WORKING IN THE CLOUD

Work smarter, grow faster—explore the latest QuickBooks updates

7 min read
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Spend less time on your books and more time on your business with an enhanced Intuit platform  that helps you save time and boost accuracy. 

Note: these updates will begin rolling out soon.

Financial management has outgrown fragmented tools. Businesses are under pressure to move faster, stay compliant, manage complexity and make better decisions yet too often they are forced to stitch together disconnected apps, workflows and data.

Intuit’s response is not a series of isolated product updates. It is a deliberate, long-term shift towards one connected platform designed to help customers run and grow their business, end-to-end, from leads to cash. This is the most significant evolution in Intuit’s history: moving from individual tools to a coherent connected system where progress compounds because of its data architecture instead of creating more change and disconnect. 

New updates introduce powerful functionality to help keep your business running smoothly and with less effort. Featuring enhancements across core workflows—from improvements to mobile experiences to bank feed automation and inventory management. These updates are designed to help you stay connected to your data, reduce manual work, and operate with greater clarity across operations.

Enhanced bank feeds, easier reconciliation

Stay organised and save time with the latest improvements designed to streamline your data entry and document management. New and enhanced tools help you ensure your books remain accurate and reconciled with less effort. 

  • Get notified when there's a missing payee

Ensure you have complete data when it’s time to reconcile with alerts that let you know when transactions are posted without payees. 

  • Easily find a specific account or card 

Now, you can easily search for an account or card. Use search within bank transactions to find a specific account or card instead of scrolling through a long list.

  • Add attachments with drag and drop

Streamline your workflow by dragging and dropping files directly into bank feed transactions for more efficient document management. 

Note: this is an interface update. Attachments can be added to unmatched transactions but are not yet supported for matched transactions.

Stress less about unsaved work with autosave

Your work is autosaved on invoices and estimates. When you leave a page with unsaved changes, QuickBooks will prompt you to save before you go. That way, you won’t have to worry about lost data and your business can continue running smoothly.

Send every email to the right person

Now, you can save multiple email addresses to a supplier or customer profile. When it’s time to send purchase orders, invoices, or other communications, you can easily select recipients from your saved addresses and choose who to Cc and Bcc—all from a single profile. 

Optimised app for business on-the-go

We've made it even easier to tackle business to-dos from your phone or tablet. The latest QuickBooks mobile updates focus on performance and clarity so you can manage your business from anywhere, more efficiently. 

  • More intuitive user interface

Experience a unified dashboard designed for on-the-go management. We’ve consolidated your key metrics and actions into a single, comprehensive view, allowing you to navigate more quickly from a consolidated menu and make more informed decisions, faster. 

  • Improved battery life

Mileage tracking is now more power-efficient, so you can log every business trip without worrying about your phone’s charge. This update ensures the app runs smoothly in the background while preserving your battery for the rest of your workday. 

New ways to manage projects, budgets, and inventory

As your business grows, your need for deep insights and precise tracking grows with it. These latest enhancements—available for QuickBooks Online Plus and Advanced users—are designed to give you a detailed view of your performance and the future of your business. 

  • More accurate inventory tracking

We’ve introduced improvements to help you stay on top of your stock with greater flexibility and customisation. You can now customise sales orders, link them to transactions, and convert them directly to a purchase order. Additionally, with the latest item receipt improvements, you can now accurately record inventory items the moment they arrive at your business.*

*Available with QuickBooks Online Plus and Advanced

  • Coming soon: Map and validate project costs

Create a detailed view of anticipated costs for each project with an estimate broken down by product and service. Saved right in your project view, it’s easy to revisit the estimate as work progresses to compare your estimates vs. actuals in real time.*

*Available with QuickBooks Online Advanced

  • Coming soon: Model your future financial position

Create balance sheet budgets to see how the financial decisions you make today will impact your business’ assets, liabilities, and net worth over time. This allows you to plan for growth with a clear picture of your long-term financial health.*

*Available with QuickBooks Online Plus and Advanced

  • Coming soon: Better forecasting 

Improved forecasting will help you plan ahead by using past financial performance to identify patterns and estimate future business outcomes. With all your financial data in one place, you’ll be able to quickly and easily create forecasts and use them to generate more accurate budgets.*

*Available with QuickBooks Online Advanced

AI intelligence that powers your books, your decisions, and your collaboration

This release expands how AI automation shows up in your day-to-day work, introducing new features that surface insights, reduce manual tasks, and streamline key financial workflows. 

  • Streamlined accountant collaboration

Reduce back-and-forth with your accountant or finance team while keeping sensitive data secure. As they reconcile transactions on your bank feed, they can request missing information through a secure portal and direct it to the right employees. That way, only the intended recipient can view and respond, rather than exposing requests across your entire organisation.

  • Coming soon: Tax code suggestions powered by AI

AI will learn from your company’s historical data and the bank’s transaction description to suggest VAT codes. All you’ll need to do is review and confirm, ensuring your books stay accurate and compliant.

Build stronger customer connections with the Customer Hub

The Customer Hub helps you manage client interactions in one place. Now in beta, you can design and send professional, personalized proposals and simplify approvals with built-in-e-signatures—making it easier to turn prospects into customers.**

The Customer Hub also now includes appointment scheduling beta that lets customers and leads book phone or video meetings with you directly in QuickBooks, helping reduce back-and-forth and keeping scheduling connected to your existing workflows.**

Coming soon: Ask questions, get instant answers

Business owners like you are entering a new phase of how they interact with financial data. We’re introducing a new, conversational experience built directly into QuickBooks that’s designed to change how you understand, manage, and act on your business performance. Rather than searching across reports or switching between tools, you can ask questions in plain language—like “How do I turn more leads into sales?” or “What’s my projected profitability next quarter?”—and receive immediate, data-backed answers tailored to your business. In addition to surfacing insights, Intuit Intelligence Chat also delivers personalised recommendations to help you make decisions faster and take action more confidently.  

And, this is just the beginning. Intuit Intelligence will roll out in phases, expanding how automation, insights, and expert guidance work together to help businesses operate more efficiently and stay competitive. 

Experience a faster, more accurate way to work

The latest QuickBooks release provides new functionality that helps you save time and boost accuracy. From enhanced bank feeds to an optimised app for working on the go, these updates are designed to help you tackle business to-dos and move forward with confidence.

Simply sign in to your account to explore the new functionality, or visit the app store to ensure you’re using the latest version of the QuickBooks mobile app. 


Important product information and disclaimers

**Products and features

Intuit Intelligence features may differ based on product. Not available with QuickBook Sole Trader

Intuit AI (Excl.VAI AI): While available in all QuickBooks supported languages, the AI agent's output are currently in English-only. We recommend you review all outputs carefully.

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. 

Beta has limited availability and is subject to change. Features may be more broadly available soon. 

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.

The information on this website is provided free of charge and is intended to be helpful to a wide range of businesses. Because of its general nature the information cannot be taken as comprehensive and they do not constitute and should never be used as a substitute for legal, accounting, tax or professional advice. We cannot guarantee that the information applies to the individual circumstances of your business. Despite our best efforts it is possible that some information may be out of date. Any reliance you place on information found on this site or linked to on other websites will be at your own risk.

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