QuickBooks February 2026 Releases: Bank Feeds, AI Deductions, and IES Construction Tools

February 26
59 mins

Episode Description

Alicia recaps Intuit's February ProAdvisor In the Know webinar, covering a packed slate of product updates across QuickBooks Online, Intuit Enterprise Suite, and the newly renamed Intuit Accountant Suite. Highlights include a new Affirm Buy Now Pay Later option appearing on invoices, major bank feed customization improvements, an AI-powered deduction maximizer for business owners, and new construction-specific tools in IES. Intuit also teased a July launch of AI agents that will handle tasks like invoicing, payment tracking, and book reconciliation — though details remain scarce.

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  • (00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
  • (03:21) - Upcoming Partner Webinars (Double & Method) + Why They Matter
  • (04:08) - New Invoice Payment Option: Affirm ‘Buy Now, Pay Later’ in QuickBooks
  • (07:51) - Product Innovations Kickoff: Intuit Enterprise Suite February Releases Overview
  • (14:29) - Inventory & Order Management Upgrades: Item Receipts, Valuation Methods, Sales Orders
  • (22:02) - Workflow Automation Improvements: Parallel Approvals + Audit Trails + Dimensions
  • (23:32) - Business Intelligence in QBO: Modern Reports + Calculated Fields Without Excel
  • (23:58) - Intuit Intelligence (ChatGPT-Powered): Ask Questions About Your Books + Prompt Limits/Pricing
  • (26:39) - Bank Feeds Updates: New Experience Rollout Timeline & Why to Adopt Early
  • (28:29) - Bank Feed Fix: Warn When Payee Is Blank (1099s & Clean Vendor Lists)
  • (30:05) - Navigate Tons of Accounts Faster: Searchable Bank/Credit Card Dropdown
  • (31:12) - Drag-and-Drop Receipts + Check Image Attachments That Now Carry Through Matches
  • (37:24) - Performance Boosts + Poll Results: Is the New Banking Feed Ready for Prime Time?
  • (39:23) - Business Tax AI: Deduction Maximizer & Where to Find It in QBO
  • (52:43) - What’s Next: Intuit Podcasts, Intuit Connect, and July’s Mysterious AI Agents
  • (55:17) - Wrap-Up & Training Plug: Tricky Situations, Accrual Accounting, and Upcoming Classes
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