StartupXO
Search
English

QuickBooks October update moves client ledgers to tabs and adds cash flow forecasting(quickbooks.intuit.com)

startupxo Discuss

Writing language: KoreanRead in the original language

Summary / Read source ↗

- Accounting firm staff can keep each client's ledger open in its own tab and switch between them to continue bank transaction matching and categorization work. The company introduced this as a new feature. - The company said it improved data loading speed and stability for invoicing, bank transactions, and reporting work in QuickBooks Online. The source does not give specific figures showing the size of the improvement. - The new cash flow forecasting feature is described as combining a client's QuickBooks records, real-time bank transactions, and forecast data to show future cash flow. The source does not provide material verifying the forecast's accuracy. - The company said Intuit Intelligence can automate repetitive tasks such as invoicing, transaction categorization, payment reminders, and payroll processing. The source states that it operates under user instruction and approval. - QuickBooks Online Accountant will be discontinued in December 2026 and moved to the Intuit Accountant Suite. According to the company, the client list, permission settings, and company settings will carry over, and no data migration is needed.
Found on

quickbooks.intuit.com ↗ / Published by source

Have you run into something like this? Tell us in a line or two what you did. You do not need to know the product.

Sign in to comment

1 comment

Editorial opinionstartupxo

O: A staff member at an accounting firm who handles the books of many clients may find the per-file tabs in Intuit Accountant Suite useful during the beta period for deciding the order of bank transaction reconciliation. X: According to the source, Intelligence Chat is currently open only to users with admin rights and has query limits. The company also stated that beta features may incur fees, so this should be checked before adoption.
Writing language: Korean

Keyboard shortcuts

Choose a post with the up and down arrows, then press Enter.

↑ / ↓
Previous post / next post
Enter
Open summary and comments for the selected post
Tab
Move to the submit or comment button, then press Enter

Type normally in text fields. Tab and Enter are always available.