QuickBooks integration for Rig
The easiest way to connect QuickBooks to Claude and other AI tools
QuickBooks is a small-business accounting platform that tracks invoices, bills, payments and the general ledger.
What Rig syncs from QuickBooks
Once connected, Rig models these objects so questions resolve to the right tables and joins:
- Invoices
- Bills
- Payments
- Customers
- Vendors
- Accounts
- Journal entries
- Profit and loss
How QuickBooks connects to Rig
Rig Ingest syncs your QuickBooks invoices, bills, payments and ledger accounts into your warehouse on a schedule. Rig models the chart of accounts and journal entries so revenue, expense and cash questions resolve correctly.
Report on profit and loss by period
A profit and loss statement summarises revenue, cost of goods and expenses over a period to show net income. Rig reads QuickBooks journal entries against the chart of accounts, so you can build a P&L by month, compare periods and drill into any line without rebuilding QuickBooks reports.
- What was net income last quarter versus the prior quarter?
- Show revenue and expenses by account for this year
- Which expense categories grew the most year over year?
Manage accounts receivable and ageing
Accounts receivable is money customers owe you on open invoices, and ageing groups it by how overdue it is. Rig models QuickBooks invoices and payments, so you can see total AR, ageing buckets and which customers are slowest to pay.
- What is total accounts receivable and how is it aged?
- Which customers have invoices more than 60 days overdue?
- What is our average days sales outstanding this year?
Track accounts payable and cash commitments
Accounts payable is money you owe vendors on open bills. Rig joins QuickBooks bills, vendors and payments, so you can see upcoming payables, who you owe and how spend is trending across vendors.
- What bills are due in the next 30 days?
- Which vendors do we spend the most with this year?
- Show accounts payable ageing by vendor
Ask your QuickBooks data in Claude, ChatGPT or Cursor
Rig serves your QuickBooks data to AI assistants over MCP. Once QuickBooks is synced into your warehouse, you can ask questions in plain English from the tool you already use, and every answer is backed by validated, governed SQL.
Frequently asked questions
- What QuickBooks data does Rig sync?
- Invoices, bills, payments, customers, vendors, the chart of accounts, journal entries and the data behind the profit and loss report.
- Can Rig build a P&L from QuickBooks?
- Yes. Rig models journal entries against your chart of accounts, so profit and loss, revenue and expense questions are answered in plain English.
- Can I query QuickBooks data in Claude or ChatGPT?
- Yes. Once QuickBooks is synced to your warehouse, Rig serves it to Claude, ChatGPT, Cursor and other AI tools over MCP.
- How often does QuickBooks data refresh?
- Rig Ingest syncs on a schedule you set and tracks schema changes automatically.
Related integrations
Connect QuickBooks data to AI tools like Claude
Rig builds a governed context layer over your data so every team, and every AI tool, asks questions and gets answers they can trust.