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QuickBooks and AI.

Its own AI is Intuit Intelligence, with a chat in beta and AI help for bookkeeping and BAS checks. Claude, ChatGPT and Gemini have official QuickBooks links, but only for US customers so far.

Checked 17 October 2026 against 64 sources, each the vendor’s own page. See them all, or what’s changed since.

Which AI connects to QuickBooks. Reads and makes changes Reads only No official link

The short version

  • QuickBooks’ built-in AI is called Intuit Intelligence. On Australian plans it includes a chat and AI helpers called Accounting AI, GST AI, Customer AI, Finance AI and Project Management AI.14
  • Intuit says its AI features cost nothing extra for now. The chat is in beta and only admin users get the full version. The number of questions each month is capped.118
  • GST AI checks your BAS figures before you lodge and suggests fixes. Intuit says it never changes a transaction or lodges anything itself.1314
  • Accounting AI suggests how to code bank transactions, and nothing is posted until you or your adviser approve it. Intuit says you can’t turn AI features off one at a time.1219
  • Official QuickBooks connections exist for Claude, ChatGPT and Gemini, but all three are for US customers only for now.364757
  • The Claude and ChatGPT connections can also create and send invoices. Intuit describes confirmation steps for some actions, such as deleting an invoice or sending a payment reminder.3646
  • We found no official QuickBooks connection for Microsoft Copilot.545556
  • Intuit’s privacy statement says it may use personal information to train its own AI models. Intuit says its agreements stop OpenAI and Anthropic training their models on customer data.2931
  • Intuit may store and process personal information in the United States and other countries outside Australia.2932
  • For accountants, QuickBooks Online Accountant retires on 31 December 2026. Its replacement, Intuit Accountant Suite, carries the AI tools and is in beta.7

The plans

QuickBooks Online is Intuit’s online accounting software. In Australia it’s sold by Intuit Australia Pty Ltd, and the plans are priced in AUD including GST.132

Intuit says QuickBooks has 7 million customers globally. Its Australian pricing page gives no figure for Australia.1

These are the regular monthly prices on the Australian pricing page as read on 17 October 2026.1

PlanPrice a month (AUD, incl. GST)UsersAI the pricing page lists
Simple Start$331, plus access for your accountantIntuit Intelligence chat (beta, limited questions a month), Accounting AI, GST AI pre-lodgement check
Essentials$603, plus access for your accountantAs Simple Start, plus Accounting AI for sharing information with your accountant
Plus$845, plus access for your accountantAs Essentials, plus Accounting AI that “Finds and fixes errors” and Customer AI
Advanced$12525, plus access for your accountantAs Plus, plus Finance AI, Project Management AI and workflow automation

Sources for the table:1

  • The pricing details say “All prices are in AUD and include GST.”1
  • New subscribers were offered 70% off, which makes the plans $9.90, $18, $25.20 and $37.50 a month. The banner says the discount lasts 6 months, but the offer terms on the same page say 3 months, with full price from month 4.1
  • There’s a 30-day free trial. QuickBooks Payroll, powered by Employment Hero, is charged separately for each active employee.1
  • Finance AI is on Advanced only. It isn’t available to businesses with multi-currency turned on.1
  • Intuit’s US help describes AI that Australian plans don’t list. Its Payments AI is “only available to customers in the US”.244
  • Intuit’s US launch in October 2025 also named a Payroll Agent and a Sales Tax Agent. The Australian AI page doesn’t list either.274

Tools for accountants and bookkeepers

  • Intuit Accountant Suite is Intuit’s platform for firms. One sign-in reaches every client’s QuickBooks data.7
  • Intuit says QuickBooks Online Accountant retires on 31 December 2026, and asks firms to move to Intuit Accountant Suite.716
  • Intuit Intelligence chat isn’t available in QuickBooks Online Accountant.116
  • Core has no monthly fee. Accelerate is free during the beta, then A$113 a month from 20 January 2027, including GST. You can opt out at any time.7
  • Intuit says the free beta for Accelerate and Books Close ends on 19 January 2027.7
  • Books Close is a separate subscription that’s free during the beta and charged after it. We didn’t find its price.116
  • The accountant page says a 50% discount applies to Accelerate and Books Close for the first 12 months. The pricing page’s terms describe 50% off for the first 6 months, for new subscribers and firms moving from QuickBooks Online Accountant.71
  • A May 2026 Intuit blog said firms would be charged from 1 August 2026. The current pages say 20 January 2027.167

What’s built in

Intuit’s Australian site describes Intuit Intelligence as “the engine that powers AI in your QuickBooks”. Through the chat, it says, “you can ask any question and have AI complete tasks for you.”2

Intuit’s older name, Intuit Assist, still appears on a US Intuit page and in some Australian help article addresses.2818

Intuit says the platform uses “large language models for reasoning, machine learning for prediction, and deterministic code where precision is critical”. It also says “Intuit Intelligence can make mistakes.”26

Intuit’s Australian help says “We don’t use GenAI to calculate the numbers in QuickBooks.”22

In November 2025 Intuit said OpenAI’s models would help power AI agents across its platform.64

Intuit Intelligence chat (beta) Answers plain-English questions from your company’s data, such as what your cash flow was last month.
What it does
  • Answers plain-English questions from your company’s data, such as what your cash flow was last month.1718
  • Builds and changes reports, finds transactions, explains why a figure changed, and reads files you upload.18
  • Intuit’s Australian page says the chat drafts invoices in bulk for your review and sends prioritised payment reminders with your approval.3
  • You can describe a repeating task in the chat and give it a schedule. Intuit’s examples include a weekly profit and loss digest and invoice reminders.317
  • AI summaries of reports are on Advanced only.18
  • Intuit says a QuickBooks product expert or your accountant can join the chat when needed.3
Where to find it
  • Select the Intuit Intelligence icon, a blue and white keyboard, to open the assistant pane. In full-screen view, past chats are under the Recent tab.18
  • The pane opens by itself. To stop that, type a request such as “Disable Intuit Intelligence” or “Stop opening this pane automatically.”18
Which plans have it
  • All four Australian plans list it, marked Beta.1
  • Primary and company admin users get the full chat. Other users can only use it for product support.31
  • Intuit’s Australian help says each eligible plan includes 25 chat prompts a month. An add-on gives 100 more for $10 a month, and there’s no unlimited option.18
  • Intuit’s accountant page gives different monthly limits for client books: 25 on Simple Start, 50 on Essentials, 100 on Plus and 200 on Advanced.7
  • Intuit’s update notes say “Each account gets a set amount of capacity each month, and the amount varies by plan.”17
  • When the prompts run out, the chat stops until your next billing cycle.18
  • Intuit says AI features are “currently available at no additional cost”.1
What happens to your data
  • The chat works from your company’s live accounting and payments data.18
  • Intuit says your thumbs up and thumbs down ratings help the chat learn.18
  • Intuit’s privacy statement lists “training our artificial intelligence models and other machine learning models” among its uses of personal information.29
  • Intuit’s responsible AI page says it trains its AI with Intuit’s own data, including customer data as described in that privacy statement.30
  • The privacy statement says Intuit’s service providers include “AI providers, including generative AI providers”.29
  • The privacy statement describes an opt-out from some automated processing for residents of certain US states. We found no opt-out from AI training.29
  • Intuit’s help says “Currently, there isn’t a way to turn off AI features individually.”19
In Australia
  • Intuit’s Australian pricing page and help centre describe it, labelled beta.118
  • Intuit announced the international rollout on 14 October 2026, with a Sydney dateline among others.26
  • Intuit says some AI outputs are in English only, and recommends you “review all outputs carefully”.1
Accounting AI (bank feeds and books checks) Suggests categories and matches for bank transactions, and learns from how you and your accountant code them.
What it does
  • Suggests categories and matches for bank transactions, and learns from how you and your accountant code them.512
  • Groups the transactions it’s confident about as “Ready to post”, so you can review them and post them together.20
  • Sends one link so your accountant, a client or a team member can reply with details and files. It checks the right receipts come back.20
  • On Plus and Advanced, suggests the GST code for a transaction. It also reviews your Balance Sheet and Profit and Loss for problems such as duplicates and miscategorised transactions.20
  • On Plus and Advanced, it flags anomalies. Intuit says “You stay in control, deciding whether to take action.”1115
  • Intuit says “All category and matching suggestions must be approved by you or your Advisor before any transaction can be posted.”12
  • For Plus, Intuit’s August 2026 notes describe “Smart Expert Categorisation”, where Accounting AI codes transactions for you “with a human reviewing in the background for accuracy”. Intuit doesn’t say who that person is.17
Where to find it
  • Ready to post items appear in the Needs attention widget and on the Bank transactions pages.20
  • For report insights, go to Reports > Standard reports, open the Balance Sheet or Profit and Loss, select the Insights icon, then Analyse Books with Accounting AI.20
  • Work done by Intuit’s AI also goes to your business feed for you to review and approve.5
Which plans have it
  • The bank transaction features are on all four plans.201
  • Collaboration with your accountant (beta) is on Essentials and above.1215
  • Anomaly detection, GST code suggestions and report insights are on Plus and Advanced.1220
What happens to your data
  • Intuit says the AI learns your business as you or your accountant categorise transactions.5
  • The training statements under Intuit Intelligence chat apply. We found no separate statement for Accounting AI.2930
  • When Intuit launched the AI bank feed, it was opt-in. Intuit said all users would eventually be moved to it automatically.12
  • Before turning on Smart Expert Categorisation, Intuit says to check with your accountant or bookkeeper.17
In Australia
  • Australian pages and help articles describe it. Intuit says it works with Open Banking in Australia.1220
  • Intuit’s February 2026 notes list improved AI-powered bank feeds and AI extraction from PDF bank statements.17
  • Report insights cover “a majority of Balance Sheet and P&L accounts, but not all of them”.20
GST AI (beta) Compares the income in your Profit and Loss with the net sales on your BAS for the same period. It lists each transaction that causes a difference and suggests a fix.
What it does
  • Compares the income in your Profit and Loss with the net sales on your BAS for the same period. It lists each transaction that causes a difference and suggests a fix.1413
  • Intuit says it’s good at catching transactions with no GST rate selected, income posted to an expense account, and income lines carrying a payroll tax code.14
  • Intuit says it “highlights and suggests” and “never changes a transaction or lodges anything on its own”.14
  • You review and approve every correction, then lodge the BAS yourself.13
Where to find it
  • Go to All apps > GST > Overview. On the To do tab, select the arrow next to Prepare BAS and choose Pre-file check.14
  • Pre-file check only appears once you’ve lodged at least one BAS in QuickBooks.14
  • Flagged items also show in the Business Feed.13
Which plans have it
  • All four plans list it.1316
  • It’s labelled beta. Intuit says beta features have limited availability and are subject to change.131
What happens to your data
  • It reviews your GST and financial data. The pages we read have no separate data statement for it.13
  • Its output was “English only at launch”.13
In Australia
  • It’s built for Australian activity statements. Intuit says it helps with a pre-lodgement check for ATO activity statements.1014
  • Intuit’s page says the agent aims for “alignment with Australian Taxation Office (ATO) standards”. It doesn’t say the ATO has approved it.11
Customer AI Reads your connected Gmail or Outlook inbox to find possible sales leads, and lists them as Hot or Warm.
What it does
  • Reads your connected Gmail or Outlook inbox to find possible sales leads, and lists them as Hot or Warm.21
  • Suggests next steps, such as a reply or an estimate, and drafts responses. You review a draft and select Send yourself.21
  • It keeps watching those conversations and may suggest changes, which you can Confirm or Dismiss.21
Where to find it
  • The primary admin goes to All apps > Customer Hub > Opportunities, selects the Suggested by AI icon, then Import leads from your inbox.21
  • Choose Gmail or Outlook, select Continue twice, then sign in to your email and grant access.21
  • To disconnect, go to Integrations > Manage integrations, find the account under My integrations, select the more icon, then Disconnect.21
Which plans have it
  • Plus and Advanced.115
What happens to your data
  • Once connected, it reads 30 days of your email.21
  • Intuit’s article points you to its privacy settings and makes no other data claim.21
In Australia
  • Australian pages list it on Plus and Advanced, and Intuit’s Australian help describes the setup.121
Finance AI Gives a summary view of your financial performance, with insights and planning support.
What it does
  • Gives a summary view of your financial performance, with insights and planning support.419
  • Intuit’s US help describes a Review Summary covering performance highlights, cash flow, the balance sheet and budget comparisons, with recommendations. You can edit it and export it as a PDF.23
Where to find it
  • Intuit’s US help says Reports > Standard reports > Review Summary. We didn’t find an Australian version of that article.23
Which plans have it
  • Advanced only, and not for businesses with multi-currency turned on.1
What happens to your data
  • Intuit’s US help says it uses your financial data and can collect data and insights across all your companies.23
In Australia
  • Listed on the Australian Advanced plan.14
Project Management AI Creates draft projects with key details filled in.
What it does
  • Creates draft projects with key details filled in.4
  • Intuit’s global page says it reads contracts, quotes or proposals you upload, and makes draft projects for you to review and edit before you save them.25
Where to find it
  • Drafts appear in the Projects app. Setup alerts appear in the Business Feed.25
Which plans have it
What happens to your data
  • We found no statement about this feature in particular. The training statements under Intuit Intelligence chat apply.2930
In Australia
  • Listed on the Australian Advanced plan. Intuit says its output was “English only at launch”.125
Automations and invoicing on autopilot (beta) Custom automations: describe a repeating task in the chat, or start from a template, then set a schedule.
What it does
  • Custom automations: describe a repeating task in the chat, or start from a template, then set a schedule.173
  • Invoicing on autopilot scans saved documents, such as statements of work and sales orders, and drafts invoices “for you to review and send”.17
  • You choose when overdue invoices are flagged, and reminders are prepared for you.17
  • Intuit’s 14 October 2026 release names Automations, Autonomous Invoicing and Conversational Custom Reports, all in beta.26
Where to find it
  • Through Intuit Intelligence chat and its Skills Hub.1817
Which plans have it
  • Custom automations (beta) are listed from Simple Start, with limited capacity each month.3
  • Invoicing on autopilot is on Essentials, Plus and Advanced, with monthly usage limits.17
  • Workflow automation, which the pricing page lists separately, is on Advanced.1
What happens to your data
  • We found no statement about these features in particular.1726
In Australia
  • Intuit’s release says these features are rolling out in beta to QuickBooks Online and QuickBooks Online Advanced customers in international markets.26
  • Intuit’s Australian help listed them in its August 2026 update notes.17
Intuit Intelligence in Intuit Accountant Suite (beta, for accountants) The chat answers questions about your firm and your clients, and can work across client files.
What it does
  • The chat answers questions about your firm and your clients, and can work across client files.7
  • Custom automations, for example for reconciliation or month-end preparation, can run across client files or on a schedule.7
  • On Accelerate, an AI summary shows what needs attention across your clients, including anomalies and their causes.7
  • Cross-client comparisons are in beta.7
Where to find it
  • Inside Intuit Accountant Suite, which replaces QuickBooks Online Accountant.7
Which plans have it
  • During the beta, chat is capped at 200 questions a month on Core and 1,000 on Accelerate.71
  • Portfolio insights and the AI summary need Accelerate.7
  • Questions you ask inside a client’s books count toward that client’s monthly prompts.7
What happens to your data
  • Intuit says the chat draws on clients’ real-time business data, files uploaded in chat and “real-world data points”.16
  • The accountant pages we read make no statement about training.716
In Australia
  • Intuit’s Australian accountant pages describe it, with AUD prices.7
  • Intuit’s October 2026 release says availability across Accountant Suite varies “by product and region”.26

Connect another AI

A quick word on the jargon. Intuit’s tools reach Claude through MCP (Model Context Protocol), a standard way for an AI assistant to use outside tools.3337

Claude and ChatGPT call these links connectors and plugins. Google’s Workspace pages call them integrations. In each case you sign in to QuickBooks and approve access.405158

ChatGPT and QuickBooks

No official link. US only for now.

ChatGPT and QuickBooks

Official? Yes. OpenAI lists the “Intuit QuickBooks” plugin, developed by Intuit QuickBooks, in its Finance category.
  • Yes. OpenAI lists the “Intuit QuickBooks” plugin, developed by Intuit QuickBooks, in its Finance category.48
  • Intuit announced a multi-year partnership with OpenAI on 18 November 2025.64
  • Intuit’s apps went live in ChatGPT for logged-in Free, Plus and Pro accounts “in the US”.44
  • Intuit’s September 2026 announcement says the plugin brings together “all 50+ QuickBooks tools”.46
What it can see and do Profitability, cash flow, receivables and payables, comparisons with similar businesses, and reports such as profit and loss and balance sheets.
  • Profitability, cash flow, receivables and payables, comparisons with similar businesses, and reports such as profit and loss and balance sheets.48
  • It can manage invoices, estimates, payments, customers, products and payroll from the chat.48
  • Intuit says it can turn the context in your Gmail conversations into invoices, and you can review and change them “before anything is sent”.46
  • For payroll, it can onboard new hires and change base pay. Intuit says “You’ll review and confirm any change before it’s made in QuickBooks Payroll.”46
  • Intuit’s July 2026 update says the sales tools can create, update, send and delete invoices and estimates, set up recurring invoices and send reminders. The payroll tools in that update were for questions only.45
What you need A QuickBooks Online subscription and a ChatGPT account. Intuit says “This feature is currently available to QuickBooks Online customers in the US.”
  • A QuickBooks Online subscription and a ChatGPT account. Intuit says “This feature is currently available to QuickBooks Online customers in the US.”47
  • OpenAI says installing or using a plugin depends on your plan, workspace, role and region.51
  • Payment features need a QuickBooks Payments account, which Intuit says isn’t available outside the US.45
What we saw from Australia On 17 October 2026, ChatGPT’s QuickBooks listing said “We couldn’t load this plugin right now” when we opened it from Australia, signed out.
  • On 17 October 2026, ChatGPT’s QuickBooks listing said “We couldn’t load this plugin right now” when we opened it from Australia, signed out.49
  • Searching ChatGPT’s directory for QuickBooks from Australia showed plugins from other developers, but not Intuit’s. The same search for Xero showed Xero’s own plugin.50
  • Our reading: this fits Intuit’s US-only statement. We weren’t signed in, so we can’t say what a signed-in Australian account sees.474950

Steps to connect (Intuit's help article, updated 26 August 2026, US customers only)

  1. Then: The plugin directory. Source 47

    ChatGPT’s Plugins page, with Plugins in the sidebar ringed.
    Screenshot: ChatGPT’s Plugins page, signed out, 18 October 2026.
  2. Then: Intuit’s sign-in. Intuit says the link works whether or not you’re signed in to ChatGPT. Source 47

    A drawing from the step’s own words. The real screen may look a little different.
  3. Then: You’re returned to ChatGPT automatically. Source 47

    A drawing from the step’s own words. The real screen may look a little different.
  4. Then: A new chat with the plugin. Source 47

    A drawing from the step’s own words. The real screen may look a little different.
  5. Then: If ChatGPT returns your QuickBooks data, the connection works. Intuit says you review and confirm payroll changes before they’re made, and can review invoices before anything is sent. Source 47

    A drawing from the step’s own words. The real screen may look a little different.

Pictures without a date are drawings from each step’s own words. The real screen may look a little different.

To disconnect In ChatGPT, open Settings > Plugins, select the plugin, then select Disconnect.
  • In ChatGPT, open Settings > Plugins, select the plugin, then select Disconnect.52
  • Disconnecting doesn’t delete past chats, saved files or memories.52
  • Where it’s offered, Uninstall plugin removes the plugin. A separately connected server stays connected until you disconnect it.53
Limits It’s for US customers only for now.
  • It’s for US customers only for now.47
  • Intuit says customers’ data “stays within the Intuit apps and isn’t used to train foundation models”.44
  • OpenAI says that when ChatGPT sends data through a plugin’s server, that service’s terms and privacy policy apply.53

Claude and QuickBooks

No official link. US only for now.

Claude and QuickBooks

Official? Yes. The “Intuit QuickBooks” connector is made by Intuit QuickBooks and carries Anthropic’s verified mark. It was added to Anthropic’s directory in March 2026.
  • Yes. The “Intuit QuickBooks” connector is made by Intuit QuickBooks and carries Anthropic’s verified mark. It was added to Anthropic’s directory in March 2026.37
  • Anthropic says verified means it tested the connector’s tools for quality. It says verification isn’t a security audit, and the developer can change the tools after review.39
  • Intuit and Anthropic announced their partnership on 24 February 2026. Intuit said its apps were available in Claude on 23 April 2026.3335
  • Intuit says the experience works across Cowork, Claude for Enterprise and Claude.ai.34
  • Intuit QuickBooks is one of the tools in Anthropic’s Claude for Small Business, announced on 13 May 2026.41
What it can see and do It reads profit and loss, cash flow, the balance sheet, receivables and payables ageing, and sales by customer or product. It can also compare you with similar businesses.
  • It reads profit and loss, cash flow, the balance sheet, receivables and payables ageing, and sales by customer or product. It can also compare you with similar businesses.3736
  • It can make changes. Intuit lists creating, updating, sending, duplicating and deleting invoices and estimates. It can also add customers and products, send payment links and reminders, and import transactions into your general ledger.36
  • For payment links and reminders, Anthropic’s listing says “always with a clear preview and your confirmation before anything is sent”.37
  • Intuit says deleting an invoice or estimate needs your confirmation, and a payment reminder goes out “after you confirm”. Intuit doesn’t say whether its other changes ask first.36
  • The listing also offers read-only answers on payroll, plus adding an employee or setting base pay.37
  • The connector has 74 tools.37
What you need You need to be a US customer. Intuit says “The QuickBooks connector for Claude is currently available to US customers only.”
  • You need to be a US customer. Intuit says “The QuickBooks connector for Claude is currently available to US customers only.”36
  • An active Claude account. Intuit doesn’t name a Claude plan.36
  • Intuit says you can try it without a QuickBooks subscription by uploading a CSV, PDF or image, or pasting transactions in.3637
  • On Claude Team and Enterprise, an Owner adds the connector for the organisation first.40

Steps to connect (Intuit's help article, updated 2 October 2026, US customers only)

  1. Then: The connectors directory opens. Sources 3640

    Claude’s Customize page on the Connectors tab, with the + Add button ringed.
    Screenshot: Claude, the Connectors page under Customize, 18 October 2026.
  2. Then: You’re asked to sign in to Intuit. Source 36

    The Intuit QuickBooks listing in Claude’s connector directory, with the Connect to Claude button ringed.
    Screenshot: Claude’s connector directory, the Intuit QuickBooks listing, 18 October 2026.
  3. Then: The Intuit approval screens aren’t described in the docs we read. Intuit says the connector isn’t available outside the US yet. Source 36

    A drawing from the step’s own words. The real screen may look a little different.
  4. Then: QuickBooks is available in this conversation. Source 36

    A drawing from the step’s own words. The real screen may look a little different.
  5. Then: Answers from your QuickBooks data. Claude can also create, change and send invoices and estimates. Intuit says deleting one, or sending a payment reminder, waits for your confirmation. Source 40

    The + menu under Claude’s message box, with Connectors ringed.
    Screenshot: Claude, the + menu in a new chat, 18 October 2026.

Pictures without a date are drawings from each step’s own words. The real screen may look a little different.

Team and Enterprise Owners first go to Organization settings > Connectors, click Browse connectors, choose the connector and click Add to your team. They can set each tool to Always allow, Needs approval or Blocked.40

For Claude for Small Business, Anthropic says every task is started by you and you “approve before anything sends, posts, or pays”. The plugin installs into Claude Cowork.4142

To disconnect In Claude, go to Customize > Connectors and disconnect QuickBooks.
  • In Claude, go to Customize > Connectors and disconnect QuickBooks.40
  • Intuit’s article only mentions disconnecting from the Connectors menu as a troubleshooting step.36
Limits It’s for US customers only for now. Intuit says “We’re working to bring it to other regions soon.”
  • It’s for US customers only for now. Intuit says “We’re working to bring it to other regions soon.”36
  • Intuit says “QuickBooks data is not used to train Claude.”36
  • Intuit says your data “stays within our Intuit systems and is never used to train foundation models”.45
  • On Claude’s Free, Pro and Max plans, Anthropic doesn’t train on raw connector content unless it’s copied into the chat. Your chats are used for training if you allow it in the Model Improvement setting, or if a chat is flagged for safety review.43
  • Intuit tells you to check any transactions Claude creates, and to see a qualified accountant or financial adviser for decisions with financial or legal implications.36
  • Anthropic’s listing warns: “Only use connectors from developers you trust.”37
  • Our reading: until Intuit opens the connector outside the US, Claude for Small Business can’t use QuickBooks for an Australian business.3641

Copilot and QuickBooks

No official link.

Microsoft Copilot and QuickBooks

Official? No official connection found.
  • No official connection found.545556
What we checked Microsoft’s list of federated Copilot connectors, updated 16 October 2026, names accounting and finance sources including Xero and Zoho Books. QuickBooks and Intuit aren’t on it.
  • Microsoft’s list of federated Copilot connectors, updated 16 October 2026, names accounting and finance sources including Xero and Zoho Books. QuickBooks and Intuit aren’t on it.54
  • Microsoft’s galleries of partner-built and Microsoft-built Copilot connectors don’t list QuickBooks or Intuit either.5556
  • Intuit’s announcements of AI partnerships name OpenAI and Anthropic. We found none naming Microsoft.313364

Gemini and QuickBooks

No official link. US only for now.

Google Gemini and QuickBooks

Official? Yes, for US customers. Google’s Workspace Marketplace lists the “Intuit Quickbooks Connector” as “the official QuickBooks connector, available for customers in the US”. The listing names Google as developer and was updated on 16 October 2026.
  • Yes, for US customers. Google’s Workspace Marketplace lists the “Intuit Quickbooks Connector” as “the official QuickBooks connector, available for customers in the US”. The listing names Google as developer and was updated on 16 October 2026.57
  • We found no Intuit page about it.57
What it can see and do Profitability, cash flow, sales and outstanding invoices, receivables and payables ageing, and comparisons with similar businesses. It can produce profit and loss and cash flow statements.
  • Profitability, cash flow, sales and outstanding invoices, receivables and payables ageing, and comparisons with similar businesses. It can produce profit and loss and cash flow statements.57
  • The listing’s tagline talks about “taking Intuit Quickbooks actions directly in Gemini”.57
  • Google’s help says integrations “currently only support read actions” and can’t make changes in third-party apps. The two Google pages don’t agree on whether it can act.5857
What you need A US QuickBooks customer.
  • A US QuickBooks customer.57
  • A Google Workspace Business Standard, Business Plus, Enterprise Standard or Enterprise Plus licence.57
  • Your Workspace admin must allow integrations with Gemini. Admins control them through Marketplace settings and the app allowlist.5859
  • The listing shows pricing as “Paid” without explaining it.57

Steps to connect (Google's general steps for integrations; we found none from Intuit)

  1. Source 58

    The Intuit QuickBooks Connector listing on the Google Workspace Marketplace.
    Screenshot: Google Workspace Marketplace, the Intuit QuickBooks Connector listing, 17 October 2026.
  2. Source 58

    The Intuit QuickBooks Connector listing on the Google Workspace Marketplace, with its button ringed.
    Screenshot: Google Workspace Marketplace, the Intuit QuickBooks Connector listing, 17 October 2026.
  3. Source 58

    A drawing from the step’s own words. The real screen may look a little different.

Pictures without a date are drawings from each step’s own words. The real screen may look a little different.

To disconnect In your Google Account’s security settings, find “Your connections to third-party apps & services”, click See all connections, select the app and delete all connections with it. Google says data sharing then stops.
  • In your Google Account’s security settings, find “Your connections to third-party apps & services”, click See all connections, select the app and delete all connections with it. Google says data sharing then stops.58
Limits It’s for US customers only.
  • It’s for US customers only.57
  • Google says admins can’t use API controls to restrict integrations. Users can keep using one even after its access is changed from Trusted to Blocked.59
  • We found no statement from Intuit or Google about training or retention for this connector.5758

Other routes

Developer tools, automation tools and app stores.

QuickBooks MCP servers and developer tools

Official? Intuit publishes an open-source MCP server on GitHub, “quickbooks-online-mcp-server”, under its intuit organisation.
  • Intuit publishes an open-source MCP server on GitHub, “quickbooks-online-mcp-server”, under its intuit organisation.60
  • Intuit also runs a hosted MCP server for invited partners, in a pilot.61
  • In October 2026 Anthropic’s directory added an “Intuit Developer” connector, made by Intuit, for building and testing integrations with Intuit’s APIs.38
What it can see and do The README lists 145 tools across 29 kinds of record and 11 reports. Most kinds of record can be created, read, updated, deleted and searched. Tax codes and tax rates are read-only.
  • The README lists 145 tools across 29 kinds of record and 11 reports. Most kinds of record can be created, read, updated, deleted and searched. Tax codes and tax rates are read-only.60
  • The hosted pilot’s tools can create, update, send, duplicate, delete and close records such as invoices and estimates.61
  • The Intuit Developer connector says it’s “not for managing QuickBooks business workflows or production accounting data”.38
What you need An app registered on the Intuit Developer Portal and a one-time sign-in in your browser. The README says Intuit “does not offer per-user API keys”.
  • An app registered on the Intuit Developer Portal and a one-time sign-in in your browser. The README says Intuit “does not offer per-user API keys”.60
  • Sandbox testing can run on your own computer. A live company file needs a public https callback address for the first sign-in.60
  • The hosted pilot is “By Invitation Only” for partners in Intuit’s App Partner Program.61
  • The App Partner Program is open to partners based in Australia. Its free Builder tier caps “CorePlus” API calls at 500,000 a month, and the fees shown are US rates.62

Steps to connect (README; repository last updated 15 September 2026)

  1. Then: A client ID and client secret for the app. Intuit doesn’t offer per-user API keys. Source 60

    A drawing from the step’s own words. The real screen may look a little different.
  2. Then: The server is built on your computer. Source 60

    A drawing from the step’s own words. The real screen may look a little different.
  3. Then: The README says .env is left out of version control. Source 60

    A drawing from the step’s own words. The real screen may look a little different.
  4. Then: The server can then run without a browser until the 100-day refresh window lapses. A live company needs a public https callback for this step. Source 60

    A drawing from the step’s own words. The real screen may look a little different.
  5. Then: The QuickBooks tools appear. Many can create, update or delete records, so read every change before you approve it. Source 60

    A drawing from the step’s own words. The real screen may look a little different.

Pictures without a date are drawings from each step’s own words. The real screen may look a little different.

To disconnect The README doesn’t explain how to remove the connection.
  • The README doesn’t explain how to remove the connection.60
Limits The server keeps working without a browser sign-in “until the 100-day refresh window lapses”.
  • The server keeps working without a browser sign-in “until the 100-day refresh window lapses”.60
  • GitHub shows the licence as Apache 2.0, while the README says MIT.60
  • For the hosted pilot, Intuit “reserves the right to change functionality or charge for any MCP server functionality in the future”.61
  • Anthropic’s listing gives the address of Intuit’s hosted QuickBooks connector as https://ai-inc.quickbooks.intuit.com/v1/mcp. Intuit says that connector is for US customers only.3736

Zapier and QuickBooks

  • Zapier has a listing in Intuit’s QuickBooks app store for Australia. It describes code-free workflows that link QuickBooks Online with “more than 1,000 web apps”.63
  • The listing shows a Starter plan at $20 a month and a Teams plan at $250 a month, without naming a currency, plus a 14-day free trial.63
  • The listing doesn’t mention AI.63
  • Intuit’s pricing details say third-party integrations are “Subject to additional third party terms, conditions, and fees.”1

Jobs it’s good for

  • A BAS check before you lodge. Run Pre-file check in GST AI and work through each flagged difference. Then lodge yourself.1413
  • The weekly bank feed. Review the Ready to post group and post what’s right in one go.20
  • Chasing missing receipts. Use Accounting AI’s request link so a client or team member can reply with the details and files.20
  • A month-end once-over. On Plus or Advanced, run report insights on the Balance Sheet and Profit and Loss to find duplicates and miscoded items.20
  • Quick questions about your numbers. Ask Intuit Intelligence chat, keeping the monthly prompt cap in mind. Only admin users get the full chat.181
  • Leads sitting in your inbox. On Plus or Advanced, Customer AI drafts replies to likely leads. You decide what gets sent.21
  • A new job from a signed contract. On Advanced, Project Management AI drafts the project from the contract for you to check.251
  • For accountants, a morning look across clients. On Intuit Accountant Suite Accelerate, the AI summary shows which client files need attention. It’s in beta.7
  • A custom tool, for someone who can code. Try Intuit’s MCP server against a sandbox company before any real data.60

What to watch for

The outside AI connections are US-only for now

  • The Claude, ChatGPT and Gemini connections for QuickBooks are all described as available to US customers only.364757
  • Intuit says it’s working to bring the Claude connector to other regions “soon”. It gives no date.36

Look-alike plugins

  • Searching ChatGPT’s directory for QuickBooks from Australia showed plugins from other developers, such as “QBO Connector by Meridian”.50
  • These aren’t Intuit’s, and we haven’t checked them. Our advice: treat any connection that isn’t Intuit’s own like any other outside app with access to your books.50

You can’t switch the AI off feature by feature

  • Intuit says “there isn’t a way to turn off AI features individually”.19
  • The chat pane opens automatically. You can ask it to stop opening by typing a request such as “Disable Intuit Intelligence”.18

Caps and costs

  • Chat prompts are capped each month, and Intuit’s pages give different caps. An extra 100 prompts cost $10 a month, and no plan is unlimited.187
  • Intuit says AI features cost nothing extra “currently”. Its pricing page says pricing can change without notice.1
  • Accelerate in Intuit Accountant Suite moves from free to A$113 a month on 20 January 2027.7

Beta features

  • Intuit Intelligence chat, GST AI, automations and parts of Intuit Accountant Suite are labelled beta.1713
  • Intuit’s Australian terms say beta features “may contain errors or inaccuracies that could cause failures, corruption or loss of data”, and use them at your sole risk.32

Training and where your data goes

  • Intuit says it may use personal information to train its own AI models, and that it trains its AI on customer data as described in its privacy statement.2930
  • Intuit says its agreements with OpenAI and Anthropic “explicitly prohibit the use of customer data for model training”.31
  • Intuit’s privacy statement says it may store and process your personal information in the United States. Its Australian terms say it may store personal information in countries outside Australia.2932
  • Intuit’s security page says its equipment is in Intuit-operated and Amazon Web Services data centres, without naming countries.8
  • We found no option to keep AI processing in Australia.2932

Customer AI reads your inbox

  • Customer AI reads 30 days of the Gmail or Outlook account you connect. Connect only the inbox you mean to share. That’s our advice, based on Intuit’s description.21

Check the work

  • Intuit recommends you “review all outputs carefully”.1
  • Intuit says “Intuit Intelligence can make mistakes.”26
  • Intuit’s Australian help says GenAI shouldn’t give you legal, tax or investment advice.22
  • Intuit’s terms say to consult professionals before making important decisions.32

Figures in the marketing are mostly American

  • Many of the time-saving and accuracy claims on Intuit’s Australian pages are footnoted as surveys of US QuickBooks customers.11516

Conflicting dates and prices

  • The 70% off offer reads as 6 months in the banner and 3 months in the terms.1
  • The Intuit Accountant Suite discount reads as 12 months on one page and 6 months on another.71
  • Check your own subscription settings before relying on either. That’s our advice.17

For accountants

  • QuickBooks Online Accountant retires on 31 December 2026, and Intuit Intelligence chat isn’t available in it.71
  • Questions you ask in a client’s books use up that client’s prompts.7

Developer tools can delete records

  • Intuit’s open-source MCP server includes delete tools for most kinds of record.60
  • Test on a sandbox company first, and read every change before you approve it. That’s our advice.60

Who can switch things on

  • Intuit Intelligence chat: primary and company admin users.318
  • Customer AI: the primary admin connects the inbox.21
  • Claude Team and Enterprise: Owners add connectors and set tool permissions.40
  • Gemini for work accounts: the Google Workspace admin allows integrations.5859

What’s changing

Intuit’s pages carry a warning that its roadmap “is subject to change” and that features “may be modified, delayed, or canceled” with no delivery guarantee.1

  • 28 October 2025: Intuit unveiled Intuit Intelligence and a team of AI agents in the US.27
  • 13 November 2025: Intuit announced its AI agents in Australia, with the GST AI Agent “coming soon”.9
  • 18 November 2025: Intuit and OpenAI announced a multi-year partnership, including Intuit apps in ChatGPT.64
  • 24 February 2026: Intuit and Anthropic announced a partnership, rolling out “in spring 2026”.33
  • 5 March 2026 (as updated): Intuit’s apps were live in ChatGPT for US accounts.44
  • March 2026: The Intuit QuickBooks connector was added to Claude’s directory.37
  • 23 April 2026: Intuit said its apps, including QuickBooks, were available in Claude.35
  • 13 May 2026: Anthropic announced Claude for Small Business, with Intuit QuickBooks among its tools.41
  • July 2026: Intuit added sales, payroll question and lending tools to the Claude and ChatGPT connections. Running payroll from other AI platforms was listed as coming.45
  • August 2026: Intuit’s Australian notes listed Intuit Intelligence (beta), invoicing on autopilot, custom automations and AI forecasting.17
  • September 2026: Intuit announced the QuickBooks plugin in ChatGPT.46
  • October 2026: Anthropic’s directory added the Intuit Developer connector.38
  • 14 October 2026: Intuit Intelligence began rolling out internationally, with new features in beta.26
  • 16 October 2026: Google updated its listing for the Intuit Quickbooks Connector, still US-only.57
  • Coming soon: Intuit’s Australian Intelligence page lists a cash flow forecast as coming soon.3
  • 31 December 2026: QuickBooks Online Accountant retires.7
  • 19 and 20 January 2027: The free beta for Accelerate and Books Close ends, and billing starts.7
  • January 2027: Intuit’s ProPartner Accountants hub launches.7

What we couldn’t establish

  • When the outside AI connections reach Australia. Intuit says the Claude connector is coming to other regions “soon”, but gives no date. It says nothing similar for ChatGPT or Gemini.364757
  • What a signed-in Australian ChatGPT account sees. We only checked ChatGPT’s directory while signed out.4950
  • The real chat cap. Intuit’s Australian help says 25 prompts a month for each eligible plan. Its accountant page gives 25, 50, 100 or 200 depending on the plan.187
  • The add-on’s currency. The $10-a-month prompt add-on doesn’t say whether it’s in AUD.187
  • How long the 70% offer runs. The banner says 6 months and the terms say 3.1
  • The Intuit Accountant Suite discount and start date. Pages differ on 12 or 6 months of discount, and on billing from 1 August 2026 or 20 January 2027.7116
  • The price of Books Close.116
  • Whether Australian customers’ data trains Intuit’s models, and how to opt out. The privacy statement allows AI training but doesn’t describe an opt-out for it.2930
  • Where AI processing happens for Australian customers, and which model makers process it. Intuit names OpenAI’s models for its agents but doesn’t say where they run.6429
  • Who reviews Smart Expert Categorisation. Intuit only says “a human”.17
  • Whether the chat asks before every action. Intuit’s pages describe drafts for review and reminders sent with your approval. They don’t say this covers everything the chat can do.318
  • Whether the Gemini connector can make changes, and what “Paid” means on its listing.5758
  • Australian help for Finance AI. We only found the US article.23
  • Whether the US-only agents, such as Payments, Payroll and Sales Tax, will come to Australia.2427
  • Which countries Intuit’s hosted MCP pilot covers.61
  • A Microsoft connection. We found none, and found no Intuit statement about Copilot.545556
  • We didn’t rely on third-party claims. Other companies offer their own QuickBooks connectors for AI tools, including some listed in ChatGPT’s directory. They aren’t Intuit’s, and they aren’t covered here.50

Sources

Every line above was read at one of these pages, on the date shown. Vendors change their products and their pages often, so check the page before you rely on a detail.

  1. 1 Plans and Pricing (Australia), including “Important pricing details and product information” Intuit QuickBooks Read 17 Oct 2026
  2. 2 QuickBooks Australia home page Intuit QuickBooks Read 17 Oct 2026
  3. 3 Intuit Intelligence (Australia) Intuit QuickBooks Read 17 Oct 2026
  4. 4 AI for Smarter Business Decisions (Australia) Intuit QuickBooks Read 17 Oct 2026
  5. 5 AI Accounting (Australia) Intuit QuickBooks Read 17 Oct 2026
  6. 6 BAS Statement: Lodge Online and Track GST Intuit QuickBooks Read 17 Oct 2026
  7. 7 Intuit Accountant Suite (Australia), including its FAQs and pricing details Intuit QuickBooks Read 17 Oct 2026
  8. 8 Security (Australia) Intuit QuickBooks Read 17 Oct 2026
  9. 9 Intuit’s new Virtual Team of AI Agents on QuickBooks QuickBooks Australia blog Updated Dateline 13 Nov 2025 (page metadata 13 and 14 Nov 2025) Read 17 Oct 2026
  10. 10 Discover Intuit AI Agents in QuickBooks QuickBooks Australia blog Read 17 Oct 2026
  11. 11 Grow Your Australian Business with the AI-Powered QuickBooks Platform QuickBooks Australia blog Read 17 Oct 2026
  12. 12 QuickBooks Accounting Agent QuickBooks Australia blog Read 17 Oct 2026
  13. 13 Lodge BAS with Confidence: QuickBooks GST AI Agent QuickBooks Australia blog Read 17 Oct 2026
  14. 14 BAS Checklist 2026: 10 Steps to Lodge an Accurate BAS or IAS in QuickBooks QuickBooks Australia blog Read 17 Oct 2026
  15. 15 QuickBooks AI agents for Accountants QuickBooks Australia blog Read 17 Oct 2026
  16. 16 Intuit Intelligence for Accountants and Bookkeepers QuickBooks Australia blog Read 17 Oct 2026
  17. 17 What’s new with QuickBooks Online QuickBooks Help (Australia) Updated "Updated 3 weeks ago"; latest entry August 2026 Read 17 Oct 2026
  18. 18 Introducing Intuit Intelligence QuickBooks Help (Australia) Updated "Updated 3 weeks ago" Read 17 Oct 2026
  19. 19 Overview of Intuit AI in QuickBooks Online QuickBooks Help (Australia) Updated "Updated 3 weeks ago" Read 17 Oct 2026
  20. 20 Learn about Accounting AI features QuickBooks Help (Australia) Updated "Updated 1 week ago" Read 17 Oct 2026
  21. 21 Get started with the Customer AI QuickBooks Help (Australia) Updated "Updated 2 months ago" Read 17 Oct 2026
  22. 22 How’s Intuit using Generative AI? QuickBooks Help (Australia) Updated "Updated 2 months ago" Read 17 Oct 2026
  23. 23 Use the Finance AI for financial insights QuickBooks Help (US) Updated Updated 24 Sep 2026 Read 17 Oct 2026
  24. 24 Get started with the Payments AI QuickBooks Help (US) Updated Updated 5 Aug 2026 Read 17 Oct 2026
  25. 25 QuickBooks Project Management Agent Intuit QuickBooks (global site) Read 17 Oct 2026
  26. 26 Intuit Intelligence Now Available Internationally, Fueling Success for Businesses and Accountants on One Unified Platform Intuit (media release) Updated 14 Oct 2026 Read 17 Oct 2026
  27. 27 Intuit Unveils Revolutionary System of Intelligence to Help Businesses Grow in the AI Era Intuit (media release) Updated 28 Oct 2025 Read 17 Oct 2026
  28. 28 Intuit Assist Intuit Read 17 Oct 2026
  29. 29 Global Privacy Statement Intuit Updated Last updated 9 Mar 2026 Read 17 Oct 2026
  30. 30 Intuit Responsible AI Governance Intuit Read 17 Oct 2026
  31. 31 Intuit AI Principles: Strategic Partnerships with OpenAI and Anthropic Intuit Blog Updated 21 Jul 2026 Read 17 Oct 2026
  32. 32 QuickBooks Online Terms of Service (Australia) Intuit Updated Section A 25 Mar 2024; Section B version 12112025 Read 17 Oct 2026
  33. 33 Intuit and Anthropic Partner to Bring Trusted Financial Intelligence and Custom AI Agents to Consumers and Businesses Intuit (media release) Updated 24 Feb 2026 Read 17 Oct 2026
  34. 34 Intuit Financial Intelligence comes to Claude via Anthropic Intuit Read 17 Oct 2026
  35. 35 TurboTax, QuickBooks, and more are now available in Claude Intuit Blog Updated 23 Apr 2026 Read 17 Oct 2026
  36. 36 Use Claude to enter transactions and get insights in QuickBooks QuickBooks Help (US) Updated Updated 2 Oct 2026 Read 17 Oct 2026
  37. 37 Intuit QuickBooks connector Anthropic Updated "Added March 2026" Read 17 Oct 2026
  38. 38 Intuit Developer connector Anthropic Updated "Added October 2026" Read 17 Oct 2026
  39. 39 Connector verification Anthropic Read 17 Oct 2026
  40. 40 Use connectors to extend Claude’s capabilities Anthropic Help Center Updated "Updated today" (as shown on 17 Oct 2026) Read 17 Oct 2026
  41. 41 Introducing Claude for Small Business Anthropic Updated 13 May 2026 Read 17 Oct 2026
  42. 42 Small Business plugin Anthropic Read 17 Oct 2026
  43. 43 Is my data used for model training? (consumer plans) Anthropic Privacy Center Updated Updated 16 Mar 2026 Read 17 Oct 2026
  44. 44 Intuit Apps Launch in ChatGPT for Smarter Financial Insights Intuit Blog Updated Updated 5 Mar 2026 Read 17 Oct 2026
  45. 45 QuickBooks expands into Claude and ChatGPT with new features QuickBooks (news) Read 17 Oct 2026
  46. 46 How’s my business doing? QuickBooks can answer that with a new Plugin in ChatGPT QuickBooks (news) Read 17 Oct 2026
  47. 47 Connect QuickBooks Online to ChatGPT QuickBooks Help (US) Updated Updated 26 Aug 2026 Read 17 Oct 2026
  48. 48 Intuit QuickBooks plugin for ChatGPT OpenAI Read 17 Oct 2026
  49. 49 ChatGPT plugin listing: Intuit QuickBooks OpenAI Read 17 Oct 2026
  50. 50 ChatGPT plugin directory: searches for “QuickBooks” and “Xero” OpenAI Read 17 Oct 2026
  51. 51 Plugins in ChatGPT OpenAI Help Center Updated "Updated: 8 hours ago" (as shown on 17 Oct 2026) Read 17 Oct 2026
  52. 52 Connecting and managing app accounts in ChatGPT OpenAI Help Center Updated "Updated: 8 hours ago" (as shown on 17 Oct 2026) Read 17 Oct 2026
  53. 53 Plugins OpenAI (ChatGPT docs) Read 17 Oct 2026
  54. 54 Federated connectors overview Microsoft Learn Updated ms.date 30 Sep 2026; updated 16 Oct 2026 (page metadata) Read 17 Oct 2026
  55. 55 Partner-built connectors gallery Microsoft Learn Updated ms.date 27 Apr 2026; updated 25 Sep 2026 (page metadata) Read 17 Oct 2026
  56. 56 Microsoft-built connectors gallery Microsoft Learn Updated ms.date 30 Sep 2026 (page metadata) Read 17 Oct 2026
  57. 57 Intuit Quickbooks Connector Google Workspace Marketplace Updated Listing updated 16 Oct 2026 Read 17 Oct 2026
  58. 58 Use integrations with Gemini in Workspace Google (Gmail Help) Read 17 Oct 2026
  59. 59 Support access to Workspace Integrations Google Workspace Admin Help Updated Last updated 13 Oct 2026 UTC Read 17 Oct 2026
  60. 60 quickbooks-online-mcp-server (README) Intuit (intuit on GitHub) Updated Created 6 Oct 2025; last updated 15 Sep 2026 (GitHub repository data) Read 17 Oct 2026
  61. 61 intuit-3p-ai-pilot (README) Intuit (IntuitDeveloper on GitHub) Updated Last updated 11 Aug 2026 (GitHub repository data) Read 17 Oct 2026
  62. 62 Partner tiers (Intuit App Partner Program) Intuit Developer Read 17 Oct 2026
  63. 63 Zapier (app listing, Australia) QuickBooks App Store Read 17 Oct 2026
  64. 64 Intuit and OpenAI Join Forces to Revolutionize Financial Intelligence Intuit (media release) Updated 18 Nov 2025 Read 17 Oct 2026

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