This year, we've been innovating fast: Introducing new AI-powered capabilities like Intuit Intelligence, and other new innovations. But building new things is only half the job. The other half is listening. Over the past several months, we sat down with the feedback you shared about where QuickBooks Online could be better, and we got to work on the everyday workflows you rely on most: matching transactions, working in bank feeds, and helping to keep books categorized and accurate. 

This article is about those improvements—the fixes and refinements we made because you asked for them—plus a look at where we're headed next. Here's what's better, workflow by workflow, and how each change saves you time.

Many of these same improvements are also covered in our client-facing blog post, written for business owners. If you want to learn more about the changes or keep your clients in the loop on what's changed, you can share this blog with them directly.

Smarter bank transaction matching

QuickBooks now finds and completes more matches automatically, with fewer "no results found" dead ends.

• Match suggestions are now ranked by confidence, so the most likely match appears first instead of requiring you to scan a list.
• A new loading indicator now confirms when matching is in progress, preventing unnecessary manual entries by clearly distinguishing between a search that is still running and a situation where no match is found.
• The automatic date-range search window is wider when no nearby match is found, reducing false negatives on delayed deposits or batched payouts.

Categorization that learns from you

QuickBooks' categorization now updates its suggestions as it learns your preferences, and gives you more control.

• Once a transaction is categorized in a particular way, similar transactions will be updated with an accurate, suggested category sooner, which makes moving through a batch of vendor transactions in one sitting much more efficient.
• Clearer transfer and credit-card payment handling reduces the double-counting and misclassification issues that can show up during month-end review.
• The rules engine now flags when two rules would compete for the same transaction, instead of applying whichever rule fires first. If you manage rule sets across multiple clients, this will surface conflicts you may not have known existed.

Shortcuts built for how you work across clients

When you're moving between client files all day, every extra click adds up. New keyboard shortcuts cover banking, lists, transaction forms, and reports, and work the same way no matter which client file you're in.

• Shortcuts span banking, lists, transaction forms, and reports, so there's nothing to relearn as you move between client files.
• The full shortcut guide is available anytime with Ctrl + Alt + ? on a PC or Cmd + Option + ? on a Mac, and it's printable for quick reference at your desk.

Reports that hold up across every client

Modern reports got a cleanup across the areas accountants flagged most: how reports display, how you find what you need, and how cleanly they export.

• Accounts now display in standard order with full section names and totals, and columns stay visible while scrolling, so reports are review-ready the first time.
• Ctrl + F now searches across localized values, and the date picker and sorting behave the way you'd expect, so you find what you need faster across client files.
• Trial Balance and consolidated reports keep their totals intact when exported to Excel.
• Management reports and even large or all-dates reports now load and run to completion reliably.

Simpler, secure sign-in

Signing into QuickBooks now requires less repetitive verification.

• Longer-lasting sessions on trusted devices allow you to verify less often, which reduces repeated verification when you are moving between client files throughout the day.
• Account recovery is now easier and more secure, which is particularly helpful when you are supporting staff or client logins in addition to your own.

Faster, more reliable experiences on every device

The QuickBooks homepage and mobile app are now easier to simplify and customize, and more stable, with fixes to app stability, log-in experiences, and everyday tools.

• The dashboard is now cleaner and more customizable, allowing you to resize and reorder widgets to fit your personal workflow.
• The homepage now provides faster load times and minimized layout shift as pages load.
• Mobile app stability fixes (fewer crashes and unexpected logouts) and more reliable mileage tracking and receipt capture (expanded on below).

More consistent receipt capture

Receipt capture now extracts tax rates line-by-line, handles multi-currency documents, and supports bulk upload, so more fields land correctly and there's less manual fixing after the fact.

• Amounts stay consistent and accurate when saved.
• Forwarded receipts now appear promptly and reliably.
• Overall accuracy on captured receipts has improved.

Fewer interruptions while you work

Pop-ups, prompts, and suggestions were showing up in the middle of client work. We're making them less disruptive so they don't get in the way of the task in front of you — especially useful when you're moving quickly between client files.

Built on your feedback

Every improvement in this article started the same way: with accountants and bookkeepers telling us what was slowing them down. The changes to matching, reconciliation, categorization, and the rest didn't come from a roadmap drawn up in isolation. They came from the calls, surveys, and conversations you had with us. Foundational improvements are an ongoing commitment to making the core of QuickBooks Online faster, more accurate, and more dependable for you.

Why we focused here

Intuit is investing heavily in new innovation across the software platform. We have made a deliberate choice to put significant engineering effort into the everyday workflows that power your daily tasks, because getting the fundamentals right is essential to the success of your business and your clients. 

What's coming next

We're continuing to invest in the same core workflows, with more improvements already in progress for the months ahead.

We'll keep listening, keep prioritizing the feedback you share, and keep sharing what we are working on. If there's something you'd like to see improved, your voice is still the most important input we have.

To assist with any questions your clients may have, please send them our client-facing blog.