Tour the Claude and Codex connection setup

This setup page connects Claude or Codex to the QuickBooks company open in your browser. Choose which app to enable, then use its installer package and the supplied instructions. The switches shown here are off; this tour explains the setup before pairing.

After following the installation steps, start a new conversation and check the connection here. Describe your task, confirm the company, and ask the assistant to resolve ambiguous matches before writing. Recent activity below this section records requests and batches so you can review what happened.