QuickBooks for Cowork

Description

QuickBooks for Cowork adds a Finance & Billing intelligence layer to your AI business stack. Every action you take through Claude makes it smarter about your finance & billing workflows.

One more layer, compounding returns

Each plugin you install teaches Claude more about how your business works. QuickBooks for Cowork connects your finance & billing data so Claude can pull insights, take actions, and automate tasks — all in natural language.

What it does

15+ specialized tools that cover everything you need:

• Test Connection — Verify your QuickBooks API connection is working
• List Invoices — View all invoices and track payment status
• Get Invoice — Retrieve detailed invoice information
• Create Invoice — Generate new invoices for customers
• List Customers — Manage and view all customer records
• Get Customer — Retrieve individual customer details
• Create Customer — Add new customers to your account
• List Payments — Track all incoming payments
• List Expenses — View and manage business expenses
• Get Profit & Loss — Analyze profitability and revenue trends
• Get Balance Sheet — Review assets, liabilities, and equity
• List Accounts — Browse your chart of accounts
• License Management — Check, activate, and deactivate licenses

Commands

• /quickbooks-list — Quick reference for listing QuickBooks invoices, customers, and reports
• /quickbooks-setup — Quick reference for setting up QuickBooks connection

Example commands

• “Show me all unpaid invoices”
• “Create an invoice for customer ABC Corp”
• “Get my profit and loss statement for this quarter”
• “List all customers with overdue payments”

How it works

Install the plugin, connect your QuickBooks account, and start working through conversation. The more you use it alongside your other plugins, the more Claude understands your complete business context.

Perfect for

• Solo creators building an AI-powered business layer by layer
• Small teams that want Claude to understand their full tool stack
• Anyone who wants their AI to get smarter with every plugin installed