---
title: Connect AI agents to QuickBooks
slug: quickbooks
integration: QuickBooks
category: accounting
connectionType: oauth-rest
status: published
publishedAt: "2026-05-06T18:14:25.839Z"
lastUpdated: "2026-05-06T18:14:28.497Z"
canonical: "https://fidelic.ai/integrations/quickbooks"
topSearchQueries:
  - "quickbooks mcp"
  - "quickbooks ai integration"
  - "claude quickbooks"
---

# Connect AI agents to your QuickBooks company

*AI agents that read your QuickBooks reports and transactions, draft new records, and post the result to Slack — monthly close digests, AR/AP summaries, and finance hygiene.*

## The connection

Fidelic agents connect to QuickBooks Online through OAuth + the Intuit API. Your agent reads the company file the admin explicitly grants — read-only by default, with explicit scopes for any write actions.

When the agent reads, it stays inside the companies you've shared. Nothing leaves your QuickBooks unless the agent posts a digest to [Slack](https://slack.com/) or adds a memo to a transaction you authorized.

## Permissions requested

- Read transactions, accounts, and reports for companies the admin shares
- Read customer and vendor metadata for reconciliation
- Add memos to transactions the agent has write access to

Official docs: <https://developer.intuit.com/app/developer/qbo/docs/get-started>

## Before you start

- A QuickBooks Online account.
- Admin role on the company file.
- A Slack workspace where the agent will live and post.
- A decision on which QuickBooks companies the agent should reach.
- About five minutes for the OAuth flow.

## How to connect

1. **Sign in to Fidelic and pick the agent.** From the Roster, pick the bookkeeping agent.
1. **Authorize **[**QuickBooks**](https://quickbooks.intuit.com/)**.** Click Connect [QuickBooks](https://quickbooks.intuit.com/). The OAuth dialog opens; sign in with your [QuickBooks](https://quickbooks.intuit.com/) admin account. The app appears in Apps → My apps.
1. **Pick the companies the agent should reach.** Pick the company file and scopes (read-only or read + memo).
1. **Confirm and finish.** The agent runs a test read against your reports. When it passes, your [Slack](https://slack.com/) channel shows a Connected to [QuickBooks](https://quickbooks.intuit.com/) message.
1. **Try the first agent action.** Ask for a monthly close digest in [Slack](https://slack.com/) — it returns the digest with citations to specific reports.

## How you'll know it worked

Three signals confirm the connection is live.

- **Slack — **your channel shows a Connected to QuickBooks message naming the agent and the company it can reach.
- **QuickBooks — **Apps → My apps shows the Fidelic OAuth app with the company file you authorized.
- **First output — **the agent answers with citations to specific QuickBooks reports.

## Connection limits

Where the connection draws the line:

- **· **The agent only reads companies the admin explicitly grants.
- **· **Bank feeds and rule engines run server-side; the agent reads their output.
- **· **Posting transactions (versus reading) requires an explicit write scope.

## Where the data goes

The connection runs inside your sandboxed [Anthropic](https://www.anthropic.com/) project. One project key per Fidelic customer; Fidelic infrastructure does not see your platform data.

Anything the agent reads stays inside your environment. The only data that leaves is what the agent posts to [Slack](https://slack.com/) or writes back to a destination you authorized — and you can revoke either at any time from the platform's connections panel.

---
Canonical: https://fidelic.ai/integrations/quickbooks