--- title: "Claude Plugin for QuickBooks Desktop | Logistify AI" description: "Logistify for QuickBooks Desktop lets Claude read your QuickBooks Desktop data and, with your OK, create and send sales orders to QuickBooks, and approve purchase order dates and payment matches. Setup steps for Claude." url: https://logistify.ai/plugins/quickbooks-desktop/claude/ --- Live since November 3, 2026 Logistify for QuickBooks Desktop in Claude # Claude Plugin for QuickBooks Desktop Is there a Claude plugin for QuickBooks Desktop? Yes. Logistify for QuickBooks Desktop works in Claude, added as a custom connector. It lets Claude read customers, stock, orders, invoices and payments in a Desktop company file connected to Logistify and, with your permission, create and send sales orders to QuickBooks, and approve purchase order dates and payment matches, asking before each change. It's $99 a month per company on Logistify's Starter plan, or included in Core, Business and Enterprise. [Talk to us](https://logistify.ai/get-started/) How to add it to Claude Create an order for Acme: 20 of item 4410B, delivered next Friday. Used Find QuickBooks inventory items· reads Here's the order I'll create: Customer · Acme Supply Item · 4410B × 20 at $206.00, from your price list Delivery · Friday, November 13 Total · $4,120.00 Create this sales order and send it to QuickBooks? After your yes, I'll check its QuickBooks status and tell you once it's there. Example with made-up data. This is how Claude answers with Logistify for QuickBooks Desktop. 18 tools in Claude: 14 read and 4 make changes 4 changes, each after Claude shows it and you say yes Connector in Claude: custom connector, added by its web address $99 a month per company on Starter, or included in Core, Business and Enterprise ## Is There an Official QuickBooks Desktop App in Claude? Not for Desktop. Intuit's QuickBooks connector in Claude covers QuickBooks Online and Intuit Enterprise Suite: Intuit's help article has a section "Connect QuickBooks or Intuit Enterprise Suite to Claude" (updated October 28, 2026, US only). Both live in Intuit's cloud. A Desktop company file doesn't, so Intuit's connector can't reach it. Our [comparison of QuickBooks AI connectors](https://logistify.ai/blog/quickbooks-ai-connectors-chatgpt-claude-gemini-perplexity-muse-quickbooks-desktop/) goes through each assistant. A QuickBooks Desktop company file lives on your own Windows computer or server, and Logistify reaches it through the QuickBooks Web Connector, so nothing new is installed on the QuickBooks computer. Logistify for QuickBooks Desktop gives Claude that same connection. ## What Can Claude Read and Change in QuickBooks Desktop? Claude can read customers, inventory items and stock, sales orders, vendors, purchase orders, invoices, payments received and deposit accounts in a Desktop company file connected to Logistify. With your permission, it can create a sales order from your chat request and send it to QuickBooks, send a sales order already saved in Logistify, approve a purchase order date update, and approve a customer payment match. That's 18 tools: 14 read and 4 make changes. You ask in ordinary words and Claude picks the tool. | Tool | Reads or changes | What Claude reads or changes | | --- | --- | --- | | Find QuickBooks customers | Reads | Customers, by part of the name or by exact QuickBooks ID | | Find QuickBooks inventory items | Reads | Inventory items and their stock quantities | | List QuickBooks sales orders | Reads | Sales orders for a customer, or by order number, with or without the lines | | List Logistify sales orders and their QuickBooks status | Reads | Sales orders saved in Logistify, with each one's QuickBooks status | | Create a sales order and send it to QuickBooks | Changes | A new sales order you ask for in chat: customer, products, quantities, any prices and the delivery date. Logistify creates it and sends it to QuickBooks | | Send a Logistify sales order to QuickBooks | Changes | An order saved in Logistify, sent to QuickBooks as a new sales order | | Find QuickBooks vendors (suppliers) | Reads | Vendors, by part of the name | | List QuickBooks purchase orders | Reads | A vendor's purchase orders, or ones by number, with received quantities and whether each is open | | Show one QuickBooks purchase order | Reads | One purchase order with its lines and received quantities | | List purchase order date updates waiting for approval | Reads | Suppliers' promised dates that are waiting for approval | | Approve a purchase order date update | Changes | A QuickBooks purchase order's expected date, set to the supplier's promised date | | List QuickBooks invoices | Reads | Invoices by customer, number or date, with what is still owed and the payments and credits applied | | List payments received in QuickBooks | Reads | Customer payments by customer, reference number or date, with the invoices each one paid | | List QuickBooks deposit accounts | Reads | The bank accounts and Undeposited Funds a payment can go to | | List customer payments with a suggested invoice match | Reads | Customer payments and the invoices Logistify suggests each one pays | | Approve a customer payment match | Changes | A suggested match. Once it's approved, Logistify records the bank payment in QuickBooks against the matched invoices | | List QuickBooks company files | Reads | The company's QuickBooks files | | Show the connected Logistify account | Reads | The Logistify account and company the connection uses | The 18 tools Claude gets from Logistify for QuickBooks Desktop, November 2026 ### Questions to try in Claude - Find our customer Acme in QuickBooks and show their open sales orders. - Which of Acme's invoices from October are still unpaid, and how much is left on each? - Create an order for Acme: 20 of item 4410B, delivered next Friday. - Which purchase order date updates are waiting for approval? Approve the one from Harbor Supply. - Show customer payments with a suggested invoice match, and approve the match for Acme's payment. - How many units of item 4410B do we have in stock? ## How Does Claude Make a Change in QuickBooks Desktop? Only when the connection allows changes and you say yes. Logistify's connect page has an Allow changes box, unticked to start with. Unticked, Claude can read but can't change anything. Ticked, it can make the 4 changes in the table, and before each one it shows exactly what will change and waits for a clear yes. For example, ask "Create an order for Acme: 20 of item 4410B, delivered next Friday." Claude finds the customer and items, reads the order back with prices and the delivery date, and waits for your yes. Logistify then creates the order through the same checks as its own screens, and Claude checks the result before telling you it's in QuickBooks Desktop. A customer or item that isn't already linked to QuickBooks Desktop in Logistify is refused, with the reason, and a retried request doesn't create a second order. The [QuickBooks Desktop plugin page](https://logistify.ai/plugins/quickbooks-desktop/) explains how prices are chosen. ## How Do You Add Logistify for QuickBooks Desktop to Claude? Video: How to Connect Claude to QuickBooks Desktop via Claude Connectors In Claude it's a custom connector added by its web address. [Anthropic's help says custom connectors work](https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp) in Claude, Cowork and Claude Desktop, and that Free plans can have only one (checked November 3, 2026). 1. 1Team and Enterprise: an Owner or Primary Owner opens Organization settings, Connectors, chooses Add, hovers over Custom and chooses Web. Pro and Max: open Customize, Connectors, Add, then Add custom connector. 2. 2Name the connector Logistify for QuickBooks Desktop and enter https://mcp.logistify.ai/quickbooks-desktop/mcp. 3. 3Under Authentication, choose Sign in when needed. Under OAuth client, choose Register automatically. Leave Request headers empty. 4. 4Each person opens Customize, Connectors, chooses Connect, and sign in with your Logistify login and choose your company. 5. 5On Logistify's connect page, tick Allow changes if Claude should be able to make the changes in the table above. Left unticked, Claude can read but can't change anything. In Claude's connector settings you can also set each tool to run without asking, ask for your approval first, or never run. ### Claude Code Claude Code adds it as a remote MCP server: run claude mcp add --transport http logistify-quickbooks-desktop https://mcp.logistify.ai/quickbooks-desktop/mcp, then type /mcp, choose the server, and sign in with your Logistify login and choose your company. Our [post on Claude Code, Codex and QuickBooks Desktop Enterprise](https://logistify.ai/blog/can-claude-code-or-chatgpt-codex-connect-to-quickbooks-desktop-enterprise/) shows what developers can build on top of it. ## Who Can Use It in Claude? Claude's Free, Pro, Max, Team and Enterprise plans, in Claude, Cowork and Claude Desktop. Free plans can have one custom connector. On Team and Enterprise, an Owner adds it for the organization. ### On the Logistify side - A Logistify plan. Starter, at $99 per month per company, includes the plugin without any managed service. Core, Business and Enterprise include it at no extra cost. - A QuickBooks Desktop company file connected to Logistify through the QuickBooks Web Connector. - QuickBooks open on the company's Windows computer while people use the plugin. QuickBooks data is read live from the file, and a change reaches the file only while QuickBooks is open. - A company admin turns on Assistant Connectors in Logistify, under Settings, Features. This allows the company's QuickBooks data to be sent to Anthropic when its people use the plugin. - For now, people with the Admin or Customer Success Manager role in Logistify can connect. Invoices and payments follow the Accounts Receivable access rules, and suppliers and purchase orders follow the purchasing ones. ## What Is Shared With Anthropic, and How Do You Disconnect? What Claude reads through the plugin is sent to Anthropic. Results leave out addresses, email addresses, phone numbers, notes, bank details, card details, custom fields and tax details. Each connection covers one company. To disconnect, disconnect it under Customize, Connectors in Claude, or open the company in Logistify and press Disconnect under Settings, ChatGPT and Claude, Connected assistants. That list shows every assistant connected to the company. Removal takes effect on the next request, and an admin who turns off Assistant Connectors stops every connection. What we keep, and for how long, is in [section 4 of our privacy policy](https://logistify.ai/privacy/) . ## What Doesn't the Plugin Do? - It doesn't create or change any QuickBooks record beyond its four changes: no invoices, bills, items or customers, and no other edits or deletes. - It doesn't guess. A customer or item that isn't already linked to QuickBooks in Logistify stops the order, and the assistant tells you why. - It can't read QuickBooks data, or get a change into the company file, while QuickBooks is closed on the company's Windows computer. - It isn't built for company-wide analysis across every record. For that, an exported report is still the better tool. - It isn't listed in Anthropic's directory yet, so it's added as shown above. ## Does Logistify for QuickBooks Desktop Work in Other Assistants? Yes. It also works in ChatGPT, Microsoft Copilot, Gemini and Perplexity, and in Claude Code and Codex. The [QuickBooks Desktop plugin overview](https://logistify.ai/plugins/quickbooks-desktop/) lists every tool and links to the setup for each assistant. FAQ ## Common questions Is there a Claude plugin for QuickBooks Desktop? Yes. Logistify for QuickBooks Desktop lets Claude read customers, inventory items and stock, sales orders, vendors, purchase orders, invoices, payments received and deposit accounts in a Desktop company file connected to Logistify, and, with your permission, create and send sales orders to QuickBooks, and approve purchase order dates and payment matches. Claude asks before each change. How do you connect Claude to QuickBooks Desktop? Add Logistify for QuickBooks Desktop to Claude as a custom connector, then sign in with your Logistify login and choose your company. A company admin first turns on Assistant Connectors in Logistify. The steps are on this page. Can Claude create sales orders in QuickBooks Desktop? Yes, with Allow changes ticked when you connect. Ask for the order in chat, such as "Create an order for Acme: 20 of item 4410B, delivered next Friday." Claude reads it back with prices and waits for your yes, then Logistify creates the order and gets it into QuickBooks Desktop. The customer and items must already be linked to QuickBooks Desktop in Logistify. Which Claude plans or accounts can use it? Claude's Free, Pro, Max, Team and Enterprise plans can add custom connectors, and Free plans can have only one. On Team and Enterprise an Owner or Primary Owner adds it, and members then connect (Anthropic's help, checked November 3, 2026). How much does the Claude plugin for QuickBooks Desktop cost? $99 per month per company on Logistify's Starter plan, with no free trial, whichever assistant you use. Logistify's Core, Business and Enterprise plans include it at no extra cost. Your assistant subscription is separate. Does QuickBooks Desktop have to be open for Claude to use it? Yes, to read QuickBooks data and for a change to reach the company file. Answers are read live through the QuickBooks Web Connector, so QuickBooks must be open on the company's Windows computer. Logistify's own lists, such as payments with a suggested invoice match, still work while it's closed. ## Logistify for QuickBooks Desktop in other assistants [### ChatGPT Plugin for QuickBooks Desktop Added as a custom MCP server. Setup steps](https://logistify.ai/plugins/quickbooks-desktop/chatgpt/) [### Microsoft Copilot Plugin for QuickBooks Desktop Added as a plugin package from Logistify. Setup steps](https://logistify.ai/plugins/quickbooks-desktop/microsoft-copilot/) [### Gemini Plugin for QuickBooks Desktop Added as a custom app in Gemini's Connected Apps settings. Setup steps](https://logistify.ai/plugins/quickbooks-desktop/gemini/) [### Perplexity Plugin for QuickBooks Desktop Added as a custom remote connector. Setup steps](https://logistify.ai/plugins/quickbooks-desktop/perplexity/) [### Claude Plugin for Unleashed Software Added as a custom connector. Setup steps](https://logistify.ai/plugins/unleashed/claude/) [### Logistify for QuickBooks Desktop overview Every tool, how changes work and prices are chosen, in one place. Read more](https://logistify.ai/plugins/quickbooks-desktop/) ## Connect Claude to QuickBooks Desktop. Starter is $99 per month per company, and the plugin is included at no extra cost in Core, Business and Enterprise. Tell us about your company file and which assistant your team uses. We'll connect QuickBooks Desktop to Logistify and walk your admin through turning on the plugin. [Talk to us](https://logistify.ai/get-started/) [Support](https://logistify.ai/support/)