--- title: "Microsoft Copilot Plugin for QuickBooks Desktop | Logistify AI" description: "Logistify for QuickBooks Desktop lets Microsoft Copilot 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 Microsoft 365 Copilot." url: https://logistify.ai/plugins/quickbooks-desktop/microsoft-copilot/ --- Live since November 3, 2026 Logistify for QuickBooks Desktop in Microsoft 365 Copilot # Microsoft Copilot Plugin for QuickBooks Desktop Is there a Microsoft Copilot plugin for QuickBooks Desktop? Yes. Logistify for QuickBooks Desktop works in Microsoft 365 Copilot, added as a plugin package from Logistify. It lets Microsoft Copilot 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 Microsoft Copilot 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 Microsoft Copilot answers with Logistify for QuickBooks Desktop. 18 tools in Microsoft Copilot: 14 read and 4 make changes 4 changes, each after Microsoft Copilot shows it and you say yes Plugin in Microsoft Copilot: plugin package from Logistify, deployed by your Microsoft 365 admin $99 a month per company on Starter, or included in Core, Business and Enterprise ## Is There an Official QuickBooks Desktop App in Microsoft Copilot? No. We found no QuickBooks integration from Intuit for Microsoft Copilot when we checked on October 21, 2026, for any QuickBooks edition. Intuit's own assistant connectors are for ChatGPT, Claude, Perplexity, Gemini, Meta Muse and Amazon Quick, and none of them reaches a Desktop company file. Our [comparison of QuickBooks AI connectors](https://logistify.ai/blog/quickbooks-ai-connectors-chatgpt-claude-gemini-perplexity-muse-quickbooks-desktop/) goes through each one. 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 Microsoft Copilot that same connection. ## What Can Microsoft Copilot Read and Change in QuickBooks Desktop? Microsoft Copilot 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 Microsoft Copilot picks the tool. | Tool | Reads or changes | What Microsoft Copilot 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 Microsoft Copilot gets from Logistify for QuickBooks Desktop, November 2026 ### Questions to try in Microsoft Copilot - 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 Microsoft Copilot 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, Microsoft Copilot 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." Microsoft Copilot 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 Microsoft Copilot 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 Microsoft Copilot? Microsoft 365 Copilot doesn't have a box where you paste a server address. It reaches an MCP server through a plugin package that names the server and how to sign in, deployed to your organization by an admin. Microsoft documents this in its [guide to configuring remote MCP servers for Microsoft 365 Copilot plugins](https://learn.microsoft.com/en-us/microsoft-365/copilot/extensibility/configure-plugin-mcp-servers) (checked November 8, 2026). Logistify prepares that package for you. 1. 1Talk to us and ask for the Logistify for QuickBooks Desktop package for Microsoft 365 Copilot. It points to https://mcp.logistify.ai/quickbooks-desktop/mcp. 2. 2Your Microsoft 365 admin uploads the package to your organization and approves it, the same way as other Microsoft 365 Copilot plugins. 3. 3Each person opens Microsoft 365 Copilot, and the first time Copilot uses the plugin, they sign in with your Logistify login and choose your company. 4. 4On Logistify's connect page, tick Allow changes if Copilot should be able to make the changes in the table above. Left unticked, Copilot can read but can't change anything. ## Who Can Use It in Microsoft Copilot? Microsoft 365 Copilot, used with a work account in your organization's Microsoft 365 tenant. Your Microsoft 365 admin deploys the plugin package Logistify sends. ### 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 Microsoft 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 Microsoft, and How Do You Disconnect? What Microsoft Copilot reads through the plugin is sent to Microsoft. 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, ask your Microsoft 365 admin to remove the plugin for your organization, 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 Microsoft'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, Claude, 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 Microsoft Copilot plugin for QuickBooks Desktop? Yes. Logistify for QuickBooks Desktop lets Microsoft Copilot 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. Microsoft Copilot asks before each change. How do you connect Microsoft Copilot to QuickBooks Desktop? Add Logistify for QuickBooks Desktop to Microsoft 365 Copilot as a plugin package from Logistify, 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 Microsoft Copilot 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." Microsoft Copilot 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 Microsoft Copilot plans or accounts can use it? It's for Microsoft 365 Copilot with a work account in your organization's Microsoft 365 tenant. Your Microsoft 365 admin deploys the plugin package Logistify sends, and each person then signs in with their Logistify login. How much does the Microsoft Copilot 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 Microsoft Copilot 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/) [### Claude Plugin for QuickBooks Desktop Added as a custom connector. Setup steps](https://logistify.ai/plugins/quickbooks-desktop/claude/) [### 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/) [### Microsoft Copilot Plugin for Unleashed Software Added as a plugin package from Logistify. Setup steps](https://logistify.ai/plugins/unleashed/microsoft-copilot/) [### 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 Microsoft Copilot 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/)