Learn what’s new in Intuit Accountant Suite

Introducing Intuit Accountant Suite to manage your firm, clients, and team all in one AI-powered suite. This platform delivers tools to boost efficiency, streamline operations, and gain new insights so you can grow with confidence.

The primary admin of your QuickBooks Online Accountant has chosen to enroll your firm’s account in Intuit Accountant Suite. If you decide the timing isn't right, your primary admin can switch back to QuickBooks Online Accountant at any time.

Features available include:

• A new, role-based dashboard with customisable widgets that surface the most important daily insights, tasks, and reminders for each team member. See alerts for disconnected bank feeds and data connection issues so you’ll know you’re working with the most up-to-date data every day.
• Personalised recommendations of the right Intuit solutions for your clients based on their behaviour and needs.
• Fast client service delivery, with a responsive experience that loads quickly.
• Access to the new Books Close beta and Client Insights beta features. Books Close beta is available at no extra cost during the beta program. Starting January 2026, when it's generally available, there will be a cost to keep using Books Close. You can access advanced features, including Client Insights, in Intuit Accountant Suite Accelerate, available at no cost during the beta program. There will be a cost for continued use once it's generally available in January 2026.

Overview of the navigation menu

You'll notice some things look different, but the basics you know aren’t changing.

Move around Intuit Accountant Suite by hovering over options in the navigation menu on the left side. Select the option you want from the pop-up menu, or select the icon itself if no menu appears.

• My menu: Hover your cursor over My menu to see a customisable menu of bookmarks, actions, and tools. 
• + Create: Find quick actions such as adding clients, products, tasks, or team members.
• Bookmarks: Hover your cursor over the Bookmarks option to add, edit, or sort your list of bookmarked pages.
• Home: When you sign in, you’ll see your homepage, which gives you a high-level view of your practice. You’ll find apps across the top and customisable widgets in the central area. These widgets offer key insights, such as which clients have disconnected bank accounts or app issues, and product updates. 
• Reports: Hover your cursor over the Reports option to see all of your reporting functions, including access to your standard or custom reports, spreadsheet syncs, and financial planning reports.
• My apps: Hover your cursor over the My apps option to see all of your Operation and Services hubs. Most of these pages should look familiar, but have moved here or may be renamed. Here are a few notable pages under Apps.
  • Clients: See the overview of your clients list and add new clients in this hub. Pages include your Client list, where you can add new clients and Client invitations, where you can manage access.
  • Team: See and manage your firm’s team members in this hub. Pages include Users, Roles, and Certifications.
  • ProAdvisor: See your available training and benefits of ProAdvisor.
  • Work: This hub lets you create and track work projects and important tasks for your practice. Pages include Projects and All tasks.
• Service Delivery: Preview new features of the platform, including the Client Insights beta and the Books Close beta which your primary admin can now opt into at any time.

You’ll find other options at the top of the Intuit Accountant suite window. 

• Jump into client books: Find and sign in to any of your client's books quickly by selecting the dropdown list. 
• Search: Use the search bar to find data like transactions, clients, new actions, reports, accounts, and help topics. 
• Settings : See everything regarding client and firm subscriptions.

Can I switch back to my previous QuickBooks Online Accountant experience?

Yes, if the time isn't right, your firm can switch back to QuickBooks Online Accountant. Your firm can rejoin Intuit Accountant Suite at any time. The primary admin of your Intuit Accountant Suite account is the only one who can perform these actions. We encourage you to take a quick tour to see firsthand the new benefits this experience offers. All of your data and settings will be retained. None of your data is moving, migrating, or changing.

Note: While you can switch back to QuickBooks Online Accountant at any time, once you’ve consolidated multiple accounts in Intuit Accountant Suite, you can’t separate them if you return to QuickBooks Online Accountant.

To switch back to the previous QuickBooks Online Accountant experience:

1. Go to Settings .
2. Select the Opt out button.

To switch to the new Intuit Accountant Suite experience:

1. Go to Settings .
2. Select the Join button.
3. Fill out the required fields, then select Join.

And please leave some feedback. We value your insights and are always looking for ways to improve our product for you.