For QuickBooks Desktop Pro, Premier & Enterprise

Use Claude or ChatGPT with QuickBooks Desktop

Ask questions and get work done in your real company file: who's overdue, last month's sales by customer, a draft invoice. One-time purchase.

claude.ai, ChatGPT, Meta Muse and Grok Bot connect from anywhere with LedgerCrossing Remote ($39/mo). Claude Desktop on your QuickBooks computer or office network is included.

Setup guide → Comparing options? Connect Claude to QuickBooks Desktop: every option compared →

“With AI, this was my first attempt and I'm very happy with it.”

Zishe, LedgerCrossing customer

What you can ask

“Which customers are more than 60 days overdue, and how much do they owe?”
“What were sales by month this year?”
“Which items are below their reorder point?”
“Draft an invoice for Acme for 3 hours of consulting at $95. Show it to me before saving.”

Answers come from your QuickBooks Desktop company file, not a copy.

Reports, straight to Excel

Ask Claude for any report from QuickBooks Desktop (sales by customer, open invoices, aging) and get an Excel sheet back.

Statements and spreadsheets, entered for you

Upload a bank or card statement or a spreadsheet, and Claude enters each row in QuickBooks Desktop as checks, deposits, credit card charges or journal entries, using your own accounts and vendors.

Invoices from the file you have

Upload an invoice to Claude and tell it to enter it. It goes into QuickBooks Desktop, in the company file you choose.

Card statements, entered your way

Upload a card statement and tell Claude to follow how you entered past charges. It applies the same rules.

“I use it … when I need it to build out any reports. I just tell Claude to check in with QuickBooks and give me an Excel sheet of it or, when entering any invoices, I upload it to Claude and tell it to enter it into QuickBooks. When I wanted to reconcile a card, I just upload the statement to Claude, tell it to enter it into QuickBooks, and follow the previous rules of previous entries that I did manually so it knows what to do and you don't have to walk through all steps.”

Zishe, LedgerCrossing customer

For technical readers

Included in the product. Not a tier, not a preview, not a limited-time unlock.

LedgerCrossing is an MCP server for QuickBooks Desktop (Pro, Premier, and Enterprise). It runs next to QuickBooks on the machine where the company file lives and exposes all 240 qbXML operations to any MCP client. Intuit's official Claude connector supports QuickBooks Online only. LedgerCrossing reaches a Desktop company file directly, with no Web Connector in between. Every option compared → · How to connect ChatGPT to QuickBooks Desktop → · Enter bank and card statements with AI →

Most QuickBooks MCP servers are for QuickBooks Online

QuickBooks Desktop has no cloud API — it only talks through a local COM interface on the machine where it runs. That's why cloud MCP servers need something on that machine. Most hosted QuickBooks Desktop APIs use the QuickBooks Web Connector, which checks in on a schedule (polling). LedgerCrossing is a Windows app sitting next to QuickBooks, exposing a REST API and an MCP server on the same listener, so your agent's requests go straight to QuickBooks: no Web Connector, no polling schedule, one-time price.

Six tools, one discovery loop

The agent discovers QuickBooks on demand instead of memorizing it: list_operations to browse, get_operation for the exact field rules, validate_qbxml to check locally, then run_qbxml to execute. The full catalog never floods the agent's context — it pulls only the operation it's working on.

`list_operations`

Returns all 240 qbXML operations with category and minimum QuickBooks version — the agent browses what's possible.

`get_operation`

The full field reference for one operation: element order, required flags, max lengths, enums, version gates.

`validate_qbxml`

Checks a request locally against the catalog — no QuickBooks round-trip, so mistakes get caught before they run.

`run_qbxml`

Executes the qbXML against QuickBooks Desktop and returns the response. Reads and writes — the same full capability as the REST API.

`explain_error`

Turns a QuickBooks status code into what actually went wrong and what to change.

`get_status`

Is QuickBooks up, which company file is open, is the bridge connected.

The catalog is generated from Intuit's own qbXML specification — facts, field rules, and version gates for all 240 operations.

Full capability — treat it accordingly

MCP is not read-only. run_qbxml executes whatever qbXML the agent writes — queries, invoices, payments, edits — exactly like the REST API. That's the point, and it means you should scope what you connect: QuickBooks' own Audit Trail records every posted transaction.

Open-ended list queries refused by default. A list or transaction query with no limit is stopped before it reaches QuickBooks; the AI has to set one.

Auth is required on every path. The MCP endpoint takes the same API key as the REST API (Bearer or X-Api-Key); the app refuses remote exposure without a key set.

What it costs

The MCP server is included in the $299. Remote's $39/mo pays for the hosted relay, never for AI.

From anywhere: claude.ai, ChatGPT, Meta Muse, Grok Bot

LedgerCrossing Remote, a managed relay with per-person sign-in.

$39/mo — for the relay, not the AI

On your QuickBooks computer or office network

REST API + MCP server on the QuickBooks machine out of the box; your office network with one setting.

Part of the $299 one-time product

What works where

claude.ai, ChatGPT, Meta Muse and Grok Bot — from anywhere, through LedgerCrossing Remote: each user signs in with a username and password, can be made read-only or limited to certain company files, and can be removed at any time. Meta Muse needs LedgerCrossing 1.15.1 or later, and Grok Bot needs 1.15.2 or later.
Claude Desktop — on the QuickBooks machine or your office network: the .mcpb extension bundle (installed through Claude Desktop's Extension Developer menu) or a stdio config line. Across the office network it talks to the QuickBooks machine directly.
Claude Code — local and remote, streamable HTTP with a Bearer or X-Api-Key header
Cursor — local and remote, streamable HTTP with a Bearer or X-Api-Key header
VS Code (GitHub Copilot agent mode) — local and remote, streamable HTTP with a Bearer or X-Api-Key header

claude.ai, ChatGPT, Meta Muse and Grok Bot connect with OAuth sign-in, so LedgerCrossing Remote includes it: no shared key on the internet, a name on every audit line, and access you can revoke per person. Setup is on Connect claude.ai or ChatGPT; the quickstart has exact config for every other client, local and remote.

Agents and integrations share one queue into one QuickBooks session. The performance guide covers batching, the Queue-Wait-Ms and File-Contention response headers, and what changes when you work more than one company file.

Compatibility: if it can make a web request, it can talk to QuickBooks Desktop through LedgerCrossing — custom code, integration platforms, internal tools, AI agents, anything. One honest caveat: off-the-shelf apps that sync through the Web Connector today are controlled by their vendor, so LedgerCrossing is not a drop-in replacement underneath them.

One purchase. The API and the AI door included.

$299 one-time, unlimited QuickBooks company files per machine, 30-day money-back guarantee.

Then follow the MCP quickstart.