Reports, invoices and payment links from your live QuickBooks books.
It covers the everyday loop of a US business, from checking profit and loss to billing customers and getting transactions into the books, and everything it creates lands in QuickBooks Online for you to check. Without a subscription it still turns pasted or uploaded transactions into reports.
What it is
Intuit's connector between Claude and QuickBooks or Intuit Enterprise Suite. With your subscription connected, Claude works with your live books: it pulls reports, imports transactions and creates sales documents. Without a subscription it still builds reports from transactions you paste or upload. It is available to US customers only.
What you get
- Your profit and loss and your statement of cash flows, live from QuickBooks
- Your expenses compared with similar businesses in your industry
- Transactions categorized and imported into your general ledger, with a check that the import synced
- Invoices and estimates created, updated, copied, sent and deleted, plus payment reminders
- Payment links, reusable or one-time, shared with customers
- New customers and products added, and your business address and industry kept up to date
Requirements
A US business. For live data, an active QuickBooks or Intuit Enterprise Suite subscription; you sign in with your Intuit account when Claude asks. Deleting an invoice or estimate waits for your confirmation. Intuit says QuickBooks data is not used to train Claude.
Setup effort
Paste a URL, then sign in — add the endpoint to your client and sign in to the vendor