Intuit QuickBooks Labs (Claude)
(Beta) Categorize bank transactions, reconcile accounts, send invoices, and run reports with Quickbooks in Claude.
QuickBooks Labs (Beta) brings everyday QuickBooks Online bookkeeping and accounting work into Claude. Connect your bank and card accounts, then categorize and match transactions as they arrive, reconcile each account to its statement, and keep your chart of accounts, products, customers, and vendors current. Ask in plain language for a profit and loss, balance sheet, cash flow, trial balance, general ledger, or A/R and A/P aging report, break down sales by customer or product, or benchmark results against similar businesses in your industry and region. It covers the transaction work too. Create, update, send, and duplicate invoices and estimates, set up recurring invoices, and record bills, expenses, payments, deposits, transfers, and journal entries. Send payment links and reminders with a clear preview and your confirmation before anything goes out. Look up payroll details, add an employee, or set base pay. If you manage more than one company, including client books, switch between them in a single conversation. New to QuickBooks? Create your company during setup, connect your bank, and QuickBooks Labs (Beta) starts categorizing and analyzing your transactions right away. How this relates to the Intuit QuickBooks connector: QuickBooks Labs (Beta) includes everything in the Intuit QuickBooks connector and adds bank feed categorization, account reconciliation, bills and expenses, journal entries, and multi-company switching. You can keep both connected, but you don’t need to. We recommend using only QuickBooks Labs (Beta) so Claude isn’t choosing between duplicate tools. If you’re connected to the older connector, remove it when you install this one.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/intuit-quickbooks-labs. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp-nttf.quickbooks.intuit.com/mcp. Sign-in: Required. Publisher documentation: https://free.app.intuit.com/quickbooks-labs. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
accounts_balances
accounts_create
accounts_get
accounts_search
accounts_update
attachments_delete
attachments_search
attachments_upload
bank_feed_categorize
bank_feed_check_posting_status
bank_feed_create_rule
bank_feed_delete_excluded
bank_feed_delete_rule
bank_feed_get_match_candidates
bank_feed_list_connections
bank_feed_list_rules
bank_feed_list_transactions
bank_feed_review
bank_feed_run_read
bank_feed_sync
bank_feed_transaction_import_check
bank_feed_transaction_import_start
bank_feed_undo
bank_feed_update_rule
benchmarking_quickbooks_account
changes_list
company_close_books
company_get_connection_status
company_get_context
company_get_exchange_rate
company_get_info
company_get_preferences
company_list
company_select
company_set_exchange_rate
company_update_info
company_wait
contacts_create
contacts_get
contacts_search
contacts_update
industry_benchmark_widget
industry_recommendation
items_create
items_get
items_search
items_update
lists_create
lists_get
lists_search
lists_update
money_onboarding_application_metadata
onboarding_next_steps
onboarding_wait
qbo_lending_estimate_loan_payments
qbo_lending_get_loans
qbo_lending_help
qbo_payroll_assign_employee_work_location
qbo_payroll_get_company_deductions_contributions
qbo_payroll_get_company_info
qbo_payroll_get_company_last_payroll_run
qbo_payroll_get_company_pay_types
qbo_payroll_get_company_payroll_readiness
qbo_payroll_get_company_timeoff_details
qbo_payroll_get_employee_compensations
qbo_payroll_get_employee_contract_details
qbo_payroll_get_employee_deductions
qbo_payroll_get_employee_details
qbo_payroll_get_employee_manager_details
qbo_payroll_get_employee_payroll_readiness
qbo_payroll_get_employee_timeoff_assignments
qbo_payroll_get_employees
qbo_payroll_get_employees_by_work_location
qbo_payroll_get_employer_tax_setup
qbo_payroll_get_pay_schedules
qbo_payroll_get_payslip_details
qbo_payroll_get_payslips
qbo_payroll_get_submitted_payroll
qbo_payroll_get_tax_filings_summary
qbo_payroll_preview_payroll
qbo_payroll_save_employee_contract_details
qbo_payroll_search_employee
qbo_sales_create_payment_link
qbo_sales_get_payment_links
qbo_sales_send_payment_link
qbo_sales_update_payment_link
quickbooks_labs_ping
reconciliation_begin
reconciliation_cancel
reconciliation_finish
reconciliation_get
reconciliation_history
reconciliation_list_accounts
reconciliation_list_lines
reconciliation_review
reconciliation_set_cleared
reconciliation_undo
reconciliation_update
recurring_create
recurring_delete
recurring_search
recurring_update
reports_balance_sheet
reports_list
reports_profit_and_loss
reports_run
reports_trial_balance
tax_create_agency
tax_create_code
tax_get
tax_search
transactions_create
transactions_delete
transactions_get
transactions_reclassify_lines
transactions_search
transactions_search_lines
transactions_send
transactions_update
transactions_void
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