Guides
AI for QuickBooks bookkeeping, explained
Practical, copy-and-paste help for bookkeepers and accounting firms using Claude or ChatGPT with QuickBooks Online.
AI prompts for QuickBooks →
Copy-and-paste ChatGPT and Claude prompts for QuickBooks Online: bill entry, A/R follow-up, clean-up, reports, month-end close and client questions.
What is MCP? (for accountants) →
MCP (Model Context Protocol) explained for accountants and bookkeepers: what it is, how it connects ChatGPT and Claude to QuickBooks, and what to check for safety.
Enter bills in QuickBooks with AI →
Step-by-step: turn vendor invoice PDFs into QuickBooks Online bills with Claude or ChatGPT, with the right vendor and account, and approve each one before it posts.
AI across multiple QuickBooks companies →
How accounting firms connect many QuickBooks Online client companies to ChatGPT or Claude at once, with per-employee access and no logging in and out of each file.
QuickBooks query language cheat sheet →
QuickBooks Online API query syntax with copy-paste examples: filters, dates, LIKE, IN, ORDERBY, paging, COUNT, and the limits that trip people up.