Quickbooks Updates & Release Notes

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

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

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New courses about Intuit Accountant Suite

In a nutshell:

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

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

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

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

Important product and disclaimer information

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

Expanded support hours for accountants

In a nutshell:

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

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

Support hours for Silver ProAdvisors:

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

Support hours for Gold, Platinum, and Elite ProAdvisors:

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

How to reach your dedicated experts:

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

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

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

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

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

Review signals in the AI-powered bank feed

In a nutshell:

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

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

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

Learn about the latest bank feed updates.

Create certified payroll reports in QuickBooks Workforce

In a nutshell:

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

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

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

Learn more about creating certified payroll reports.

Use QuickBooks Workforce for expedited amendments

In a nutshell:

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

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

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

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

Discover how to request a payroll amendment.

Free ACH payments in Bill Pay

In a nutshell:

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

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

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

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

Free ACH payments help your business’s cash flow.

Important product and disclaimer information

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

QuickBooks Time is now in QuickBooks Online

In a nutshell:

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

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

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

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

Time tracking is now built into QuickBooks.

Important product and disclaimer information

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

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

Enhancements to QuickBooks Payments

In a nutshell:

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

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

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

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

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

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

Help clients accept payments online and in store.

Important product and disclaimer information

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

Intuit Enterprise Suite 30% referral bonus

In a nutshell:

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

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

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

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

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

Get a 30% referral bonus for Intuit Enterprise Suite.

Important product and disclaimer information

*Offers

Intuit Enterprise Suite 30% referral bonus program

Eligibility.

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

Referral Bonus Calculation and Basis.

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

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

General.

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

Original source

Stay In the Know

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

Visit the new Hub to check out the weekly episodes.

Intuit ProPartner Accountants (coming in 2027)

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

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

Get in-depth information on Intuit ProPartner Accountants

Intuit Accountant Suite May 2026 updates

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

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

More efficiency in a unified platform

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

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

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

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

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

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

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

Accounting and tax workflows are all in one place.

One intelligent platform, all-in-one value

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

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

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

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

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

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

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

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

Key dates for AI-powered bank feed and modern reports

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

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

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

AI-powered bank feeds improve your speed.

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

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

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

The QuickBooks bank feed transition is happening in May.

Locking an account in your Chart of Accounts

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

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

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

Latest Intuit Enterprise Suite updates

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

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

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

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

QuickBooks Workforce Payroll to include new HR tools

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

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

QuickBooks Workforce Payroll

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

QuickBooks Workforce Premium and Elite

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

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

Bill Pay autopay recurring bills, now with free standard ACH

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

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

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

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

Buy now, pay later with Affirm

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

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

Buy now, pay later offers payment flexibility.

ProAdvisor annual recertification

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

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

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

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

Get recertified before the June 20 deadline.

Original source

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

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

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

Efficiency redefined

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

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

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

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

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

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

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

Operational organization at scale

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

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

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

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

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

Intuit Accountant Suite May feature launch overview

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

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

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

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

Upcoming Pricing (Starting July 1, 2026):

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

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

Ready to make the switch?

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

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

Disclaimers:

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

Original source

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

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

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

Step 1: Find your Bill Pay email address

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

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

Step 2: Share it with your vendors

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

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

Step 3: Review bills as they arrive

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

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

What the For Review queue shows you

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

Step 4: Set up new vendors as they appear

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

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

Step 5: Use bulk upload for everything else

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

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

Your review queue is your AP inbox now

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

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

FAQ about QuickBooks Bill Pay

How does AI bill ingestion work in QuickBooks Bill Pay?

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

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

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

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

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

Original source

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

What's changing and when

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

Your data and saved Reports are safe

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

What to expect before May 22

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

What Modern reports offer

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

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

Additional improvements before May 22

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

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

Getting your practice ready: Action checklist

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

Original source

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

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

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

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

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

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

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

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

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

How batch processing works in QuickBooks Bill Pay

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

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

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

How batch limits work in QuickBooks Bill Pay

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

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

What happens after a batch runs

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

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

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

Using the Bill Payments page across multiple clients

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

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

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

One record, every client, every batch

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

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

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

FAQ about QuickBooks Bill Pay

How many bills can I batch in QuickBooks Bill Pay?

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

Can I send different payment methods in the same batch?

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

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

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

Does each client need their own batch run?

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

Original source

Stay In the Know

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

Visit the new Hub to check out the weekly episodes.

Start here

Better Together Tour

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

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

About the events:

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

Where and when:

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

Attending the Better Together Tour is your chance to:

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

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

Learn more and register

Important product and disclaimer information

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

Intuit Accountant Suite training in ProAdvisor Academy

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

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

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

Live courses available now

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

Upcoming courses

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

Explore the Intuit Accountant Suite courses on ProAdvisor Academy.

Find out more

Modern reporting in QuickBooks

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

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

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

Reporting updates

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

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

Get key details about the updated reporting experience.

Learn more

Secure your bookings and get paid faster with invoice deposits

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

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

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

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

See how it works

Important product and disclaimer information

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

**Product Information

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

Make it easy for customers to pay multiple invoices quickly

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

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

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

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

Multiple invoices can be paid in QuickBooks.

Learn more

Important product and disclaimer information

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

**Product Information

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

End-to-end garnishment tracking

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

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

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

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

Important product and disclaimer information

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

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

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

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

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

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

Register

Larger batch payment maximum in QuickBooks Bill Pay Premium and Elite

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

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

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

Pay multiple bills at once in QuickBooks Bill Pay.

Learn more

Important product and disclaimer information

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

One intelligent platform, all-in-one value

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

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

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

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

New tools for cash flow

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

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

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

Learn more

Important product and disclaimer information

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

**Features

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

#Claims

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

Table of contents

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

In a nutshell:

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

Original source

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

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

Stay In the Know Learn about the most exciting innovations. Join us for a live webinar on Thursday, March 19 at 11 AM PT, or visit the Hub to watch weekly videos.

Visit the new Hub to check out the weekly episodes.

Start here

Assign ProAdvisor training in Intuit Accountant Suite

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

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

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

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

Learn more

Opt your clients into the improved AI-powered bank feed

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

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

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

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

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

Find out more

Streamlined setup for QuickBooks Bill Pay, Payments, Payroll

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

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

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

Important product information

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

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

Get more info

Updates to AI-powered reconciliation

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

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

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

Important product information

#Claims

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

Find out how Accounting AI features can streamline your work.

Learn more

Accounting AI collaboration improvements

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

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

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

Learn how Accounting AI speeds your workflow.

Get a demo

Parallel approval for Bill Pay workflows

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

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

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

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

Learn more

Expanding workforce features

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

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

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

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

This information is intended to outline our general product direction, but represents no obligation and should not be relied on when making a purchasing decision. Availability of features and functionality varies by plan, which are subject to change without notice. Certain features will only be available on QuickBooks Payroll Premium or Elite plans. Additional terms, conditions, eligibility criteria, and fees may apply.

Discover how Workforce features can help your clients.

Learn more

Table of contents

Table of contents

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

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

Original source

Better firm management with Intuit Accountant Suite

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

Important product information

**Features

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

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

Latest Intuit Enterprise Suite updates

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

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

Important product and disclaimer information

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

Coming soon: ProAdvisor certification for Intuit Enterprise Suite

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

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

Important product and disclaimer information

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

New referral bonuses for QuickBooks Payroll Premium and Elite

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

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

Amazon Seller Connector by QuickBooks

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

Intuit Intelligence and more now available in QuickBooks Online

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

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

Important product and disclaimer information

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision.
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Learn more about Intuit Intelligence for you and your clients

Intuit Connect ON

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

Get the latest to your inbox

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

Original source

Intuit Intelligence

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

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

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

Intuit Intelligence AI: The revolutionary system for strategic client advisory

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

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

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

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

What is Intuit Intelligence and how does it work?

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

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

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

Intuit Intelligence offers:

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

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

Get data-backed insights

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

Try asking these questions in QuickBooks:

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

Smarter practice: Intuit Intelligence and key Intuit Accountant Suite Enhancements

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

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

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

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

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

Get more information on Intuit Accountant Suite updates here.

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

Foundational improvements for accurate, reliable client work

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

Better banking experiences

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

Autosave and data protection

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

Multi-email support

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

Performance boosts

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

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

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

A simpler, smarter tax season

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

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

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

Get started now

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

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

Disclaimers

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

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

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

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

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

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

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

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

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

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

Original source

Table of contents

• In the Know Series
• ProAdvisor Academy
• QuickBooks Online virtual conference
• QuickBooks Live Expert Assisted
• QuickBooks Online Modern view reports
• QuickBooks Online Payroll inactive pay items
• QuickBooks Online Payroll Elite E-signatures

Stay In the Know

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, November 21 at 11 AM PT.
Visit the Hub to check out the weekly video episodes.
Learn more

You asked, we delivered: The new ProAdvisor Academy is here

In a nutshell:
You asked for improved training and certifications, and we delivered with ProAdvisor Academy.

ProAdvisor Academy, the training benefit available to you in the free ProAdvisor program, can help start careers, elevate expertise, and grow your firm. Inspired by your feedback, the refreshed ProAdvisor Academy is your new home for career-spanning education.

With our updated certifications and training, you can build crucial skills to provide the accounting and advisory services clients need. With customizable learning tracks and engaging course material, you’ll get training that fits any stage of your career path—and helps you maximize your team’s client service.

[With ProAdvisor Academy,] we are going to be able to train people faster, get them working on accounting faster, and develop a baseline comprehension for practitioners faster.
Chris Macksey, CEO, Prix Fixe Accounting

Here are a few key highlights of the new ProAdvisor Academy:

• Intuit Bookkeeping Certification: Launch or enrich your career by learning fundamental accounting principles. This free, 30-hour self-paced certification is an excellent opportunity for non-traditional or new talent to enter the accounting profession.
• Reimagined QuickBooks Online certification programs: Learn through a refreshed curriculum that delivers hands-on, engaging training that's contextualized to your accounting workflows. The updated Level 1 QuickBooks Certification is ideal for new ProAdvisors just starting their journey with QuickBooks Online. You’ll learn how to deliver end-to-end accounting workflows and light-touch client advisory. With the updated Level 2 QuickBooks Certification, you’ll explore more sophisticated features and tools in QuickBooks to develop expert-level knowledge, use complex features, and learn to deliver robust accounting and advisory services for your clients.
• Intuitive learning journey: Earn CPE, ProAdvisor points, and badges, all through an updated portal that’s easy to use, from start to finish.

Take the next steps to advance your career, and help your team members drive revenue and increase value for your firm.

Build crucial skills with the new ProAdvisor Academy
Learn more

Join the free virtual conference to prepare for QuickBooks Online Certification Level 1 in December

In a nutshell:
From December 10-12, join us for a free virtual conference that will put you on the path to QuickBooks Online Certification Level 1—and earn you up to 10 CPE credits for attending live.

Experienced QuickBooks ProAdvisor trainers will lead this conference, helping you develop a framework for passing the QuickBooks Online Certification Level 1 exam. Among a community of fellow accountants, you’ll learn how to deliver end-to-end accounting workflows in QuickBooks Online.

Join us from wherever you choose to work, and you’ll get prepared for the Level 1 exam.

Save your spot today!

Save your spot for the free virtual conference today!
Register

Free up your firm with QuickBooks Live Expert Assisted and call summaries

In a nutshell:
Count on QuickBooks Live to free up your firm's valuable time.

Sometimes clients need more product and bookkeeping guidance than your team has resources to provide. To help your firm deliver valuable services to your clients, you can partner with QuickBooks Live Expert Assisted right in QuickBooks Online Accountant.

You can help increase your firm’s capacity by adding QuickBooks Live Expert Assisted to your client-service team. When you add it to your client’s subscription, they’ll get access to set-up support, as well as product and bookkeeping answers—including setting up bank accounts, managing a Chart of Accounts, reconciliations, invoices, expense tracking, and more.

Our experts have an average of 10 years’ experience.** They can troubleshoot your client’s questions in minutes, using video, phone, and screen-share capabilities, without ever touching your clients’ books.

In addition, you’ll always be in the know on each client’s calls with our experts. You can access automated call summaries right from your QuickBooks Online Accountant dashboard. To give you enhanced visibility, each one will show you the client’s questions and how the QuickBooks Live expert responded.

Rather than spending hours educating clients, or picking and choosing which clients to take on, add QuickBooks Live Expert Assisted.

Note: QuickBooks Live Expert Assisted experts do not access or do work within your clients’ books or financial data. This solution can be billed to your firm or to your client.

Free up valuable time with QuickBooks Live Expert
Start here

Important pricing details and product information

**QuickBooks Live bookkeepers average over 10 years of bookkeeping experience as of July 2023.

Modern view reports in QuickBooks Online

In a nutshell:
More Standard Reports are now available in Modern view.

Since introducing this updated report experience earlier this year, we’ve expanded on it with more usability and functionality.

With Modern view reports, you and your clients get a more user-friendly interface and better functionality and load times, and you can generate new reports faster. You can sort, filter, and group data, and apply advanced filters, data pivots, and charts consistently across all reports without having to export to spreadsheets.

When customizing reports, you’ll also have more fields to choose from and can preview customizations before saving the report. As businesses grow in size and complexity, this updated experience will continue to perform smoothly at scale.

Note: Starting in December 2024, most of QuickBooks Online’s Standard Reports will be available in Modern view. You can choose whether to switch back to Classic view. Modern Reports will receive functionality updates and critical security updates, whereas Classic Reports will receive critical security updates until further notice.

Get a more user-friendly interface with Modern view reports
Learn more

Make unused pay items inactive in QuickBooks Online Payroll

In a nutshell:
You can now clean up inactive payroll items from your workspace.

Your clients using QuickBooks Online Payroll can now turn off the pay types, deductions, and contributions they don’t need from the Edit payroll items tool.

To improve focus and efficiency, and reduce stress and the risk of error, businesses of all sizes should be able to minimize distractions. As payroll items fall out of relevance for you or your clients, this updated functionality can help you declutter your screen.

To make a payroll item inactive, the item must have been created by a user and have no employees assigned to it. System-generated payroll items cannot be deactivated. For flexibility and peace of mind, you can reactivate your inactive payroll items as needed.

Increase efficiency by making unused pay items inactive in QuickBooks Online Payroll
Learn more

E-signatures in QuickBooks Online Payroll Elite

In a nutshell:
E-signatures are now available in QuickBooks Online Payroll Elite.

QuickBooks Online Payroll admin users can now:

• upload documents
• position spaces for signatures, text, and dates on documents as needed
• request signatures from employees

Employees can then seamlessly complete and return their signed documents using Workforce on the web.

Rather than paying for a separate, disconnected e-signature service, take advantage of a seamless and secure e-signature process right in QuickBooks Payroll.

Original source

Table of contents

• In the Know Series
• QuickBooks Online Accountant Project and Task updates
• QuickBooks Online simplifying 1099s
• QuickBooks Online business tax support
• QuickBooks Bill Pay split billing
• Intuit Assist for QuickBooks Online
• Intuit ProConnect Tax checkmarks
• QuickBooks Payments invoice improvements

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, December 19 at 11 AM PT.
Visit the Hub to check out the weekly video episodes.

Continuing updates to Project and Task functionality in QuickBooks Online Accountant

In a nutshell:
Work the way you want with more capabilities in the Work tab.
You may have already seen new additions to the Work tab in QuickBooks Online Accountant. We are partnering with accountants to add key updates over the next few months to help you and your team organize tasks, projects, and deadlines. To begin with, you’ll see:

• More options to sort and filter, so you can quickly find important projects and tasks.
• A refreshed spreadsheet layout to help streamline task and project setup.
• Added functionality that lets you manage more aspects of a project in one place, and create standalone tasks unrelated to projects.

To try these updates, go to QuickBooks Online Accountant and select Work.
Note: If you’re already using the Work tab, you’ll see the option to switch between the old and new experience for the next 3 months. This can help smooth the transition for your firm.

Combined Federal/State Filing and simplifying 1099s

In a nutshell:
Recent updates simplify managing 1099s.
For the upcoming 1099 season, your clients might notice two key changes:

• QuickBooks now supports Combined Federal/State Filing, which eliminates the need to file separate 1099s to participating states. With this update, you and your clients can handle more year-end compliance at once.
• QuickBooks now has an Automated 1099 solution, in addition to the standard version. This automated option has a W-9 management module that uses QuickBooks transactions and vendor info to produce a list of contractors and/or vendors that may require a 1099 Form. QuickBooks Automated 1099 will also suggest which payments to include on the form and which box to map them to, auto-populating the 1099 forms for you. From here, all you have to do is review and edit them as needed before filing.

Stay on top of your clients’ 1099s.

Business tax support for accountant-attached QuickBooks Online users

In a nutshell:
Clients who file their own tax returns may notice new info about QuickBooks Live Business Tax.
In addition to informing business owners without accountants about QuickBooks Live Tax, we’ve also made it easier for accountant-attached self-filers to learn about the filing support QuickBooks Live Business Tax can provide.
Previously, the information available to business owners was a set of questions and answers. Now, they’ll see info about expert tax help in their Year-end filing tab (see below). QuickBooks Live Tax is designed to provide small businesses a seamless books-to-tax experience inside QuickBooks, including preparing and filing taxes.
We included this update because transparency is important to us. At QuickBooks, we acknowledge and respect your relationships with your clients, and one goal we uphold through our work is to help an accountant’s client engagements thrive.

Bill Pay billing updates: ProAdvisor pricing and split billing

In a nutshell:
Choose from more billing options for QuickBooks Bill Pay, along with a discount for your clients.
When you enable Bill Pay for a client in Add Product, you’ll see these billing options:

• Bill your firm (accountant-billed) with ProAdvisor Preferred Pricing to give your client ongoing discounts of 30% off their subscription and 15% off transactions*
• NEW: Bill your client (client-billed), and they’ll get 30% off their subscription and 15% off their transaction fees for the first 12 months*

Not only that, you can now mix-and-match billing options for products, including Bill Pay, QuickBooks Online, and QuickBooks Online Payroll. This means your client can pay directly for their Bill Pay subscription and transaction fees, while your firm pays for their QuickBooks Online or other products.

Introducing Intuit Assist for QuickBooks Online

In a nutshell:
Intuit Assist helps automate bill and receipt entry, invoice and estimate creation, and knowing what to focus on next.
You and your clients using QuickBooks Online now have a new set of capabilities with Intuit Assist.

Save time entering bills and receipts
Intuit Assist will generate transactions from:

• A bill or receipt you upload in the form (upload file or take a picture, no mobile app required).
• A batch of bills or receipts you upload in the Bill or Sales receipt job centers.
• Bills and receipts sent to your personalized Intuit Assist expense email address (this email is open to any sender, including vendors and employees).

Simplify invoice and estimate creation
Intuit Assist will generate invoices or estimates from your uploaded documents or typed notes in the form, as well as documents or conversations with customers that you email to your personalized Intuit Assist sales email address.
Invoice reminders created by Intuit Assist can help your clients get paid 5 days faster on average than with a standard template.1

Know what to do next
At any moment, your client can find out what they should pay attention to. The Business Feed, powered by Intuit Assist, tells them which invoices to collect on, bills to review, and more. With Intuit Assist proactively bringing that information forward, they can skip the AR & AP aging reports and stay on top of all tasks.

Review checkmarks in Intuit ProConnect Tax

In a nutshell:
Intuit ProConnect Tax now provides a tax return review documentation system to help ensure accuracy.
If your firm prepares tax returns with the help of multiple employees, ProConnect Tax has an update you may find very useful.
As clients review values in their tax returns, they can mark them with a checkmark. If the value changes for any reason, the client will see an indicator to show it has changed since their previous review. For efficiency, they’ll be able to review all the checkmarked values or just the values that have changed. Each checkmark will show who made the mark, and revised values will also show the original checked value.
With ProConnect Tax, your firm has a new accountability system on its side.

Invoice improvements you requested

In a nutshell:
In response to customer feedback, QuickBooks Payments has recently launched 80+ new invoicing features.
You asked, we delivered. These new features provide an enhanced invoicing experience:

• Better capabilities

  • Adjust tax rates
  • Add billable expenses grouped by time
  • Use price rules
  • Customize your invoice template while drafting an invoice

• Convenient additions

  • Access existing templates
  • Show, hide, and rename columns
  • Change color and font from the invoice

• Quicker access

  • Use keyboard shortcuts to access invoicing features faster
  • Receive payments with one-click access
  • Autosave your work in the QuickBooks Online mobile app

See what’s new with estimates and invoices.

Original source

Table of contents

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, February 20 at 11 AM PT.
Visit the Hub to check out the weekly video episodes.

2024’s accountant-inspired features—and those on the horizon

In a nutshell:
Get a recap of the past year’s updates designed to bring more efficiency, control, and insight to your work—plus a glimpse of what’s to come.

In connecting with accountants, we’ve learned that as we continue to add new functionality, many firms are seeing the benefits of standardizing with QuickBooks Online. Every update is a push to provide an even better family of products to help you and your clients work efficiently, with control, to make confident decisions.

Just this year, we introduced:

• Intuit Enterprise Suite powered by QuickBooks and Mailchimp, a holistic online solution for seamless multi-entity reporting and accounting
• Intuit Assist for QuickBooks Online to automate more of your AR/AP processes
• An updated bank feeds experience in QuickBooks Online, updated with more information and functionality so you can work with transactions in fewer clicks
• Paycheck corrections in QuickBooks Online Payroll, so you can have more confidence running payroll
• Product recommendations for clients in QuickBooks Online Accountant, products curated for your clients based on potential cost savings

Get the full list of 2024’s top enhancements in QuickBooks Online and its connected services—plus a preview of those on the horizon.

Updates released in Intuit Enterprise Suite

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

To serve clients with complex needs, we recently launched Intuit Enterprise Suite to deliver a scalable, integrated multi-entity platform designed to enhance productivity and profitability.

Because we’re always innovating, we’re excited to share many updates in the December release including:

• Multi-entity accounting & financial management: For example, with role visibility across entities you can save time and improve oversight by quickly seeing who has access and to what, without having to go to each entity.
• Dimensions and business intelligence: For example, categorization by dimensions in the bank feed lets you improve efficiency and reduce the need for later adjustments by managing the categorization of your transactions at the point of data entry.
• Automation and connected tools: For example, with recurring payments from your customers you can ensure a consistent, predictable source of income and cash flow by scheduling recurring payments with your customers.
• Industry-specific customizations: For example, Knowify data integration lets you reconcile payments faster by linking to QuickBooks Payments in invoices sent with Knowify.
• Dedicated partnership: For example, Intuit Enterprise Suite training subscription helps you get the most out of Intuit Enterprise Suite and outsource training, so you can onboard new users without missing a beat.

Explore the latest product release overview of all the new features in Intuit Enterprise Suite.

Discontinuing tags and switching to custom fields in QuickBooks Online

Update:
An email went out to customers on April 30, 2025 telling them this: You’re receiving this email to inform you that we have heard your feedback and will not be removing the tags feature for those who are currently using tags in QuickBooks Online, QuickBooks Ledger, and Intuit Enterprise Suite. However, new customers or those with existing subscriptions who are not using tags will not have access to tags.

In a nutshell:
In QuickBooks Online, you will no longer be able to create tags as of March 8, 2025.

If you or your clients are currently using tags, here are a few facts to keep in mind:

• From February 5, 2025 to March 7, 2025, you and your clients can migrate your tags to a custom field.
• From March 8, 2025 to April 30, 2025, you and your clients will have read-only access to your tags. Be sure to download reports for your tagged transactions to keep for your records.
• As of May 1, 2025, tags will be removed from QuickBooks Online, and you’ll no longer be able to run reports for tagged transactions.

In QuickBooks, custom fields are a versatile alternative to tags. With custom fields, your clients can capture data that’s important to their businesses and get actionable insights by running reports on these new data points. For example, they could create a “Sales rep” field to appear on all sales forms and later generate reports on sales per rep.

Note: Custom field availability varies by QuickBooks Online plan.
As you can see from the table below, we’ve added a custom field to most plans. This change is being rolled out to all customers, regardless of their use of tags. Custom fields will support both sales and expense forms.

Get ready to use custom fields in QuickBooks Online.

Collaborate with clients using QuickBooks Solopreneur
In a nutshell:
An accountant-side experience is now available to accountants who work with QuickBooks Solopreneur subscribers.

As with clients using other subscriptions, you’ll be able to see a Solopreneur client’s books in QuickBooks Online Accountant after accepting their invitation to collaborate. There, you can work with them more easily and efficiently by reviewing their Chart of Accounts, transactions, and reconciliation, as well as accessing their account registers, journal entries, and accountant reports.

When working with your Solopreneur clients, you may notice slightly different capabilities:

• Automatic categorization: To reduce the time you spend categorizing tasks, you won’t need to manage uncategorized transactions. Instead, clients’ transactions are automatically identified as business or personal, and then they’re automatically categorized into an account based on a number of factors including categories that appear on tax forms. You’ll be able to update transactions one at a time or in batches. To help sharpen future auto-categorizations, QuickBooks learns from the corrections you make.
• Efficient Transactions view and workflow: Manage clients’ books more efficiently and focus on reviewing rather than categorizing with an updated view that reflects auto-categorized transactions. These improvements help streamline your bookkeeping workflow so you can focus on strategic tasks or take on more small clients.
• Review checkmarks: Help increase bookkeeping accuracy and get a more straightforward view of work left to do with a new, intuitive checkmark. As you review the Bank transactions list, you can use this new checkmark to point out the transactions you’ve already reviewed. If your client makes a change to the list you reviewed, your previous checkmark will clear and you’ll be able to easily identify it.

Explore a guide to collaborating with your QuickBooks Solopreneur clients.

Updates and added options for migrating to QuickBooks Online

In a nutshell:
Take advantage of several new updates that help simplify and customize migrating from QuickBooks Desktop to QuickBooks Online.

To help accountants and their clients migrate to QuickBooks Online, we continually look for ways to improve the experience. We’re excited to share a few new updates:

• Migrate accounting data to an existing QuickBooks Online Payroll company: If your client currently uses QuickBooks Online Payroll and you’re ready to move their accounting online, you can help them seamlessly manage all aspects of their business in one place. Now, you can choose to import their accounting data from QuickBooks Desktop, and it won’t affect their existing online payroll data.
• Migrate up to 1.2 million line items: Now, you can migrate older or larger clients that have more QuickBooks Desktop data. Rather than the previous limit of 750,000 targets, you can migrate 16 times that per client to QuickBooks Online.
• A pre-migration checklist for accountants: Keep track of important tasks to complete before starting migration to help ensure your client’s company file is ready to make the move. You can view this checklist from the online migration tool to track your progress and make sure you don’t miss any steps.
• AI-based migration duration estimate: Get more control over your schedule by getting a better sense of when a client’s data will be fully migrated to QuickBooks Online. The online migration tool and the Batch Migration Tool now provide a smart, AI-based time estimate to let you know how long each migration may take.

QuickBooks Live Expert Cleanup now available to supplement your team
In a nutshell:
Help bring a client’s books up-to-date for tax time with QuickBooks Live Expert Cleanup.

Firms are busier than ever, and resources can stretch thin at key times of the year. Thankfully, you no longer need to turn clients away when they have messy books. QuickBooks Live Expert Cleanup can get their books ready for the prior and current tax years while freeing up your firm to focus on advisory, tax, or other bookkeeping services.

When you outsource a one-time cleanup of a client’s books, a QuickBooks-certified bookkeeper will ensure the client’s books are up to date within 30 days. This service is a great alternative for clients who need to clean up their books for tax year 2024 but do not need ongoing Live Bookkeeping support.

QuickBooks Live Cleanup includes:

• Tax-ready books cleanup with treatment tailored to year-end needs
• A package of year-end financial reports
• An optional wrap-up call experience

Pricing varies by time period and is determined by a tiered structure. Books cleanup for the prior tax year is priced at a flat rate of $800. For the current tax year, books cleanup is priced at a monthly fee of $150. For more information, call Sales at 800-624-0213.

Free up capacity with the help of QuickBooks Live Cleanup.

QuickBooks Customer Hub powered by Mailchimp

In a nutshell:
Clients using QuickBooks Online and QuickBooks Online Payments can use a powerful and proactive set of tools to help them grow their revenue.

Many businesses that seek sustainable growth rely on word of mouth, nurturing relationships, and customer satisfaction.

Your clients using QuickBooks Online and Payments can utilize QuickBooks Customer Hub to strengthen their customer relationships.** Here, they can access tools to gain valuable feedback, connect with new prospects, and encourage repeat business.

From QuickBooks Customer Hub, in the Customers & leads tab in QuickBooks Online, your clients can manage:

• Reviews and testimonials: where they can build stronger relationships by encouraging customers to rate and share their satisfaction.
• Referrals: where they can connect with prospective customers by giving their current customers a simple way to recommend their product or service.
• Work requests: where they can automatically enable their customers to request repeat business or new services.

Clients can add QuickBooks Customer Hub for $15 per month, with the first month free.*

Help clients get paid automatically with recurring payments

In a nutshell:
By scheduling recurring payments in QuickBooks Online Payments, your clients can automatically charge their customers, eliminating the need to keep up with payment on recurring invoices.

Rather than having to pester customers for payments or suffer a cash flow crunch, your clients can choose to schedule recurring payments to manage ongoing charges. This helps ensure continuous cash flow and minimizes disruptions and manual work.

When your client sets up recurring payments for their customer, QuickBooks will email that customer a link to accept the terms and enter their payment info.
Your client will not need to maintain card on file records, since QuickBooks Online securely stores their customer’s info for future payments.

QuickBooks then charges the customer automatically on schedule, so your client gets paid on time, every time.
Clients’ books will update automatically with each recurring payment, saving up to 60% of the time you’d otherwise spend matching transactions year-round.**

Minimize invoicing and transaction matching while boosting clients’ cash flow with recurring payments.

Original source

Now that tax season is here, we extend our best wishes to all of the hardworking professionals who diligently work to finalize their clients’ tax returns, as well as the accountants and bookkeepers who get the books ready. As your schedule allows, be sure to check out this month’s updates.

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

Table of contents

• In the Know series
• Free virtual certification conference
• Batch e-file in ProConnect Tax
• Simplified Bill Pay
• Tap to Pay
• Consolidated payroll reports
• Reverse direct deposit

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, February 20 at 11 AM PT.
Visit the Hub to check out the weekly video episodes.

Join the free virtual conference in March to prepare for QuickBooks Online Certification Level 2

In a nutshell:
On March 25-27, join us for a free virtual conference to put yourself on the path to QuickBooks Online Certification Level 2—and earn up to 9.5 CPE credits for attending live.
Experienced QuickBooks ProAdvisor trainers will lead the conference, helping you develop a framework for passing the QuickBooks Online Level 2 certification exam. Reaching QuickBooks Online Certification Level 2 will earn you 200 additional ProAdvisor points, unlock a new badge for your Find-a-ProAdvisor profile, and help you stand out to clients and employers.
Among a community of fellow accountants, you’ll build on the product knowledge of your Level 1 Certification by learning how to deliver on complex accounting and advisory services using more sophisticated features in QuickBooks.
Join us from wherever you choose to prepare for the Level 2 exam.
Register

Important details and 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.

E-file returns in batches in Intuit ProConnect Tax

In a nutshell:
You can help boost your firm’s productivity by using Intuit ProConnect Tax to e-file clients’ tax returns in batches.*

When your firm works with a large or growing list of clients, efficiency becomes more crucial—especially during tax season. Now, rather than having to individually e-file your clients’ returns in ProConnect Tax, you can work more productively by e-filing them in bulk. This can save significant time for admins responsible for e-filing returns. In addition, preparers can add a return to a batch after resolving critical and e-file diagnostics—a requirement that helps communicate accuracy among your team.
Once a preparer has a tax return that clears critical and fatal diagnostics, they can add it to a batch. Then, from the Tax Hub in ProConnect Tax, an admin can select Batch e-filing returns from the Batch actions dropdown, review a list of the returns ready for e-filing, and uncheck any returns they wish to delay filing. Then, they’ll select E-file now to e-file the returns that are checked in the list. The status of the batch can be tracked by selecting Batch e-filing history from the Batch actions dropdown.
In addition to simplifying the process for preparers to mark a return ready for e-filing, this update also makes it possible for admins to e-file clients’ returns in far fewer clicks.
Learn more.

Simplified Bill Pay subscription process for accountant-billed clients

In a nutshell:
It’s simpler to add Bill Pay for your clients on an accountant-billed (firm-billed) basis.
Rather than rely on multiple back-and-forth steps, you can now subscribe a client directly to the Bill Pay plan that suits that client’s needs. Afterwards, the client will be prompted to complete an application form—and would have 27 days to do so. After they’re approved for Bill Pay, they’ll be able to use it right away.
Note: If a newly subscribed client doesn’t complete their application within the 27-day window, the client’s Bill Pay account will be closed and your firm will be credited for the Bill Pay subscription fees paid.
Sign your clients up for a firm-billed Bill Pay subscription.
Learn more.

Tap to Pay on iPhone for GoPayment and QuickBooks mobile apps

In a nutshell:
Tap to Pay on iPhone allows your clients to accept in-person, contactless payments without investing in separate hardware for card processing.
With the QuickBooks GoPayment app or the QuickBooks mobile app, your clients using QuickBooks Payments can simplify how they get paid. They can take in-person payments for sales receipts and invoices using their iPhone and enjoy a 2.5% processing fee—the same as card readers and lower than keyed-in payments.*
Your clients can say goodbye to keying in card information or depending on a separate card reader that requires charging and connection. They can also empower their team members to handle payments using Tap to Pay on iPhone without accessing sensitive business info—even as their teams grow.
Note: This feature is a phased rollout on the GoPayment and QuickBooks mobile apps on iPhone. Availability for this feature through the GoPayment and QuickBooks mobile apps on Android devices has not yet been announced.
Get your clients paid faster with QuickBooks Payments
Learn more.

Get consolidated payroll reports from multiple past payroll periods

In a nutshell:
QuickBooks Online Payroll can get a package of several payroll reports downloaded into one Excel file across payroll runs—at any time after a run.
You and your clients can find the consolidated payroll report option in the Reports tab under Payroll—just look for the “NEW” tag. Select multiple reports from a list of options to include in the consolidated report. Each report, specific to the payroll runs selected, will appear in a separate tab in the Excel spreadsheet.
This update was the direct result of feedback we heard from accountants. Before now, reports were limited to the most recent run. Now your firm can efficiently create a package of “client-ready” reports to provide clients an in-depth analysis of one or more payroll runs—at any point after processing the run.
You may have clients who had previously declined migration to QuickBooks Online and QuickBooks Online Payroll because of its past reporting limitations. Now is a great time to revisit the migration discussion.
Conquer payroll with confidence: QuickBooks Online Payroll
Learn more.

Reverse direct deposit payments within QuickBooks Online Payroll

In a nutshell:
You or your clients can now reverse a direct deposit payroll payment within 5 days right in QuickBooks Online Payroll.*
From Reports, you’ll be able to select payroll payments made via direct deposit and then choose to Reverse them. Having this option within QuickBooks Payroll makes it easier to find, use, and accelerate the reversal request.
Within 5 days of a pay date, you can initiate the reversal of a direct deposit from that date at no additional cost.*
Reverse direct deposit payments within QuickBooks Online Payroll
Learn more.

• Important pricing details and product information notes are included throughout the update content.

Original source

March is here, which means your tax teams are still in the thick of their busy season—a great time for free tax resources for you and your clients. In addition, March 7 was National Employee Appreciation Day, so consider sharing a few heartfelt words with your teammates. Don’t forget to catch up on this month’s updates below.

Share these QuickBooks updates with your associates and clients for the latest innovations relevant to business owners and admins, and be sure to check out our product update for April 2025.

Table of contents

• In the Know series
• Manage work in QuickBooks Online Accountant
• QuickBooks Payments revenue share
• App connection error notifications
• Upgrade self-employed clients to Solopreneur
• Simplified Bill Pay subscriptions

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, March 20 at 11 AM PT.
Visit the Hub to check out the weekly video episodes.

Manage work in new ways in QuickBooks Online Accountant

In a nutshell: The Manage work tab in QuickBooks Online Accountant has a refreshed design that helps you get things done more efficiently.
You can manage Projects and All tasks with fresh new functionality:

• Save time by creating standalone tasks
• Organize and search in more detail with more robust filters
• Work more quickly with improved performance
  Plus, it’s all redesigned with a modern look.
  Manage work in new ways in QuickBooks Online Accountant

Earn revenue share on your clients’ QuickBooks Payments transactions

In a nutshell: QuickBooks Payments is now part of the ProAdvisor revenue share program.*
In response to your feedback, QuickBooks Payments has launched 80+ new invoicing features that empower your clients to streamline payment processes and help you save time on their books. These latest updates include recurring payments, adding billable expenses grouped by time, customizing an invoice template while drafting an invoice, autosaving your work in the QuickBooks Online mobile app, and more.
Plus, you can unlock new revenue streams and provide value for your clients with QuickBooks Payments. Invite your clients to receive up to 25% off QuickBooks Payments rates, while you earn 20% share of the net profit from their transactions for 3 years.*
With QuickBooks Payments, your clients can provide several payment options, including instantly payable invoices to help them get paid four times faster.1 When they receive payments, QuickBooks records and automatically matches eligible transactions with 100% accuracy, helping to reduce errors.2 You’ll also be able to track your clients’ payment activity and help them plan for the future by projecting cash flow up to 90 days in advance.
Invite your clients to QuickBooks Payments to get ProAdvisor-exclusive rates. Your firm can share in the revenue.

Address app connection errors efficiently with high-visibility notifications

In a nutshell: Know right away in QuickBooks Online if an app needs attention.
When you or your client uses connected apps with QuickBooks, it’s important to have visibility on how the apps are operating. Now, if an app is experiencing a connection error, you will see an indication in the main header of QuickBooks Online. The apps symbol that normally shows nine grey dots will include a red dot. After clicking this symbol, you’ll see a dropdown displaying each app with an added red flag to indicate which one is having a connection issue. From there, you can click through for more information so you can take care of it.
The sooner you know an app needs attention, the faster you can address it—and enjoy the productivity, efficiency, and confidence you get when all connected apps are working as expected.
Got construction clients? Discover how Knowify integrates with Intuit Enterprise Suite to streamline operations and financial management.

Boost productivity by switching clients from QuickBooks Self-Employed to QuickBooks Solopreneur

In a nutshell: If you have clients using QuickBooks Self-Employed, they can now enhance what’s possible in QuickBooks by switching to QuickBooks Solopreneur.
Just as in other QuickBooks Online subscriptions, your client can invite you to view and work in their books. QuickBooks Online Accountant will have the tools you need to work with their data:

• Reconciliation
• Chart of Accounts
• Transaction review
• Account registers
• Journal entries
• Reports
  The accountant experience for Solopreneur now includes three unique capabilities:
• Simplify the workload with auto-categorization: Transactions are first automatically determined to be either business or personal, then they’re auto-categorized into the best account. As you review and correct them over time, Solopreneur’s suggested auto-categorizations become more accurate.
• Enhanced organization with updated Transactions view: The transactions list updates to reflect auto-categorizations, so you can focus on reviewing rather than categorizing.
• Track your work with review checkmarks: Mark the transactions you’ve reviewed using an intuitive checkmark in the Banking transaction list to help you and your team understand what work remains to be done.
  Note: When your client upgrades to QuickBooks Solopreneur, up to seven years of their data, including bank connections and transactions, receipts, invoices, mileage, customers, account info, and settings data will move with them. Data in other categories and data older than seven years will not move to QuickBooks Solopreneur, so for reference, you might consider downloading a backup. After upgrading, your client will no longer be able to access data in their QuickBooks Self-Employed account.
  Find out how to switch to QuickBooks Solopreneur.

Simplified Bill Pay subscription process for accountant-billed clients

In a nutshell: It’s simpler to add Bill Pay for your clients on an accountant-billed (firm-billed) basis.**
Rather than rely on multiple back-and-forth steps, you can now subscribe a client directly to the Bill Pay plan that suits their needs. After that, the client will be prompted to complete an application form with 27 days to do so. After they’re approved for Bill Pay, they’ll be able to use it right away.
Note: If a newly subscribed client doesn’t complete their application within the 27-day window, the client’s Bill Pay account will be closed and your firm will be credited for the Bill Pay subscription fees paid.
Sign your clients up for a firm-billed Bill Pay subscription.

Original source