QuickBooks Connector

Get instant financial analysis through conversation

This guide shows you how to connect QuickBooks to Claude so you can ask questions about your business finances in plain language. Instead of exporting reports and building spreadsheets, you ask for a profit and loss summary, a cash flow review, or a breakdown of expenses, and Claude reads the data from your connected account.

By the end of this guide, you will have QuickBooks connected to Claude, a set of starter questions to ask, and a habit of checking the answers against your QuickBooks reports.

Who This Is For

• You run a small business and keep your books in QuickBooks Online

• You want quick answers about revenue, expenses, and cash flow without building reports

• You prepare a monthly review for yourself, a partner, or a client

What You'll Need

• A Claude account on a plan that includes connectors

• A QuickBooks Online account, with permission to authorize connected apps

• Books that are reasonably up to date, since the analysis is only as good as the data

Good to Know

• Connector availability can vary by plan and region. If QuickBooks is not listed, check Claude's current connector directory

• Review the permissions shown on the authorization screen before you approve access

• Treat the analysis as a starting point and confirm important figures in QuickBooks or with your accountant before making decisions