QuickBooks

Zamino

ChatGPT & Claude

Connect QuickBooks to ChatGPT & Claude

Ask your QuickBooks numbers anything — right inside the AI you already use. Zamino connects ChatGPT or Claude straight to your books, read-only and always current, with QuickBooks' own P&L, balance sheet and A/R reports behind every answer. No code. 5-minute setup.

Connect QuickBooks free →See it in action

Read-only & secure · Works with ChatGPT and Claude · Free for your first source

How do I connect QuickBooks to AI?

You can't connect QuickBooks to ChatGPT or Claude directly — neither can access your QuickBooks data or analyze your history on its own. Zamino bridges them in three moves:

Connect QuickBooks to Zamino in a few clicks, read-only.
Zamino wires up 26 read-only tools — including QuickBooks' own P&L, balance sheet and A/R reports.
Link ChatGPT or Claude and ask your books anything in plain English.

what zamino does

How Zamino connects QuickBooks to your AI

QuickBooks holds the numbers but only hands them back through canned reports and a raw API. Zamino puts a governed, read-only path in front of both and makes it askable by any AI.

Your QuickBooks account

Invoices, bills, expenses, P&L, balance sheet and A/R — buried in canned reports.

Zamino wires it up

Exposes 26 read-only tools — QuickBooks' own reports included — defines your metrics, and keeps a wiki of your business context.

You ask in plain English

Question your books in ChatGPT or Claude. Accurate answers across any time range, instantly.

setup

Connect QuickBooks to ChatGPT or Claude in 5 minutes

No developers, no spreadsheets, no exports. Five clicks and you're asking questions.

Create your free account

Connect QuickBooks

Approve read-only access through QuickBooks's official login.

We wire up the tools

Zamino exposes 26 read-only QuickBooks tools — reports, entity lookups and queries — to your AI.

Link your AI

Paste one secure connection into ChatGPT or Claude.

Ask anything

Question your data in plain English.

see it in action

Ask a real question. Get a real analysis.

This is one question, answered across your whole QuickBooks history — the kind no built-in report can touch.

asking in

ChatGPT · via Zamino

You

Which customers are overdue, and how much cash is at risk right now?

As of today, 8 customers are past due on $42,180 across 14 open invoices — pulled straight from your QuickBooks A/R:

Overdue A/R

$42,180

▲ +18%

Customers past due

▲ +2

Avg days late

21 days

▲ +4

% of open A/R

34%

▲ +6 pts

Your biggest exposure is Northwind Traders at $16,400 (47 days late) — more than your next three overdue accounts combined. Overdue A/R climbed 18% this month, and almost all of it traces back to that one customer slipping from net-30 to net-60.

Verdict — chase one account first

Your risk is concentrated: one customer is 39% of the overdue balance. A single collection call to Northwind recovers more cash than chasing the other seven combined — and if they pass 60 days, it's worth pausing new orders until they're current.

Example output. Try your own: “What's my cash runway at the current burn rate?” · “How did expenses by category change vs last quarter?” · “Which months had negative operating cash flow?”

what's covered

Exactly what your AI can see

QuickBooks is a passthrough connector. Zamino keeps no copy of your books — every question hits QuickBooks when you ask it, through 26 read-only calls. Reports come from QuickBooks' own report engine rather than being re-derived from raw transactions, so a P&L your AI quotes is the P&L your accountant sees.

Passthrough

26 toolsread-onlynothing stored

Read live from QuickBooks

Twenty-six read-only calls, made at question time against your QuickBooks Online company.

Financial reports

qb_get_profit_and_loss

Profit & loss for any date range.

qb_get_balance_sheet

Balance sheet as of any date.

qb_get_cash_flow

Statement of cash flows for any period.

qb_get_trial_balance

Debits and credits by account.

qb_get_aged_receivables

Who owes you, bucketed by how late they are.

qb_get_aged_payables

What you owe, bucketed by how late you are.

qb_get_general_ledger

Every posting behind a number, when an answer needs proving.

Transactions

qb_get_invoice

An invoice with its lines, customer, balance and due date.

qb_get_bill

A vendor bill with its lines and balance.

qb_get_estimate

A quote, and whether it converted.

qb_get_sales_receipt

A sale paid at the point of sale.

qb_get_credit_memo

A credit issued to a customer.

qb_get_vendor_credit

A credit received from a vendor.

qb_get_purchase

An expense, check or card charge.

qb_get_purchase_order

A PO and what has been received against it.

qb_get_journal_entry

A manual journal entry, line by line.

Lists & people

qb_get_customer

A customer record with terms and balance.

qb_get_vendor

A vendor record with terms and balance.

qb_get_employee

An employee record.

qb_get_payment

A customer payment and the invoices it was applied to.

qb_get_account

A chart-of-accounts entry with its type and balance.

qb_get_item

A product or service, with its income and expense accounts.

qb_get_time_activity

A logged time entry, for job costing.

Query & company profile

qb_execute_query

A read-only query in QuickBooks' own query language, for anything the getters above don't cover.

qb_get_company_info

Legal name, fiscal year start, country and currency.

qb_get_preferences

Company settings — the ones that change what a number actually means.

Where the line is

Nothing is written back — Zamino holds no create, update or delete scopes on your QuickBooks company.

Payroll detail, attachments and documents are not read.

QuickBooks Desktop is not supported — this connector is QuickBooks Online.

Read-only by construction, with per-person access grants and an audit trail of every call your AI makes.

why not connect directly?

Can't ChatGPT just connect to QuickBooks?

Not in a way that actually works. Here's the difference between pointing an AI at the raw API and connecting through Zamino.

A direct / live connector

Hands the AI raw API endpoints — P&L and balance sheet get re-derived instead of coming from QuickBooks' own reports.

Sees QuickBooks alone — no POS, payments or bank data in the same connection.

No shared metric definitions, so the same question drifts between chats and teammates.

No per-person access grants and no audit trail of who asked what.

QuickBooks + Zamino

Answers come from QuickBooks' own reports — P&L, balance sheet, cash flow, aged A/R — so they tie out to your books.

Always current: every question hits QuickBooks when you ask it, so there is no sync drift.

Add your other tools — POS, payments & bank — for cross-tool answers in one connection.

Read-only by construction, with per-person access grants and an audit trail.

faq

Connecting QuickBooks to AI — common questions

Does QuickBooks have a built-in AI or ChatGPT feature?

Intuit is adding AI assistance inside QuickBooks, but it's limited to canned prompts within their app. Zamino lets you ask any question in ChatGPT or Claude, backed by QuickBooks' own reports, and brings your POS, Stripe and bank into the same connection for answers no single tool can give.

Does this replace my accountant or bookkeeper?

No. Zamino makes your books instantly askable — it doesn't file taxes, close the month, or give regulated advice. Think of it as instant answers in between the work your accountant already does.

Can ChatGPT or Claude connect to QuickBooks directly?

Not in a useful way. Out of the box, neither ChatGPT nor Claude can reach your QuickBooks data. Zamino gives them a governed, read-only connection with 26 purpose-built tools — including QuickBooks' own P&L, balance sheet, cash flow and aged A/R reports — so answers tie out to your books instead of being re-derived from raw API payloads.

Is it safe to connect QuickBooks to AI?

Yes. Zamino connects to QuickBooks with read-only access through QuickBooks's official login — we never see your password and can't change anything in your account. Your data is isolated to your business, and you can revoke access at any time.

Do I need to know how to code?

No. Connecting QuickBooks is a few clicks, and asking questions is just plain English in the AI app you already use. There are no spreadsheets, exports, or formulas.

Does this work with Claude as well as ChatGPT?

Yes. Zamino gives you one secure connection that works in ChatGPT, Claude, or both — bring whichever AI you prefer. The same connection also lets you add other tools like QuickBooks and Stripe later.

How much does it cost?

Your first connected source is free on every plan, so you can connect QuickBooks and start asking questions at no cost. Paid plans add more sources and teammates — we never charge per record, and asking questions is always included.

Put your QuickBooks data
in your AI today

Connect QuickBooks in five minutes and ask your first question — for free. No code required.

Connect QuickBooks free →Book a demo

QuickBooks, ChatGPT, and Claude are trademarks of their respective owners. Zamino is an independent product and is not affiliated with, endorsed by, or sponsored by QuickBooks, OpenAI, or Anthropic.