New & ongoing feature updates in QuickBooks in 2026

Summer 2026

This August release improves on two fronts at once. It starts with core workflows done right: faster performance and improvements to the tools you use most. It extends to new AI-powered capabilities from Intuit Intelligence that automate routine work, surface insights, and help you grow. The result: cleaner books, faster payments, and confident decisions.

Everyday workflows you can count on

• Smarter, more accurate bank transaction matching: The most likely match surfaces first, possible duplicates get flagged before you post, and the search window widens automatically so delayed deposits and batched payouts don't fall through the cracks.
• A more trustworthy reconciliation experience: New guardrails catch edits or deletions to already-reconciled transactions before they break your beginning balance, and undo reconcile is now available to any Primary Admin, not just the Accountant role.
• Faster bill payments, fewer wasted clicks: Payments no longer default to check, and the Pay Bills flow takes fewer steps.
• Modern reports: Improvements across the top usability areas you flagged—how reports display, and how you find, filter, and export what you need. Many are already live, with more rolling out soon. (All plans)
• More reliable bank connections: We targeted the specific connection error codes you hit most often, and you'll get a heads-up before a connection needs re-authorizing.
• A more dependable mobile app: Fewer unexpected sign-outs and more reliable receipt capture and mileage tracking.

This is ongoing work, not a one-time fix. There's more detail in our full rundown of 2026 product improvements.

Intuit Intelligence

Intuit Intelligence** is a connected intelligence layer that does the work for you while keeping human experts within reach. It's built on 40 years of financial data from millions of businesses and trained on what businesses in your industry actually need. It identifies risks, uncovers opportunities, and recommends personalized actions, all with high standards for security, privacy, accuracy, and compliance.

Invoicing on autopilot

QuickBooks can scan your saved documents, like statements of work or sales orders, and draft invoices for you to review and send, then line up ready-to-send reminders on your own schedule. Invoicing on autopilot is in beta and subject to monthly usage limits. (Essentials, Plus, Advanced)

Custom automations

Tell Intuit Intelligence chat what you want done in plain language, and set a schedule as needed. Turn answers into actions by creating your own custom automations or start from a template—like sending overdue reminders or flagging duplicate bills. When Intuit Intelligence spots a recurring task, it offers to automate it; say yes once and it handles it from there. (All plans, limited capacity by plan)

Cash flow management

• Standard ACH bill payments are now free with QuickBooks Bill Pay.**
• QuickBooks Payments now supports Buy Now, Pay Later via Affirm for invoices.**
• Tap to Pay, available on Apple devices and now on Android, lets you collect payments on the go without specialized hardware.** Note: Chargeback and ACH return fees may apply to Payments transactions.
• Business health at a glance: The new QuickBooks Lending Overview page and Intuit Intelligence give you real-time insight into your business health and the factors lenders commonly consider, all inside QuickBooks.

Business intelligence

• Conversational business intelligence (beta) helps you turn financial data into actionable business insights with less effort, so you can focus on strategy with your team.**
• Explore scenarios and forecasting by asking financial questions in plain language, exploring "what-if" scenarios, and forecasting your P&L with accurate data. (All plans, limited capacity by plan)

Cleaner books, backed by experts

Intuit Experts can help you get set up correctly in QuickBooks, validate and help ensure accuracy of AI-powered work, and keep your books in good shape to help prevent surprises at month-end. If you work with an accountant, check with them first about access to experts.

• Intelligent onboarding delivers a conversational setup that fills in details, connects your accounts, and organizes your books the way your industry works. Schedule live one-on-one time with a setup expert as often as necessary during your first 90 days, or until onboarding is complete—whichever comes first. (Simple Start, Essentials, Plus, Advanced)
• Smart Expert Categorization handles categorization for you using accounting AI and your business's financial picture, with a human reviewing in the background for accuracy. (Plus)
• Books Check-In gives you an annual call with an expert to review the state of your books; AI flags issues ahead of time so your expert focuses on what matters. (Essentials, Plus)
• Books Upkeep in QuickBooks Advanced posts and categorizes transactions continuously with quality reviews, and a trusted expert walks you through what the numbers mean—so month-end is never a scramble. (Advanced)

QuickBooks Online Advanced

QuickBooks Online Advanced is getting a significant enhancement this August across AI-powered bookkeeping, reporting, Bill Pay, and industry-specific solutions.

• A full financial reporting suite is now built in, including a KPI scorecard, presentation-ready management reports, drag-and-drop dashboards, and a custom report builder with embedded AI that flags anomalies and answers plain-language questions.
• Bill Pay Elite is now included in Advanced at no additional cost, with free standard ACH, custom approval workflows, an audit trail, and unlimited 1099 e-filing.**
• Industry-specific solutions for construction and professional services are now included in Advanced at no additional cost. Get job costing, budget-versus-actuals, AIA-style progress billing, change order management, WIP reporting, and profitability, all in one connected workflow.
• Expert Books Upkeep combines the features in Books Check-In and Smart Expert Categorization and provides continuous, automated bookkeeping combined with expert support. Building upon Smart Expert Categorization, it delivers a more comprehensive solution by integrating AI transaction matching, expert validation and posting, regular accuracy checks, and quarterly check-in meetings.
• Enhanced Finance AI now drafts the narrative around your numbers, not just the numbers themselves, and continuously monitors KPIs to flag anomalies as they emerge, paired with a suggested next step.

Additional updates

• KPIs and dashboards: QuickBooks Essentials and Plus users can now create a KPI scorecard and use pre-built dashboards for cash flow, P&L, and balance sheet health.

Winter 2026

Intuit Intelligence

Intuit Intelligence provides a unified view of your business by more securely connecting your accounting, payments, payroll, bill pay, and tax data into a single, intelligent experience to help improve how you run and grow your company. Intuit Intelligence now offers:

• Brainstorming (beta) to explore ideas using your own business data
• Analytics (beta) to provide visual insights and next steps, based on your real-time financial picture
• During setup, ask "Connect me with an expert" for a hand-off to trusted human experts—with full onboarding and migration inside Intuit Intelligence coming soon.

This revolutionary system of intelligence gives you the best of both worlds:

• Artificial intelligence (AI) to instantly provide answers to complex business questions rooted in your financial data.
• The help of Intuit Experts or trusted accountants for the guidance you need to move your business forward.**

More business tax innovations

Designed to make tax season simpler and smarter, Deduction Maximizer in QuickBooks Business Tax AI (beta)** is an always-on assistant that finds and suggests ways to help improve your deductions year round. Integration with Intuit Expert Business Tax, powered by TurboTax, allows for a smooth handoff to human experts.

Foundational improvements

QuickBooks has a number of foundational improvements to help ensure it's fast, accurate, and reliable, including:

• Better banking experiences deliver more stable bank connections and a smoother flow for fixing broken connections.
• Mobile app enhancements for improved invoicing usability, making it easier to get paid right from your phone.
• Automation time-savers include smart payroll workflows and automated inventory adjustments.
• Autosave and data protection enhancements help you work confidently without worrying about accidental data loss.
• Enhanced shipping address management allows you to store multiple addresses within a single customer profile to eliminate manual work.
• Multi-email support for vendors and customers lets you store multiple email addresses in each vendor or customer profile to send communications to different contacts at the same company.

Fall 2025

Payroll AI

Payroll AI frees up time with automated payroll for less prep with full control.** It works with employees and admins to provide updates, insights, and payroll drafts—whether you're at your desk or on the go. It proactively collects hours directly from employees of QuickBooks Online Payroll customers, spots anomalies and insights, and sends a ready-to-approve payroll draft via text.

Coming soon: Sales Tax AI

Sales Tax AI helps you stay confident in your compliance by charging the correct sales tax for your products and services, flagging potential sales tax issues, and suggesting fixes before you file.**

Intuit AI enhancements

Existing AI within QuickBooks is equipped to help you run more of your business in one place with connected data and insights.

• Accounting AI texts you when a credit-card transaction needs a receipt, and provides AI-powered reconciliation against your PDF financial statements to help reduce errors.**
• Payments AI helps you get paid faster by suggesting strategies to bring money in based on customers' payment behavior.** It also promotes reliable cash flow by drafting recurring invoices.
• Customer AI sources and prioritizes leads, manages follow-ups, and helps auto-generate estimates you can review, edit, and send.**
• Finance AI helps you optimize month-end close and find a faster path to insights, summary, and analysis.** QuickBooks Advanced users get monthly summaries of performance highlights and recommendations on how to hit KPIs.
• Project Management AI, in a refreshed dashboard, converts signed contracts into projects and provides deeper profitability insights including changes in scope or item cost.**

Summer 2025

AI plus experts

Agentic AI completes work for you, handling the day-to-day tasks on your behalf. AI agents can be seamlessly paired with additional trusted experts** to deliver the guidance you need when you need it—all in the Intuit platform.

• When automation can't answer the tough questions, trusted human experts can step in to help solve problems, stay compliant, and move forward without a lot of back and forth.**
• Easy collaboration with your accountant through new tools for more seamless and effective communication as you work together with your QuickBooks data.

Refreshed UI

An updated, customizable QuickBooks dashboard design connects more of your tools and data in one place to help you see what's happening now—and surfaces insights on what to focus on next.

• A Business Feed provides a quick summary of what tasks AI agents and automation have completed for you to review and approve—along with tips on what's next.
• Reports now deliver more in-depth reporting and budgeting information on what you're making and spending, with AI-powered insights that help you make decisions to enhance profitability.
• Smart Search helps you find transactions, contacts, accounts, reports, and more, and you can customize filters and columns in advanced transactions search to see what's most important first.
• Smarter insights, tailored to your business provide a new KPI scorecard so you can track the top 10 financial KPIs to see how your business is performing.
• Customer Hub helps you organize, track, view and follow up with customers and leads all in one place—helping your relationships and business grow.

QuickBooks plans updates

QuickBooks plans can be configured "just right" for your business at every stage, with new benefits and even more improvements. With even more confidence, you can choose the perfect plan that gives you the best value.

• QuickBooks Online Simple Start helps new businesses getting off the ground establish a solid financial foundation, stay organized and compliant from day one, and access AI and automation.
• QuickBooks Online Essentials suits growing small businesses, using the power of the Intuit platform to automate accounting, manage workflows for expenses and payments, and manage customers in the new Customer Hub.
• QuickBooks Online Plus includes everything above for businesses ready to scale, along with deeper insights and visibility and AI agents to streamline business performance across critical business functions.
• QuickBooks Online Advanced is designed for established businesses, delivering business intelligence with AI agents working behind the scenes and providing customizable tools for efficient growth and business management.

Important product and disclaimer information

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, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

QuickBooks Lending Overview page: Business health factors are available on the QuickBooks Lending Overview page and inside Intuit Intelligence chat. Results are based on your QuickBooks business data and are for informational purposes only.

**Product information

QuickBooks Bill Pay: Subject to eligibility criteria, credit, and approval prior to first payment. Subscription to QuickBooks Online required. Bill Pay Basic is included with QuickBooks Online when purchased directly from QuickBooks.com or QuickBooks Sales. Not available in US territories or outside the U.S. Limits may apply on total number and amount of payments. Transaction based fees apply based on usage. Bill Pay Elite is expected to be included in QuickBooks Advanced on August 1, 2026. Actual availability dates may vary and are not guaranteed.

Intuit Expert Assisted: QuickBooks Online subscription required. Supported topics subject to change. Excludes bookkeeping and tax preparation services, each of which are sold separately. Additional terms and conditions apply.

Intuit Expert Full Service Bookkeeping: QuickBooks Online subscription required. Cleanup is required prior to commencement of bookkeeping services and charged as a one-time fee. Monthly bookkeeping pricing is based on your business’s average monthly expenses and may be reassessed at Intuit’s sole discretion. Excludes tax preparation services, which are sold separately. Additional terms, conditions and eligibility requirements apply.

Intuit Expert Business Tax, powered by TurboTax: QuickBooks Online subscription required. Not eligible to non-admin users in QuickBooks Online. Actual prices are determined at the point of print or e-file and are subject to change. For more info about Intuit Expert Business Tax, see the QuickBooks Terms of Service and TurboTax Terms of Service. For guarantee details, see: turbotax.com/guarantees.

Intuit Expert Cleanup: Applies to bookkeeping records for the prior and/or current financial year. Eligibility for prior year or current year cleanup depends on the date of purchase. Does not cover bookkeeping records used for any previously filed tax return. Onboarding call required within 60 days of purchase. Timely cleanup is subject to timely delivery of requested information. QuickBooks Online subscription required. Additional terms, conditions and eligibility requirements apply.

Disclaimer: This information is intended to outline our general product direction but represents no obligation and should not be relied on in 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. 

**Features

Beta features have limited availability and are subject to change or discontinue at any time, and Intuit may introduce fees or other pricing requirements for such features in the future.

Invoicing on Autopilot will launch in Beta. Each account gets limited capacity each month. Beta features have limited availability and are subject to change. Bulk invoice creation requires a Google Drive account; clients without Google Drive will not be able to use this capability. 

Intuit Intelligence features may differ based on product. Not available with QuickBooks Self-Employed. 

AI Agents (Excl. Sales Tax AI Agent): While available in all QuickBooks-supported languages, the agent’s output will be English-only at launch. Localization for other languages will roll out gradually thereafter. We recommend you review all outputs carefully. 

Buy Now, Pay Later via Affirm subject to eligibility. See lending terms at affirm.com/disclosures 

Tap to Pay on iPhone requires a supported payment app and the latest version of iOS. Some contactless cards may not be accepted by your payment app. Transaction limits may apply. The Contactless Symbol is a trademark owned by and used with permission of EMVCo, LLC. Tap to Pay on iPhone is not available in all markets. For Tap to Pay on iPhone countries and regions, see https://developer.apple.com/tap-to-pay/regions/ Apple Pay is a service provided by Apple Payments Services LLC, a subsidiary of Apple Inc. Neither Apple Inc. nor Apple Payments Services LLC is a bank. Any card used in Apple Pay is offered by the card issuer. Tap to Pay on Android requires an NFC-enabled device running Android 9 or later. Android™ is a trademark of Google LLC.

Intuit Intelligence and certain other Al features are currently available at no additional cost at this time. Pricing, terms, conditions, and service options are subject to change without notice.

Intuit Intelligence chat is only available to admin users at this time. Prompt queries are limited. This feature is in Beta. 

Business Tax AI is available in QuickBooks Essentials and up. The Deduction Maximizer is also available as a feature in QuickBooks Simple Start.

Intuit Experts: Feature availability may vary by product.

Payroll AI is available in QuickBooks Essentials and up. Also requires a subscription to QuickBooks Payroll.

Sales Tax AI is available in QuickBooks Plus and up.

Accounting AI is available in QuickBooks Essentials and up.

Payments AI is available in QuickBooks Essentials and up.

Customer AI is available in QuickBooks Plus and up.

Finance AI is available in QuickBooks Advanced and up.

Information, ideas and opinions expressed on this website should not be regarded as professional advice or our official opinion and you are strongly advised to consult your professional advisor before taking any course of action related to them. Each financial situation is different, the advice provided is intended to be general, and as such, you are advised to consult your financial or legal advisors for information specific to your situation. The information contained in this website is provided ‘as is’ and your use of and reliance on the information is entirely at your own risk.