We’re excited to share that QB Test Drive now automatically shows the new, AI-powered version of the bank feed! We know many of you have wanted to see this for quite some time, because it helps train clients and try new features in a risk-free way. We haven’t made core functionality changes, and certain limitations carry over from the old test drive. For example, you can’t connect your bank or upload a file of transactions to Test Drive. But the entire new experience is there, and we’ve also made underlying infrastructure updates that should speed the deployment of more features to Test Drive in the future. Give it a try and let us know what you think!

We’re excited to announce a few new changes in the bank feed that will help you focus on the most important information with less horizontal scrolling.

First, we’ve added a new feature to re-order columns. The new bank feed already had the ability to add or remove columns from the transaction list, but they were always in a default order: bank info (date/description/amount) to the left, and QBO info (payee/category/class/location) to the right.

Now, you can open up the bank feed settings menu and customize column ordering however you’d like. Simply drag-and-drop the columns into the order you prefer.

We’ve also frozen the action column on the right-hand side, where the Post button is. Freezing this column means it’ll always be in view, and you’ll never need to scroll horizontally to see it, even if you have more columns than can fit on the page. While the best solution to horizontal scrolling is to reduce columns showing on the transaction list, freezing the action column is one additional step that should make it even faster for you to post transactions inline as quickly as possible.

One more bonus feature: in the same release, we made posting transactions much faster! The page won’t lock up anymore while you wait for transactions to post, and the post itself will go through more quickly. We hope this subtle but important improvement will reduce the time you spend posting on every single transaction.

Give it a try, and let us know in the comments how you’re choosing to re-order columns for you and your clients!

We’ve made it easier for to manage transactions that are waiting on clarification—so you can quickly see what’s blocked, what’s ready to act on, and what’s already resolved. The added context flows back into QuickBooks, helping you and your clients .

1)

You can now filter bank transactions in both the Pending and Posted tabs by request status:

2)

In the , you can also transactions by request status—so the items you need to follow up on (or categorize immediately) rise to the top.

With filtering and sorting by status, you can:

These improvements help you quickly identify , which ones are , and which ones are —all directly from the Bank Transactions feed.

We've added a new setting to bank feeds which lets you turn on warnings for transactions that are posted without payees. The warnings won't stop anyone from posting a transaction — you can choose to simply "post anyway" even without a payee — but this should help encourage your clients (or junior bookkeepers, or anyone else working in the bank feed) to add payees to their transactions.

A couple notes on this new feature:

We hope this makes it easier for you to manage payees on transactions posted by clients or others within your firm!

If you've got a lot of connected bank and credit card accounts, you no longer need to click through them to find the account you're looking for. Instead, just search for it. This should be especially helpful for companies with large numbers of employee cards: just search for the particular card, and the feed will come up instantly.

The new search feature launched today; here's a short demo. Enjoy!

We’ve redesigned the reporting interface to give you the best of both worlds, the familiar ease of Classic view and the advanced power of Modern reports.

Your most-used features are now just a click away, helping you get work done faster, with fewer clicks and cleaner layouts.

We’ve listened to your feedback and made major improvements to deliver a reporting experience that’s both powerful and effortless.

Here’s a look at the key enhancements now available in Modern Reports — built to save you time, reduce frustration, and help you make confident business decisions.

Say goodbye to manual refreshes. When you update transactions from a drilldown, your reports now auto-refresh instantly, so you always see the latest data.

This improvement eliminates confusion, ensures accuracy, and keeps you focused on insights — not page reloads.

No more blind spots! You can now drill down into $0 accounts that contain transactions, helping you uncover every detail in your financials.

We’ve also fixed previous drilldown errors, delivering a smooth, transparent, and dependable reporting experience.

Your time matters. Now, when you adjust dates, filters, or layouts, QuickBooks remembers your settings — even if you drill down into transactions and come back.

No more starting over — just seamless analysis and uninterrupted focus.

Resize once, and you’re done. Modern Reports now retain your preferred column widths throughout your session — even after applying filters or refreshing. You can also save reports with your chosen column widths, so they’re ready to use anytime.

Financial reports now automatically hide inactive or zero-balance accounts like COGS or Other Income/Expenses. This gives you a clearer, more relevant view of your business performance. You can always toggle them back on if you’d like — your reports, your way.

Your reporting preferences matter. Modern Reports now honor default accounting methods and reporting period preferences set by accountants in the QBO Accountant tool. This ensures consistency across client reports — automatically.

We’ve eliminated the 15-minute timeout limit. Reports stay active as long as you’re working, so you can drill down or explore details without losing progress. Enjoy uninterrupted, efficient reporting every time.

Financial reports now automatically hide inactive or zero-balance accounts like COGS or Other Income/Expenses. This gives you a clearer, more relevant view of your business performance. You can always toggle them back on if you’d like — your reports, your way.

Selecting dates just got easier. The new calendar widget lets you jump directly to any month or year in just two clicks — no more clicking through one month at a time. You can also select dates from adjacent months, helping you customize date ranges effortlessly.

Gain more insight into what you owe and what you’re owed.

You can now drill directly into ageing buckets in A/P and A/R summary reports, not just row totals. This gives you a clearer view of overdue payments and receivables, improving cash flow management

Previously, removing certain columns could cause reports to break. That’s no longer the case. You now have full control to add or remove columns as needed — without worrying about errors. Enjoy a smoother, more flexible reporting experience that works the way you do.

We’ve removed the unnecessary “Save Report” pop-up that appeared after every customization. You can now decide when to save — no interruptions, no extra clicks.

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Scrolling through reports is now simpler than ever.

You can scroll anywhere on the page — not just within the table — for a smoother, faster browsing experience that feels natural and efficient.

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Since the day we launched the check image feature in the bank feed, many of you have asked for those images to automatically carry over to transactions when you match. That doesn't happen by default because the matching transaction already exists in QBO, and we generally don't carry information over from the bank feed when you match to an existing transaction.

But we heard a clear need here, and we're excited to share that, as of today, we are now carrying over all bank feed attachments to matches. We're starting with any attachments that came from the bank (check image or otherwise), but we'll scale this up to attachments you add yourself if there's interest.

Note that in some cases, multiple transactions may be involved. For example, if you have an invoice in your books, and you match to that invoice, QuickBooks will create an invoice payment, match your bank transaction to the invoice payment, and then link the invoice payment to the invoice. In that case, the check technically applies only to the invoice payment, not the invoice itself. For that reason, the image will carry over only to the payment transaction. We'll use the same logic for bills and bill payments.

The feature will take a few days to roll out across all customers, but we know you value consistency across your clients, and we are working to make the rollout as fast as possible so you are able to see this in 100% of your clients very soon. We'll update you as soon as the rollout is complete.

On October 1st, your clients were automatically switched to the new user interface experience in QuickBooks. Their data and settings did not change.

Hi all, regarding the New window feature previously available in Accountant tools:

On 8/21, we made the New window feature, previously in Accountant tools, available in the new QuickBooks experience based on accountant feedback. To access New window, you can customize your My menu navigation tool and add it to your Tools.

My menu (briefcase icon) is a new powerful navigation tool for QBOA users to create your own personalized navigation, including bookmarks, create (previously +New) actions, and tools (previously Accountant tools). We launched my menu to provide QBOA users with more customization and efficiency. Learn more about how to customize My menu here: https://quickbooks.intuit.com/learn-support/en-us/help-article/small-business-processes/use-accountant-tools-features-quickbooks-online/L5rizTAvS_US_en_US

We previously decided to remove the legacy feature "New window" as it has less functionality than duplicating a new tab from a web browser. We’ve found that major browsers (Chrome, Safari, Microsoft Edge) all have functionality to duplicate a tab, in addition to additional functionality such as keyboard shortcuts and other movement/ organization functionality such as grouping, arranging, and moving tabs between windows. We will continue to evaluate the feature in the future.