You asked, we delivered: 2025’s accountant-inspired features and a sneak peek at upcoming AI tools to drive efficiency

Published on May 6, 20258-minute read

2025 is off to an innovative start, with updates that improve your firm and client experience.

As we all know, the only constant is change itself. At QuickBooks, we continually draw on feedback and ideas from accountants to develop and evolve our products. With each update, our goal is to provide an even better way for you and your clients to work together.

So far this year, you’ll find improvements in the areas of AP and AR, workflow efficiency, Intuit Enterprise Suite, and more.

Table of contents

Simplify getting paid and paying bills

Cash flow, arguably the most important piece of any business, hinges on how well the AR and AP processes fit its needs.

QuickBooks Bill Pay updates

Request bill pay limit changes for clients: To help ensure your client can make payments with confidence, you can request an optimal payment processing limit for their business—directly from their books.
Include Bill Pay while adding a new client: Within the Add Client process, you’ll find the option to add Bill Pay while signing a client up for QuickBooks—so you don’t have to add it later.
Add Bill Pay for your client: Rather than having to complete a multi-step process, you can subscribe a client directly to the Bill Pay plan that suits their needs. Your client will receive an application and can use Bill Pay immediately after they’re approved.
Get ProAdvisor pricing and split billing for Bill Pay: When you enable Bill Pay for a client in Add Product, you’ll be able to select from:
Bill your firm (accountant-billed) with ProAdvisor Preferred Pricing, for an ongoing discount of 30% off their subscription and 15% off transactions.*
Bill your client (client-billed), which gives them 30% off their subscription and 15% off their transaction fees for the first 12 months.*

QuickBooks Payments updates

Schedule recurring payments and autopay: Your clients can ensure continuous cash flow, while minimizing disruptions and manual work by setting up recurring payments for their customers’ ongoing charges. Their clients’ books will update automatically with each recurring payment, saving up to 60% of the time you would otherwise spend matching transactions year-round.1
Take in-person payments with Tap to Pay on iPhone: Clients can simplify getting paid by accepting in-person payments via iPhone with the QuickBooks GoPayment app or QuickBooks mobile app.** They can also empower their team to handle payments using Tap to Pay without risking access to sensitive data.

Improving workflows

Efficiency in your firm’s and clients’ processes opens up the possibilities for time savings and greater value.

Duplicate form data across domains (all QuickBooks Online products): Save time and help reduce errors while entering data on expense and accounting forms by copying data from form to form in a matter of seconds.
Updates in QuickBooks Online Accountant:
Assign granular role-based access to your clients’ books: To better fit your team’s needs, create custom roles that include more precise permissions for the creation, editing, viewing, and deletion of 14 additional features in QuickBooks Online Accountant: These more granular custom roles help you balance efficiency and data safety by allowing you to delegate work, while limiting team members’ access to high-risk activities and sensitive data.
Track clients more effectively with custom client IDs: Enter your firm’s own internal tracking identifiers into the new custom client ID field to streamline client tracking and navigate directly to a client’s books.
Use flexible functionality in the Work tab: Create standalone tasks and organize and search with more robust filters.
See the latest accountant-related updates: In QuickBooks Online Accountant, select the megaphone 📢 in the menu bar to find feature and product info, articles, and resources.

More QuickBooks updates

Choose annual billing for QuickBooks Ledger: Bill your tax-only clients at a time that’s relevant and convenient for the engagement by choosing annual billing for their QuickBooks Ledger subscriptions.
Access employee history in QuickBooks Payroll: Save time and make more-informed decisions on promotions and raises with clearer visibility into each employee’s history at your business.** Monitor and track historical updates to employee data—like managerial changes, department transfers, and pay adjustments—from one streamlined view.
This new platform will also allow you to harness AI to extract transaction data from clients’ PDF statements and add it directly to the bank feed. Whether you need to backfill data or a client’s bank feed isn’t connected, you’ll have it covered.

New developments in Intuit Enterprise Suite

These new features streamline multi-entity finances, add depth to financial planning and analysis, and help drive growth for your firm.

Generate dimensional P&L forecasts: Find new opportunities for strategic growth with in-depth analysis and projections of revenue, expenses, and profit inside the dimensions important to your clients’ business, including departments, regions, programs, funds, or product lines. Convert dimensional forecasts into a budget or export it as an Excel spreadsheet or PDF. Plus, apply rules to specific dimensions and classes in forecasts to reflect business goals.
Preset multi-entity allocations: Avoid the manual work of selecting accounts for each intercompany transaction. With account mapping, your clients can establish default accounts to help ensure intercompany allocations hit the right debit and credit accounts, even if the task was delegated. Perform intercompany allocations to multiple entities directly from the bank feed, expense form, or bills.

Proactive AI tools on the horizon

We’ve achieved so much together—and we always have an eye on what’s next. Soon, we’ll be launching the Intuit platform that powers QuickBooks and more. This new Intuit platform combines proactive AI tools with trusted accountant expertise and real-time insights to get tedious tasks done and transform how you help manage your clients’ businesses.

For example, the upcoming Accounting agent will help you shift from books entry to books review. Designed to work alongside your expertise, the Accounting agent will help automate core accounting workflows in tandem with your guidance to get work done for you, your way. Other agents we’re working on include a Payments agent that recommends payment strategies for your clients’ accounts receivable and auto-generate their communications with customers.

Let’s make 2025 even more innovative

We’re always interested to hear what accountants want to see. At Intuit, we innovate for you—and we can’t do it without you. Together is our favorite way to work.

- 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/.
  
  *Offer terms
  
  ProAdvisor Preferred Pricing - Accountant-Billed Discount
  
  FOR QUICKBOOKS ONLINE ACCOUNTANT CUSTOMERS WHO TAKE ADVANTAGE OF THE 30% OFF QUICKBOOKS BILL PAY SUBSCRIPTION WITH PROADVISOR PREFERRED PRICING - ACCOUNTANT-BILLED CLIENT DISCOUNT OFFER
  
  Eligibility: This offer is eligible to accounting firms (“QBOA Customer”) who register or have registered for QuickBooks Online Accountant (“QBOA”) and use the ProAdvisor Discount (accountant-billed) option to subscribe to QuickBooks Bill Pay (“Bill Pay”) for the QBOA Customer’s client. The ProAdvisor Discount invoicing option means that the QBOA Customer agrees to pay for Bill Pay subscription fees.
  Pricing: Eligible QBOA Customers will be entitled to the following discounts for their clients:
  - 30% off the then-current monthly subscription price of QuickBooks Bill Pay
  - 15% off the then-current per transaction fee for: (i) Standard ACH payments over monthly allotments (allotments may vary); (ii) Payments by check; and (iii) Faster ACH payments
  Discount and list price subject to change at any time at Intuit’s sole discretion. All prices are quoted without sales tax.
  Offer Terms: To be eligible, Bill Pay subscriptions must be entered through the ProAdvisor Discount. The discount is valid only for the named individual or company that registered for the Bill Pay subscription and cannot be transferred to another client, individual, or company. Cannot be combined with any other Intuit offer. Offer valid for a limited time only, only in the U.S., and is non-transferable. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
  Billing: The QBOA Customer's account will automatically be charged on a monthly basis until the Bill Pay subscription is transferred to the client or canceled. The first billing date will be prorated and deferred to the next existing QBOA billing date (“Existing Billing Date”), unless Bill Pay enrollment is on the same date as the Existing Billing Date, in which case the full monthly cost will be charged upon enrollment.
  
  ProAdvisor Preferred Pricing - Client-Billed Discount
  
  FOR QUICKBOOKS ONLINE ACCOUNTANT CUSTOMERS WHO TAKE ADVANTAGE OF THE 30% OFF QUICKBOOKS BILL PAY SUBSCRIPTION WITH PROADVISOR PREFERRED PRICING - CLIENT-BILLED DISCOUNT OFFER FOR THE FIRST 12 MONTHS OF THE SUBSCRIPTION
  
  Eligibility: This offer is eligible to accounting firms (“QBOA Customers”) who register or have registered for QuickBooks Online Accountant (“QBOA”) and use the Client Discount option to invite their client(s) to subscribe to QuickBooks Bill Pay (“Bill Pay”). The Client Discount invoicing option means that the QBOA Customer’s client agrees to pay for Bill Pay subscription fees directly.
  Pricing: Eligible QBOA Customers will be entitled to pass on the following discounts to their clients for the first 12 months of their clients’ Bill Pay subscription, starting from the date of enrollment:
  - 30% off the then-current monthly subscription price of QuickBooks Bill Pay
  - 15% off the then-current per transaction fee for: (i) Standard ACH payments over monthly allotments (allotments may vary); (ii) Payments by check; and (iii) Faster ACH payments
  After the first 12 months, clients will be charged at the then-current list price for the service. Discount and list price subject to change at any time at Intuit’s sole discretion. All prices are quoted without sales tax.
  Offer Terms: To be eligible, Bill Pay subscriptions must be entered through the ProAdvisor Discount. The discount is valid only for the named individual or company that registered for the Bill Pay subscription and cannot be transferred to another client, individual, or company. Offer does not apply if the client has previously subscribed to Bill Pay. Cannot be combined with any other Intuit offer. Offer valid for a limited time only, only in the U.S., and is non-transferable. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
  Billing: Once the client subscribes to Bill Pay, the client's account will automatically be charged on a monthly basis until the Bill Pay subscription is transferred to the QBOA Customer or canceled. The first billing date will be prorated and deferred to the next existing QBOA billing date (“Existing Billing Date”), unless Bill Pay enrollment is on the same date as the Existing Billing Date, in which case the full monthly cost will be charged upon enrollment.
  
  **Product information
  
  QuickBooks Bill Pay: QuickBooks Bill Pay account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required. Not available in U.S. territories or outside the U.S.
  
  QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required. Not available in U.S. territories or outside the U.S.
  
  **Features
  
  Tap to Pay on iPhone: Requires a supported payment app and the latest version of iOS. Update to the latest version by going to Settings > General > Software Update. Tap Download and Install. Some contactless cards may not be accepted by your payment app. Transaction limits may apply. The Contactless Symbol is a trademark owned by and used with permission of EMVCo, LLC. Tap to Pay on iPhone is not available in all markets. For Tap to Pay on iPhone countries and regions, see https:// developer.apple.com/tap-to-pay/regions/. Apple Pay is a service provided by Apple Payments Services LLC, a subsidiary of Apple Inc. Neither Apple Inc. nor Apple Payments Services LLC is a bank. Any card used in Apple Pay is offered by the card issuer.
  Employee History tab: Available for customers with QuickBooks Online Payroll Premium or Elite.
  #Claims
  1. Saves up to 60% of matching time: Calculation based on a comparison of total monthly QuickBooks Payments transactions with those that were automatically categorized from January 2024 through March 2024.
  Terms, conditions, pricing, special features, and service and support options subject to change without notice.

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