Meridian Connector for QuickBooks
Pilot.com, Inc.
ClaudeConnectorAnthropic partner
This connector lets Claude securely read from and write to QuickBooks Online. Some things you can do: • Connect multiple QuickBooks Online companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Create arbitrary QuickBooks transactions, including journal entries • Bulk-create invoices or import credit card transactions • Upload and attach receipts and supporting files to QuickBooks transactions • Automatically fill in your firm-specific reporting template • The craziest use case I tried was "Clone the contents of QBO A into QBO B", and… it worked
Rankings
Tools
batch_entity_operationscreate_attachment_uploadcreate_billcreate_bill_paymentcreate_customercreate_depositcreate_entitycreate_expensecreate_invoicecreate_journal_entrycreate_payload_uploadcreate_sales_receiptcreate_tax_code_with_ratescreate_vendor_creditdeactivate_customerdelete_attachmentdelete_entitydelete_transactiondescribe_entityfetch_quickbooks_reportget_aged_payablesget_aged_receivablesget_attachmentget_balance_sheetget_cash_flowget_changed_entitiesget_company_infoget_customer_balanceget_customer_salesget_entityget_general_ledgerget_invoice_pdfget_profit_and_lossget_transactionget_trial_balanceget_vendor_balanceget_vendor_expenseslink_attachmentlist_companieslist_tax_classificationsqueryrun_reportsearch_accountssearch_attachmentssearch_customerssearch_dimensionssearch_entitiessearch_itemssearch_transactionssearch_vendorsset_entity_activeupdate_billupdate_customerupdate_depositupdate_entityupdate_expenseupdate_invoiceupdate_journal_entryupdate_sales_receiptupdate_vendor_creditupload_attachmentvoid_entityvoid_invoice