QuickBooks Online

You asked, we delivered: The new ProAdvisor Academy is here

QuickBooks Online

Join the free virtual conference to prepare for QuickBooks Online Certification Level 1 in December

QuickBooks Online

Free up your firm with QuickBooks Live Expert Assisted and call summaries

QuickBooks Online

Modern view reports in QuickBooks Online

QuickBooks Online Payroll

Make unused pay items inactive in QuickBooks Online Payroll

QuickBooks Online Payroll

E-signatures in QuickBooks Online Payroll Elite

QuickBooks Online

QuickBooks helps you comply with Beneficial Ownership Information (BOI) reporting obligations

QuickBooks Online

Intuit Enterprise Suite

QuickBooks Online

Get ready for tax season with a W-9 management tool

QuickBooks Online Payroll

Flag mistakes before running payroll with anomaly detection

QuickBooks Online Payroll

Assign an HR manager role for payroll-only access

QuickBooks Online Payroll

Customize column order and change payment type in QuickBooks Online Payroll

QuickBooks Online Payroll

Allow employees to edit direct deposit info in QuickBooks Workforce

QuickBooks Online Payroll

Get enhanced payroll cost allocation for robust profit and loss insights

QuickBooks Payments

Help clients get paid automatically with recurring payments

QuickBooks Online

Access tax adjustments in Intuit ProConnect Tax

QuickBooks Online

Register for Intuit Connect

QuickBooks Payments

Earn revenue share on your clients’ QuickBooks Payments transactions

QuickBooks Online

Save your frequently used QuickBooks Online pages

QuickBooks Online Payroll

Upcoming changes to automated taxes in QuickBooks Payroll

QuickBooks Online

Intuit Tax Advisor now included with Intuit ProConnect Tax

QuickBooks Online

Coming soon: Reimagined PayPal Connector by QuickBooks

QuickBooks Online

Use and track product variants, Etsy integration, and shipping in QuickBooks

QuickBooks Online Payroll

Organize and share company structure using QuickBooks Online Payroll

QuickBooks Online

Batch Migration Tool has new enhanced features

QuickBooks Online

Get Bill Pay Elite for your firm at no cost

QuickBooks Online

Mix and match client or firm billing for each of your client’s products

QuickBooks Online Payroll

Make paycheck corrections after payroll

QuickBooks Online

Explore the unified home view in QuickBooks Online

QuickBooks Online Accountant

Mailchimp discounts for clients through the ProAdvisor program

QuickBooks Online

QuickBooks Live Expert Assisted is evolving to better partner with you

QuickBooks Online

Remind customers of their unpaid balances

QuickBooks Payments

Clients can send invoices with text messages using QuickBooks Payments

QuickBooks Online

Batch import journal entries

QuickBooks Online

Create Item and Sales Receipt transactions from a bank feed

QuickBooks Online Payroll

Digitize the I-9 employment verification process with QuickBooks Online Payroll

QuickBooks Checking

Instantly transfer QuickBooks Checking funds to an external bank for a 1.5% fee

QuickBooks Online Payroll

Migrate clients and save 80% on QuickBooks Online Payroll for 2 years

QuickBooks Online

More time-tracking functionality in QuickBooks Time entries

QuickBooks Online

Bill Pay now available for accountant-billed clients using QuickBooks Online

QuickBooks Online

Assign role-based access and permissions to clients’ books

QuickBooks Online

Coming soon: Accountant access to QuickBooks Solopreneur

QuickBooks Online

Draw cash from a credit limit with QuickBooks Line of Credit

QuickBooks Online

Upcoming QuickBooks innovations in 2024

QuickBooks Online

Simplify order management and visibility with Commerce

QuickBooks Online

Explore more ways to batch reclassify transactions

QuickBooks Online Advanced

Add multiple approvers to workflows

QuickBooks Online

More control in apps connected to QuickBooks Online

QuickBooks Online

New KPI insights for your clients’ businesses

QuickBooks Online Payroll

Assign payroll items to multiple employees at once

QuickBooks Online Payroll

Start running QuickBooks Payroll with a keyboard shortcut

QuickBooks Online Payroll

Get Allstate Health Solutions through QuickBooks Online Payroll

QuickBooks Online Payroll

Join Mineral HR for a live walkthrough of the new and improved Mineral Platform

QuickBooks Time

Manage clients’ QuickBooks Time using QuickBooks Online Accountant

QuickBooks Time

Simplifying QuickBooks Time setup in QuickBooks Online Payroll

Document sharing

Share documents with an employee through their profile in QuickBooks Online Payroll

Custom roles

Assign more tasks with custom roles in QuickBooks Online Advanced

Chase Bank statements

Chase Bank statements now automatically import to QuickBooks Online

Cash flow projections

Cash flow projections to be discontinued on Feb. 2, 2024

Direct deposit matching

Direct deposit transaction matching in QuickBooks Online Payroll

ProConnect Tax

Coming soon: Create a new client’s tax return during Intuit® ProConnect™ Tax onboarding

Revenue recognition

Revenue recognition updates in QuickBooks Online Advanced

Solopreneur

Coming soon: QuickBooks Solopreneur

Forecasting

Forecasting in QuickBooks Online Advanced

Envelopes

New 5.00% APY on QuickBooks Checking Envelopes

HR support

Start 2024 right with HR support through QuickBooks Online Payroll

2023 Product highlights summary

Top QuickBooks Online product innovations of 2023

The reimagined ProAdvisor Program

The reimagined ProAdvisor Program

1099

An easier, smarter 1099 experience

Enhanced reporting

New project-based reports provide more insights to clients

Expense reports

A simplified and more flexible view of expense reports

Budgets

Import subdivided budgets in QuickBooks Online Plus and Advanced

Bill Pay

Faster ACH payments and optional next-day delivery for QuickBooks Bill Pay

Employer forms

Create and e-file unlimited W-2s and 1099s quickly with Quick Employer Forms Accountant

Tax credits

Coming soon: Expert support for claiming tax credits

Ledger

QuickBooks Ledger: A new, efficient solution for ledger clients

Add Client

Add Client changes to right fit your client’s tech stack

Prep for taxes

More flexibility in QuickBooks Online Accountant’s Prep for taxes

Custom charts

Add Custom report builder charts to client management reports in QuickBooks Online Advanced

Custom roles

More control with additional custom roles in QuickBooks Online Advanced

Training & Certification

Newly added training and certification exam in the ProAdvisor training portal

Left navigation menu

Consolidated navigation menu in QuickBooks Online

Bill Pay

Introducing QuickBooks Bill Pay

Estimates and invoices

New invoicing for QuickBooks Online officially becomes standard

Payments

Access to Payments exception cases in the QuickBooks Resolution Center

Payments

Increase of QuickBooks Payments ACH transaction cap to $100,000

Payroll

New QuickBooks Online Payroll setup automation

Money

Checking, Payments, and Web enhancements to QuickBooks Money

Chart of accounts

Chart of accounts templates

QuickBooks Desktop

QuickBooks Desktop 2024 now available

Discounted rates

Payments information for clients includes discounted rates

Time

QuickBooks Time PRO to be discontinued

Payroll

Updating existing transactions using exact time frames

Payroll

More flexibility when tax mapping

Plus and Advanced

Balance sheet budgeting in QuickBooks Online Plus and Advanced

Workflows

New workflow run-history

Tax setup

Tax readiness widget in QuickBooks Online Payroll

Tax deposits

Automatic setting for local tax deposit frequency

Tax collector information

Streamlining local tax collector information

Update account connection

Chase Bank requires bank account reconnection in QuickBooks

Fixed asset accounting

Fixed asset accounting in QuickBooks Online Advanced

Figured

Smart farm management with Figured + QuickBooks Online

Time

Do more with QuickBooks Time inside QuickBooks Online

ProConnect Tax

IRS transcript direct access in Intuit ProConnect Tax

Data migration

Seamless Payments data migration from QuickBooks Desktop to QuickBooks Online

Flexible account mapping

More account mapping flexibility in QuickBooks Online Payroll

Employee permissions

Set employee permissions in QuickBooks Online Accountant

Customize view

Clients can customize their business overview dashboard

Multi-condition approval workflows

Create multi-condition approval workflows in QuickBooks Online Advanced

My apps

New diagnostic dashboard in My Apps

Spreadsheet sync

Spreadsheet Sync custom reports in QuickBooks Online Advanced

QuickBooks Check

See recommended QuickBooks Check matches in transactions

Updated notifications

More QuickBooks Checking notifications help clients stay informed

Receipts attachment

Attach receipts to transactions in real time with QuickBooks Checking

Higher limits

Higher mobile check deposit and transfer limits in QuickBooks Checking

Webinar invitation

Upcoming webinar on June 15: Streamlining payments operations with QuickBooks and Tipalti

Employee records

More complete employee records and photos in QuickBooks Online Payroll

Payroll items

Simplified Payroll item management

Custom report builder

Export PDFs from Custom Report Builder in QuickBooks Online Advanced

Get paid upfront

Accountant view-only access to clients’ Get Paid Upfront transactions

Time / Contractor payments

Add Time or Contractor Payments as standalone services for clients in QuickBooks Online Accountant

943 filing

943 filing for all existing QuickBooks Online Payroll customers

Reactivation

Seamless reactivation in QuickBooks Online Payments

Employee documents

Manage employee documents, right in QuickBooks

Contractor W-9

Track contractor W-9 info

ProAdvisor recertification

Free bootcamp for QuickBooks Online certification and recertification, June 13-15

Customize roles

Manage users and roles from one page in QuickBooks Online

ProConnect Tax

ProConnect Tax

Migration

Migrate from Sage50 or Xero to QuickBooks Online Advanced

QuickBooks Workforce

Streamline payroll and time tracking with the QuickBooks Workforce mobile app

FDIC-insured

Up to $5 million now FDIC-insured in QuickBooks Checking and QuickBooks Money

Updated notifications

More QuickBooks Checking notifications help clients stay informed

401K plans

Safe Harbor 401(k) plans now available through Guideline

Mobile app

New tax feature for sole proprietors in the QuickBooks mobile app

Webinar invitation

Upcoming webinar on June 15: Streamlining payments operations with QuickBooks and Tipalti

ProAdvisor recertification

QuickBooks Online annual recertification

Custom report builder

Export PDFs from Custom Report Builder in QuickBooks Online Advanced

Get paid upfront

Accountant view-only access to clients’ Get Paid Upfront transactions

Time / Contractor payments

Add Time or Contractor Payments as standalone services for clients in QuickBooks Online Accountant

943 filing

943 filing for all existing QuickBooks Online Payroll customers

Reactivation

Seamless reactivation in QuickBooks Online Payments

Employee documents

Manage employee documents, right in QuickBooks

Contractor W-9

Track contractor W-9 info

Automatic deductions

Set automatic deductions and contributions for employees based on hours worked in QuickBooks Payroll

Shopify

A new partnership between Shopify POS and QuickBooks Desktop

Developer pilot program

Intuit developer growth program expands pilot

Comparison charts

Make comparison charts in QuickBooks Online Advanced

Apps

Apps in QuickBooks Online Accountant client view

Inactive client removal

Enable client disconnection from client list

Spreadsheet sync

Powerful multi-company reporting with Spreadsheet Sync in QuickBooks Online Advanced

Reporting

Setting email schedules for standard and custom reports in QuickBooks Online Advanced

Latest features

The latest and greatest features in QuickBooks Online Advanced

Planning

Coming soon: Planning and budgeting in QuickBooks Online

Migration

An easier way to migrate to QuickBooks Online Payroll

Paid Family and Medical Leave

Migrating Paid Family and Medical Leave (PFML) setup from QuickBooks Desktop Payroll

Payments dispute protection

New: QuickBooks Payments dispute protection

Instant deposit

Updates to QuickBooks instant deposit

Recurring payments and invoices

Recurring invoices and payments now available in all QuickBooks Online plans

Check deposits

Attach invoices to check deposits in QuickBooks Checking

Mac compatible

The QuickBooks Online app now supports Mac and Windows

Training & Certification

QuickBooks Online Product Training & Certification Bootcamp

Migration assistance

Migration to QuickBooks Online now includes more payroll data

Migration assistance

How to help clients using QuickBooks Desktop 2020 before it’s discontinued in May 2023

Reports

Account roll-ups in QuickBooks Online Advanced reports

NSF hold status

Accountants’ “NSF hold” status will no longer affect clients

Migration assistance

Migration corner: Moving from QuickBooks Desktop to QuickBooks Online

Banking

Match transactions from foreign currency bank accounts in QuickBooks Online Banking

Banking

Batch-edit your clients’ auto-add bank rules

Adding payroll

Add payroll for clients from QuickBooks Online Accountant

QuickBooks Time

Guided QuickBooks Time setup for QuickBooks Online Payroll customers

Mobile check deposit

Mobile check deposit is now available for Android Users in QuickBooks Checking

Your Feedback in Action: Edition 3

Product improvements, updates, and changes based on your feedback

QuickBooks community

QuickBooks Business Network is almost here

Recurring payments

Automate recurring payments in QuickBooks Online

QuickBooks Cloud access

Work from anywhere with cloud access to QuickBooks Enterprise

QuickBooks Revenue share

Introducing the ProAdvisor Preferred Pricing revenue share program

QuickBooks Reclassify

Changes to the reclassify feature in QuickBooks Online Accountant

QuickBooks Pivot tables

Integrated pivot tables in QuickBooks Online Advanced custom reports

W-2 forms

W-2s now available in the Payroll Tax Center

Get organized

Intuit Practice Management

Improved tax features

Navigate tax returns in ProConnect™ Tax with these new smart features

Desktop migration

Move to QuickBooks Online to better serve your business and your clients

PandaDoc

PandaDoc: Document customizing, e-sign & management tool for QuickBooks Online Advanced users

Dataswitcher

Benefits of moving data with Dataswitcher

Audit log

Audit log data retention increased to 7 years

ProAdvisor training

Redesigned ProAdvisor training portal

Auto-add rules

Updated auto-add rules lead to fewer duplicates

Payee info

Automatically apply payee info to your bank transactions

QuickBooks community

Coming soon: Accounts Payable automation powered by the QuickBooks Business Network

QuickBooks Time

Coming soon: Add QuickBooks Time for clients from QuickBooks Online Accountant

Direct accountant support

Contact accountant support for QuickBooks Time

Revenue recognition

QuickBooks Online Advanced automates revenue recognition

Estimates vs Actuals

Estimates vs. Actuals in QuickBooks Online Advanced

PayPal and Venmo

New! PayPal and Venmo accepted right in QuickBooks Payments

Developer pilot program

Intuit developer growth pilot program

Sales tax

Automated sales tax item category recommendations

Migration assistance

Migration Corner: QuickBooks Desktop to QuickBooks Online

Chart View

Create data visualizations with Chart view

Read-only access

Accountant read-only access to clients’ QuickBooks Checking accounts

Health insurance

Enroll in health insurance by Dec, 15, 2022 to prepare for the new year

Guideline 401K

Attach a Guideline 401(k) to QuickBooks Online Payroll and get the first 3 months free

Workforce

Employee edits in QuickBooks Workforce

Commerce

Now available: Commerce accounting in QuickBooks Online

Custom reports scheduling

Custom reports scheduling in QuickBooks Online Advanced

Contractor payments

QuickBooks contractor payments

Adding tips

Now available: Option to add tips to invoices in QuickBooks Online

Insurance

QuickBooks Insurance for your practice and for your clients

Desktop migration assistance

Personalized migration assistance to QuickBooks Online

Multi-company discount

Multi-company discount in QuickBooks Online

Windows 8.1

QuickBooks Desktop will stop supporting Windows 8.1 in 2023

Migration tool

QuickBooks Desktop Online migration tool

Books Review

Update to Books Review section in QuickBooks Online Accountant

APY change

Annual Percentage Yield change in QuickBooks Checking

Product updates

New hire reporting/filing for Auto Tax Off in QuickBooks Online Payroll

Paperless

Employee opt-in for paperless in QuickBooks Online Payroll

Bitcoin

Bitcoin buy, sell, hold capability in QuickBooks Online

File management

Intuit Practice Management new feature: File management

Revenue share

Sign up for ProAdvisor Preferred Pricing revenue share

Document management

Improved document management in QuickBooks Online Accountant

Reorder reports

Reorder reports in QuickBooks Online Accountant

Configurable dashboard

Customize your business overview dashboard in QuickBooks Online

Left navigation menu update

Newly customizable left navigation menu in QuickBooks Online

Add Payroll

Updated Add Payroll experience in QuickBooks Online Accountant

Multifactor authentication

QuickBooks Online Payroll now includes multifactor authentication for added security

Chart of accounts update

Improved experience when creating new accounts in the chart of accounts

Mailchimp

New Mailchimp benefits for ProAdvisors

Automatic matching

Upgraded features with automatic matching for QuickBooks Payments

Tax Form 943

QuickBooks Payroll support of tax Form 943

Intuit Tax Advisor

Coming soon: Intuit Tax Advisor

Auto-import check image

Check image auto-import feature in QuickBooks Online

Knowify Connector

Knowify Connector in QuickBooks Online Advanced

Custom report builder

Formatted exports in Custom Report Builder with QuickBooks Online Advanced

Multi-factor authentication

Coming soon: Multi-factor authentication for QuickBooks Desktop Payroll

Notes mentions

New Notes mentions feature in QuickBooks Online Accountant

Recertification

QuickBooks Online annual recertification

Checking

Checks deposited with QuickBooks Checking can be viewed when you’re bookkeeping

Migration assistance

Free webinars: Moving to QuickBooks Online and more

Shared documents

Shared documents enhancements for accountants

Intuit Link

Save time in ProConnect with Intuit Link

Spreadsheet Sync

Spreadsheet Sync for QuickBooks Online Advanced

Centage Planning Maestro

Integrate Centage Planning Maestro with QuickBooks Online Advanced

Early Pay

Boost your team’s financial wellness with QuickBooks Early Pay

Connect to Square

Switch to the Connect to Square app

Washington State Unemployment Insurance

Washington State Unemployment Insurance (SUI) rate change capability

QuickBooks community

QuickBooks Business Network is almost here

Recurring payments

Automate recurring payments in QuickBooks Online

QuickBooks Cloud access

Work from anywhere with cloud access to QuickBooks Enterprise

QuickBooks Revenue share

Introducing the ProAdvisor Preferred Pricing revenue share program

QuickBooks Reclassify

Changes to the reclassify feature in QuickBooks Online Accountant

QuickBooks Pivot tables

Integrated pivot tables in QuickBooks Online Advanced custom reports

W-2 forms

W-2s now available in the Payroll Tax Center

Get organized

Intuit Practice Management

Improved tax features

Navigate tax returns in ProConnect™ Tax with these new smart features

Desktop migration

Move to QuickBooks Online to better serve your business and your clients

PandaDoc

PandaDoc: Document customizing, e-sign & management tool for QuickBooks Online Advanced users

Dataswitcher

Benefits of moving data with Dataswitcher

Audit log

Audit log data retention increased to 7 years

Get Paid Upfront

A new invoice financing product from QuickBooks Capital

E-commerce integration

QuickBooks Desktop e-commerce integration powered by Webgility

Vendor bills

New QuickBooks Desktop feature: Pay vendor bills online

Onboarding new employees

Onboard new employees to QuickBooks Time with a unique company code

Mailchimp

Mailchimp app for QuickBooks Online

Sales Tax

Get organized and stay compliant with sales tax filing.

Month-end review

Books Review: Your new end-to-end bookkeeping workflow

New features

New Transaction Collaboration feature, and upgrades to Client Requests and Note

New app

QuickBooks Online app for Windows

Employee expense management

New feature: Employee Expense Management, available only in QuickBooks Online Advanced

Webinar invitation

Real-Time Accounting CPE webinar

Workshop invitation

Intuit scholarship: Free Power Day workshop by Woodard

Left navigation

QuickBooks Online left navigation menu test

New Search tool

Search enhancements for QuickBooks Desktop migrators

Multi-company reports

New multi-company reports tab in QuickBooks Online Advanced

Tasks

Add attachments to tasks in QuickBooks Online Advanced

Pay schedules

Auto Payroll now supports multiple pay schedules

Employee tax settings

QuickBooks Online Payroll: Flexibility for employee tax settings

Paycheck corrections

Paycheck corrections in QuickBooks Online Payroll

Payroll certification

New QuickBooks Online Payroll certification

Smart Insights

Smart Insights in performance center for QuickBooks Online Advanced

Bill approval

Changes coming to bill approval workflows in QuickBooks Online Advanced

Square app integration

New Connect to Square app for QuickBooks Online

Estimates and invoices

Changes coming to estimates and invoices in QuickBooks Online

Trips

Trips feature in QuickBooks Online available to all admin types

ProAdvisor training

New ProAdvisor training on QuickBooks Time

Bill approval

Bill approval workflows in QuickBooks Online Advanced

Custom role preview

Custom role preview in QuickBooks Online Advanced

Desktop role migration

Desktop role migration in QuickBooks Online Advanced

Employee onboarding and flexible setup

QuickBooks Online Payroll employee onboarding and flexible setup

Custom reports

Custom report builder in QuickBooks Online Advanced

Wallet integration

Improved payment accounts retrieval across QuickBooks Online products with Wallet integration

Self-migrate feature

Self-migrate out for firm-billed subscriptions

Auto Payroll

Expanded Auto Payroll in QuickBooks Online Payroll

Payroll Tax Center

Improvements to the Payroll Tax Center

Recurring tasks

Recurring tasks in QuickBooks Online Advanced

Payroll insights

Get insights on payroll status in QuickBooks Online Accountant

Contractor Payments

Contractor Payments add-on in QuickBooks Online Accountant

New payroll pricing option

Stand-alone QuickBooks Online Payroll for firm-billed clients coming soon

Recertification

QuickBooks Online Accountant annual recertification

Salesforce

QuickBooks Enterprise Salesforce CRM Connector

Month-end review

Month-end review enhancements in QuickBooks Online

QuickBooks QuickBooks Checking

Coming soon: QuickBooks Checking in QuickBooks Online Accountant

QuickBooks Time tracking

What’s new with time tracking

QuickBooks Custom reminders

Addition of custom reminders to Workflows

QuickBooks Docusign

DocuSign integration with QuickBooks Online Advanced

QuickBooks Business growth

Discover how QuickBooks Enterprise can grow with you

Advanced

QuickBooks Online Advanced coming soon to QuickBooks Online Accountant

Invoices

Discover how QuickBooks Enterprise can grow with you

Chart of accounts

New chart of accounts experience for service-based sole proprietors

Cash Flow Center

Cash Flow Center improvements in QuickBooks Checking

Mobile receipt capture

QuickBooks mobile receipt capture categorization

Improved search tool

Simplified search in QuickBooks Online Accountant

Improved search tool

Simplified search in QuickBooks Online Accountant

Training

Advisory training for ProAdvisors

Statement auto-import

Wells Fargo now supported in Statement Auto-Import

Contractor Payments

Contractor Payments upgrade to Payroll

In product terminology change

Terminology change: “Master admin” to “Primary admin”

Two-tab dashboard

Get more done with the new two-tab dashboard format

1099 e-filing

Free 1099 e-filing for QuickBooks Online Payroll subscribers

Custom sales role by location

Custom sales role by location now available

Custom fields

Edit custom fields while editing invoices in batch mode

Work locations

Add or change work location inside QuickBooks Online Payroll

Overtime

Automated overtime recommendations in QuickBooks Online Payroll

Monitor credit scores

Building business credit

Seamless data import

Import data from Google Sheets

Cashflow center

Manage your business cash flow

Cashflow dashboard reports

Introducing cash flow dashboard reports

Instant deposit

New to QuickBooks Online Payments, get available funds instantly deposited into your bank account.

Export to Google sheets

QuickBooks Online Advanced users can export reports to Google Sheets.

TSheets Elite

New TSheets offering with features to save time and manage projects.

Mileage Tracking

Now you can track mileage in all versions of QuickBooks Online.

New invoice template

Refreshed invoice template provides smoother formatting and more accurate previews.

Multilingual invoice support

Send customer invoices in one of six languages.

Receipt capture

Snap a picture or upload receipts for automatic matching and categorization.

Custom fields

Track more granular information in QuickBooks Online Advanced.

Pre-scheduled contractor payments

Set up payments in advance in QuickBooks Online Payroll.

Desktop access to QuickBooks Online

Simultaneously manage multiple companies in the QuickBooks Online app.

QuickBooks Online sales tax

Manage sales tax: collect, report and pay your sales tax.