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 aligns with the updated QuickBooks Online design and navigation, providing a seamless experience across the Intuit platform. The newly customizable Home dashboard prioritizes key tasks, reminders, and insights tailored for each team member, ensuring focus on essential activities. Additionally, critical alerts—such as disconnected bank feeds or data connection issues—are prominently displayed on the Home dashboard upon login, enabling quick resolution and uninterrupted access to the most up-to-date information.
• 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 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.

AI-powered firm efficiency

Access a virtual team of AI agents that can complete tasks on your behalf, with your guidance and control. Using client and firm data already on the Intuit platform, the agents deliver insights and recommendations to help drive faster decision-making.

Features in Beta in Intuit Accountant Suite

A faster close process and deeper client insights

Here is more information on Books Close and Client Insights features available now in beta. 

Books Close (Beta)² is designed to help you:

• Track close status 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 will:

• 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

Here's a preview of the premium capabilities 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 and tax, all within Intuit Accountant Suite².
• AI-powered analysis and anomaly detection: Monitor client portfolios, proactively identify key financial trends, and flag anomalies bookkeeping and financial data².

Get oriented in the new experience

To help you hit the ground running in the new experience, we’ve created a guided tour complete with a detailed visual comparison between the two products. We highlight the biggest changes to the user interface, navigation, and core features to make it easier to find your way around and make 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.

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 and select Switch. 

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.

We recommend consolidating one realm first so you can see how the process works, and then finishing the rest to maximize the value you’ll get out of Intuit Accountant Suite. There is more on account consolidation below. We’ll be here to help, offering a client consolidation tool, support guides, and professional service offerings all along the way.

QuickBooks Online Accountant will be discontinued at the end of 2026. However, key features including QuickBooks Advanced and Elite Payroll for firm operations, will be integrated into Intuit Accountant Suite.

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.

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 account consolidation, the process of strategically restructuring your multiple QuickBooks Online Accountant realms into a single, unified environment. Our account consolidation guide is designed to help you complete the technical steps of consolidation while also managing the organizational change for your staff. 

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.

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.