Every fall at Intuit Connect, we highlight the new features and innovations we’re bringing to the platform. And every year the sentiment from the accountant community is excitement mixed with a request: “Bring that same kind of innovation in the core product.”
Last fall, we listened. We declared on the mainstage that we were on a mission to co-create the future of accounting with accountants, for accountants. Since that time, we’ve been working together to make QuickBooks more powerful, more intuitive, and AI-native. Our goal is clear—to dramatically increase your efficiency so you can focus on what matters most: serving your clients and growing your practice.
This is an audacious goal and change can be hard. The muscle memory you’ve built with your tech stack over years is critical to serving clients, and any shift in your core workflow needs to be worth the effort.
So we’re going to take you on a tour of the nuts and bolts of the new QuickBooks bank feed so you can consider it for your firm’s workflow. We’ve conducted comprehensive customer testing for almost a year with more than 65,000 accountants and small business owners in our beta program to gather qualitative and quantitative feedback on the experience.
While we recognize there's still room for improvement, the majority of firms who tried it reported increased efficiency. In fact, 80% of those who had early access said it makes handling transactions easier than before, and 45% of them said they’re already saving 12 hours per month.1
If it’s not quite there yet for your firm, that’s OK—just keep the feedback coming. We’re committed to the challenge of winning you over.
Let's dive in.