recertification
3. Intuit Connect
4. Add inventory for more clients
5. Discontinuing shipping labels
6. Square Connector by QuickBooks app

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, June 12 at 11 AM PT.
Visit the new Hub to check out the weekly episodes.

ProAdvisor annual recertification

In a nutshell:
Be sure to get recertified in QuickBooks Online before the deadline of June 30, 2025.
QuickBooks Online has had another big year of innovation, adding and updating features that can help you improve your workflow and client service. Recertification keeps your product knowledge sharp, and helps firms like yours build upon a solid foundation for long-term stability and growth. This year’s training and exam contain updates such as QuickBooks Online Accountant, Intuit Enterprise Suite, and Intuit Assist.
Learn more about the recertification process, including deadlines and answers to your frequently asked questions.
Act now to get recertified with QuickBooks Online.

Intuit Connect registration now open

In a nutshell:
Registration is now open for Intuit Connect, October 27-29, 2025, at the ARIA Hotel in Las Vegas.
Intuit Connect is the premier event for multi-service accounting firms to foster connection, learn new tech, and power growth.
By attending, you can build your community, explore AI-driven platform solutions to increase efficiency, and plan your future within a rapidly evolving industry.
We're programming content specifically dedicated to partners, practice leaders, technologists, and accountants. You’ll learn from industry leaders and earn up to 11 CPE credits. Here’s what you can expect:

• Business model transformation
• Uplevel client services through advisory
• Power your growth with the Intuit ecosystem
• AI and tech
• Leadership
  Learn more about our programming and breakout sessions.
  Breaking news! Recently announced to take the stage is Brené Brown, research professor and author of six #1 NYT bestsellers! Don’t miss out!
  Register now for Intuit Connect.

More of your QuickBooks clients can manage Inventory

In a nutshell:
Clients who use the QuickBooks Online Simple Start and Essentials now have the option to manage their inventory in QuickBooks.
An Inventory add-on is now available for existing subscribers for $40 per month, giving more of your clients access to features for inventory management, sales and purchase orders, and shipping.
Your client can purchase this add-on in QuickBooks by selecting Inventory in the left column.
With this update, many businesses using QuickBooks will now get enhanced flexibility to manage more of their operations—without having to upgrade to subscriptions that include features they don’t need. Plus, your client will get one, consolidated view of all their inventory features by selecting Inventory from the newly updated left column.
Note: The Inventory add-on will soon become available to new QuickBooks Online subscribers.
Clients can add the Inventory add-on directly in QuickBooks Online.

Sunsetting shipping label feature

In a nutshell:
Alongside the introduction of the Inventory add-on (above), the Shipping feature will no longer be available in QuickBooks Solopreneur, Simple Start, or Essentials as of August 25, 2025.
As mentioned, your clients using QuickBooks Online Simple Start and Essentials now have more flexible access to inventory management, sales and purchase orders, and shipping features with the new Inventory add-on.
Businesses using QuickBooks Solopreneur and its shipping features can upgrade to either Simple Start or Essentials, and add the Inventory add-on to continue using QuickBooks for their shipping needs.
Clients can add the Inventory add-on directly in QuickBooks Online.

Square Connector by QuickBooks app

In a nutshell:
The Square Connector app integrates your client’s Square data with QuickBooks Online, replacing the previous QuickBooks app called Connect to Square.
Square Connector saves time by automatically importing your client’s Square sales transactions, and more, into QuickBooks.
The updated app allows you to:

• View Square transactions in QuickBooks within a few hours
• See details for every Square transaction in Payout
• Track fees separately
• Import transaction details for better visibility
• Use AI automation to add high-confidence transactions to your books

You’ll also see these additional features in Square Connector:

• Sync and track sales tax
• Set tasks and reminders to review transactions
• Detail on adjustments, including holds and disputes
• Activity summaries of transactions in the Overview tab within Apps
• Visibility on matching transactions to products, services, customers, and vendors

Save time with Square Connector by QuickBooks.

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May is National Recommitment Month

May is National Recommitment Month, an excellent opportunity to renew your commitment to learning for your firm and team. Consider dual-impact learning and development, an approach that leverages learning to maximize benefits for employees and the organization. It can help you attract talent, deliver value to clients, and stimulate growth, and it helps future-proof your firm in a time of great tech transformation. As part of your learning, be sure to check out our latest feature updates below.

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

Table of contents

• 1. In the Know series
• 1. 2025 YTD feature updates
• 1. Stay current in QuickBooks Online Accountant
• 1. QuickBooks Ledger annual billing
• 1. Client briefing in Intuit ProConnect Tax
• 1. Intuit Connect
• 1. Recurring payments from invoices
• 1. Third-party app management

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, May 15 at 11 AM PT.
Visit the Hub to check out the weekly video episodes.

2025’s accountant-inspired features and a sneak peek at upcoming AI tools

In a nutshell: See the updates so far this year in the areas of AP and AR, workflow efficiency, and Intuit Enterprise Suite—plus, learn about a few proactive AI tools on the horizon.
At Intuit, we continually innovate and evolve our products to help you serve your clients—and we can’t do it without input from accountants like you.
So far this year, we introduced:

• ProAdvisor pricing, split billing, and customizable limits in QuickBooks Bill Pay for more flexibility and confidence.
• Buttons that copy data to new expense and accounting forms in a matter of seconds.
• Dimensional P&L forecasts in Intuit Enterprise Suite to help shape strategic decisions with revenue, expense, and profit projections of the dimensions important to your client’s business.
  Get tedious tasks done for you, your way.

Stay up-to-date in QuickBooks Online Accountant

In a nutshell: Get all the latest product updates and resources for accountants, right in QuickBooks Online Accountant.
You asked for better visibility on all the latest accountant-related info, so we put it within reach of all the tools you already use.
Now, you can find news about product updates—like this one—in QuickBooks Online Accountant. Select the megaphone 📢in the menu bar to find feature and product info, articles, guides, and other resources for accountants in the same place you work with your clients’ books.
Find out how to bookmark this new page for quicker access.

Bill annually for QuickBooks Ledger

In a nutshell: You can now choose annual billing on QuickBooks Ledger subscriptions for your “business tax only” clients.
When adding Ledger for a client through a call with Sales or through QuickBooks Online Accountant, you can opt for annual billing. This may be a preferable choice for clients that only engage with your firm around one part of the year.
Rather than billing your tax-only clients each month, you can bill them once—and time it so it’s relevant and convenient for the engagement.
5 accountants say QuickBooks Ledger is a game changer for clients with less complexity.

AI-powered client briefing in Intuit ProConnect Tax

In a nutshell: Simplify tax prep by creating a quick summary of a client’s previous Intuit ProConnect Tax filing.
When getting ready to provide advisory services or prep tax filings with your client, you can help ensure a productive meeting by collecting, organizing, and reviewing all of their relevant information.
ProConnect Tax will pull key info from more than 60 data points in your client’s previously filed return using generative AI to surface a summary that can give you a head start on their next return.
Create a client briefing in ProConnect Tax.

Intuit Connect registration opening soon

In a nutshell: Intuit Connect takes place October 27-29, 2025, at the ARIA Hotel in Las Vegas. You can register starting on Wednesday, May 28.
Intuit Connect is the premier event for accounting professionals to foster connection and learn new tech. By attending, you can build your community, power your growth, and plan your future within a rapidly evolving industry.
Accountants inspire us year-round as the key advisors helping clients succeed with the Intuit platform. At Intuit Connect, it’s our turn to inspire you. You can:

• Build your community: Firm leaders and teams have the unique opportunity to meet directly with Intuit leaders and industry peers to share best practices that drive efficiencies and client profitability.
• Power your growth: Be the first to experience Intuit's newest platform innovations, including Intuit Enterprise Suite for larger, multi-entity businesses. Learn about the latest solutions across QuickBooks, ProConnect, Mailchimp, and more to benefit your firm operations and your clients.
• Plan your future: In our rapidly evolving industry, it's more important than ever to stay connected and plan for the future by talking with and learning from thought leaders, industry experts, and peers.
  Registration opens on May 28.

Convert recurring invoices into recurring payments

In a nutshell: Your clients can now convert recurring invoices into recurring payments from customers through QuickBooks Payments.
Promote predictable cash flow and stop chasing down payments. Setting up recurring payments is simple, and your clients won’t need to maintain and store credit card records.
First, you or your client creates a recurring payment from a recurring invoice in the Customers section of the Sales tab. The recurring payment is then sent to the customer as a request. After the customer agrees to the recurring payments, they’ll securely enter their payment information through our secure online portal. That means less hassle and headache for your client and their customer.
Your client’s books will update with every payment they receive through QuickBooks, giving them more visibility on their financial standing.
Help clients get paid on time, every time.

Flexible third-party app management

In a nutshell: All admin users of QuickBooks Online can now manage all third-party app integrations, rather than just the user(s) who originally set them up.
The same flexibility you have in managing other aspects of QuickBooks Online has just been added to third-party apps. You and your client can help ensure their data syncs seamlessly with QuickBooks Online by delegating app management to any QuickBooks admin on the team. Admins can resolve connection issues, revise settings, or delete apps as needed.
Note: Some connection settings may vary depending on how each third party implements their app’s integration with QuickBooks.
See the newest apps in the QuickBooks App Store.

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