You ask, and QuickBooks with Intuit Intelligence answers

During this busy time of year, we know that closing books and preparing for tax season is a complex, demanding process. That’s why we’ve introduced Intuit Intelligence to unify your financial data into a single, intuitive experience that delivers instant answers and personalized recommendations.

In an era where data overload often buries the insights you need most, Intuit Intelligence unifies financial data into a single experience where you can simply ask anything and receive instant, accurate answers you can trust. Intuit Intelligence also provides personalized recommendations based on your clients’ unified financials and the benefit of Intuit’s decades of trusted proprietary data. 

This revolutionary system of intelligence uses decades of a powerful data foundation with your irreplaceable human expertise, marking a profound shift in how you and your clients interact with finances.

Intuit Intelligence AI: The revolutionary system for strategic client advisory 

Data can often feel overwhelming, and digging for specific client insights is complicated. As a comprehensive system of intelligence that combines financial data into a single experience, Intuit Intelligence serves as a powerful foundation for your expertise, allowing you to scale your impact through two key pillars:

• Artificial intelligence (AI) gives you answers to complex business questions instantly. It learns from real financial behavior, growing more contextual over time, and continuously improves the quality of the insights it delivers. This is intelligence rooted in your clients’ financial realities.
• Human intelligence (HI): Your guidance and expertise is essential to interpret the real-time results to help you support your clients. And when you or your clients need it, additional assistance is available from Intuit Experts.

Since launching in August 2025, over 3 million customers are now using Intuit’s AI-powered tools to streamline their day-to-day work.¹ By combining these insights with your oversight, you can provide more strategic advice grounded in a secure, contextual understanding of every client’s financial health.

What is Intuit Intelligence and how does it work?

Intuit Intelligence is the gateway to agentic-AI powered experiences launched across Intuit’s business platform last year, including the Accounting Agent, Payments Agent, Customer Agent, Payroll Agent, and Sales Tax Agent, and the new Business Tax Agent (beta), delivering faster, more confident decisions that generate real results. 

Intuit Intelligence securely connects accounting, payments, payroll, and tax data in one place to provide a holistic view. By factoring in business size, industry, and seasonality, it ensures the strategies it suggests are relevant and reliable. You can then have actions carried out on your behalf by Intuit AI agents, which you can review to ensure accuracy. The impact is clear: 74% of customers surveyed say Intuit AI gives them a better picture of their business's financial health.²

Intuit Intelligence offers:

• Intuit Intelligence analytics (beta) enables customers to ask precise, data-driven questions such as “Show me overdue invoices from 2025,” and receive instant, visual insights grounded in the latest state of their business, along with clear next-step recommendations. 
• Intuit Intelligence Brainstorming gives you an AI-powered conversational experience (beta) to explore ideas, ask questions, and uncover opportunities using their own business data. From questions like “How does cash flow compare to this time last year?” to “What should I focus on next?” you receive instant, personalized guidance and recommendations, helping you think through decisions with confidence and turn ideas into action.
• Faster setup and migration with AI + HI experts: You can ask to “connect me with an expert” when it’s time for a hand-off to trusted human experts. And coming soon you will be able to do onboarding and migration within the Intuit Intelligence experience.**

In QuickBooks, you can also access powerful agentic-AI technology including Accounting Agent, Payments Agent, Customer Agent, Payroll Agent, and Sales Tax Agent, and the new Business Tax Agent (beta), delivering faster, more confident decisions that generate real results.

Get data-backed insights

Instead of digging through reports, you can get personalized answers to complex questions. You can ask anything you need to know about your clients’ finances and receive accurate insights grounded in their data with enterprise-grade security and privacy.

Try asking these questions in QuickBooks:

• How does cash flow compare to this time last year? 
• Which vendors have not paid this month and what is the outstanding balance? 
• What are the largest expenses of the past six months?
• Are there any discrepancies between the general ledger and the payroll register for the last quarter?

Smarter practice: Intuit Intelligence and key Intuit Accountant Suite Enhancements

In Intuit Accountant Suite, you can now beta test Intuit Intelligence to get instant answers about firm data, gain personalized insights, and delegate tasks. Additionally, firms on the Accelerate plan have beta access to query specific client files without switching between accounts³ for strong insights to help you advise your clients.

By moving from QuickBooks Online Accountant to Intuit Accountant Suite, over 7,000 firms have discovered the power of managing their entire practice, from team collaboration to client deliverables, all in one place.

To help you manage your practice's operations and growth, we are launching several key features:

• User Groups (beta)⁴: Allows you to organize your practice by bulk-assigning teams and clients to custom role-based access groups, ensuring the right staff members have the right level of access.
• Integrated ProAdvisor Training Manager Dashboard: Provides a dashboard directly in the suite to assign, remind, and track training completion for your team's professional development.
• New Intuit Accountant Suite product training: Available through the ProAdvisor Training Manager Dashboard.
• The Customer Hub: Offers a centralized space to manage leads, gather referrals, and automate follow-ups to strengthen client relationships from initial contact.

To support your most critical workflow during this busy season, we are introducing enhancements to Books Close⁵, currently in beta. This feature centralizes and speeds up the month-end close process, now with more options to tailor review processes with customized templates, multiple assignees and custom statuses, as well as collaboration tools to answer transactional questions in-flow

Get more information on Intuit Accountant Suite updates here.

Foundational improvements for accurate, reliable client work 

We’ve heard your feedback regarding the need for speed, accuracy, and reliability. We are rolling out critical updates to the foundational tools you use every day.

Better banking experiences

We are introducing more stable bank connections and smarter transaction matching. A standout feature for bookkeepers is the new Broken Bank Connection flow. You can now send a direct message through QuickBooks to the bank account owner (your client) to resolve connection issues, removing the friction of you acting as the middleman. Additionally, we have enabled PDF statement multi-account uploads to save time on data entry.

Autosave and data protection

Losing unsaved data is a major pain point, whether it’s an invoice, journal entry, or bank transaction. We’re launching robust autosave and data enhancement features to ensure your work is protected against accidental browser closures or navigation errors.

Multi-email support

You now have the ability to associate multiple email addresses with both vendors and customers. This allows you to send purchase orders to one contact, remittance advice to another, and sales-related emails to a third, all within the same profile to make reconciliation easier. 

Performance boosts

Significant performance improvements have been made to dashboards and lists to ensure the platform works as hard as you do during peak season.

We’re also introducing several new automation features. Our Accounting agent now handles accrual tasks and includes a "policy memory" to remember your specific categorization rules, while Inventory Management has been enhanced and streamlined for product-based clients. Additionally, we’ve improved QuickBooks Payroll workflows by decoupling from syncing, allowing you to approve time flows in QuickBooks Payroll without syncing with QuickBooks Time and automated amendments for payroll enhancements.

A simpler, smarter tax season

Tax compliance is often complex, and missing deductions means leaving money on the table. For tax preparers, or for your clients who do their own taxes, the new features of our QuickBooks Business Tax Agent (beta) work together to simplify tax season:

Deduction Maximizer: This feature finds and suggests ways to maximize deductions automatically, helping clients stay compliant year-round.

Proactive reminders: The feature sets reminders throughout the year to help maintain compliance and maximize savings.

For example, if there is an expense that was paid in cash or charged to a different account than the ones linked in QuickBooks, adding this expense might be missed. Because the Business Tax Agent knows a client’s industry, type of business, and number of employees, it can suggest missed deductions across relevant categories. Reminders can be set to fill in the missing information or add a new expense.

Get started now

As the demands of busy season intensify, our commitment remains the same: to provide the tools that turn data into direction. Whether you are leveraging Intuit Intelligence to unlock deep advisory insights or utilizing our foundational improvements to ensure absolute accuracy, these innovations are built to help you and your clients succeed. By blending AI with your irreplaceable human expertise, we are empowering you to lead your clients with more confidence and clarity than ever before.

Download this helpful guide to help you walk your clients and teams through these new QuickBooks updates.

Disclaimers

*Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

**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.

¹ Based on internal data of customer usage of Intuit AI-powered tools from August 2025-January 2026.

² Based on internal data as of November 2025, comparing customers opted into AI-powered reconciliation vs non-AI powered reconciliation.

³ Intuit Intelligence in clients’ books is only available by upgrading to Accelerate, a paid plan within the Intuit Accountant Suite. Intuit Intelligence in the firm's books is available in Core. Intuit Intelligence chat has a cap of 200 questions in Core and 1000 questions in Accelerate during the beta period.

⁴ Requires upgrading to Accelerate, a paid plan within the Intuit Accountant Suite.

⁵ You will not be charged during the beta program which runs through April 30, 2026. Beginning May 1, 2026, we will start charging for Books Close. You have the opportunity to continue to use Books Close for a fee, or cancel your subscription prior to that date to avoid charges. Pricing will be based on the number of clients onboarded to Books Close. Firms will choose which clients they onboard to Books Close. Charges will be based on the number of clients onboarded at the beginning of their billing month on their billing date.

• Firms with 50 clients or fewer onboarded, will pay $8/client/month.
• Firms with more than 50 clients onboarded, will pay $6/client/month.

These charges will begin on your firm’s bill on or following May 1, 2026.