New feature highlights
QuickBooks Online Advanced just added game-changing capabilities designed specifically for firms that want to deliver deeper insights, industry-specific workflows, and automation that eliminates manual work.
NEW: Construction module for QuickBooks Online Advanced
QuickBooks Online Advanced now offers a Construction add-on designed specifically for contractor clients who need project-based financial workflows. This module brings key construction workflows directly into QuickBooks, allowing firms to help clients:
- Manage structured project budgets and real-time job costing.
- Track and manage change orders.
- Automatically generate invoices as project phases are completed.
- Compare estimates versus actual project performance.
- Receive AI-powered project summaries and insights once projects close.
For firms working with contractor clients, this new capability helps provide better visibility into project profitability, and enables more proactive advisory around margins, costs, and project performance.
Additional industry-specific modules are expected in the coming months, further expanding the software’s vertical capabilities.
AI-powered intelligence for faster insights
QuickBooks Online Advanced continues to expand how artificial intelligence helps firms analyze financial data, surface insights faster, and guide smarter client decisions.
With Intuit Intelligence chat (beta), QuickBooks Online Advanced users will be able to ask natural language questions directly within QuickBooks and receive contextual answers in plain language. For example, you can ask: “What are the top five things I need to know about this client’s books?” and receive insights that highlight trends, anomalies, and key financial signals.
Powered by billions of data points across millions of businesses, Intuit AI connects accounting, payroll, payments, and bill pay data to provide a more complete picture of client performance, helping firms identify opportunities and risks faster.
Intuit AI also improves everyday bookkeeping workflows in QuickBooks Online Advanced with:
- More accurate category and transaction match suggestions.
- Contextual AI explanations to help manage unfamiliar transactions.
- Faster transaction entry with inline editing.
- Drag-and-drop attachments for easier documentation.
These enhancements help firms and clients process transactions more efficiently, improve accuracy, and reduce time spent analyzing financial data.
Expanded forecasting and reporting
QuickBooks Online Advanced gives firms the tools to move clients from reactive reporting to forward-looking guidance.
With enhanced reporting and forecasting capabilities, you can deliver deeper insights that support smarter business decisions, including:
- 13-week rolling cash flow forecasting to help clients anticipate short-term cash needs and plan with confidence.
- Custom Report builder to create reports tailored to each client’s business structure and operational needs.
- Real-time KPI dashboards that surface the metrics that matter most.
Together, these capabilities make it easier to turn financial data into strategic conversations—helping clients plan ahead, protect margins, and make informed decisions as they grow.