Intuit QuickBooks
Analyze profit and cash flow, run reports and manage invoices from chat
The QuickBooks app lets you ask your QuickBooks Online books questions in plain language instead of building reports. It's good for the questions owners actually have: how profitable was last quarter, where cash went, which customers are more than 30 days overdue, and how the business compares with similar ones in its industry and region. It can also do sales chores such as drafting and sending invoices or estimates, chasing overdue payments and creating payment links.
It suits small business owners who want answers from their books without learning QuickBooks reports.
From the publisher
Intuit QuickBooks' app turns your business's financial data into insights on profitability, cash flow and AR/AP, and benchmarks you against similar businesses in your industry and region. It generates P&L, cash flow, balance sheet and AR/AP aging reports and can manage invoices, estimates, payments, customers, products and payroll from chat.
What you need
- An active QuickBooks Online subscription in the US. Intuit's help article says the connection is available to QuickBooks Online customers in the US only.
- A ChatGPT account. At launch in March 2026, Intuit said the app was live for logged-in Free, Plus and Pro accounts on web and mobile.
- Sign-in through Intuit. Open Plugins in ChatGPT, search for Intuit QuickBooks, connect, and sign in to QuickBooks Online. If you manage several companies, check you're signed in to the right one.
- Extra QuickBooks services for some features. Payment links need QuickBooks Payments, which is subject to eligibility and approval and isn't available outside the US. Payroll features work with QuickBooks Payroll.
Good to know
- It can change your books. Sales tools can create, update, send and delete invoices and estimates. Intuit says you can review an invoice before it's sent and confirm payroll changes before they're made. Read what ChatGPT is about to send before approving it.
- Benchmarks are aggregates. Industry comparisons use anonymized, aggregated data, so treat them as context rather than a target.
- QuickBooks stays the system of record. Check figures that matter against the reports in QuickBooks itself before acting on them.
- Browser settings can break sign-in. If connecting fails, Intuit suggests allowing pop-ups and third-party cookies for chatgpt.com and quickbooks.intuit.com, then disconnecting and reconnecting.
Also available as
How to use
- 1Add it in ChatGPT
Open Intuit QuickBooks in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Intuit QuickBooks, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “QuickBooks, show me my profit and loss statement”
- “QuickBooks, how does my profit compare to the top 5 industries in my area?”
- “QuickBooks, which invoices are more than 30 days overdue?”
- “QuickBooks, show the top five industries in California by monthly profit”
Disconnect
- 1Disconnect it in ChatGPT
Open Settings, then Apps or Plugins (the label depends on your rollout), select Intuit QuickBooks and choose Disconnect. ChatGPT stops acting through your account; past conversations aren't deleted.
Intuit QuickBooks: common questions
- Do I need a QuickBooks subscription to use QuickBooks in ChatGPT?
Yes. Intuit's help article says you need an active QuickBooks Online subscription and a ChatGPT account to connect them, and that the feature is for QuickBooks Online customers in the US. If you don't have an account yet, the sign-in step lets you create one. Some features, such as payment links, also depend on QuickBooks Payments.
- Can the QuickBooks app send invoices or change my books?
Yes, within limits. Intuit added sales actions in 2026: creating, updating, sending and deleting invoices and estimates, recurring invoices, overdue reminders and payment links. Payroll support covers questions plus some changes, such as base pay, which you confirm before they're made. Intuit says every action stays reviewable, so read the draft before you approve it.
- Does Intuit use my QuickBooks data to train AI models?
Intuit says your data stays within its systems and is never used to train foundation models, and that it applies your data only to answer what you ask. Anything the app returns does become part of your ChatGPT conversation, so your ChatGPT data settings apply to that text. Our plugin security checklist covers what to check.
- What's the difference between the QuickBooks app and the QuickBooks Online MCP server?
The app is Intuit's hosted ChatGPT integration: you sign in and start asking. The QuickBooks Online MCP server is Intuit's open-source server for developers. It runs locally, needs an app registered on the Intuit Developer Portal and an OAuth setup, and can switch off its create, update and delete tools. Use it for Codex or custom agents.
Guide updated Oct 24, 2026. Sources: quickbooks.intuit.com, intuit.com, quickbooks.intuit.com, quickbooks.intuit.com, github.com.
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