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What's new with QuickBooks Online

by Intuit• Updated 2 weeks ago

See what’s new in QuickBooks Online. This article lists the improvements we’ve made to the workflows you use most, release by release. The newest release comes first.

Quality, accuracy, and reliability sit at the foundation of everything we build. You told us we had room to improve. So we’ve been working on two fronts at once. We’re adding new AI-powered capabilities that do more of the work for you. And we’re strengthening the core of QuickBooks Online, the parts you use every day. Here’s what’s changed.

Current Release

The August 2026 release adds Intuit Intelligence, expert support for keeping your books current, and a full reporting suite in QuickBooks Online Advanced. It also improves the everyday workflows you rely on most: banking, categorization, reports, sign-in, bill payments, and reconciliation.

Note: Release dates and availability vary by product and plan. Not every feature reaches every customer on the same day, and some features are available only on certain plans. Each item names its plans where availability is limited.

Intuit Intelligence

Intuit Intelligence connects to your QuickBooks Online data and does more of the routine work for you. You can ask it questions in plain language, and you can hand it tasks you’d rather not repeat.

  • Invoicing on autopilot. QuickBooks Online can scan your saved documents, like statements of work and sales orders, and draft invoices for you to review and send. You choose when overdue invoices get flagged, and QuickBooks Online lines up ready to send reminders. Available with QuickBooks Online Essentials, Plus, and Advanced.
  • Custom automations you build yourself. Intuit Intelligence learns your patterns. When it spots a recurring task, such as pulling the same report every Monday, it offers to automate it. You can also build your own automation or start from a template, like sending overdue reminders or flagging duplicate bills. Tell Intuit Intelligence chat what you want done, then set a schedule.
  • Conversational business intelligence. Ask a question the way you’d say it out loud, such as “What was my cash flow last month?” or “How do my expenses compare to this time last year?” You get a read on what’s happening, what’s shifting, and why.
  • Forecasting and what-if scenarios. Model a price change, a new hire, or a new recurring expense, and see the effect on your cash flow, revenue, and net income before you commit.
  • One thread for Ask your accountant. Questions to your accountant stay together in a single conversation, so nothing gets lost across separate messages.
Note: Intuit Intelligence and conversational business intelligence are beta releases, and features, availability, and capacity can change. Intuit Intelligence chat is available to admin users only at this time. Capacity is limited. Each account gets a set amount of capacity each month, and the amount varies by plan. Invoicing on autopilot is also subject to monthly usage limits.

Cleaner books with expert support

Keeping your books current used to mean a scramble at month-end. These services keep categorization and review happening throughout the month, with a human expert involved, so your numbers are ready when you need them.

  • Smart Expert Categorization: Accounting AI learns your business’s financial picture and categorizes transactions for you, with a human reviewing in the background for accuracy. Your books stay up to date without the manual data entry. Available with QuickBooks Online Plus.
Note: If you work with an accountant or bookkeeper, check with them before you turn these services on. They know your books, and they can help you decide how this fits the work you already do together. If your accounting firm is billed for your subscription, coordinate with them to enable these features.

QuickBooks Online Advanced picks up a full reporting this release.

  • A custom report builder: Build the exact report you need from scratch. Choose your columns, rows, and filters, and pull data from any data in your books by class, location, or department, without being held to a standard template.
  • AI-powered forecasting: Test a scenario in plain language. Ask what’s driving a variance, model a hiring decision, or forecast cash flow through the next quarter, without exporting your data to another tool.

Here's a look at our progress so far:

Smarter, more accurate matching

  • Match suggestions are ranked by confidence. QuickBooks Online shows you which suggested matches are high in confidence. The most likely match comes first, so you’re not scanning a list.
  • Duplicate warnings appear before you post. You can stop a double entry while there’s still time to fix it.

Categorization 

  • Suggestions refresh faster after you categorize a similar transaction. This helps most when you’re working through a batch in one sitting.
  • Transfers and credit card payments are handled more clearly. This cuts down on the double-counting and misclassification that tends to show up at month-end.
  • A modernized rules experience. Bank rules now flag duplicate or conflicting rules instead of applying whichever one fires first, so you can see the overlap and fix it.

Reports

We made more than 50 usability improvements to the new Reports experience, based on feedback from customers and accountants. These changes bring it in line with the classic experience.

  • Everything’s readable and in order. Accounts appear in standard order, section names and totals display in full, and columns stay visible as you scroll.
  • Find and filter the way you expect. Search with Ctrl + F, pick the date range you need, and sort columns the way you’d expect.
  • Exports come out clean. Trial Balance and consolidated reports keep their totals when you export them to Excel.

Sign-in and account access

You told us you ran into sign-in problems, got signed out too often, and found re-verification slow. These changes address that.

  • Fewer “account not found” errors.
  • You stay signed in longer on devices you trust. You’re not re-verifying every time you step away.
Note: Account recovery hasn’t changed yet. To verify your identity when you update your account, you’ll still take these steps: Tell us what you’re updating. Use your mobile phone to take a picture of your government-issued ID. We’ll match that data to your personal information.

Paying Bills

  • Payments no longer default to check. The default now reflects how bills are paid.
  • Paying bills takes fewer steps. You asked for a cleaner bill payment flow, so we simplified the navigation.

Homepage

  • Homepage loads faster with less layout shift.
  • Homepage is cleaner and more personalized.
  • Widgets are resizable and reorderable, including your bank account widgets.

Faster Workflows 

  • Your data loads faster and more reliably across the workflows you use most, including invoicing, banking, reports, and payroll.

Expanded keyboard shortcuts

  • There are now more than 100 shortcuts. They span banking, lists, transaction forms, and reports, and they work consistently across pages, so there’s nothing to relearn.
  • You can open the full shortcut guide anytime. Press Ctrl + Alt + ? on a PC or Cmd + Option + ? on a Mac.
  • The guide is printable and updated regularly.

Reconciliation

  • Guardrails protect your reconciled books. Editing or deleting a previously reconciled transaction now triggers a warning before it throws off a beginning balance.
  • Any primary admin can undo a reconciliation. You no longer need the accountant role to correct one.

Supplier management

  • Suppliers and customers are easier to tell apart. Classification is clearer throughout.
  • The supplier list is easier to find. Supplier details stay consistent when you update a bill from review.

Bank Feeds

  • You get a heads-up before a connection needs re-authorizing. You can reconnect on your own schedule instead of discovering days later that transactions stopped flowing.

Disclaimers

August feature release dates and availability will vary by product. Not all features will be available on August 1.

This information is intended to outline our general product direction, but represents no obligation and shouldn't 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.

Previous releases

Platform navigation & usability

  • Shortcuts at your fingertips: QuickBooks Online now supports 50+ keyboard shortcuts to help you work with fewer clicks and less switching between your mouse and keyboard. Shortcuts span Banking, Lists, Transaction Forms, and Reports — and work consistently across pages so there's no relearning as you navigate. To pull up the full shortcut guide at any time, simply press Ctrl + Alt + ? (PC) or Cmd + Option + ? (Mac). The guide is updated regularly, so check back as new shortcuts continue to be added.

Invoicing & sales forms

  • Display contact details: You can now display your customer's phone number and email address directly on invoices, estimates, and other sales forms. Customize your forms to include the contact details that matter most to your business — making it easier to communicate clearly and keep everything your team needs in one place.

Inventory & purchase orders

  • Streamlined order fulfillment: You can now create a Purchase Order directly from a Sales Order in a single step — simply select "Convert to purchase order" on the Sales Order page. This makes it easier to track inventory commitments, fulfill customer orders accurately, and keep your purchasing and sales workflows connected from start to finish.

Reporting

  • Reports your way: Export reports that reflect what you see on screen. Simply select the caret icon next to any account or subaccount to expand or collapse it before exporting, so your stakeholders receive a polished, focused report—with the level of detail you want them to see.

Thank you for being part of the QuickBooks community! We continue to work hard on implementing improvements you ask for most, while remaining committed to delivering the tools you need to move your business forward.

To stay informed of ongoing updates, visit the "What's New" page inside QuickBooks or check out Product updates page. If you have additional product improvement suggestions, go to Settings Settings gear icon. and select Feedback.

Better banking experiences

  • Bank feed improvements: Improved AI-powered Bank Feeds make managing transactions faster, easier, and more accurate. Based on your feedback, we’ve added features like drag-and-drop attachments and AI-driven data extraction from PDF bank statements—all designed to save you time while providing clarity and confidence in your finances.
  • Smoother bank connection flow: Managing bank connections in QuickBooks Online is now simpler and more efficient. With our new feature, your bookkeeper can easily send a direct email to the bank account owner, enabling them to quickly resolve connection issues without unnecessary back-and-forth. This streamlined process saves time and eliminates the hassle for both bookkeepers and you.
  • Streamlined bank reconnection experiences on mobile: In the QuickBooks mobile app, we've improved tools for managing bank connections. You'll now receive clear alerts and actionable in-app guidance to quickly resolve bank connection issues, helping to keep transactions up-to-date. With streamlined error messaging and deep links, you can fix connections directly from your phone, ensuring a smoother experience.

More automation and time savers

  • New inventory features: We've added 4 new features to Inventory, helping you simplify operations and improve accuracy. Automated inventory quantity adjustments minimize manual entry, while Moving Average Cost (MAC) accounting delivers more reliable inventory valuations for non-perishable goods. Item receipts ensure accurate quantity tracking, and upgraded sales order functionalities include custom fields, adding attachments, and converting sales orders to POs.

Usability, quality, data and performance

  • Refreshed "modern view" reporting: The new "modern view" of reports in QuickBooks Online combines the familiarity of "classic view" with the intelligence and power of "modern view" — helping you work faster, smarter, and with more confidence. With improved navigation, auto-refresh features, and enhanced drill-downs, you can save time, reduce errors, and gain reliable financial clarity, all while enjoying a cleaner, clutter-free experience.
  • Improvements to report navigation: We've optimized your scrolling experience on reports to utilize the available space more efficiently, especially for large or detailed reports. Now you can navigate reports smoothly and efficiently, focusing on your data with a more natural, intuitive experience.

Platform Navigation and Usability

  • We listened to your feedback and made navigation easier and more customizable:
    • The Global Create menu and bookmarks now open when you hover over them. And don't worry, if you select something by mistake, they'll stay open.
    • You can pin as many apps as you want to tailor your workspace.
    • Select Open Link in New Tab to view and work in multiple tabs in the bookmark flyout.
    • Our search bar helps you navigate faster -- just type a keyword, and we’ll guide you to what you need.

Accounting

  • You can now convert PDF bank statements into transactions that are ready to be posted through the bank feed, eliminating manual data entry and ensuring all your transactions are captured in one place. This feature is ideal for customers who haven’t linked their bank directly to QuickBooks or for those looking to upload historical statement with ease.
  • Usability Improvements:
    • To make scanning your banking data even easier, we’ve introduced features like column freezing, zebra-striping for improved row distinction, green colour indicators for matching transactions, and text wrapping for key details.
    • If you’re using the new AI-powered bank feed, you can now view up to 300 transactions per page (up from 50) without slowing down your experience. This increases efficiency, especially for customers who frequently analyze or review large volumes of transactions.
    • You can now batch import up to 1,000 product and service items at once (previously limited to 200) without performance issues. Regularly updating your products and services list in QuickBooks helps you save time later while ensuring more accurate tracking and reporting.

Expenses & Pay Bills

  • You can now create and manage bills on-the-go with the QuickBooks Online mobile app (iOS and Android). Easily create, view, update, and delete bills right from your phone.

Inventory

  • Moving Average Cost (MAC) inventory valuation method is now available to customers using Plus, Advanced or the Inventory Add-on. MAC simplifies inventory accounting by smoothing out cost fluctuations and reflecting current market prices for your inventory.
  • Sales Orders now offer greater flexibility and improved tracking for items promised to your customers. Enhancements include: custom fields, smarter search functionality, attachment options, ability to delete, bundles support, and Sales Order to PO conversion.

Thank you for helping us make QuickBooks better. We’re committed to continuing to add tools, fixes, and updates based on your valuable feedback to help move your business forward. 

Have a suggestion? Let us know by going to Settings Settings gear icon. inside QuickBooks Online, under Profile, and selecting Feedback. Stay tuned for the latest updates by visiting the "What’s New" page inside QuickBooks or the Product updates page.