Introducing Intuit Accountant Suite

We’re excited to announce the launch of Intuit Accountant Suite (IAS), an evolution of QuickBooks Online Accountant (QBOA), to manage your firm, clients, and team in one place. Developed in collaboration with accountants and bookkeepers, Intuit Accountant Suite combines the power of the Intuit platform, the ability to have all your client’s data in one place, and the latest AI technology to increase your speed and unlock a new level of efficiency.

Boost efficiency, streamline operations, and make great decisions

Intuit Accountant Suite is tailored to meet firm needs with the seamless integration of five core areas: client management, client collaboration, service delivery, business planning, and team management. Intuit Accountant Suite provides:

• New and improved design, navigation and Home dashboard: The enhanced user interface, mirroring the updated QuickBooks Online design, offers a seamless Intuit platform experience. The new customisable Home dashboard prioritises key tasks, reminders, and team-specific insights. Critical alerts, like disconnected bank feeds, are prominently displayed upon login for quick resolution and uninterrupted access to the latest data.
• All your client files, all in one place¹: Manage all your QuickBooks Online client files with one sign-in to Intuit Accountant Suite—no need to export client data to Microsoft Excel or sign into multiple QBOA accounts.
• A platform that scales with your firm: Save time with optimized performance and a new infrastructure that scales with you and your clients.
• A custom dashboard for every team member: The new customizable Home dashboard surfaces the most important tasks, and reminders for every team member each day, so nothing falls through the cracks.
• Role-based access controls: Customizable roles and permissions both within your clients and firms books, allowing you to delegate tasks while separating duties, so you can stay compliant and confidently manage services such as AP, AR, and payroll. 
• Boosted operational efficiency with client numbers: Streamline searching, tracking, and billing by managing your entire client list with your firm's own numbering system, assigning a unique client number to each client.

A faster close process and deeper client insights

Gain a productivity edge with the new premium AI-powered capabilities, Books Close and Client Insights. These new features streamline your practice’s processes and deliver proactive insights.

Books Close (Beta)²:

• Track the status of the books across all your clients and ensure standardized, on-time delivery.
• Coming soon*: Increase accuracy at scale with AI-powered anomaly detection. 
• Boost efficiency with bulk edits that auto-update across each client’s QuickBooks file.

Client Insights (Beta)³:

• Analyze your clients’ data with customizable views and segments so you can offer benchmarks and track critical KPIs.
• Get AI-powered alerts on important trends and anomalies across your clients’ financial KPIs and data.
• Share proactive insights and data visualizations with your clients.

Coming soon in Intuit Accountant Suite

This is just the beginning. Here's a preview of the premium capabilities in beta or coming soon in Intuit Accountant Suite. 

• Organize teams and clients your way, ensuring the right team members have the right level of client access. 
• More improvements to service delivery workflows for bookkeeping, all within the Intuit Accountant Suite.
• AI-powered analysis and anomaly detection: Monitor client portfolios, proactively identify key financial trends, and flag anomalies relating to bookkeeping and financial data. 
• Intuit Intelligence and more advanced AI agents. 

Get oriented in the new experience

To help you hit the ground running in the new experience, we’ve created a detailed visual comparison between QBOA and IAS. You can see the changes to the user interface, navigation, and core features, making it easier to find your way around IAS and making the switch as seamless as possible.

Here’s an example of the kind of orientation you’ll get in the guided tour: 

In QuickBooks Online Accountant, the Client List was your starting point.

To get to your Client List in Intuit Accountant Suite, go to My Apps and look under Firm Operations. Optimized for fast performance with a large volume of clients, the Client List is designed to make it easier to maintain and easily search client records.

US screenshot shown

Check out the QBOA vs IAS guided tour article

How to opt in to Intuit Accountant Suite

You can make the switch to Intuit Accountant Suite any time. Be sure you’re signed in as the primary admin of QuickBooks Online Accountant, then go to Settings > Subscriptions and Billing > Firm subscriptions and select your preferred upgrade option.

If you decide the time isn't right, your firm can switch back to QuickBooks Online Accountant from Settings inside Intuit Accountant Suite, and rejoin when you’re ready.

Important: 

• When you make the switch, all your data and settings will be retained—you’ll just have a new way to interact with that data, and a lot more power and functionality at your fingertips. 
• You can access the premium features for free during the beta phase, however please note you’ll be asked to register your credit card details to access them.
• If you have multiple QBOA accounts or realms, we recommend consolidating into one account first to maximize the value you’ll get out of Intuit Accountant Suite. Should you need assistance, please contact the Customer Success team for guidance.
• QuickBooks Online Accountant will be discontinued at the end of 2026. However, key features including QuickBooks Online Advanced and QuickBooks Payroll for managing your firm operations, will remain available in Intuit Accountant Suite.

Manage all your clients in one place

To get the most out of Intuit Accountant Suite, you’ll want to take advantage of the ability to manage all your clients with just one sign-in. Previously, firms managed large client lists by accumulating multiple QuickBooks Online Accountant realms. Not anymore. While a multi-realm approach can sometimes be intentional and serve a specific purpose for a period of time, more frequently, this fragmentation can lead to operational inefficiencies for the firm and complicate the management of staff and clients.

As part of making the switch to Intuit Accountant Suite, we’ve created a detailed guide to realm consolidation, the process of strategically restructuring your multiple QuickBooks Online Accountant realms into a single, unified environment. Our realm consolidation guide is designed to help you complete the technical steps of consolidation while also managing the organizational change for your staff. 

Learn more: A Guide to Consolidating Your QuickBooks Online Accountant Accounts

Join us in shaping the future of accounting with Intuit Accountant Suite

We're excited for you to experience the Intuit Accountant Suite and discover how it can transform your practice. By combining the power of the Intuit platform, comprehensive client data management, and AI-powered functionality, we're confident that this new solution will empower you to boost efficiency, streamline operations, and make more confident decisions. Join us in shaping the future of accounting and powering prosperity for businesses everywhere.

Learn more about Intuit Accountant Suite and see from/to images comparing QuickBooks Online Accountant to Intuit Accountant Suite.

DISCLAIMERS:

* 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. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice.

¹ All your client files in one place: Access client files that are connected to your Intuit Accountant Suite solution.

² Requires adding Books Close, a paid add-on to Intuit Accountant Suite. You will not be charged during the beta period. When the beta program ends in 2026, we will notify you in advance and give you the option to continue to use the product for a fee or to cancel. You can opt-out at any time.

³ Requires upgrading to Intuit Accountant Suite Accelerate, a paid plan within the Intuit Accountant Suite. You will not be charged during the beta period. When the beta program ends in 2026, we will notify you in advance and give you the option to continue to use the product for a fee or to cancel. You can opt-out at any time.