May 21, 2026

Ask Double

Ask Double will be rolling out to all practices over the course of the next week. It is currently only available for QuickBooks clients.

Ask Double is here — an AI-powered chat interface built directly into the platform that lets you manage accounting workflows through natural language, without jumping between pages or building manual reports.

Run diagnostic reviews on demand
— prompt the AI to analyze a client's P&L or balance sheet and surface issues like negative bank balances or suspense account errors and provide a time and cost estimate for the fixes .
Drill down to the transaction level
— flag unusual entries like miscategorized fixed asset purchases for manual review without leaving the chat.
Catch up on client activity
— get instant summaries of recent notes, changes, and tasks so you're up to speed before starting your monthly work.
Create and assign tasks in chat
— query your high-priority items for the day, or have Ask Double create, assign, and set deadlines for new tasks on the fly.
Save workflows as skills
— turn any prompt sequence into a reusable skill you can run again or share with your team to standardize diagnostics across clients.

Check out the video below to see it in action. You can also learn more in our help article here.

General Improvements

AI transactions
— You can now use the AI composer to create Vendor credits, Invoices, and Sales receipts, in addition to the transaction types already supported.
AI model selector
— Added GPT 5.5 to the model picker and removed the low-reasoning option so you default to the strongest model available.
Chrome extension
— The "fix this rec" button now appears even when the relevant section in QBO is collapsed, so you no longer have to expand the section to take action.

Bug Fixes

Fixed a bug where changing the start date on a custom task in a template did not save.
Fixed an issue where Fix This Rec was pulling in only partial ledger detail.
Fixed a bug on the Prepare 1099s page that prevented users from re-including a previously excluded transaction.
Fixed an issue on the Cash Basis Balance Sheet where accrual-only transactions could appear in the activity drill-down.
Fixed inverted red/green coloring on the Balance Sheet drill-down at the vendor level.
Fixed a bug in Management Reports where identical footnotes could appear twice.
Fixed an issue where Flux Analysis could show out-of-date results after re-running.
Fixed a loading bug in Organizers where columns were fetched before view data had finished loading.
Fixed a bug where adding a new option in the Client List reset previously entered filter values.
Fixed a bug that prevented deleting standard users by incorrectly flagging them as having a connected personal inbox.
Fixed a bug where email comments could appear resolved when they were not.
Fixed an issue where closing tasks could appear out of order after rolling a close forward.
Fixed a fixed a crash that could occur when opening the Accruals tab from Close on certain period-end dates.