This release leverages AI-native automation and multi-entity financial governance within your clients’ books to help your firm transform efficiency, scale your capacity, and enable a powerful multi-engine firm model.
Table of contents
Table of contents
Secure firm growth and confidence
Help your firm and clients strengthen financial governance and audit readiness. Automated multi-entity processes strengthen internal controls to create the scalable, auditable reporting necessary to attract and serve complex, enterprise-level clients.
- Transaction-level eliminations add traceability, create more accurate consolidated reporting, and help you close faster by shifting your clients’ eliminations to the source transaction.
- Import intercompany journal entries by uploading a CSV to draft them, improving efficiency while maintaining control.
- Enterprise settings for consolidated reports allow configuration of reporting preferences from the Consolidated view to be applied to all consolidated reports. Note: This feature will be available in June.

Transform firm efficiency
Free up team capacity for high-value advisory, and empower advisors to lead more impactful strategic discussions, by automating repetitive tasks in your clients’ books.
- Auto-categorize bills for intercompany sales using AI-powered suggestions you can approve or adjust that are based on historical categorization patterns.
- Project Management AI-powered cost allocations drafted for your review help speed up expense allocation, reduce errors, and protect margins. (open beta**)
- Autopay recurring bills to help clients avoid missed or late payments, and check payment status anytime to stay organized.
- Get direct approvals through email to reduce bottlenecks and help ensure your clients’ critical transactions are processed on time.
- Purchase order enhancements help reduce manual effort and improve accuracy and visibility with easier customization, automation, and scaling of workflows.
- Sales order enhancements help clients create accurate sales orders faster with built-in discounts, shipping, and autofill to reduce manual entry and fulfillment errors.

Expand market position and firm value
For firms diversifying beyond compliance, the platform supports higher-value advisory across more segments. With certified payroll reports, it also removes a compliance gap for firms already serving construction clients, creating a natural entry point for federal contract strategy advisory.
Intuit QuickBooks Workforce Elite is a new expansion of HCM functions to support how your clients’ HR teams hire, onboard, manage, and retain employees, integrating the data with your client’s books along the way.
- Hire and onboard with features that include recruiting, background check via Checkr,** and new hire setup.
- Manage the team with features including HR workflows, documents, performance management, time off, and offboarding.
- Use payroll enhancements that include Payroll hub, certified payroll reports, and expedited amendments for submission in as few as 7 days. Note: Expedited amendments are currently only available for California customers filing amendments for Form 941 and Form DE9.

Grow advisory revenue
Drive high-value enterprise strategy by moving beyond compliance. Leverage calculated fields in consolidated reports to deliver sharper insights into pricing, margin, and labor. Get the visibility you need to give proactive guidance on client profitability at every stage.
- Create calculated fields in multi-entity reports rather than exporting to spreadsheets to manually calculate custom formulas.
- Use flexible project costing to move from basic costing to a more detailed approach as projects move from bid to execution. (open beta**)
- Get Project Management AI cost and price insights for budgets drawn from historical data help reduce the risk of gaps between a client’s estimates and actuals. (open beta**)
- Generate enhanced WIP Reports that provide more real-time financial insights to manage cash flow and monitor profitability.
- New management reports help prepare for analysis and presentation with more available reports to add, custom date ranges, and the option to choose landscape mode per section.

Earn a 30% referral bonus for your firm*
As a thank you for referring new clients to Intuit Enterprise Suite, your firm can receive a 30% referral bonus of the first year’s subscription fees for every new client contract signed.
Get started by signing into QuickBooks Online Accountant or Intuit Accountant Suite to fill out a client referral form. To qualify, you must be enrolled in the ProAdvisor revenue share program.
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/.
**Offers**
30% referral bonus*:
Eligibility. To participate in the Intuit Enterprise Suite Referral Bonus Program ("IES Referral Bonus Program"), you must be a QuickBooks Online Accountant firm enrolled in the ProAdvisor Revenue Share Program prior to your referred client's first payment. The referred client must successfully execute an IES contract between May 15, 2026 and July 31, 2026, place an order, and make the required subscription payments during the client's first year. Clients who currently hold or previously held an IES contract, or who are currently or have previously been enrolled in any IES Revenue Share Program, are not eligible for enrollment under this or any subsequent IES Rev. Share Program. Firms may not earn revenue share on referred clients under multiple Intuit programs.
Referral Bonus Calculation and Basis. A referral bonus of 30% is earned on the referred client's subscription fees during their first year. The calculation is based on amounts paid to Intuit for IES accounting services and Workforce Elite subscriptions (including per-employee fees) ordered under a contract, after applicable discounts and before taxes. Merchant and other usage-based charges, professional services, and training fees are expressly excluded.
The referral bonus is paid on or around the 15th–20th of the month following the client's successful payment. Referral bonus accrues only on amounts actually collected; no referral bonus is owed on uncollected or partially collected billings (pro rata applies to partial payments). Referral bonus ceases upon non-payment, account pause, suspension, or cancellation.
General. This IES Referral Bonus Program is non-transferable and may not be combined with any other Intuit promotional offer for the same referred client. Intuit may modify or terminate this Program, or these terms, at any time and for any reason, in its sole discretion with notice to you.
***Features***
Background checks: Checkr's terms and additional fees apply.
Beta features are subject to change or discontinue at any time, and Intuit may introduce fees or other pricing requirements for such features in the future.
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