Managing rules across your clients' books gets harder as the list grows. This update lets you control the order rules run in, makes it easier to find the ones that need attention, and tells you exactly what went wrong when a rule breaks.

Set a , with a live preview showing exactly which rules will sit above and below the position you choose.

so you can spot what needs attention at a glance — and search is now easier to reach.

See , instead of guessing why it stopped working.

— it's no longer buried below the fold — and all condition fields ( now show by default.

Keep your , so you never lose your spot while working through a batch.

Give it a try and let us know if you have any feedback in Bank Feed through your comments

Classic Reports is sunsetting June 15. Here's how to prepare.

We're hosting two webinars with Hector Garcia, CPA, and Intuit's Reports product team. Hector will walk through top workflow scenarios, address common questions, and show you how to navigate the new reporting experience without slowing down your firm. Both will be recorded and shared with registered attendees.

Webinar 1: Friday, May 29, 2026 Replay on YouTube

Webinar 2: Wednesday, June 10, 2026 Replay on YouTube

Resources:

Modern Reports transition FAQs

As you continue to have feedback, post it on the Modern Reports board

We want to share an important update regarding the sunset timeline for Classic Reports. After carefully listening to your feedback, we have decided to extend the sunset date for Classic Standard Reports from May 22 to We're committed to ensuring you have ample time to explore, experience, and feel fully confident in the new Modern Reports before making the switch.

We will continue to resolve issues you raise, and the vast majority of fixes are already in place with a few more releasing next week. We also want to give you enough time to see these improvements firsthand and transition at a pace that feels comfortable.

You can now expand and collapse sub-accounts directly within financial reports such as Profit & Loss and Balance Sheet.

Reports can now be exported with formulas intact, giving you greater flexibility for downstream analysis.

Cells with no data now display as blank instead of m-dashes, with a configurable option to switch between the two based on your preference.

Any customizations you apply — such as date filters, display settings, or added columns — are now retained even after a browser refresh.

Sorting now works accurately on detailed and grouped reports, correctly ordering both group headers and the line items within each group.

The company name now appears at the top of the report by default, consistent with how it was displayed in Classic view.

Detailed reports such as General Ledger now automatically hide accounts with no activity, keeping your reports clean and focused on relevant data.

Account labels and column values are displayed in full with no truncation, alongside simplified headers that mirror the Classic view.

Apply all customizations at once and refresh the report a single time instead of after every individual change.

Data discrepancies affecting a subset of companies are being resolved on priority before Classic sunset.

Several minor fixes to ensure a smooth transition from Classic to Modern Reports.

For , we are taking a phased approach starting June 2026, your custom reports will begin opening in Modern view automatically, but you will retain the option to switch back to Classic for about a month before that option is fully retired.

We are with you every step of this journey and remain committed to making Modern Reports the best experience possible.

Warm regards,

The QuickBooks Reports Team

For clients with high transaction volume, the 10-transaction cap on bulk-add turned reconciliation into a repetitive cycle of batching, clicking, waiting, and repeating. That cap is gone — you can now add any number of transactions to your client's books in a single action, across all five third-party connectors.

Select and confirm any number of transactions in one action — no more batching in tens.

Kick off large bulk-adds in the background instead of staring at a loading screen. A clear in-product message tells you what to expect.

Get notified when the bulk-add finishes — or if something errors out, so you can take action.

Works on individual transactions in the main grid and on all transactions inside a payout from the Payout view (especially helpful for Amazon and Square payouts that can contain hundreds of child transactions). Available today across Shopify, Stripe, Square, PayPal, and Amazon Sellers Central.

If you manage clients across multiple 3rd party connectors, this should meaningfully reduce the time spent on month-end close. Try it on your next reconciliation and let us know how it's working in the comments.

When you open the bank feed, you'll see color-coded icons — green, blue, or orange — next to each Category and From/To recommendation. Each icon reflects the strength of the categorization history behind that recommendation, so you can tell at a glance which transactions follow a clear, consistent pattern and which ones are worth a second look before posting.

The idea is to give you a faster way to triage. Recommendations backed by strong, consistent history can move quickly; ones with weaker signals get flagged for the closer attention they actually need. You stay in control of every posting decision — the signals just surface what the underlying data looks like so you're not guessing.

This is rolling out across QBO companies in the AI-powered bank feed, so you'll start seeing the icons appear soon if you haven't already. Give it a try, and let us know in the comments what you think — especially how it fits into your review workflow.

We’ve launched a set of new features to help you better manage and standardize the Chart of Accounts across your clients according to your own firm’s unique needs and preferences.

First, we’ve overhauled the feature and added it to the client onboarding flow. Each time you create a brand-new QuickBooks company from QBOA or IAS, you’ll see an option at the very end to create, upload, or apply an existing Chart of Accounts template. If you choose to create or upload a spreadsheet, we’ve created a brand-new interface to help you easily turn that into a reusable template that will be saved in QBOA/IAS for future use. The new interface is loaded with features accountants care about, like easy batch select, subaccount insertion, and more. We’ve also added account locking, so you can set accounts to be locked by default in the template. Firms can create as many templates as they need (many firms like to have one template per industry) and then seamlessly apply those templates each time a new client is set up.

When you set up a client with a Chart of Accounts Template, they only get the accounts you specify, plus a very small number of other accounts (Uncategorized Expense, etc.) But they will NOT get the large list of default accounts that otherwise come with a new QBO company.

We’ve also overhauled the feature. We know: this one needed some love. COA Import has been untouched for a long time. We rebuilt it from the ground up using the same new interface, and all the same new powerful tools and shortcuts, as COA Templates.

Finally, we added a new feature. It's small but powerful, right next to the print button at the top of the Chart of Accounts. No more downloading from the Reports page: a single click of this button will instantly produce a file that is formatted exactly to meet the specifications of the new COA Templates and COA Import features, so any COA exported from one company can immediately be re-used for import or as a template with no modifications to the file.

The new Export and Import features both support account locking as well.

Export & Import are ramping up across all QBO files now, while Templates is ramping up across all QBOA and IAS firms. Some access points update separately, so — for example — you may see the new Import experience on the Chart of Accounts page before you see it under the settings gear → import data menu. You should see all the features across all your clients in the coming days.

We look forward to hearing your feedback on these new features!

Most QBO customers use accrual accounting. When transactions come through the bank feed for obligations that were incurred in prior periods, this creates extra manual work for bookkeepers to recognize the transaction in the correct (prior) period without disrupting the ability to reconcile the bank account in the current period. Our latest release eliminates that extra work.

For example, imagine that I am a homebuilder and take delivery of some lumber on December 20. The supplier gives me a month to pay, and I don’t actually pay the lumber supplier until after the holidays, on Jan 10. If you’re my accountant, and you’re doing things the right way, you won’t simply post the transaction when it comes through the bank feed, because that would recognize the expense this year, when it should have been recognized last year.

Instead, you’ll create a bill, backdate the bill to the date the obligation was actually incurred (Dec 20), create a bill payment, date the bill payment to the date that money changed hands (Jan 10), and then match the bill payment to the bank transaction.

We’ve just added a new feature to the bank feed that does all this for you. On any transaction, simply choose Create backdated bill or Create backdated invoice from the menu on the right. Choose the date on which the backdated transaction should be recognized. Add a category if you haven’t already, and then click post. That’s it!

✅ The bill/invoice will be created on the right date, ensuring your client’s records are compliant and are accurately reporting the period in which the obligation was incurred

✅ The payment will be created on the right date, ensuring the bank will still reconcile because the payment is captured in the right month

✅ The bill/invoice is marked as paid and correctly matched to the bank feed transaction

What used to take 10-20 extra clicks should now take only 2. The feature is available only in the new bank feed, so make sure to switch your clients over if they haven’t already.

Try it out, and let us know if you have any feedback!

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.