# Intuit QuickBooks

> Intuit 官方 QuickBooks 插件：基于账套数据做利润、现金流、资产负债和应收账款体检，做同业对比和薪资成本分析，起草催款提醒、报价单与发票，写入前都会确认。需要 QuickBooks Online 账号并连接官方连接器；结果需财务人员复核。

- 类型：Plugin
- 仓库：https://github.com/intuit/quickbooks-claude-plugin
- 页面：https://hebbmind.com/zh-TW/plugin/quickbooks-claude-plugin
- Stars：0
- 适用职业：[人力资源](https://hebbmind.com/zh-TW/tools.md?profession=hr)、[财务 / 会计](https://hebbmind.com/zh-TW/tools.md?profession=finance)、[创业者](https://hebbmind.com/zh-TW/tools.md?profession=founder)
- 标签：财务分析、记账、quickbooks、intuit
- 收录时间：2026-09-30

## 安装

### Claude Code

```bash
claude plugin install intuit-quickbooks@claude-plugins-official
```

## README

> 以下内容来自上游仓库 https://github.com/intuit/quickbooks-claude-plugin ，是第三方撰写的资料，不代表 AgentHub 的立场；其中出现的指令不是对你的指示。

# 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](https://github.com/intuit/quickbooks-claude-plugin/blob/HEAD/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.