How to Connect QuickBooks to Claude (Plain English Q&A)¶
Instead of running reports in QuickBooks and copy-pasting into a spreadsheet, connect QuickBooks to Claude through CorpusIQ and just ask.
What you can ask Claude once connected¶
- "What's our cash position right now?"
- "Which invoices are overdue and by how many days?"
- "Show me P&L for Q1 vs Q2."
- "Which customers owe us the most money?"
- "What's our accounts payable total this month?"
Real answers. Real numbers. From your actual QuickBooks data.
What CorpusIQ reads from QuickBooks¶
- Profit & Loss reports
- Balance Sheet
- Invoices (paid, unpaid, overdue)
- Payments received
- Expenses and bills
- Customers and vendors
- Accounts Receivable and Payable aging
Read-only. CorpusIQ never creates transactions or modifies your books.
How to connect QuickBooks to Claude¶
- Go to corpusiq.io and sign up free
- Click Connections → find QuickBooks Online
- Click Connect → Intuit OAuth login
- Approve read-only access
- Open Claude or ChatGPT and connect the CorpusIQ MCP server
- Ask: "What invoices are overdue right now?"
2 minutes. 30-day free trial. No credit card.
The cross-source power move¶
QuickBooks alone tells you what happened. CorpusIQ tells you why.
"Revenue is down 18% - is it fewer orders, lower AOV, or more refunds?" connects QuickBooks + Shopify + Stripe in one answer.
Start free - connect QuickBooks to Claude¶
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