Quickbooks Release Notes

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.

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Better Together Tour

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

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

About the events:

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

Where and when:

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

Attending the Better Together Tour is your chance to:

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

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

Learn more and register

Important product and disclaimer information

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

Intuit Accountant Suite training in ProAdvisor Academy

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

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

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

Live courses available now

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

Upcoming courses

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

Explore the Intuit Accountant Suite courses on ProAdvisor Academy.

Find out more

Modern reporting in QuickBooks

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

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

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

Reporting updates

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

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

Get key details about the updated reporting experience.

Learn more

Secure your bookings and get paid faster with invoice deposits

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

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

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

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

See how it works

Important product and disclaimer information

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

**Product Information

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

Make it easy for customers to pay multiple invoices quickly

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

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

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

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

Multiple invoices can be paid in QuickBooks.

Learn more

Important product and disclaimer information

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

**Product Information

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

End-to-end garnishment tracking

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

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

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

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

Important product and disclaimer information

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

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

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

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

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

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

Register

Larger batch payment maximum in QuickBooks Bill Pay Premium and Elite

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

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

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

Pay multiple bills at once in QuickBooks Bill Pay.

Learn more

Important product and disclaimer information

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

One intelligent platform, all-in-one value

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

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

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

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

New tools for cash flow

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

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

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

Learn more

Important product and disclaimer information

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

**Features

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

#Claims

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

Table of contents

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

In a nutshell:

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

Original source

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

What's changing and when

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

Your data and saved Reports are safe

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

What to expect before May 22

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

What Modern reports offer

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

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

Additional improvements before May 22

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

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

Getting your practice ready: Action checklist

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

Original source

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

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

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

Step 1: Find your Bill Pay email address

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

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

Step 2: Share it with your vendors

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

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

Step 3: Review bills as they arrive

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

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

What the For Review queue shows you

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

Step 4: Set up new vendors as they appear

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

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

Step 5: Use bulk upload for everything else

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

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

Your review queue is your AP inbox now

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

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

FAQ about QuickBooks Bill Pay

How does AI bill ingestion work in QuickBooks Bill Pay?

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

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

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

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

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

Original source

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

Stay In the Know

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

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

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

1099 dashboard for accountants

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

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

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

Important product information

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

New inventory features

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

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

Original source

Stay In the Know

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

Intuit Accountant Suite Accelerate and Books Close available in beta

In a nutshell:

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

The latest updates to Intuit Enterprise Suite

In a nutshell:

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

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

Intro to Intuit Enterprise Suite course in ProAdvisor Academy

In a nutshell:

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

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

Bulk W-9 upload and automated 1099s

In a nutshell:

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

Key updates we’ve made to QuickBooks Online

In a nutshell:

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

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

Intuit Business Credit Card alpha launch

In a nutshell:

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

$200K Bill Pay processing limit for clients you refer

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

Assign access to manage third-party integrations

In a nutshell:

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

Original source

Table of contents

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

Stay In the Know

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

Intuit Accountant Suite now widely available

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

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

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

Feature highlights include:

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

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

Intuit Accountant Suite can supercharge your practice.

Evolution of the Intuit ProAdvisor program

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

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

New benefits include:

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

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

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

Check out the new Intuit ProAdvisor program.

QuickBooks on the Intuit platform

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

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

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

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

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

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

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

QuickBooks on the Intuit Platform makes you more productive.

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

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

Modern reports help you work your way

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

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

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

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

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

Try modern reports now.

Forrester study on Intuit Enterprise Suite for firms

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

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

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

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

Get the Forrester Consulting study.

Important disclaimer information

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

AI-powered bank feeds

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

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

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

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

AI-powered bank feeds make reconciliation faster than ever.

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

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

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

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

Join us online at Intuit Connect ON to:

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

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

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

Original source

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

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

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

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

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

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

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

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

Client Insights (Beta)⁵ will:

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

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

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

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

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

Check out the Intuit Accountant Suite guided tour article

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

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

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

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

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

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

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

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

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

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

Original source

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

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

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

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

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

With Intuit Accountant Suite, firms get:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Download the QuickBooks mobile app. Download

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Original source

Table of contents

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

Stay In the Know

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

A more powerful QuickBooks experience for you and your clients

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

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

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

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

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

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

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

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

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

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

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

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

Important disclaimer information

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

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

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

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

Important product and disclaimer information

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Custom client numbers in QuickBooks Online Accountant

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

Bill Pay Basic comes with QuickBooks Online

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

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

Important product information

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
**Product info
QuickBooks Bill Pay: Subject to eligibility criteria, credit, and application approval prior to first payment. Subscription to QuickBooks Online required. Bill Pay Basic is included with QuickBooks Online when purchased directly from QuickBooks.com or QuickBooks Sales. Not available in U.S. territories or outside the U.S.
**Features
Automatic matching: QuickBooks Online will only match bank withdrawals with transactions processed through QuickBooks Bill Pay. Not all transactions are eligible and accuracy of matches is not guaranteed.

Original source

Table of contents

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

Stay In the Know

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

Latest updates released in Intuit Enterprise Suite

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

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

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

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

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

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

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

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

Sales tax filing in QuickBooks Online

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

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

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

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

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

Setting effective dates for pay types in QuickBooks Online Payroll

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

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

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

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

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

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

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

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

Updates to employee compensation in QuickBooks Online Payroll

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

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

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

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

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

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

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

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

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

Register now for Intuit Connect

Original source

Table of contents

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

Stay In the Know

Learn about the most exciting innovations. Visit the Hub to watch weekly videos or join us for a live webinar on Thursday, July 17 at 11 AM PT. You won’t want to miss this one that covers a live demo of the new Intuit platform along with some AI agents in action. See you there!
Visit the new Hub to check out the weekly episodes.

QuickBooks Online enhanced with new Intuit AI agents

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

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

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

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

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

Important pricing details and product information

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

Take deposits on estimates in QuickBooks Online Payments

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

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

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

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

Important pricing details and product information

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

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

Correct paychecks for closed quarters in QuickBooks Online Payroll

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

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

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

Create customized, consolidated payroll reports.

Important pricing details and product information

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

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

Employee cost rate calculator

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

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

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

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

Important pricing details and product information

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

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

Introducing QuickBooks Live Priority

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

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

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

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

Get answers with QuickBooks Live Priority.

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

Author: Chau Haner

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

Original source