accountingqb 3.0.0

AccountingQB — 91 AI tools connecting Claude to QuickBooks Online

AccountingQB — QuickBooks for Claude

91 AI tools connecting Claude to your QuickBooks Online. Reports, reconciliation, tax prep, anomaly detection — all through natural conversation.

Features

• 15 Reports & Analysis — P&L, Balance Sheet, Cash Flow, Trial Balance, AR/AP Aging, and more
• 9 Tax Prep Tools — Schedule C, deduction finder, quarterly estimates, 1099 reporting, depreciation
• 15 Create & Write Tools — Invoices, expenses, bills, journal entries, deposits, transfers
• 8 Smart Bookkeeping — Auto-categorization, duplicate detection, anomaly flagging, unknown vendor cleanup
• 4 Cash Flow Tools — Runway calculator, burn rate, cash flow forecasting

Getting Started

1. Get a license key at accountingqb.com
2. Install this extension in Claude Desktop
3. Enter your license key when prompted
4. Connect QuickBooks — click the link when Claude prompts you
5. Start asking questions like "Show me my P&L for last quarter"

Privacy Policy

AccountingQB is designed with privacy as a core principle.

Data Collection

• License Key: We validate your license key against our servers
• OAuth Tokens: Stored securely on our servers (encrypted at rest) to enable QuickBooks connectivity
• Usage Metrics: Anonymous usage statistics for product improvement (no financial data)

Data NOT Collected

• Financial Data: Your QuickBooks data is never transmitted to or stored on our servers
• Transaction Details: All financial queries are processed directly between Claude and QuickBooks
• Personal Information: Beyond your email for license management, we collect no personal data

Data Flow

1. Your prompts go to Claude (Anthropic)
2. Claude calls AccountingQB tools running locally
3. Tools fetch data directly from QuickBooks API
4. Results are returned to Claude
5. Our servers are only involved for license validation and OAuth token storage

Security

• OAuth tokens encrypted at rest using AES-256
• HTTPS for all API communications
• No plaintext credential storage
• Regular security audits

Your Rights

• Request deletion of your data at any time
• Export your connected company list
• Revoke QuickBooks access from the dashboard

For the complete privacy policy, visit: https://accountingqb.com/privacy

Contact: [e-mail]

Example Prompts

• "What's my burn rate and runway?"
• "Generate my Schedule C for tax prep"
• "Find any duplicate transactions from last month"
• "Show me expenses by category for Q4"
• "Create an invoice for Acme Corp for $5,000 consulting"
• "Run my month-end close checklist"

Support

• Email: [e-mail]
• Website: accountingqb.com

Pricing

• Solopreneur — $39/mo (1 company)
• Business — $99/mo (up to 3 companies)
• Firm — $299/mo (unlimited companies)

All plans include a 14-day free trial with full access to all 91 tools.

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