QuickBooks Online new features and updates—May 2026

Intuit ProPartner Accountants (coming in 2027)

Succeeding the ProAdvisor Program in early 2027, the global program ProPartner Accountants will provide expanded benefits to build your firm, extended revenue share, and enhanced support. Intuit ProPartner firms will also get many more opportunities for future-focused education and community connection to help you build your ideal firm.

Intuit Accountant Suite May 2026 updates

Intuit Accountant Suite is the AI-native future of firm management; these updates are designed to help you better manage your firm, clients, and team, all in one place.

More efficiency in a unified platform

Constant context switching cuts into a firm’s productivity. New innovations in Intuit Accountant Suite help you find more efficiency, minimize disruptions, and help you focus on your work. Among many innovations coming this month, here’s a sneak peek:

• Requests (beta): Strengthen relationships for ongoing service delivery by centralizing communications with your clients. Clarify data, answer outstanding Intuit Intelligence questions, and share documents to guide outcomes—without extra meetings and prep work.
• Standard KPIs: Track broken bank connections, unposted transactions, total transactions, and last close date across clients with view-only access in Client Insights.

Tax prep in Intuit Accountant Suite, powered by Intuit ProConnect Tax (beta)

Available this month in Intuit Accountant Suite is Tax Prep (beta), so you can tackle your accounting and tax workflows in one place.

Intuit Accountant Suite now provides customizable tax workflows that allow you to assign, track, and complete tax-related tasks. You can also track these workflows across your firm without having to switch into client files. Having the power of Intuit ProConnect Tax built into Intuit Accountant Suite gives your tax team greater visibility in one place, helping them save time and focus on delivering greater value to clients.

One intelligent platform, all-in-one value

More value: This month’s QuickBooks refresh will provide new capabilities for jobs to be done across workforce management, benefits management, payments, and credit. These capabilities are powered by AI for automation alongside your expertise, while you and your client maintain visibility and approval control.

Strengthened core features: This quarter, we’ve made thoughtful updates to reduce friction, improve accuracy, and give you more control over how you work. Improvements will be focused in these areas:

• Accounting and banking
• Invoicing and sales forms
• Bills and vendor payments
• Inventory and purchase orders
• Reporting
• Platform performance

Enhanced quality and user experience: You’ll find updates to the performance of common tasks across the QuickBooks platform, including:

• Loading reports
• Navigating between screens
• Working with large transaction volumes

Help from accountants like you powers small business prosperity and compounds their rates of success. QuickBooks is designed to unify technologies, consolidate data, and multiply intelligence and efficiency. It’s built to ensure your expertise remains the core value.

Key dates for AI-powered bank feed and modern reports

The AI-powered bank feed became the default on May 8, although you can still choose to use the classic version. QuickBooks has significantly refined this bank feed experience since its initial launch. For example:

• Speed has improved more than 50% for common actions such as loading and selecting transactions.
• You can now continue working while rows finish processing.

Modern reports will be the only available view after May 22, when classic reports will be retired.

• Modern view currently includes several new features and more will become available by May 22.
• You’ll still have everything you rely on from classic view, including reporting periods, filters, accounting methods, display options, comparisons, and toggles for active and zero-value rows.
• All 150+ standard reports will automatically open in modern view starting May 22.
• Custom reports you created in classic view will move to modern view in batches by company. Your data, filters, and customizations carry over, and you won’t need to move anything manually.

Since these transitions may affect your firm’s and your clients’ day-to-day work, consider planning ahead for them.

Locking an account in your Chart of Accounts

Locking an account in your chart of accounts is most needed in the case of parent accounts, where the best practice would be to post to the subaccounts rather than to the parent account. This update helps your firm maintain best accounting practices and prevent mistakes or added work, such as reclassifying transactions at tax time.

In addition, the chart of accounts has a new “parent accounts only” filter. With this filter, you can select all parent accounts in order to lock them in one batch action.

Latest Intuit Enterprise Suite updates

We’re proud to share all the updates in the May release, including these highlights:

• Import intercompany journal entries: To improve efficiency while maintaining control over the work, upload a CSV file to draft multiple intercompany journal entries at once.
• Direct approvals through email: Reduce bottlenecks with approvals and rejections that can now take place from an approver’s inbox to help ensure your clients’ critical transactions are processed on time.
• QuickBooks Workforce Elite: QuickBooks Online Payroll Elite is now Intuit QuickBooks Workforce Elite, expanded with a full set of team lifecycle management capabilities to support how your client’s HR team hires, onboards, manages, and retains employees. Clients with existing payroll and HR data can get started in Workforce by visiting Team and selecting Overview for a guided onboarding experience.
• Construction—flexible project costing (beta): As your clients’ projects move from bid to execution, they’ll have expanded flexibility to move from basic costing to a more detailed costing approach without added manual work or data loss.
• Certified payroll reports: Construction clients can now use Intuit Enterprise Suite to generate Department of Labor Form WH-347 reports in compliance with federal regulations, allowing them to bid and win more federally funded contracts.
• Purchase order enhancements: Clients can reduce manual effort and improve accuracy and visibility with PO workflows that are easier to customize, automate, and scale, from vendor-facing documents to overdue reminders.
• Resolution Center enhancements: Save time and reduce friction by viewing support case status, making updates, and reopening cases within 30 days, all from the updated Resolution Center.

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 Payments: QuickBooks Payments account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required. Not available in US territories or outside the US.

QuickBooks Workforce Payroll to include new HR tools

QuickBooks Online Payroll Core, Premium, and Elite will soon be refreshed with new capabilities and renamed to QuickBooks Workforce Payroll, QuickBooks Workforce Premium, and QuickBooks Workforce Elite, respectively.

QuickBooks Workforce Payroll

In all QuickBooks Workforce plans, you’ll have more data visibility in the updated Employee list and Employee profile views. In addition, you’ll be able to create flexible, scalable, and robust retirement and savings plans custom-tailored to your client’s structure and goals through QuickBooks 401(k) by Vestwell. Benefits will directly sync with employee payroll data for efficient plan management and seamless reporting. You can also run background checks at per-report pricing, through a new integration with Checkr.**

QuickBooks Workforce Premium and Elite

QuickBooks Workforce Premium and Elite plans provide a connected and streamlined experience to help support your clients across the entire employee lifecycle. You’ll have tools for recruiting, hiring and onboarding, time-off management, performance reviews, offboarding, and even rehiring.

You’ll also have customizable, automated workflows available for routine tasks, to help you and your clients save time, reduce errors, and maintain compliance–so you can focus on higher-value advisory 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 details about our money transmission licenses, or for Texas customers with complaints about our service, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

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. Availability of features and functionality varies by plan, which are subject to change without notice. Certain features will only be available on QuickBooks Workforce Premium or Elite plans. Additional terms, conditions, eligibility criteria, and fees may apply. 

**Features

Background Checks: Background check services provided by Checkr. Checkr's terms and additional fees apply. Subscription to QuickBooks Online Payroll required. 

Bill Pay autopay recurring bills, now with free standard ACH

Recurring payments can also be automated from a recurring bill template, where you can customize the payment frequency, amount, payment source, start and end dates, and delivery method, and pay no transaction fees on standard ACH bill payments.

View and manage recurring templates and each one’s status by going to Expenses & Bills and selecting the Recurring bills tab. Your client can also set notifications to stay informed of any upcoming or failed payments. In addition, they’ll see markers and status tags among their transactions to differentiate automated payments from traditional ones.

Your client can help ensure their bills are paid on time with more efficiency, and keep more of what they earn, by setting up Autopay for recurring payments in Bill Pay.

Important product and disclaimer information

Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Buy now, pay later with Affirm

Clients can now encourage more sales by offering a pay-over-time option to their customers. When your client’s customer selects Affirm to pay their QuickBooks invoice, your client gets paid upfront and Affirm assumes all repayment risk, while their customer enjoys the flexibility to pay over time. The full invoice amount get paid, minus transaction fees, and their customer will pay Affirm in installments.

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 details about our money transmission licenses, or for Texas customers with complaints about our service, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required. Not available in U.S. territories or outside the US.

Payment options through Affirm are subject to an eligibility check, may not be available everywhere, and are provided by these lending partners: affirm.com/lenders. For example, a $1,000 purchase might cost $90.26/mo over 12 months at 15% APR. Options depend on the purchase amount, and a down payment may be required. For licenses and disclosures, see affirm.com/licenses. Buy now, pay later features have limited availability and are subject to change. Features may be more broadly available soon. If you do not currently see Affirm Buy now, pay later in your QuickBooks Online account, please email enable-affirm-qbo@intuit.com to request access.

ProAdvisor annual recertification

QuickBooks Online has had another big year for innovation, adding and updating features that can help you improve client service. Recertification helps you keep your product knowledge sharp and helps firms build upon a solid foundation for long-term stability and growth. This year’s training and exam contain updates on exciting new innovations, including Intuit Accountant Suite.

The window to recertify is April 28–June 30, 2026. Prepare for the exam and learn about innovations in QuickBooks by visiting the self-paced training in ProAdvisor Academy.