Clean up year-end bookkeeping in QuickBooks Online
A finance veteran gave Claude Cowork browser control of QuickBooks, where it created accounts and reclassified messy entries, with Claude for Excel categorizing transactions, finishing in one afternoon.
Done withClaude CoworkClaude
- What they did
- With no usable QuickBooks Online MCP server (Intuit's only worked in a sandbox), Glenn Hopper gave Claude Cowork browser control of a logged-in QBO. It reviewed the chart of accounts, created revenue, COGS and expense accounts, and reclassified sloppy entries. He then fed card CSVs, with travel dates and known subscriptions as context, to Cowork. Claude for Excel added an expense-account column. He reviewed throughout.
- How it went
- QBO cleanup took under an hour and produced a working cash-basis P&L. Cowork and Claude for Excel each got the categorization right in one shot. Claude also drafted quarterly journal entries, and the whole job took one afternoon.
- Worth knowing
- The card-expense step took a fair amount of prompt engineering: he had to supply travel dates, training expenses and business subscriptions before Claude sorted business from personal correctly.
Try it yourself with Claude Cowork
Open my accounting software at [QuickBooks Online URL] and help me clean up the books for [year]. Review uncategorized and misclassified transactions, propose any new accounts needed, and reclassify entries to match [my chart of accounts or rules]. Before creating accounts or changing any entries, show me a list of the planned changes for approval, and finish with a summary of what changed and what still needs my judgment.
Want help getting this working? Join the Vibe Coding Academy ↗ Run by Alex Finn, who also runs this site.
Source: glennhopper.substack.com · Undated
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