QuickBooks turns your business's financial data into clear, decision-ready insights, and now takes action on it too. Analyze profitability, cash flow, and balance sheet health, and benchmark your performance against similar businesses in your industry and region. See who owes you money and which bills are coming due with A/R and A/P aging, and break down sales by customer or product to find what is driving revenue. Create, update, send, duplicate, and schedule invoices and estimates. Add customers and products, generate, and send payment links and reminders, always with a clear preview and your confirmation before anything is sent. Get fast read-only answers on payroll and QuickBooks Capital. Look up payroll details, and when you need to, add an employee or set base pay. Check your QuickBooks Capital loans and peer lending benchmarks. No account yet? Upload CSVs, PDFs, or images, or paste transactions directly, and QuickBooks will sync and analyze your results as your business grows.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/quickbooks. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://ai-inc.quickbooks.intuit.com/v1/mcp. Sign-in: Not required. Publisher documentation: https://quickbooks.intuit.com/learn-support/en-us/help-article/accounting-bookkeeping/use-quickbooks-connector-claude/L3YBlo6Ht_US_en_US?uid=mmzgz9ag. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
benchmarking-against-industry
benchmarking-quickbooks-account
cash-flow-generator
cash-flow-quickbooks-account
company-info
industry-recommendation
profit-loss-generator
profit-loss-quickbooks-account
qbo_accounting_get_ar_aging_detail
qbo_accounting_get_ar_aging_summary
qbo_accounting_get_balance_sheet
qbo_accounting_get_product_service_list
qbo_accounting_get_sales_by_customer_summary
qbo_accounting_get_sales_by_product_summary
qbo_catalog_create_product
qbo_catalog_search_products
qbo_contact_create_customer
qbo_contact_search_customer
qbo_lending_estimate_loan_payments
qbo_lending_get_loans
qbo_lending_get_peer_offers
qbo_lending_help
qbo_lending_shop_loans
qbo_payroll_assign_employee_work_location
qbo_payroll_create_employee
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_pay_schedules
qbo_payroll_get_payslip_details
qbo_payroll_get_payslips
qbo_payroll_save_employee_contract_details
qbo_payroll_search_employee
qbo_payroll_update_employee
qbo_sales_create_estimate
qbo_sales_create_invoice
qbo_sales_create_payment_link
qbo_sales_create_recurring_invoice
qbo_sales_delete_estimate
qbo_sales_delete_invoice
qbo_sales_delete_recurring_invoice
qbo_sales_duplicate_estimate
qbo_sales_duplicate_invoice
qbo_sales_get_estimates
qbo_sales_get_invoices
qbo_sales_get_payment_links
qbo_sales_get_recurring_invoices
qbo_sales_get_settings
qbo_sales_get_transaction_document
qbo_sales_operate_recurring_invoice
qbo_sales_send_estimate
qbo_sales_send_invoice
qbo_sales_send_invoice_reminder
qbo_sales_send_payment_link
qbo_sales_update_estimate
qbo_sales_update_invoice
qbo_sales_update_payment_link
qbo_sales_update_recurring_invoice
qbo_sales_update_settings
quickbooks-import-status
quickbooks-profile-info-update
quickbooks-transaction-import
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