Claude Intuit QuickBooks connectorWhat Claude can do in your Intuit QuickBooks account.

Builds a structured profit and loss statement from figures you upload or paste, with no QuickBooks subscription needed. Intuit lists it among the options for people without an account.

Turns the transactions you paste or upload into a summary of money coming in and going out, without needing a QuickBooks file behind it.

Shows how your business compares with similar ones in your area, based on the business details and figures you provide rather than a live QuickBooks account.

Fetches your real-time profit and loss report straight from your QuickBooks account, so the numbers match what your bookkeeper sees.

Retrieves your statement of cash flows from QuickBooks, the report QuickBooks already keeps from your own books rather than a summary rebuilt from pasted figures.

Compares your actual QuickBooks financials with similar businesses, using the data already in your books instead of figures you type in.

Reads the company name, address and industry that QuickBooks holds on file for your business. Reading them leaves that record exactly as it was, one step before any benchmark.

Checks whether your most recent transaction import synced successfully, so you know the reports that follow include it.

Pulls your balance sheet so Claude can talk you through assets, liabilities and equity. Intuit's sheet ties it to judging the health of your balance sheet.

Gives the overview of who owes you money and how late each customer is, grouped by age bracket.

Goes one level down from the summary and lists the individual unpaid invoices behind each overdue balance.

Breaks your sales down by customer, so you see who is driving revenue and who has gone quiet over the period you pick.

Splits revenue by product or service line, the other half of Intuit's point about finding what actually drives your sales.

One of the payroll look-ups Intuit describes as read-only answers. Its name points at the company side of payroll, and no source lists the fields it returns.

Covered by Intuit's read-only line on payroll look-ups. The directory names it after the pay types set up for the company; its exact output is undocumented.

A read-only payroll look-up per Intuit's sheet, named after the company's time-off setup. No source details what comes back, so treat the answer as a starting point.

Listed under Intuit's read-only payroll answers, with a name that refers to company-level deductions and contributions, such as benefits. The fields themselves are not documented.

Part of the payroll details Claude can look up, read-only by Intuit's account. Its name refers to pay schedules; no text describes its content.

Read-only like the other payroll look-ups. The name refers to the list of people on payroll, and Intuit gives no separate description of the tool or its fields.

Sits in the same read-only payroll group on Intuit's sheet. As the directory names it, it concerns finding a given employee; the search criteria are not documented.

Intuit's phrase about looking up payroll details covers it, and nothing more specific does. The name refers to one employee's record, whose fields no source lists.

Read-only per Intuit's payroll line. Its name refers to an employee's contract details, which no source spells out field by field, so expect whatever QuickBooks stores.

Belongs to the read-only payroll answers Intuit describes. The directory names it after an employee's compensation; the content is undocumented.

A payroll look-up in Intuit's read-only group, named after one employee's deductions. No text lists what it shows, and the detail depends on your payroll setup.

Counted among the read-only payroll answers. Its name points at the time-off assigned to a given employee, and nothing more about it is documented by Intuit.

Read-only on Intuit's sheet, like the rest of the payroll look-ups. Named after employees grouped by work location; the output is not described anywhere we read.

Within Intuit's read-only payroll answers. The directory names it after an employee's manager; no source describes the fields it brings back or how current they are.

Read-only payroll data per Intuit. Its name refers to payslips, and no source says how many or which periods it covers.

Payslip detail, as the directory names it, falls under Intuit's read-only payroll phrase. The breakdown it returns is undocumented, line by line.

A read-only look-up per Intuit's payroll line, named after the company's latest payroll run. Its exact content is not documented, dates and totals included.

Readiness at company level, going by the name, and read-only like its payroll neighbors. No source explains what that check covers or what counts as ready.

Read-only, as Intuit describes payroll answers. Named after one employee's payroll readiness; the criteria it checks are not documented by Intuit or Anthropic.

Intuit's sheet mentions peer lending benchmarks among its read-only QuickBooks Capital answers, and this tool's name echoes them. What it returns exactly is not described.

Lets Claude check your QuickBooks Capital loans, part of what Intuit describes as fast read-only answers on financing, without opening the lending pages yourself.

Grouped with the read-only QuickBooks Capital answers. No source describes this tool on its own beyond that group.

Estimating repayments is what the name refers to, inside Intuit's read-only QuickBooks Capital answers. The method behind the estimate is not documented.

Shopping for loans, as the directory names it, sits with the read-only Capital answers on Intuit's sheet. No text describes what it returns or from which lenders.