QuickBooks is rolling out a new, faster bank feed as the standard experience for all users, with the transition completing by May 8, 2026. A switch-back option will remain available for a limited time, giving you and your clients more time to adapt. We will provide advanced notice before this option is removed.
Here's what you need to know to stay ahead of this change and make the most of the new tools at your disposal.
Starting May 8, 2026, the new bank feed will become the default experience across:
Clients who have been using the previous version will be automatically moved to the new experience in phases. The option to switch back to the previous version will remain available for a limited time.
QuickBooks introduced the high-speed bank feed in July 2025. Following its release, the platform has proactively incorporated feedback from both accountants and clients to deliver substantial user experience upgrades. These include background posting to allow users to remain productive during row processing and speed boosts exceeding 50% for standard tasks such as selecting and loading transactions.
Parity gaps with the classic experience have also been addressed, so nothing has been lost in the move forward.
QuickBooks is encouraging adoption of the new experience to help you and your clients save time and streamline workflows. It’s faster and more intuitive, but we’re giving you the flexibility to switch back if needed so you can adapt at your own pace.
Here's a breakdown of the features that will change how you and your clients manage transactions day-to-day:
Faster performance
The new interface is built for speed. Transaction loading, selection, and navigation are all meaningfully faster than the previous experience — a practical win when you're processing high volumes.
AI-powered suggestions
QuickBooks now suggests vendor names and transaction categories automatically, drawing on transaction history and bank description data. Suggestions improve the more you use the system. When QuickBooks has high confidence in a suggestion, it pre-fills the field. You simply review and post.
Inline editing
You can now edit vendor names, categories, and classes directly within the transaction list. There’s no need to open each transaction individually. Hovering over a row reveals full bank details, keeping everything in context.
Ready to post
This Accounting AI feature (available on Essentials and higher plans) groups your highest-confidence transactions together so you can review and post them all in one click. It's designed to dramatically cut down on repetitive review work.
Background posting
Transactions now post in the background, meaning you can keep working without waiting for the system to process each row.
Requests for more information
This feature lets you message clients or team members directly from QuickBooks to gather transaction details. Responses and attachments stay tied to the relevant transaction, with automated follow-ups and a built-in conversation log — reducing back-and-forth and helping close the books faster.
Drag-and-drop attachments
Add documents to transactions by dragging and dropping them directly. There’s no file picker required.
Customizable table view
Use the Settings icon above the transaction list to add or remove columns based on what's most useful for your workflow.
1. Explore the Test Drive now. The QuickBooks Test Drive has been updated to reflect the new bank feed experience. Use it to familiarize yourself with the interface before your clients encounter it.
2. Demo it for clients proactively. Rather than waiting for clients to be surprised by the change, walk them through the new experience in advance — particularly the Pending and Posted tabs, inline editing, and AI suggestions. Setting expectations now reduces support calls later.
3. Remind clients the switch-back is still available. If a client is anxious about the change, let them know they can return to the previous version for a limited time. This option lives on the Bank Transactions page.
4. Share feedback. QuickBooks has built a Feedback button directly into the bank feed page. If you or your clients encounter friction, please use it. The product roadmap is shaped by accountant input, and we welcome your feedback.
For more information, visit the QuickBooks Help article on the AI-powered banking page. For questions, use the Help (?) menu within your QuickBooks Online Accountant or Intuit Accountant Suite account.
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