QuickBooks Online new features and updates—August 2026

August 8 is also known as National Take a Penny, Leave a Penny Day. This brings to mind the goodwill of helping train newer professionals in the profession. Whether your organization has considered starting a mentorship program, maybe now’s the time. Take a look into the Intuit ProAdvisor Student Mentorship Program, created in partnership with Intuit for Education, to help address the profession’s skills gap and talent shortage. When you hire an intern, here are 6 tips on how to make it a win-win.

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Moving to Intuit Accountant Suite

Here’s what firms using QuickBooks Online Accountant should know:

Intuit Accountant Suite puts your clients, team, and firm all in one AI-powered platform to bring next-level efficiency to your workflows. Firm and client data live together and sync in real time, putting your full portfolio in view, so you can get more work done without switching tools.

Over the coming months, firms using QuickBooks Online Accountant will get updated to Intuit Accountant Suite. By default, firms will move to Intuit Accountant Suite Core, which offers more features than QuickBooks Online Accountant at no cost:

• Use custom automations for tasks such as reconciliation, categorization, and month-end prep to free your team from repetitive work.
• Tell Intuit Intelligence chat what you want done, then run it across client files or set it on a recurring schedule.**
• Access multiple client files at once, in tabs—reconcile one, review another, and jump between related entities.** Plus, organize all clients by any segment you define, from industry to region to office.
• Manage accounting and tax in Intuit Accountant Suite; assign, track, and file returns without switching between Intuit ProConnect Tax and QuickBooks.
• Give each team member a custom dashboard they can tailor to surface priority tasks, alerts, and what’s urgent for clients.
• Rely on the Customer hub to capture client inquiries and automate follow-up, to help you move from prospect to proposal.

Some firms may prefer the additional features in Intuit Accountant Suite Accelerate:**

• Create firm playbooks—repeatable onboarding workflows to standardize and automate the process across teams, services, and industries.
• Client insights provides AI summaries of what needs attention across your portfolio every time you sign in, surfacing anomalies, bookkeeping issues, and their causes, so you can skip the digging.
• Support advisory services with portfolio-level insights through Intuit Intelligence chat. Ask anything about your client portfolio to find cross-client patterns, identify what needs attention, and surface data, all without the manual work.
• Monitor client KPIs from an overview with customizable views and segments that let you surface the right insights and key benchmarks across accounting and tax.

Your firm can make the switch now. Move your whole firm from QuickBooks Online Accountant in a few clicks with no data migration, no switching costs, and no starting over. Your client roster, roles and permissions, and firm setup completely carry over to Intuit Accountant Suite.

Note: QuickBooks Online Accountant will be discontinued at the end of 2026.

Important product and disclaimer information

Intuit Intelligence chat has a cap of 200 questions in Core and 1000 questions per month in Accelerate during the beta period.

Access client files that are connected to your Intuit Accountant Suite solution.

Accelerate features require upgrading to Accelerate, a paid plan within Intuit Accountant Suite.

Updates to QuickBooks Online

The latest updates help your firm further expand client service and standardize operations. New capabilities powered by Intuit Intelligence help you automate costly, routine work and keep books up-to-date, surface insights, and answer important questions. Plus, QuickBooks Advanced has new and expanded capabilities across AI-powered bookkeeping, reporting, and more.

Foundational performance and experience updates:

• Faster workflows: We’re continuing to invest in all core workflows. Your clients get quicker load times across invoicing, banking, reporting, and payroll workflows for less lag and more billable hours.
• Auto-categorization: Make categorization less manual with more suggestions that get the work done. QuickBooks now flags duplicate or conflicting rules rather than applying whichever comes first. Suggestions are designed to refresh faster, new predictions are smart, the rules experience is modernized, and transfers and credit card payments are handled more clearly. You can turn this on for firm-billed clients whenever you need it. Direct-billed clients interested in this service will be prompted to check with you.
• Improved bank connections: Get to the job at hand faster with tools designed to help reduce incidence of bank connection issues, including warnings about expiring connections and targeted fixes for the common connection error codes.

We’ve also made some key changes around services through Intuit Experts,** including expert books upkeep. For clients who use QuickBooks, Intuit Expert bookkeeping services are off by default, and no in-product marketing messages will appear. Only you can add these services for your firm-billed clients. Your direct-billed clients will be redirected to talk to you about adding services; however, they may still add them in Expert hub, Your firm will be informed of these changes. Learn more about Intuit Experts services permissions.

New Intuit Intelligence features and services:

• When your clients put invoicing on autopilot, they can automate the most time-consuming parts of the invoice lifecycle by creating invoices through Intuit Intelligence chat.** They can even upload invoice data to the thread through supporting project documents, spreadsheets, or image files.
• You and your clients can create custom automations by building, configuring, scheduling, and running their own automations through Intuit Intelligence. To recapture time for advisory conversations, these automations can generate reports, send reminders, or summarize data.
• To help strengthen client collaboration, the Ask your accountant suggestion your client sees in QuickBooks will now result in a single threaded conversation that provides full context of their original question.
• **Conversational business

intelligence** helps you and your clients spend less time pulling reports and more time on strategic discussions. Use it to get instant insights, compare scenarios, and plan next steps through Intuit Intelligence.**

New in QuickBooks Online Advanced:

• Management reports is a full financial reporting suite built into Advanced, with custom management and industry-specific reports, self-serve analytics, and AI-powered forecasting.
• Expert books upkeep works to keep your clients’ records categorized, matched, and accurate throughout the month by using AI and an expert-verified automated transaction and posting service. You can turn this on for firm-billed clients whenever you need it. Direct-billed clients interested in this service will be prompted to check with you.

These are just a few of the new features and enhancements designed to give you the most up-to-date financial data and help your clients make informed decisions—while reducing tedious work.

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**

Limited Intuit Expert access is included with your Quickbooks Advanced, or Enterprise Suite subscription. Additional access to Intuit Experts and benefits are available with a separate subscription. Additional terms, conditions, limitations, and fees apply. Product offers, features, and functionality are subject to change.

Intuit Intelligence chat is only available to admin users at this time. Prompt queries are limited. This feature is in Beta. Beta features have limited availability and are subject to change.

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.

New in Intuit Accountant Suite

Several updates to the platform help you get to powerful advisory insights faster, spot risks and opportunities before clients ask, and publish KPIs and dashboards directly to their in-product experiences. As a result, accounting firms have a new intelligence layer through Intuit Accountant Suite that works across QuickBooks and Intuit Enterprise Suite to provide a clear view of your entire firm—not one client at a time.

That’s just the start. Many enhancements to our accountant-only platform are fixes you asked for in order to make it easier to use and rely on it, including these foundational performance and usability updates:

• Open multiple tabs to work with QuickBooks Online client files at the same time through Intuit Accountant Suite—now in early access.**
• Connect with clients from one centralized Inbox, providing easy access to client requests and notifying clients with actions to take—now in early access.**
• Track product support tickets from your team and clients in one consolidated Resolution Center. See what needs attention, check status, add details, and re-open cases.
• Set custom controls to manage who has access, and from what devices, to enforce your firm’s MFA, hardware key, or risk-based policy, now in early access.**

You’ll find those updates and more in Intuit Accountant Suite Core, which is free and available to all firms. Also available in beta at no cost through the end of this year is Intuit Accountant Suite Accelerate, a premium subscription-based plan with these added capabilities:

• Build custom AI skills in the Workflow Center to complete repeatable tasks from a prompt, firm SOP, or a ready-made library. Add multiple skills to workflows and track every run and version, now in early access.**
• Use firm playbooks to speed up and standardize client onboarding across your portfolio. Start from a pre-built template or build one tailored to your firm’s SOPs, services, and client verticals, now in early access.**
• Check your portfolio summary to see what needs your attention, and compare financial data across your client list with portfolio-level insights. Use Intuit Intelligence chat to ask sophisticated questions and get immediate, real-time insights without extensive effort—now in early access.**
• Coming soon: Automate Books close end-to-end, using workflows with skills triggered by date and data while respecting your firm’s policies—now in early access.**

Be sure to explore Intuit Accountant Suite Accelerate at no cost before paid plans take effect.

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/.

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.

Intuit Intelligence chat is only available to admin users at this time. Prompt queries are limited. This feature is in Beta. Beta features have limited availability and are subject to change.

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.

Intuit Accountant Suite Tax Prep powered by Intuit ProConnect Tax

Context-switching between tools can greatly extend the time it takes to complete a complex task. According to the 2025 QuickBooks Accountant Technology survey, accountants use an average of eight different applications to get work done—and 89% of accountants say better integration is needed for their firm’s growth.1

Using Intuit Accountant Suite, your firm can manage your ProConnect Tax clients by customizing workflows that allow you to assign, track, and complete tasks. Firm-wide visibility and workflows are centralized, so you won’t need to switch into individual client files.

Important product and disclaimer information

#Claims

1. 2025 Intuit QuickBooks Accountant Technology Survey, an online survey for 700 U.S. accounting professionals (age 18+).

Intuit Connect: October 26-28

This year’s Intuit Connect takes place October 26-28 at ARIA Las Vegas. It’s *the* event for accounting professionals at the forefront of the industry.

Attendees will get:

• Exclusive product access: Intuit Connect is where we make our biggest announcements. You’ll see what’s coming before anyone else and have a direct line to the team building the Intuit platform.
• World-class learning: Choose from sessions across expert-led workshops, deep-dive labs, certification programs, and theater demos tailored to your role and goals.
• High-impact networking: Build lasting relationships with thousands of like-minded professionals, Intuit executives, product leaders, and industry influencers.
• Actionable insights: Walk away with practical strategies, tools, and frameworks you can immediately apply. Discover how to scale your firm, optimize operations, and expand advisory services so you can help your clients thrive.
• Thought leadership: Our main stage brings together visionary keynote speakers and panels, while hands-on sessions unlock proven techniques from peers and industry leaders with real-world experience.

Bill Pay Elite now included with Quickbooks Advanced

Rather than managing bills across disconnected tools, your clients can use the premium bill pay capabilities of Bill Pay Elite within QuickBooks:

• Role-based controls let your clients assign who can create, approve, and release payments, so money doesn’t move without the right sign-off.
• Custom approval workflows help prevent the back-and-forth, routing bills while creating audit trails to help your client stay compliant.**
• Efficient, automatic reconciliation of paid bills with your client’s QuickBooks data, to help you and your clients close their books faster.**
• Unlimited 1099 e-filing lets your clients e-file, print, and mail for no additional fee.**
• More tools to help reduce manual work, including AI-powered invoice automation that converts vendor invoices into pre-filled bills ready for your client’s review.

Plus, standard ACH payments through Bill Pay are now free—so your clients can keep their focus on growing their business, not worrying about fees.

New split billing options: Your firm now has the flexibility to bill your client’s Advanced subscription separately from their Bill Pay transaction fees. For example, your firm can be billed for a client’s Advanced plan, while the client pays their own transaction fees.

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 Bill Pay: QuickBooks Bill Pay account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required.

****Features**

Roles and permissions and bill approval workflows: Available in QuickBooks Bill Pay Elite or QuickBooks Online Advanced. Not available for QuickBooks Online Simple Start customers

Unlimited 1099 e-file: Create and e-file unlimited 1099-MISC and 1099-NEC forms in QuickBooks. 1099 forms are e-filed only for the current filing year and for payments recorded in QuickBooks to your vendors or contractors. Includes state filings for eligible states participating in IRS Combined Federal/State Filing program; please check with your state agency on any additional state filing requirements. Additional fees apply to upgrades or add-on services. If you have the Bill Pay Basic plan, 1099 e-filing services will be charged at the standard 1099 E-file Service pricing.

Run payroll enhancements

The refreshed Run payroll screen has been optimized with improved filters and search features. Updates include:

• New employee grouping and filtering, so you can break up larger organizations’ payroll runs into manageable batches.
• Filter by base pay type, such as hourly, salary, and commission.
• Filter by payment method, such as paper check vs direct deposit.
• Filter by work location.
• Employee-name search, so you can avoid scrolling through large lists.
• Column header sorting, in ascending or descending order, based on the values of any column.
• Customizable tables using row density, color, and column order as needed.
• Exportable CSV tables, so you can work offline using a CSV of your Run payroll table.

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/.

QuickBooks Payments through Claude and ChatGPT

In QuickBooks, businesses can now manage their entire billing workflow through AI, from drafting an estimate, to sending a pay-enabled invoice or sharing a payment link, and chasing what’s overdue.

With this update, your clients can:

• Get paid faster by sending an invoice or payment link right from Claude or ChatGPT the moment a job wraps up.
• Stay in control. AI drafts of estimates, invoices, payment links, and reminders won’t go out without your client’s approval.
• Keep more of what they earn with competitive payment rates and no monthly fees or minimums—they can pay as they go.

Every payment clients collect from Claude or ChatGPT records straight to your client’s books—nothing to reconcile, nothing to double-check. It’s a seamless workflow across 2 platforms that keeps your client’s books up to date with no switching.

They’ll also have real-time visibility into what’s been paid and what’s outstanding, so they always know where their cash stands.

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/.

Updates to Affirm buy now, pay later

Clients with QuickBooks Payments can show Affirm buy now, pay later on their estimates, encouraging customers to learn if they qualify before they accept. In fact, clients can also share an Affirm pre-qualification link before sending an invoice, so their customers can find out which buy now, pay later plans they qualify for before finalizing the purchase.

Buy now, pay later plans put more purchases within reach for your client’s customers, giving them the option to pay only part of the invoice up front. This can help your client’s business avoid lost sales and cash flow issues.

Sales Tax Liability report

The Sales Tax Liability report aggregates sales tax-specific transaction data, including tax jurisdictions, total sales, taxable sales, sales tax rate, and sales tax collected. It’s the primary reference for the critical data required to file sales tax returns with state and local tax agencies.

The new report brings data consistency and traceability while flexing to your reporting needs. In the report, you’ll find:

• Totals and subtotals for all columns and rows.
• In-line visibility of the transactions or customers associated with rows.
• Drilldowns that provide a filtered set of transactions that contributed to a specific number, such as only the nontaxable sales for a given jurisdiction or rate.
• Added flexibility to combine rates as in-report calculations.
• Pivot capabilities to change the entire report between tax jurisdictions and tax rates.