accountingqb

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

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