What's new in QuickBooks and Intuit Accountant Suite this August: The power of a unified platform to scale your impact

Routine work is expensive—not in hours billed, but in margins quietly lost. The Intuit platform addresses this directly, bringing your core workflows in QuickBooks and Intuit Accountant Suite closer together than ever. New tools across reporting, client communication, staffing, and money movement work in concert to cut down the busywork that eats into your day. The payoff is less time on workflow operational details, allowing you to prioritize the high-impact strategic advisory that drives firm growth and benefits your clients.

This is the power of a unified platform, where businesses and accountants work together and your role as trusted advisor is key.

Everyday workflows you can count on

Your feedback drives our development. We've streamlined your daily workflows by prioritizing reliability, speed, and usability—from faster load times to smarter, AI-driven bank feeds. Every minute saved on manual tasks is time reinvested into your clients' success. These enhancements are built to simplify the mechanics of your practice, allowing you to spend less time on manual reconciliations and more time delivering the strategic advisory that sets your firm apart.

Far more than a simple refresh, our newly redesigned bank feeds bring enhanced consistency and reliability. With the integration of inline editing and new batch controls, matching and categorization now operate seamlessly. The AI-powered bank feed is also live in Test Drive, allowing teams to train risk-free. Here's what's new:

• Transaction categorization: QuickBooks has gotten smarter about learning your firm and your clients' unique needs, so categorization suggestions get more accurate over time and better reflect the way your firm works.
• PayPal transaction matching: QuickBooks now recognizes when a bank deposit and a PayPal transaction represent the same sale and handles the matching automatically once the transaction posts on either side, eliminating one of the most common sources of duplicate records.
• Client document requests: Send requests directly from the transaction, and responses come back in the same place—resulting in fewer emails and less back-and-forth.
• Customizable column views: Customize which fields appear and in what order, add a class column in the Posted tab for at-a-glance class assignments, and reorder columns to focus on what matters.
• Account locking: Block posting to accounts that shouldn't be touched, so the chart of accounts your firm built stays intact without anyone having to police it manually.

Invoicing on Autopilot¹ automates the invoicing lifecycle (in beta and subject to monthly usage limits as we keep improving it; Essentials, Plus, and Advanced):

• Invoices that write themselves: Drop in multiple documents; QuickBooks creates invoices in bulk. All are sent with your approval, and the moment a payment lands, you're notified.
• Conversational bulk edits: Update invoices with a single conversational command—for example, "Update payment terms on all open invoices for Acme Corp to Net 30"—without opening each invoice individually.
• Automated payment reminders: Set custom overdue criteria once, and Intuit Intelligence automatically drafts reminders for any qualifying unpaid invoices. Clients review and approve before anything is sent, so follow-up is automated with the client always in control.
• Real-time payment notifications: Receive a push notification the moment a payment lands, giving real-time visibility into cash flow.

Modern reports deliver faster customization and cleaner output, with faster report filter, column, and grouping customization, cleaner print and PDF output, sorting that works as expected, and cleaner detailed reports by default. The option to switch back to Classic View for standard reports ended June 15. Custom reports still have the switch-back option for now. No action is needed for the transition—report data, filters, favorites, schedules, and customizations transfer automatically.

Discover more feature improvements influenced by your feedback.

Turn financial data into insights to fuel growth

This August, QuickBooks is expanding its business intelligence capabilities across all plans.

• Intuit Intelligence with Conversational Business Intelligence Skills (beta)¹ lets you and your clients ask questions, run scenario comparisons, and plan next steps directly with Intuit Intelligence. Use plain language: "What was my client's cash flow last month and how does it compare to this time last year?" Each account gets a limited capacity of inquiries a month, depending on the client's QuickBooks plan.

• KPIs and dashboards bring pre-built scorecards for cash flow, P&L, and balance sheet health to Essentials and Plus clients. Advanced clients already have access today.
• Presentation-ready management reports and a custom report builder: QuickBooks Advanced turns your numbers into presentation-ready management reports—financials, charts, and KPIs combined with AI-generated commentary into one clear package you can hand to your team, your accountant, or your board. The custom report builder lets you choose your metrics, group and format it your way, and let embedded AI flag anomalies and answer plain-language questions about what you're seeing. (Advanced)
• Personalized data behind every number: Every insight is grounded in your actual history and trained on business patterns. Reports drill down to the transaction behind any number, so you can see exactly what's driving change. Just ask Intuit Intelligence chat to pull the report you need. (All plans, limited capacity by plan)

Confident decisions start with clean books

You now have the option to leverage Intuit Experts—Intuit-employed bookkeeping and tax specialists—directly in your QuickBooks Online subscriptions Simple Start and above. Intuit Experts work alongside you to help set new clients up for success and validate the accuracy of AI-powered output in QuickBooks.

For all accountant-attached Intuit customers, Intuit Expert services are automatically switched off by default. Nothing will be enacted without a deliberate decision from you or, on client-billed accounts, from your client.

The controls live in Account Settings inside each client's QBO file. Who can access them depends on how the subscription is billed:

• Firm-billed: Your firm decides if and when these services are available to your clients. They're off by default—you choose whether to turn them on, giving your firm control over whether Intuit Experts enter the relationship.
• Client-billed: Also off by default. You can turn them on anytime from within each client's QBO file, and your client can too. We recommend aligning on these settings directly with your client.

Either way, you have full flexibility: handle review and validation yourself, or opt in to Intuit Expert services client by client, based on their needs.

Which Intuit Expert services are offered?

Here are the services provided if you and your client choose to utilize an Intuit Expert as part of their QuickBooks Online subscription:

• Review AI-flagged anomalies – Books Check-In: a scheduled annual session between an Intuit bookkeeping expert and your client, where the expert reviews the current state of the books and walks through any AI-flagged anomalies together. (QuickBooks Online Essentials, Plus)
• Transaction categorization with expert verification – Smart Expert Categorization: AI-assisted transaction categorization with expert verification running in the background, so your client's books stay up to date between your touch points with them. (QuickBooks Online Plus; included in Expert Books Upkeep in Advanced)
• AI-powered bookkeeping, validated by experts – Expert Books Upkeep: combines Books Check-In and Smart Expert Categorization into one comprehensive service, adding AI transaction matching, expert validation and posting, regular accuracy checks, and quarterly check-in meetings. (Advanced)

For firm-billed subscriptions, nothing happens without your explicit consent. If a client tries to turn on these services first, they'll see this prompt: "Your accountant may already provide similar bookkeeping services as part of your agreement. Double-check with them before using Intuit Experts."

Through the Expert Hub, you can maintain read-only oversight of your client-billed accounts utilizing Intuit Expert services, allowing you to track their progress, view upcoming call schedules, and read summary notes. Accountants cannot schedule calls or initiate contact on your client's behalf.

Intelligent Onboarding combines AI and Intuit Experts to help new customers get set up right. They receive expert-led support for the first 90 days or until onboarding is complete, whichever comes first, with multiple calls if needed. During onboarding, Intuit Experts set up key platform capabilities like Payments and Bill Pay correctly from the start—meaning less intake cleanup for you later. Intelligent Onboarding is available to new clients in Simple Start, Essentials, Plus, and Advanced.

See this FAQ for more on Intuit Expert and accountant controls.

One trusted platform that's built for what's next

With a comprehensive new upgrade, QuickBooks Advanced introduces specialized tools designed to enhance reporting, streamline bill payment, and optimize industry-specific workflows.

• Custom management and industry-specific reports: Advanced now includes a full financial reporting suite built into the product, with custom management and industry-specific reports, self-serve analytics, and AI-powered forecasting.
• Industry solutions: New industry-specific solutions designed for construction and other project- or job-based businesses.²
• Construction clients gain specific solutions to protect profit from bid to closeout, including structured budgets by phase, AIA-style billing, and change order management.
• Other project-based firms—consulting, architecture, creative, and IT—gain tools to protect margins, including project budgets, costs vs. budget, and change order management.

Bill Pay Elite³ is now built into Advanced at no extra cost (no standalone subscription needed). You can split who pays for what. For accountant-billed Advanced subscriptions, you have the option to continue having bill pay transaction fees billed directly to your client while the Advanced subscription remains accountant-billed. For non-embedded (standalone) Bill Pay in QBO Simple Start, Essentials, or Plus, you can split transaction fees from subscription fees.

Mobile Payroll allows QuickBooks Workforce⁴ users' clients to process payroll securely from the QuickBooks mobile app. Powered by Intuit Intelligence, the app streamlines the process by assisting with run preparation—including entering hours, bonuses, or reimbursements—and proactively flagging potential anomalies for review before submission. Because final approval remains with the user, clients can confidently manage payday from the field or the job site, reducing their reliance on your firm for routine, time-consuming data entry.

Intuit Accountant Suite powers your firm's growth

Beyond enhancing your clients' experience, this August release introduces powerful new capabilities within Intuit Accountant Suite specifically designed to streamline your operations, fuel scalable growth, and empower you to manage your entire portfolio with unprecedented efficiency.

Drive proactive advisory with Intuit Intelligence

August marks a deeper investment in Intuit Intelligence, the control tower turning firm data into strategic decisions. These features will be available on the Accelerate⁵ plan.

• Portfolio-level insights: Cross-Client Insights (beta)⁶ allows Accelerate firms to query their entire portfolio for real-time trends and opportunities—no more pulling data from individual files by hand.
• Prioritized attention: The new Portfolio Summary (beta) highlights urgent activity across clients at a glance, so you know where to focus advisory time.
• Custom Automations: Build AI skills from prompts or SOPs to run across clients on demand. The Playbook feature (beta) further standardizes onboarding and service delivery.
• Proactive anomaly detection: Expanded AI detection flags unusual transactions and trends early, before they hit client conversations or month-end close.

Scale without context switching

Launching this August for Core and Accelerate plans, these features target daily operational friction across firm workflows.

• Centralized communication: The redesigned Inbox consolidates all client requests and messages. SMS notifications nudge inactive clients to keep workflows moving.
• Consolidated support: The Resolution Center tracks all team and client support tickets in one view, with clear status updates and history.
• Multi-client efficiency: Multiple Tabs (beta) lets you open several QuickBooks Online client files at once within the suite—no more constant context switching.
• Enterprise-grade security: SSO (beta) via Okta, Microsoft Entra, or Google partnerships gives you self-serve tools for MFA, hardware keys, and audit trails to protect firm and client data.

Human Capital Management now in Intuit Accountant Suite

This August, a new Team section in the left navigation gives staff management a dedicated home. Available on Core and Accelerate plans.

• QuickBooks Workforce Elite included: Through the ProAdvisor Program (which will transition to Intuit ProPartner Accountants in January 2027), eligible firms on Core and Accelerate will have access to QuickBooks Workforce Elite at no extra cost. Inside the Intuit Accountant Suite, Workforce Elite will also introduce new HCM capabilities, allowing accountants to manage their own teams effectively.
• Seamless upgrades: For single-realm firms, the Team section unlocks automatically with all existing data intact—no manual migration needed.

Intuit ProPartner Accountants projected tiers available in August

Launching in January 2027, the Intuit ProPartner Accountants program is a new global partner initiative purpose-built to invest in the long-term success of accounting firms. By providing incentives, training, and community, Intuit ProPartner Accountants empowers your firm to scale confidently, expand advisory services, and deliver greater value to clients.

Key benefits feature enhanced support equipped with smarter routing, priority access, extended hours, and direct connectivity to deeper accounting expertise. Log on to Intuit Accountant Suite later this month to see your projected ProPartner tier.

Drive strategic growth for you and your clients

Combining Intuit Intelligence across QuickBooks and Intuit Accountant Suite with expert-verified workflows removes the friction that holds you back. Whether you're scaling portfolio insights, automating month-end, or protecting your margins with new tools, these enhancements free up your capacity—so you can focus on the strategic guidance that helps your clients grow and your firm thrive.

Disclaimers

Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For details about our money transmission licenses, or for Texas customers with complaints about our service, visit https://www.intuit.com/legal/licenses/payment-licenses/.

August feature release dates and availability will vary by product. Not all features will be available on August 1.

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 "Invoicing on autopilot" and "Intuit Intelligence / conversational BI skills" are currently available as beta releases. Features, availability, and capacity are subject to change. Intuit Intelligence chat is available to admin users only at this time, with limited capacity each month (beta).

² Construction industry and enhanced project financials features not available outside the US.

³ QuickBooks Bill Pay: Subject to eligibility, credit, and approval prior to first payment. Subscription to QuickBooks Online required. Bill Pay is included with QuickBooks Online when purchased directly from QuickBooks.com or QuickBooks Sales. Not available in US territories or outside the US. Limits may apply on total number and amount of payments. Transaction-based fees apply based on usage. Bill Pay Elite is expected to be included in QuickBooks Advanced on August 1, 2026. Actual availability dates may vary and are not guaranteed. Bill Pay Elite pricing and feature availability may vary based on your specific subscription plan and date of renewal. Please check your account settings for the most accurate details regarding your subscription tier. QuickBooks Online Advanced subscription fees are not subject to modification based on user eligibility for QuickBooks Bill Pay.

⁴ QuickBooks Workforce subscription sold separately. QuickBooks Workforce features and functionality vary by plan, which are subject to change. Certain features are available only with Workforce Premium or Elite, or may require additional fees. For details, see quickbooks.com/workforce.

⁵ Requires upgrading to Accelerate, a paid plan within the Intuit Accountant Suite.

⁶ Each account gets limited capacity each month. Capacity varies by product.