We heard you — the volume of pop-ups and interruptions when logging into client files is a real problem, and we're working on it. This update is one piece of that: you can now tell Intuit Intelligence to stop opening automatically, just by asking it directly.

If you say something like "stop opening this panel" or "I don't want this to pop up every time I log in," Intuit Intelligence will disable auto-open for your account. You can re-enable it the same way — just say "turn on Intuit Intelligence" or "enable Intuit Intelligence."

This preference applies across all your client companies, not just the one you're in when you set it. Dismissals are also tracked globally — so if you've dismissed the panel across different clients, those count together rather than resetting per client.

We know this doesn't address every pop-up you're seeing, and we're continuing to work on broader controls. Let us know in the comments what's still getting in your way.

We’ve launched a new feature that allows you to lock accounts in the Chart of Accounts. We expect the primary use case for this feature to be parent accounts, but you can lock any account you’d like.

Anyone with Chart of Accounts access can lock an account, and the feature is available on all QuickBooks plans in all regions. When you lock an account, it will no longer be selectable on dropdowns, so you won’t be able to post to it. The restriction will apply to all users in the company (accountants, clients, admins, non-admins, etc.) Of course, you’ll still be able to select the account in dropdowns like Reports and Search where you’re not actually posting. And if you really need to post a transaction to a locked account, you can always unlock it, post, and re-lock.

Because we expect the main use case to be parent accounts, we’ve added a new parent account filter to the COA list view. You can filter to see all parent accounts, select all, and lock them all with a single click.

You’ll also start seeing prompts to lock parent accounts if you create subaccounts underneath them, to help discourage posting to the parent.

When an account is locked, we’ll stop predicting to that account in the bank feed. We’ll also stop any bank rules from running if they post to the account. But to avoid breaking third-party app connections, we’ll let third-party apps continue to post to accounts even if they are locked.

Keep an eye out for brand-new Chart of Accounts Import, Chart of Accounts Export, and Chart of Accounts Templates features coming your way in the next month or two. All three of these will support account locking as well, so you can scale locked accounts across your clients and practice.

We built this feature based on what we heard from accountants, so if you have feedback, let us know here on Canny!

We know that for accounting pros, every second counts—especially during high-volume work. To help you stay in your flow, we’ve just launched across QuickBooks Online.

Say goodbye to constant switching between your mouse and keyboard. You can now navigate with keyboard-first workflows.

We are working on even more shortcuts for you. Stay tuned for updates to the full list of shortcuts in the coming weeks!

Want to see the full list of what’s available? Just hit or to pull up the shortcut guide instantly.

. Modern view will become the only reporting experience across QuickBooks Online, Intuit Accountant Suite, and Intuit Enterprise Suite. Your data, filters, and saved reports carry over automatically. You don't need to do anything before that date.

One thing to know before May 22: Starting mid-April, you won't be able to save new customizations in Classic view. If you edit a Classic report and want to save it, we'll prompt you to switch to Modern view first. Your filters and grouping will transfer so you won't need to re-enter them.

The Classic reporting platform has reached the end of its development roadmap. We built Modern reports to handle larger data volumes, ship new features faster, and support clearer insight views including dashboard KPIs.

Your data doesn't change. Modern reports surface the same information as Classic. The core reporting actions are all there.

We're actively resolving a small number of known discrepancies between Classic and Modern outputs. See our Canny board for current status on specific issues.

Note: Banded rows, color-coded columns, and some other visual options are available on QuickBooks Advanced and Intuit Enterprise Suite. They're not included in lower-tier plans.

Before we remove Classic view, we'll deliver:

Classic view remains accessible. New customizations can't be saved in Classic, save to Modern view instead (filters and grouping carry over).

All 150+ standard reports open in Modern view. The option to switch back to Classic is removed. Custom Classic reports migrate to Modern in batches.

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.