What's new with QuickBooks Online

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.

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.

Clearer vendor remittance: Remittance Advice now clearly lists every open bill covered by a payment, so your 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 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.

Streamlined order fulfillment: You 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 purchasing and sales workflows connected from start to finish.

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.

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.

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.

Autosave and data protection enhancements: Say goodbye to the days of losing unsaved data on sales, expense, and accounting forms when you accidentally close your browser or 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 covered.

Enhanced shipping address management: You can now store multiple shipping or delivery addresses within a single customer profile. By eliminating time-consuming manual workarounds, this enhanced feature streamlines your workflow, saving time and improving overall efficiency.

Multi-email support for vendors and customers: You can now store multiple email addresses within each vendor or customer profile in QuickBooks Online, allowing you 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 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 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.

We listened to your feedback and made navigation easier and more customizable:

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:

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.

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.

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.