How UHY unlocked efficiency, cash flow and data visibility using QuickBooks Payments and Bill Pay 
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QuickBooks Online new features and updates—May 2025

May is National Recommitment Month, an excellent opportunity to renew your commitment to learning for your firm and team. Consider dual-impact learning and development, an approach that leverages learning to maximize benefits for employees and the organization. It can help you attract talent, deliver value to clients, and stimulate growth, and it helps future-proof your firm in a time of great tech transformation. As part of your learning, be sure to check out our latest feature updates below.

Share these QuickBooks updates with your associates and clients on the latest innovations relevant to business owners and admins.

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Table of contents

Stay In the Know

Learn about the most exciting innovations. Visit the Hub to watch weekly videos or join us for a live webinar on Thursday, May 15 at 11 AM PT.

Visit the Hub to check out the weekly video episodes.

2025’s accountant-inspired features and a sneak peek at upcoming AI tools

In a nutshell: See the updates so far this year in the areas of AP and AR, workflow efficiency, and Intuit Enterprise Suite—plus, learn about a few proactive AI tools on the horizon.

At Intuit, we continually innovate and evolve our products to help you serve your clients—and we can’t do it without input from accountants like you.


So far this year, we introduced:


Get tedious tasks done for you, your way.

Stay up-to-date in QuickBooks Online Accountant

In a nutshell: Get all the latest product updates and resources for accountants, right in QuickBooks Online Accountant.

You asked for better visibility on all the latest accountant-related info, so we put it within reach of all the tools you already use.


Now, you can find news about product updates—like this one—in QuickBooks Online Accountant. Select the megaphone 📢in the menu bar to find feature and product info, articles, guides, and other resources for accountants in the same place you work with your clients’ books.

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Find out how to bookmark this new page for quicker access.

Bill annually for QuickBooks Ledger

In a nutshell: You can now choose annual billing on QuickBooks Ledger subscriptions for your “business tax only” clients.

When adding Ledger for a client through a call with Sales or through QuickBooks Online Accountant, you can opt for annual billing. This may be a preferable choice for clients that only engage with your firm around one part of the year.


Rather than billing your tax-only clients each month, you can bill them once—and time it so it’s relevant and convenient for the engagement.

A screenshot of QuickBooks Add Clients
5 accountants say QuickBooks Ledger is a game changer for clients with less complexity.

AI-powered client briefing in Intuit ProConnect Tax

In a nutshell: Simplify tax prep by creating a quick summary of a client’s previous Intuit ProConnect Tax filing.

When getting ready to provide advisory services or prep tax filings with your client, you can help ensure a productive meeting by collecting, organizing, and reviewing all of their relevant information.


ProConnect Tax will pull key info from more than 60 data points in your client’s previously filed return using generative AI to surface a summary that can give you a head start on their next return.

A screenshot of ProConnect Tax AI Client
Create a client briefing in ProConnect Tax.

Intuit Connect registration opening soon

In a nutshell: Intuit Connect takes place October 27-29, 2025, at the ARIA Hotel in Las Vegas. You can register starting on Wednesday, May 28.

Intuit Connect is the premier event for accounting professionals to foster connection and learn new tech. By attending, you can build your community, power your growth, and plan your future within a rapidly evolving industry.

Accountants inspire us year-round as the key advisors helping clients succeed with the Intuit platform. At Intuit Connect, it’s our turn to inspire you. You can:

  • Build your community: Firm leaders and teams have the unique opportunity to meet directly with Intuit leaders and industry peers to share best practices that drive efficiencies and client profitability.
  • Power your growth: Be the first to experience Intuit's newest platform innovations, including Intuit Enterprise Suite for larger, multi-entity businesses. Learn about the latest solutions across QuickBooks, ProConnect, Mailchimp, and more to benefit your firm operations and your clients.
  • Plan your future: In our rapidly evolving industry, it's more important than ever to stay connected and plan for the future by talking with and learning from thought leaders, industry experts, and peers.
A group of people at Intuit Connect
Registration opens on May 28.

Convert recurring invoices into recurring payments

In a nutshell: Your clients can now convert recurring invoices into recurring payments from customers through QuickBooks Payments.

Promote predictable cash flow and stop chasing down payments. Setting up recurring payments is simple, and your clients won’t need to maintain and store credit card records.


First, you or your client creates a recurring payment from a recurring invoice in the Customers section of the Sales tab. The recurring payment is then sent to the customer as a request. After the customer agrees to the recurring payments, they’ll securely enter their payment information through our secure online portal. That means less hassle and headache for your client and their customer.


Your client’s books will update with every payment they receive through QuickBooks, giving them more visibility on their financial standing.

A screenshot of recurring payment in QuickBooks Online
Help clients get paid on time, every time.

Flexible third-party app management

In a nutshell: All admin users of QuickBooks Online can now manage all third-party app integrations, rather than just the user(s) who originally set them up.

The same flexibility you have in managing other aspects of QuickBooks Online has just been added to third-party apps. You and your client can help ensure their data syncs seamlessly with QuickBooks Online by delegating app management to any QuickBooks admin on the team. Admins can resolve connection issues, revise settings, or delete apps as needed. 


Note: Some connection settings may vary depending on how each third party implements their app’s integration with QuickBooks.

A screen shot of 3P apps in QuickBooks.
See the newest apps in the QuickBooks App Store.

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