> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ultraclaw.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks Online Integration

> Connect QuickBooks to your UltraClaw AI assistant. Intuit Approved. Ask about revenue, invoices, expenses, and more.

# QuickBooks Online

Connect QuickBooks Online to your UltraClaw AI agent and turn your accounting data into instant answers. Ask about revenue, invoices, expenses, cash flow, profit & loss — all through natural conversation.

<Note>
  UltraClaw's QuickBooks integration is **Intuit Approved** — vetted and authorized by Intuit for security, data handling, and user experience.
</Note>

## What You Can Do

Once connected, just ask your agent questions in plain English. No accounting jargon required.

<AccordionGroup>
  <Accordion title="Revenue & Income">
    * *"What was my revenue last month?"*
    * *"Show me income by customer for Q1"*
    * *"Compare revenue this year vs. last year"*
  </Accordion>

  <Accordion title="Invoices">
    * *"How many unpaid invoices do I have?"*
    * *"What's my total outstanding receivables?"*
    * *"Show me overdue invoices"*
    * *"What did I invoice Acme Corp this quarter?"*
  </Accordion>

  <Accordion title="Expenses">
    * *"What were my biggest expenses last month?"*
    * *"Break down my expenses by category"*
    * *"How much did I spend on software subscriptions this year?"*
  </Accordion>

  <Accordion title="Cash Flow">
    * *"What's my cash position right now?"*
    * *"Show me cash flow for the last 90 days"*
    * *"Am I cash flow positive this month?"*
  </Accordion>

  <Accordion title="Profit & Loss">
    * *"Pull up my P\&L for last quarter"*
    * *"What's my net profit margin?"*
    * *"How does this month compare to last month?"*
  </Accordion>

  <Accordion title="Vendor & Supplier Lookups">
    * *"How much have I paid vendor XYZ this year?"*
    * *"Who are my top 5 vendors by spend?"*
    * *"Show me all payments to AWS"*
  </Accordion>

  <Accordion title="Bookkeeper & Audit Prep">
    * *"Summarize this quarter for my bookkeeper"*
    * *"Are there any transactions that look unusual?"*
    * *"Generate a monthly financial summary"*
  </Accordion>
</AccordionGroup>

## Example Conversations

<Tabs>
  <Tab title="Revenue Check">
    **You:** What was my revenue last month?

    **Agent:** Your total revenue for February 2026 was \*\*$47,230.00** across 23 invoices. That's up 12% from January ($42,150.00). Your top customer by revenue was Acme Corp at \$12,400.00.
  </Tab>

  <Tab title="Expense Breakdown">
    **You:** Break down my expenses by category for this quarter

    **Agent:** Here's your Q1 2026 expense breakdown:

    * **Contractor Services:** \$18,500
    * **Software & SaaS:** \$4,200
    * **Office & Supplies:** \$1,850
    * **Travel & Meals:** \$1,200
    * **Advertising:** \$3,400

    Total: **\$29,150** — up 8% from Q4 2025. The increase is primarily driven by contractor services.
  </Tab>

  <Tab title="Cash Flow">
    **You:** Am I cash flow positive this month?

    **Agent:** Yes — you're cash flow positive for March so far. **$31,200 in** vs. **$22,800 out**, leaving you \*\*+$8,400 net**. You have 3 outstanding invoices totaling $9,500 that would improve this further once collected.
  </Tab>

  <Tab title="Audit Prep">
    **You:** Summarize this quarter for my bookkeeper

    **Agent:** Here's your Q1 2026 summary:

    * **Revenue:** \$138,450 (up 15% YoY)
    * **Expenses:** \$89,200
    * **Net Income:** \$49,250
    * **Outstanding Receivables:** \$23,100 (12 invoices)
    * **Accounts Payable:** \$8,400
    * **Notable:** 2 invoices over 60 days past due (Acme Corp $4,200, Beta Inc $2,100)

    Want me to flag anything else for the bookkeeper?
  </Tab>
</Tabs>

## How to Connect

<Steps>
  <Step title="Open Integrations">
    Navigate to **Integrations** in your [dashboard](https://ultraclaw.ai/dashboard), or tell your agent *"connect my QuickBooks."*
  </Step>

  <Step title="Click Connect QuickBooks">
    You'll be redirected to Intuit's authorization page.
  </Step>

  <Step title="Sign in and authorize">
    Sign in with your QuickBooks Online credentials and select the company file you want to connect.
  </Step>

  <Step title="Start asking questions">
    You'll be redirected back to UltraClaw. Your agent can immediately access your QuickBooks data.
  </Step>
</Steps>

You can also connect directly at [ultraclaw.ai/quickbooks](https://ultraclaw.ai/quickbooks).

## Security & Permissions

<CardGroup cols={2}>
  <Card title="Intuit Approved" icon="badge-check">
    Our integration is vetted and approved by Intuit. We meet their security, data handling, and privacy requirements.
  </Card>

  <Card title="Read-Only Access" icon="lock">
    Your agent reads your QuickBooks data to answer questions. It does not create, modify, or delete any transactions.
  </Card>

  <Card title="OAuth 2.0" icon="shield-halved">
    Standard Intuit OAuth flow. Your QuickBooks password is never shared with UltraClaw.
  </Card>

  <Card title="Revoke Anytime" icon="toggle-off">
    Disconnect from your UltraClaw dashboard or from your Intuit account settings at any time.
  </Card>
</CardGroup>

<Warning>
  Your agent can **read** your QuickBooks data but cannot modify it. It cannot create invoices, make payments, or change any records. This is by design for security.
</Warning>

## Next Steps

<CardGroup cols={2}>
  <Card title="Google Calendar" icon="calendar" href="/integrations/google-calendar">
    Connect your calendar for scheduling and availability.
  </Card>

  <Card title="All Integrations" icon="plug" href="/integrations/overview">
    See every integration available.
  </Card>
</CardGroup>