Support your advisory work with new QuickBooks updates

Meet the latest QuickBooks release—a collection of new features that help save time, boost productivity, and bring you AI-powered tools that fuel efficiency.

New updates coming soon to QuickBooks introduce functionality designed to help accountants and bookkeepers maintain control, while reducing manual workload. This release expands functionality across core workflows—from enhanced bank feed collaboration and AI-powered suggestions to stronger financial accuracy with tools like balance sheet budgets. These updates help streamline reconciliation, improve data reliability, and simplify client collaboration. By automating routine tasks, QuickBooks helps you spend less time on manual entry and more time delivering strategic guidance that supports client growth.

Enhanced bank feeds, easier reconciliation

Stay organised and save time with the latest enhancements designed to streamline data entry and manage documents. New and enhanced tools help your client books get reconciled with less effort—while you maintain oversight.

Get notified when there’s a missing payee

Ensure complete data is available when it’s time to reconcile with alerts for transactions posted without payees.

Easily find a specific account or card

Use search within bank transactions to find a specific account or card instead of scrolling through a long list.

Add attachments with drag and drop

Drag-and-drop abilities for attachments are now available on unmatched transactions. Simply drag a file into a transaction row or into the transaction details to manage documents more efficiently with fewer clicks.

More tools for greater accuracy and less manual work

This release expands how AI automation shows up in your day-to-day work, introducing new features that reduce manual tasks and streamline key financial workflows.

Streamlined client collaboration⁺

Reduce back-and-forth with your clients while keeping sensitive data secure. As you reconcile transactions on their bank feed, you can request missing information through a secure portal and direct it to the right employees. That way, only the intended recipient can view and respond, rather than exposing requests across your client’s entire organisation.

⁺Available in QuickBooks Essentials, Plus and Advanced

Coming soon: AI-powered GST suggestions

Accounting AI⁺ will learn from historical data and bank transactions to suggest GST codes. All that will be required is to review and confirm, ensuring your clients’ books stay accurate.

Better data protection and collaboration

Manual errors and lost data compromise the integrity of your clients’ books. These new features can act as a safety net, helping to ensure every communication reaches the right contact.

Stress less about lost work with autosave

Work is autosaved on invoices, estimates, and will soon be autosaved across journal entries and transactions. When leaving a page with unsaved changes, QuickBooks will prompt to save. This reduces the risk of lost data and ensures workflows continue running smoothly.

Send every email to the right person

Now, you and your clients can save multiple email addresses to a supplier or customer profile. When sending purchase orders or invoices, recipients can be easily selected from saved addresses with options to Cc and Bcc—all from a single profile. This ensures the right information reaches the right contacts.

Optimised app for business on-the-go

It’s now even easier for your clients to tackle business to-dos from a phone or tablet. The latest QuickBooks mobile updates focus on performance, clarity, and efficiency to help manage business from anywhere.

More intuitive user interface

The new QuickBooks mobile features a unified dashboard designed for on-the-go management. Key metrics and actions are consolidated into a single view, allowing your clients to review insights in a dedicated feed and navigate more quickly from a consolidated menu.

A smoother way to handle multi-currency⁺

Improved tools help your clients work smarter and more efficiently. And by moving the multi-currency module directly into their bank feeds and refreshing the GST selection and Transfer tab, it’s now more intuitive for them to move money and manage international transactions.

⁺Available in QuickBooks Essentials, Plus and Advanced

Better data for your most complex clients

As your clients grow, their need for deep insights and precise tracking grows with them. These latest enhancements are designed to provide the granular data necessary to advise on long-term financial health.

More accurate inventory tracking⁺

New improvements to inventory helps your clients stay on top of their stock with greater flexibility and customisation. They can now customise sales orders, link them to transactions, and convert them directly to a purchase order. Additionally, with item receipt improvements, they can now accurately record inventory items the moment they arrive at the business. This lets your clients decouple inventory movement from money movement—updating stock-on-hand without impacting accounts payable until they’re ready.

⁺Available in QuickBooks Plus and Advanced

Coming soon: Map and validate project costs⁺

Your clients can soon create a detailed view of anticipated costs for each project with a quote broken down by product and service. It will be easier to compare quotes vs. actuals in real time, allowing them to see immediate feedback on project profitability.

⁺Available in QuickBooks Advanced

Coming soon: Model your client’s future financial position⁺

Soon you’ll be able to generate balance sheet budgets to see how the financial decisions made today will impact assets, liabilities, and net worth over time. This allows for growth planning with a clear picture of long-term financial health.

⁺Available in QuickBooks Advanced

Coming soon: Better forecasting⁺

Improved forecasting will soon help your QuickBooks Online Advanced clients plan ahead by using past financial performance to identify patterns and estimate future business outcomes. With all their financial data in one place, they’ll be able to quickly and easily create forecasts and use them to generate more accurate budgets.

⁺Available in QuickBooks Advanced

Coming soon: Ask questions, get instant answers

We’re introducing Intuit Intelligence chat⁺ to deliver answers and insights tailored to your clients’ businesses. Built to boost clarity and productivity, it will answer business questions, automate tasks, and perform deep data research—generating rich insights and reports. Intuit Intelligence chat⁺ will put the data you need at your fingertips to help your clients grow.

And, this is just the beginning. Intuit Intelligence chat⁺ will roll out in phases, expanding how powerful automation and deeper insights work together to help your clients operate their businesses more efficiently and stay competitive.

Reclaim your time for high-value advisory services

The latest QuickBooks release introduces intelligent tools designed to automate the manual, routine tasks that often consume too much valuable time. By leveraging enhanced bank feeds and automated categorisation, these updates handle the repetitive tasks, ensuring you maintain full oversight of your clients’ books while reducing time spent on manual work.

These improvements are designed to support and extend your firm’s capabilities. With routine tasks being handled by AI-powered tools, you gain the clarity and capacity needed to focus on what clients value most: your strategic insights and financial guidance.

Simply sign in to your account to explore the new functionality.

Important product information and disclaimers

Disclaimer: This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply. Product offers, pricing, terms of use, service options, features, and functionality are subject to change without notice (subject to applicable laws).

⁺Intuit Intelligence: Feature availability varies by product. Intuit Intelligence, including Intuit AI and other Al features are currently available at no additional cost at this time. While available in all Intuit QuickBooks supported languages, Intuit Intelligence output is currently in English only. We recommend you review all outputs carefully.

⁺Beta features: Beta features have limited availability and are subject to change. Features may be more broadly available soon.