# AccountingQB

> AccountingQB connects Claude (and any MCP-compatible AI) to QuickBooks
> Online with 130 tools for reports, bookkeeping cleanup, transaction
> creation, and tax preparation for the United States (Schedule C, 1099,
> quarterly estimates) and Canada (GST/HST return workpapers, T2125, CCA,
> T4A, CRA instalments). Built by Vaspera Capital.

## What it does

- Financial reports: P&L, balance sheet, cash flow, trial balance, general
  ledger, AR/AP aging, budget vs actual, margins, burn rate, runway
- Bookkeeping: find uncategorized transactions, detect duplicates and
  anomalies, bulk vendor assignment, reconciliation, month-end close
- Transactions: create/update invoices, expenses, bills, estimates, credit
  memos, journal entries — with Canadian GST/HST tax codes where applicable
- CPA workbook: a 15-page year-end binder (comparative statements,
  reconciliation tie-outs, tax payments made, owner's draws, tax organizer)
  exported to Excel for your accountant
- Tax prep (workpapers, not filings): US Schedule C and 1099; Canadian
  GST/HST returns, T2125, CCA schedules, T4A, CPP/instalment estimates

## How to connect

- Remote connector (no install; Claude web, desktop, mobile, Cowork):
  https://accountingqb.com/setup-wizard
- Claude Desktop extension (.mcpb — books never touch our servers):
  https://accountingqb.com/dashboard
- Open source (self-host, bring your own Intuit app):
  https://github.com/RCOLKITT/AccountingQB-MCP

## Key pages

- Home & pricing: https://accountingqb.com/
- For Canadian businesses (GST/HST, T2125, CRA, CAD pricing): https://accountingqb.com/canada
- Setup guide: https://accountingqb.com/setup-wizard
- Privacy (data locality & zero-retention details): https://accountingqb.com/privacy
- Terms: https://accountingqb.com/terms
- Support: support@vasperacapital.com