QuickBooks Online Accountant Becomes Intuit Accountant Suite: What Moves Where

Accountants signing in to QuickBooks Online Accountant are finding a different product than the one they left. Intuit is updating the platform into Intuit Accountant Suite, a rebuilt workspace with new navigation, renamed tools, and AI woven into daily work. The change is more than a reskin. Task Manager and Business Feed no longer exist under those names, and several routines now sit behind different tabs. We mapped the new layout against the old one so you can find your footing before the next close.

A new suite, not a simple reskin

Intuit describes the suite as one platform for the firm, its clients, and its team, with AI built into everyday work. In practice, the home page behaves like a work center rather than a landing screen. Alerts, client requests, and task queues share a single surface, and the dashboard can be customized around the tasks you actually run. The left rail now organizes everything into five areas. Once you know the map, most old habits have an obvious new address.

Where did Task Manager and Business Feed go?

Both tools fold into Get Things Done, a unified home experience that replaces them. Work arrives sorted into two buckets. Needs Attention holds the items waiting on a human decision, and Done For You collects the rest. Intuit Experts can push questions and action items straight to a client from the same view. A single Inbox gathers client communications and requests that used to scatter across email threads. Start your day in Needs Attention; it is the closest heir to the old task list.

The new navigation, mapped

• Home: the firm dashboard, with tasks and alerts
• Clients: the client list and subscriptions
• Work: Client Insights, Books Close, Tax, and Projects
• Firm Hub: user management, ProAdvisor resources, integrations, and firm tools
• Firm Books: your own firm’s accounting, payroll, expenses, reports, and taxes

A switcher moves you between firm and client views, and search, tasks, and settings stay within reach anywhere in the suite. Under Work, Client Insights rolls portfolio-wide KPIs into dashboards you can shape yourself, and Books Close tracks month-end progress against templates you save. Tax Prep runs on ProConnect Tax, and Customer Hub handles leads and ongoing client communications as a light CRM.

Why can’t you create a Custom Automation?

Custom Automations turns recurring chores into workflows described in plain language. You manage them across clients from one central Automation Hub, and the Audit Log records every AI action. When a client asks what changed in their books, the trail already exists. The catch is permission. Only Primary Admins and Company Admins can create or edit an automation, so a greyed-out button points to your role, not a broken file.

User Groups let an admin grant role-based access in bulk, which makes this a two-minute fix. Ask whoever holds the primary admin seat to build the workflow or widen your role. Then test the automation on a single client before you roll it out across the firm.

Two numbers worth knowing

Intuit Intelligence, the built-in assistant, runs on a monthly prompt allowance. Intuit’s materials list 200 prompts per month on the standard setup and 1,000 on the higher tier. It answers questions about your firm or a specific client, summarizes anomalies, analyzes financial trends, drafts client emails, and completes tasks without leaving the screen you are on. The lower allowance goes quickly in a busy season, so it deserves a glance.

The second number is 30. Case Reopen lets you reopen a firm case closed within the last 30 calendar days, and the same expert picks the thread back up. If an answer did not land or a fix needs a follow-up, raise it inside that window. For lower-stakes problems, Web-to-Case, now in beta, accepts non-priority issues by email so you can carry on with the day.

Still marked as coming soon

Not everything on the roadmap has shipped. Cross-client comparisons appear in Intuit’s plans as coming soon, so hold off on building a portfolio comparison around them. Anomaly detection, by contrast, is live and flags unusual items in client books for review. Treat the coming-soon list as a reason to revisit your settings in a few months.

Before you rely on it: a short checklist

1. Click through all five areas once so nothing surprises you mid-close.
2. Rebuild your old task routine inside Needs Attention, and route client requests to the Inbox.
3. Have your primary admin create one small automation, then open the Audit Log and confirm the entry it leaves.
4. Track your prompt use across a busy week to see whether 200 a month fits your firm.
5. Write down the closure date on any expert case you may revisit, since the reopen window is 30 days.
6. Set up User Groups before seasonal staff arrive, not after.

Fifteen minutes of clicking now beats a frantic search during a client’s close. Every displaced tool has a new address, and the map above should get you there without guesswork.