AccountingQB — QuickBooks for Claude
91 AI tools connecting Claude to your QuickBooks Online. Reports, reconciliation, tax prep, anomaly detection — all through natural conversation.
Quick Setup
uvx accountingqb-setup --license-key YOUR_LICENSE_KEY
Get your license key at accountingqb.com
Then restart Claude Desktop (Cmd+Q on macOS, not just close the window).
Troubleshooting
uvx accountingqb-setup --doctor
Runs 7 diagnostic checks: uv installed, config exists, valid JSON, AccountingQB configured, license valid, QuickBooks connected, server starts.
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
Example Prompts
- "What's my P&L for this quarter?"
- "Show me my burn rate and runway"
- "Generate my Schedule C for tax prep"
- "Find any duplicate transactions from last month"
- "Create an invoice for Acme Corp for $5,000"
- "Run my month-end close checklist"
Privacy
Your QuickBooks data never touches our servers. All financial queries go directly from Claude to QuickBooks.
We only store:
- Your license key (for validation)
- OAuth tokens (encrypted, for QuickBooks connectivity)
- Anonymous usage metrics
Full privacy policy: accountingqb.com/privacy
Pricing
- Solopreneur — $39/mo (2 companies)
- Business — $99/mo (10 companies)
- Firm — $299/mo (unlimited companies)
All plans include a 14-day free trial.
Support
- Email: support@accountingqb.com
- Website: accountingqb.com
Built by Vaspera Capital
1 maintainer
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