QuickBooks Online connector

Connect your AI to QuickBooks Online

Invoicing, expense tracking, P&L reports, and customer balances — ask your AI about your books.

Build price: $2,500
Hosting: $99/mo
Auth: OAuth 2.0 (Intuit login)
Delivery: 5–7 days
Get this connector

Available tools

Every tool is accessible from Claude, ChatGPT, Gemini, Cursor, or any MCP-compatible AI client.

create_invoice

Generate and send invoices with line items and payment terms

get_profit_loss

Pull P&L reports by date range, department, or category

search_transactions

Find transactions by date, amount, vendor, or category

list_overdue_accounts

View all overdue invoices with aging details

record_expense

Record expenses with categories, vendors, and receipts

get_customer_balance

Check outstanding balance for any customer

pull_bank_transactions

View recent bank transactions and categorization

get_balance_sheet

Pull balance sheet as of any date

search_invoices

Find invoices by customer, status, date, or amount

See it in action

Real conversation examples using this connector.

You
How much did we spend on marketing last quarter?
Claude (via SaasTap)
Your total marketing spend for Q1 2026 was $14,280. The breakdown: digital ads $6,200, content production $4,800, events $2,100, software subscriptions $1,180.
You
Send an invoice to Acme Corp for consulting — 40 hours at $150/hr, net 30.
Claude (via SaasTap)
Done. Invoice #1047 created for Acme Corp: 40 hours consulting at $150/hr = $6,000. Payment terms: Net 30. Due date: May 14, 2026. Want me to email it to their billing contact?

Use cases

  • Ask financial questions in plain English instead of running reports
  • Create and send invoices by describing the work — no forms needed
  • Check customer balances and overdue accounts instantly
  • Track expenses: 'How much have we spent on AWS this year?'
  • Prep for tax time: 'Pull my P&L and balance sheet for 2025'
  • Cash flow visibility: 'What invoices are overdue and by how much?'

How to set up

01

Purchase the connector

We build and deploy it for you within 5–7 days.

02

Connect your QuickBooks Online account

Click our OAuth link and authorize with your QuickBooks Online login. Takes 30 seconds.

03

Add to your AI tool

Copy one URL into your Claude Desktop, ChatGPT, or Cursor config. Done.

Ready to connect your AI to QuickBooks Online?

We'll scope and deliver your connector — usually within 5–7 days.

Get this connector