Intuit's QuickBooks skills: plain-language business health briefings, industry benchmarks, invoice reminders, estimates and payroll help.
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About
Intuit's own QuickBooks plugin for Claude. Its skills turn your QuickBooks Online data into plain-language business insights and take care of everyday jobs: chasing overdue invoices, turning an email into an estimate or invoice, and payroll. It works through the QuickBooks connector on your Claude account. What its skills do - Business health check: a CFO-style briefing across your Profit & Loss, Cash Flow, Balance Sheet, A/R Aging and Sales reports, covering what's going well, what needs attention and what changed - Industry benchmark: compare your business with regional and national peers in your industry - Payroll cost: explain why payroll spend changed, who was paid the most and what's driving it, with ideas to keep it in check - Overdue invoices: send payment reminders whose tone matches how late each invoice is - Email to estimate or invoice: turn a customer email thread into a QuickBooks estimate or invoice, ready to send - Payroll: answer questions about employees, payroll runs, payslips, pay types, deductions and time off; onboard a new hire; view or change someone's base pay, pay frequency or hours - Lending: explain QuickBooks Capital options (Term Loan, Line of Credit, Business Credit Card and the Loan Marketplace), help you compare them and estimate payments - Setup: walks you through connecting QuickBooks and fixing the connection How it connects The plugin adds skills only. The QuickBooks tools come from the QuickBooks connector: in Claude, open Customize, then Connectors, connect QuickBooks and sign in with the Intuit account for your QuickBooks company. In Claude Code, sign in with your claude.ai account (/login) so the connector is there in your sessions. Intuit says the connector is available to US customers for now. Good to know - The health check, benchmark, payroll cost, payroll lookup and lending skills only read your data. - Skills that send reminders, create estimates or invoices, or change payroll always ask you to confirm before writing anything. - Lending help is guidance only: it never makes payments, draws or loan changes. - Its answers are an operational read of your QuickBooks data, not tax, legal, investment or lending advice.
Once it’s added
“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?”
“Draft an estimate based on what I quoted this customer over email.”
Before you add it
Reads only
Profit & Loss, Cash Flow, Balance Sheet, A/R Aging and Sales reports · How your business compares with industry peers · Employees, payroll runs, payslips, deductions and time off · Your QuickBooks Capital loans and lines of credit
Makes changes · your agent can ask first
Sends payment reminders for overdue invoices, after you confirm · Creates estimates and invoices from an email thread, after you approve · Onboards new hires and changes base pay in QuickBooks Payroll, after you confirm
From people who use it
Step by step
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/plugin marketplace add anthropics/knowledge-work-plugins /plugin install intuit-quickbooks@knowledge-work-plugins
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Plugins people install alongside Intuit QuickBooks.
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