QuickBooks Online continues to roll out powerful updates, making bookkeeping simpler, more accurate, and easier to control. Check out the latest features below and how they can help your financial workflow run much more efficiently.
Latest Features of QuickBooks Online
1. AI-Powered Automation
Intuit has introduced new AI Agents that take on routine accounting tasks so you can stay focused on bigger priorities.
- Accounting Agent: Automatically categorizes your transactions, spots mistakes, and helps keep your books current (included with QuickBooks Essentials and higher).
- Payments Agent: Speeds up the payment process and helps ensure bills are paid on time (Essentials and up).
- Finance Agent: Pulls together financial information and delivers clear, actionable insights to support better decision-making (Advanced plan only).
2. Smarter Bank Feeds & Reconciliation
The redesigned Bank Feed uses AI to make reviewing transactions faster and more intuitive. You’ll see cleaner in-line editing, improved categorization suggestions based on your historical data, and AI-assisted reconciliation for Plus and Advanced users. This includes three-way matching between bank statements, bank feeds, and QuickBooks records. Even minor enhancements—like drag-and-drop attachments—help make the workflow smoother.
3. Deposits on Estimates
Service-based businesses can now request and accept deposits directly through QuickBooks Payments. This feature helps projects get underway sooner and gives you real-time visibility into incoming cash.
4. Enhanced Payroll Tools
Payroll updates are designed to reduce errors and simplify ongoing management.
- You can now make paycheck corrections for closed quarters, which cuts down on manual adjustments and support requests.
- Payroll Premium and Elite users can request tax amendments right inside QuickBooks, and QuickBooks will work with the tax agencies on your behalf.
- A new Employee Cost Rate Calculator gives you an accurate picture of labor costs by including wages, taxes, benefits, insurance, and overhead. These rates flow directly into project time entries and can be updated in bulk when needed. (Overtime rates are not yet included.)
5. Custom Roles & Permissions
For teams with multiple users, QuickBooks now offers highly customizable roles. This allows you to provide access to individuals based on their job responsibilities, protecting confidential data while maintaining efficient workflows.
6. Customer Hub & CRM Features
QuickBooks has introduced a Customer Hub that brings communication, follow-ups, reviews, referrals, and requests into one place. Customer Hub is designed to help you stay connected with your clients without purchasing a separate CRM tool. The add-on costs $15 per month, with the first month free.
7. A More Modern Interface
The latest interface updates focus on usability and speed. You’ll notice a more unified dashboard with deeper insights, an improved Smart Search feature, and onboarding that adapts to your business type.
8. Strengthened Security
QuickBooks continues to prioritize data security and protection by providing two-factor authentication and enhanced encryption, giving you and your business peace of mind.
Why These Updates Matter
Together, these improvements can reduce manual work, support client collaboration, and provide better, real-time insights, ensuring your data remains secure. For financial leaders looking to take their business to the next level, these updates can make a meaningful impact.
