Support
Logistify Support
Get help with Logistify's services and with Logistify for QuickBooks Desktop, our read-only connector for ChatGPT and Claude.
Contact us
Email support@logistify.ai. Tell us your company name and what you were doing. If ChatGPT or Claude showed an error with a Logistify reference, include that reference too.
Logistify for QuickBooks Desktop (ChatGPT and Claude)
The connector lets ChatGPT and Claude read a QuickBooks Desktop company file connected to Logistify. It only reads and never changes QuickBooks. Its address is https://mcp.logistify.ai/quickbooks-desktop/mcp.
For what it reads and step-by-step setup in Claude and ChatGPT, see Logistify for QuickBooks Desktop: Connect ChatGPT and Claude to Your Company File.
Common problems
QuickBooks didn't answer in time
Check that the company's Windows computer is on and QuickBooks Desktop is open with the right company file, then ask again.
The result is too large
Ask for fewer records at a time, or ask the assistant to leave out the order or invoice lines.
Sign-in won't connect your company
A company admin has to turn on Assistant Connectors in Logistify under Settings, Features. For now, people with the Admin or Customer Success Manager role can connect.
You don't have access to this data
Each kind of data follows the Logistify screen that shows it: invoices and payments follow Accounts Receivable, and suppliers and purchase orders follow the purchasing screens. Ask your company admin about your role.
The assistant asks which QuickBooks file you mean
Your company has more than one QuickBooks Desktop file connected to Logistify. Tell the assistant which one.
The assistant asks you to sign in again
The connection was removed, your access changed, or Assistant Connectors was turned off. Connect again, or ask your company admin.
You're reading the wrong company
Each connection reads one company. Connect again and choose the other company.
A list looks incomplete
Results come one page at a time. Ask for the next page. One page isn't a company total.
Disconnecting
- In Logistify, open the company, go to Settings, ChatGPT and Claude, Connected assistants, and select Disconnect.
- Or disconnect it in ChatGPT's or Claude's settings.
- A company admin can turn off Assistant Connectors under Settings, Features to stop every connection for the company.
Each of these takes effect on the next request.
Privacy and terms
What the connector collects, who receives it and how long it's kept are in section 4 of our Privacy Policy. Its terms are in section 3 of our Terms of Service.
Other services
For help with order entry, payments or supplier follow-up, email support@logistify.ai. To talk about a new workflow, use our contact form.