Allow Claude/Codex to Control QBO

• Read and explain reports: Request a Profit & Loss, Balance Sheet, trial balance, aging or project-cost report. Ask for a summary, filter the detail, or export the results to CSV, Excel or JSON.
• Find what needs attention: Look up unpaid invoices, unpaid bills, transactions, customers, vendors, accounts, products and services, or classes. Inspect an individual record when you need its details.
• Import from a spreadsheet: Have the assistant inspect columns, match names to company records and prepare supported transactions or list records. Resolve unclear matches before posting.
• Update records in batches: Apply supported edits to multiple records, with original-record backups and write verification. Supported workflows also include inactivation, deletion and restoring edits from a backup.
• Review what ran: The connection page shows timestamped requests, which assistant made them, their outcomes and batch progress. Review the activity alongside the resulting QuickBooks records.
• Choose your assistant: Separate switches enable Claude and Codex. Use the installer package for Codex or Claude Code, or follow the Claude Desktop bundle instructions.
• Explore developer capabilities: Download the optional MCP Developer Guide to understand supported tools and limits. A separate Developer mode allows page-code execution for advanced workflows; ordinary reporting and supported record operations do not require it.

• Use everyday questions and spreadsheet inputs to describe the work.
• Read reports, investigate records and perform supported maintenance through one connection.
• Keep company context, original-record backups and an activity history close to the work.

1. “Show my Profit & Loss for January through September 2026 on an accrual basis. Summarize revenue, expenses and net income.”
2. “List unpaid invoices and show which customers have the largest outstanding balances.”
3. “Find expense-category postings of $500 or more this month and export the results to Excel.”
4. “Inspect this spreadsheet and prepare its transactions for import. Match customers, vendors and accounts, and ask me about ambiguous names before posting.”
5. “Review these records and prepare the supported memo updates. Show me the proposed changes before applying them.”

This feature is in preview. Install and pair the connector on the same computer as Chrome, enable the relevant control switch and keep the signed-in QuickBooks tab open while it works. The connector uses that browser session and requires the applicable PRO access. It supports specific workflows rather than every QuickBooks action; payroll and bank connections are outside its scope. The existing video introduces setup; the examples above are requests you can try after connecting. Downloading the Developer Guide alone does not install or connect the assistant. SuperTools provides the connector; RightTool is a separate optional extension.

SuperTools Home → Allow Claude/Codex to Control QBO. Direct QuickBooks route: /app/codexControl.

Install the SuperTools extension, then open the SuperTools S menu in QuickBooks Online, choose Home, and enable the tool there.