QBO Connector by Meridian
Read and update QuickBooks
- Category
- Finance
- Developer
- Pilot.com, Inc.
- Website
- (opens in a new window)
How it works
This connector lets ChatGPT and Codex securely read from and write to QuickBooks Online. Some things you can do: • Connect multiple QuickBooks Online companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Create arbitrary QuickBooks transactions, including journal entries • Bulk-create invoices or import credit card transactions • Upload and attach receipts and supporting files to QuickBooks transactions • Automatically fill in your firm-specific reporting template • The craziest use case I tried was "Clone the contents of QBO A into QBO B", and… it worked
What else can you do?
Review profit and loss
QBO Connector by Meridian Show me a profit and loss report for last month and summarize the results.
Analyze vendor spending
QBO Connector by Meridian How much did we spend by vendor last month?
Inspect ledger activity
QBO Connector by Meridian Find my active bank accounts and show the General Ledger activity for one.
What’s included
App
QBO Connector by Meridian
Resources
Add the QBO Connector by Meridian plugin in a few clicks
Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.
