QuickBooks HelpQuickBooksHelpIntuit

What's new with QuickBooks Online

by Intuit•5• Updated 4 days ago

At Intuit QuickBooks, we know that trust in your clients’ data and confidence in their workflows are the foundation of everything. That's why, alongside our latest innovations, we've been focused on strengthening the core features that you and your clients depend on every day — from the moment they categorize a transaction to the time they send an invoice or pay a bill. Your feedback drives these improvements, and this quarter we've made meaningful updates designed to reduce friction, improve accuracy, and give you and your clients more control over how you work.

Here's a look at what's new.

Platform navigation & usability

  • Shortcuts at your fingertips: QuickBooks Online now supports 50+ keyboard shortcuts to help you and your clients 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

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

Vendors & customers

  • Clearer vendor remittance: Bill payment stubs now clearly list every open bill covered by a payment, so your clients’ vendors have a clear view of exactly what's been paid. This gives vendors the detail they need to apply payments accurately, reducing the need for follow-up calls and back-and-forth.
  • Improved filtering & sorting: The Pay Bills page now includes advanced filtering and sorting options — search by invoice date, vendor name, and more — and your clients’ filters stay in place even after a refresh. Finding and prioritizing what needs to be paid is now more efficient and intuitive, especially when managing a high volume of bills.

Inventory & purchase orders

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

Reporting

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

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

To stay informed of ongoing updates, check out the May Quarterly Release Guide or visit the "What's New" page inside QuickBooks Online Accountant. If you have additional product improvement suggestions, select Settings Settings gear icon., then Feedback.

Previous releases

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 and your clients time while providing clarity and confidence in their finances.
  • Smoother bank connection flow: Managing bank connections in QuickBooks Online is now simpler and more efficient. With our new feature, your clients' 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 clients and their bookkeepers.
  • Streamlined bank reconnection experiences on mobile: In the QuickBooks mobile app, we've improved tools for managing bank connections. Your clients will 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, your clients can fix connections directly from their 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

  • Autosave and data protection enhancements: Say goodbye to the days of losing unsaved data on sales, expense and accounting forms when you or your clients' browser accidentally gets closed or if you navigate away from a page. With the new autosave feature and popup warnings, QuickBooks Online now ensures you can work confidently without worrying about accidental data loss. From invoices and expenses to bills and journal entries, we've got you and your clients covered.
  • Enhanced shipping address management: You and your clients can now store multiple shipping or delivery addresses within a single customer profile. By eliminating time-consuming manual workarounds, this enhanced feature streamlines your clients' workflow, saving time and improving overall efficiency.
  • Multi-email support for vendors and customers: You and your clients can now store multiple email addresses within each vendor or customer profile in QuickBooks Online, allowing you and your clients to easily send POs, invoices or other communications to different contacts within the same company. With the ability to associate multiple emails to a single profile, you and your clients can seamlessly send the right documents to the right people, saving time and reducing communication errors.
  • 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 and your clients work faster, smarter, and with more confidence. With improved navigation, auto-refresh features, and enhanced drill-downs, you and your clients 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 and your clients 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 color 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. 
  • Wondering about a cleared check? With QuickBooks Bill Pay, you can now view and download cleared check images, confirming payments and tracking transactions with ease.

Project Mangement

QuickBooks Online Plus and QuickBooks Online Advanced customers can now see allocations by project in the Project Center to improve budget tracking and financial visibility for more complex projects.

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.

Payroll

  • Explore your payroll options.
  • We’ve teamed up with Clair so you can now offer your employees access to a portion of their earned wages before payday at no cost to you1. Help your team manage unexpected expenses and financial gaps –- employees can choose a 1-3 day transfer for free or pay a flat fee for an instant transfer².

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 clicking the gear icon inside QuickBooks Online, looking under the Profile menu, and choosing Feedback. Stay tuned for the latest updates by visiting the "What’s New" page inside QuickBooks or the Product Update section on our QuickBooks blog.

Disclaimers

QuickBooks Bill Pay

QuickBooks Bill Pay account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online required. Not available in U.S. territories or outside the U.S. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, visit the Intuit Payment Licenses site.

QuickBooks On Demand Pay

¹Clair is a financial technology company, not a bank. All Advances are originated by Pathward®, N.A. All Advances are subject to eligibility criteria and application review. Terms and conditions apply. 

²Instant Transfers typically occur in seconds, but may take up to 30 minutes. If your employee chooses to have their advance disbursed to their bank account instantly, they’ll be charged a fee, up to $4.99. This instant transfer fee will be taken out of their advance at the time of disbursement.

Intuit Accountant SuiteQuickBooks LedgerQuickBooks Online AccountantQuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online FreeQuickBooks Online LiteQuickBooks Online PlusQuickBooks Online Simple StartQuickBooks Solopreneur