QuickBooks’ New AI Features: What Accountants Need to Know

Artificial intelligence (AI) has gone from being a buzzword to a daily tool in accounting. QuickBooks is rolling out new AI-driven features designed to make life easier for accountants, bookkeepers, and business owners alike. Here’s a rundown of the latest updates—and what they mean for you and your clients.

1. AI Agents Take on the Heavy Lifting

QuickBooks is introducing AI-powered agents that automate some of the most time-consuming tasks in accounting.

Accounting Agent: Cleans up books, categorizes transactions, and flags items for review.
Finance Agent: Monitors financial performance, consolidates reports, and spots trends before they become problems.

These agents aren’t replacing accountants—they’re freeing up your time so you can focus on higher-value advisory work.

2. Smarter Multi-Entity Management

If you work with clients that have multiple entities, QuickBooks’ multi-entity financial management just got an upgrade. You can now:

Standardize reporting across companies
Automate allocations based on past activity
Generate consolidated reports with more detail and accuracy

This makes scaling and cross-entity accounting much less of a headache.

3. Enhanced Business Intelligence

QuickBooks is expanding its business intelligence tools to help firms think beyond compliance:

Three-way financial planning that links P&L, Balance Sheet, and Cash Flow
A KPI scorecard with 30+ ready-to-use metrics for tracking performance

With these tools, accountants can step into the role of growth advisors, not just number crunchers.

4. Sales Tax Filing—Now Inside QuickBooks

No more logging into multiple portals. Businesses in six states (IA, MN, NC, RI, VT, WV) can now file and pay sales tax directly in QuickBooks Online. Features include:

Auto-generated, state-formatted returns
Real-time filing status updates
Secure storage of past filings

Expect more states to be added soon.

5. Payroll Gets a Boost with AI

Payroll is about to get easier with Payroll Agent (launching soon). This tool:

Collects hours from employees
Flags errors and anomalies
Drafts payroll runs for admin approval

Plus, QuickBooks Online Payroll now lets you schedule effective dates for pay changes—perfect for handling raises, bonuses, or minimum wage updates without manual reminders.

6. More Flexibility in Employee Compensation

Accountants and admins can now add special pay types (like hourly pay for salaried staff) and see exactly how each compensation type maps to the chart of accounts and tax forms. This gives much better transparency for both compliance and reporting.

7. Don’t Miss Intuit Connect

Finally, if you want to dive deeper, Intuit Connect is coming up with big-name speakers (think Brené Brown and Queen Latifah) and 50+ sessions designed to help firms future-proof their practices. It’s also a chance to earn CPE credits while learning how to apply AI to CAS and CFO-level services.

🚀 Ready to Put These AI Tools to Work?

Whether you’re exploring how to streamline your own books or looking to deliver more value to clients, now is the time to take advantage of QuickBooks’ newest AI features. Get QuickBooks Online today at https://wuzypro.com/collections/quickbooks-online