Guides for Accountants Using AI

Connect Claude to QuickBooks Online: an MCP Server for Live Queries, Reports and Writes

Give Claude and other AI agents live, permissioned access to QuickBooks Online: run queries, pull reports, and create or update transactions through one MCP server.

Bulk Accept, Match and Categorize QuickBooks Online Bank Transactions with an AI Agent

Clear the QuickBooks Online For Review queue in bulk: an AI agent groups transactions, catches false matches, accepts matches and adds, posts transfers, and can undo.

Import, Audit and Edit QuickBooks Online Bank Rules in Bulk

Import QuickBooks Online bank rules in bulk with location and account scoping, find rules that collide on precedence, edit rules in place, and delete rules with verification.

Attach Receipts, Invoices and PDF Memos to QuickBooks Transactions in Bulk

Attach receipts, bills and statements to QuickBooks Online transactions in batches, generate a PDF memo for a journal entry, and copy attachments between companies.

Intercompany Reconciliation Across Multiple QuickBooks Online Companies

Match intercompany payments to the other company’s deposits, re-code both sides with rules, and create the missing entry — across every QuickBooks Online company in a group.

Clean Up and Standardize the Chart of Accounts Across QuickBooks Companies

Find accounts that share a number but not a name, bulk rename accounts and change types across several QuickBooks Online companies, and map accounts for reporting.

Connect an AI Agent to QuickBooks Desktop: Live Read and Write Through the Web Connector

Let Claude read and write QuickBooks Desktop live — customers, vendors, bills, invoices, journal entries and reports — through a small Windows bridge. Early access.

Query and Update NetSuite with an AI Agent: SuiteQL and Record Writes over MCP

Let Claude run SuiteQL against NetSuite, create or update journal entries, vendor bills and more, and report on NetSuite beside QuickBooks — with per-user permissions.

Live QuickBooks and NetSuite Financial Statements in Excel with the ERPSYNC Add-in

Pull live balance sheets, P&Ls, account balances and monthly trends into Excel with =ERPSYNC formulas — by entity, department and date — and let Claude in Excel build the report.

Multi-Entity Financial Statements for QuickBooks Online and NetSuite

Balance sheet, income statement, trial balance, budget vs actual and AR/AP aging across every QuickBooks Online and NetSuite entity — by company, class or month, with drilldown.

Prepaid Expense and Accrual Schedules That Tie to the General Ledger

Build prepaid and accrual amortization schedules and balance-sheet reconciliations, auto-match them to GL activity, and catch months where the entry never posted.

Import a General Ledger from CSV or Excel for Entities Without a Live Connection

Bring the chart of accounts and GL for entities on other systems into ERP Sync from CSV or Excel, with duplicate detection and balance checks, so every entity reports together.

Search Every Invoice, Statement and Email Attachment: OCR and AI Search for Accounting

Copy documents in from Google Drive, Gmail, SharePoint, OneDrive and Outlook, OCR them, and let an AI agent find any invoice, check number or VIN by meaning or exact text.

Letting AI Agents Work Your Books Safely: Permissions, Review Pages and Audit

Per-user, per-feature and per-company permissions for AI agents, review-and-approve pages for bulk changes, and bulk data kept out of the chat. How ERP Sync keeps agents in bounds.

Connect LMN Landscape Software to an AI Agent

Read and write LMN — CRM, estimates, cost codes, jobs, timesheets and invoicing — from an AI agent, next to the company’s QuickBooks books.

Automation

How to Automate Most of Your Accounts Payable Process

Discover how modern AI and automation tools can transform your accounts payable workflow, reducing manual entry and improving accuracy.