intuit-quickbooks — Claude Code plugin: finance and setup
Turn QuickBooks records into financial summaries, payroll cost analysis and invoice actions. The plugin requires the QuickBooks connector.
/plugin install intuit-quickbooks@claude-plugins-official
/plugin marketplace add anthropics/claude-plugins-officialWhat intuit-quickbooks does
The plugin reads QuickBooks Online data and summarizes changes across profit and loss, cash flow, the balance sheet and accounts receivable. It can compare a business metric with industry peers and explain shifts in payroll spending. Payroll questions cover employees, pay runs, payslips, deductions and time off.
It can draft an estimate or invoice from a customer email thread, prepare overdue-payment reminders, onboard an employee and change base pay. It asks for confirmation before sending reminders or writing payroll changes. Connect QuickBooks through an Intuit account; Claude Code users also need to sign in with /login. Its output is an operational read of QuickBooks data, not tax, legal, investment or lending advice.
What it helps with
- summarize business figures from QuickBooks reports
- compare a metric with regional or national industry peers
- identify what drove a change in payroll costs
- prepare a payment reminder for an overdue invoice
- draft an estimate or invoice from a customer email
Example prompts for the agent
- Summarize how my business performed this quarter using QuickBooks.
- Explain what caused payroll costs to rise this month.
- Prepare a reminder for invoice 1042 and ask me before sending it.
How to install intuit-quickbooks
Plugin marketplace
/plugin install intuit-quickbooks@claude-plugins-official/plugin marketplace add anthropics/claude-plugins-officialStep by step, with commands for each platform: Claude Code plugins: marketplaces, installing, and building your own
Questions about intuit-quickbooks
How do I install intuit-quickbooks in Claude Code?
Add the marketplace with /plugin marketplace add anthropics/claude-plugins-official, then install the plugin with /plugin install intuit-quickbooks@claude-plugins-official.
What does intuit-quickbooks do?
It interprets QuickBooks Online records, answers finance and payroll questions, and helps prepare invoices and payment reminders. It requests confirmation before sending messages or making payroll changes.
What does the plugin need to connect to QuickBooks?
Connect the QuickBooks connector by signing in with an Intuit account and authorizing access to your company. In Claude Code, sign in to your claude.ai account with /login as well.
Source text
SKILL.md · Apache-2.0
# 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](./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.
© Intuit QuickBooks · Apache-2.0 · intuit/quickbooks-claude-plugin
