Intuit QuickBooks

QuickBooks Plugin for Claude

Skills that turn your QuickBooks Online data into plain-language business insights.

Requires the QuickBooks connector. Connect it at https://claude.ai/customize/connectors (sign in with your Intuit account). See SETUP.md for step-by-step instructions, including Claude Code.

Skills

Skill	What it does
business-health-check	A CFO-style briefing across Profit & Loss, Cash Flow, Balance Sheet, A/R Aging, and Sales reports: what's going well, what needs attention, and what changed. Read-only.
industry-benchmark	Compare your business — or any metric you provide — against regional and national industry peers by industry and location. Read-only.
analyze-payroll-cost	Explain why payroll spend changed, who was paid the most, and what's driving cost, with practical cost-control ideas. Read-only.
chase-overdue-invoices	Send tone-matched payment reminders for overdue invoices, with confirmation before sending.
email-to-estimate-invoice	Turn a customer email thread into a ready-to-send QuickBooks estimate or invoice.
lending	Explain QuickBooks Capital financing options (Term Loan, Line of Credit, Business Credit Card, Loan Marketplace) and help compare or shop them.
payroll-employee-onboarding	Onboard a new hire into QuickBooks Payroll from provided details or source files, with confirmation before write actions.
payroll-help	Answer read-only lookup and setup questions about your QuickBooks Payroll: employees, payroll runs, payslips, pay types, deductions, and time off.
set-base-pay	View or change an employee's base pay, pay frequency, or hours in QuickBooks Payroll, with confirmation before writing.
setup	Guides you through connecting QuickBooks and troubleshooting the connection.

Try prompts like:

• "How is my business doing this quarter?"
• "What should I be worried about in my financials?"
• "How does my profit compare to other restaurants in Texas?"
• "Send a reminder for invoice 1042"
• "Why did payroll cost go up this month?"

Connecting QuickBooks

The skills use the QuickBooks connector from your Claude account. Connect it at https://claude.ai/customize/connectors by signing in with your Intuit account and authorizing access to your QuickBooks company. In Claude Code, sign in with your claude.ai account (/login) so the connector is available in your sessions.

Notes

• Some skills only read your QuickBooks data; others can send reminders, create draft estimates or invoices, or make payroll changes — those skills always confirm with you before writing anything.
• Output is an operational read of your QuickBooks data — not tax, legal, investment, or lending advice.