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.

For years, accountants have asked us to offer drag-and-drop abilities for attachments in the bank feed. We’re excited to share that as of today, you can! This feature is available to everyone using the new bank feed. You can drag a file into one of the rows, or if you click into a transaction, you can drag the file into that transaction.

We’ve also added a new access point for the files inside of the transaction, so when you click into it, you can more easily see where the files went.

This is purely an interface change, and nothing about the way the attachments work has changed. In particular, we don’t support adding attachments to matched transactions, and those will turn red if you try to drag attachments onto them. Similarly, we don’t support carrying imported attachments over to matched transactions, though that’s something we’re actively working on.

As always, our goal is to help you move through the bank feed as quickly and efficiently as possible with the minimum number of clicks. We’re excited to see how you use the new feature!

One of the most important aspects of the software we build is performance. Performance means speed, but it's not just how long the page takes to load. How long does the page keep you waiting when you post a transaction? If you select a checkbox, does it "check" right away, or do you have to wait a fraction of a second before you see it change? When you type, do the letters appear instantly? How "snappy" does the page feel?

These types of performance questions have always been and will always remain important to us. However, we've heard you loud and clear that — depending on various conditions, like the client file you're working in, the computer and browser you're using, and even the strength of your internet connection — the new bank feed experience can be slower than the old one, meaning performance improvements deserved special attention in light of the latest release.

Our teams have been hard at work addressing this problem, which has been our #1 priority across the bank feed since the general release earlier this summer. We're not finished, but we want to share some very meaningful progress. Since July:

We've collected these numbers across the millions of customers using the bank feed, but we also feel it in the product testing we do ourselves every day. Particularly on older and slower computers, the bank feed is reacting a lot faster than it did before. We know we can do even better, and there is more work to do, but we hope you've noticed the performance improvements and look forward to additional improvements to come, helping you spend less time waiting for software and more time on your clients and the work that matters.

Many of you have shared feedback about editing transactions in the register: after you make an edit, the page scrolls to the very top, you lose your place, and you have to search back through the Register to pick up where you left off, repeating this process every single time you make an edit.

We've just released a change that will remember your spot, so after you make an edit, we'll scroll the register back to exactly where you were working. We know that time is money, and every second you spend scrolling back to find your place is a second you're not doing higher-value work for your clients.

Give it a try in the Register and let us know what you think!