Zeno for QuickBooks Desktop
Bookkeeping in QuickBooks Desktop with a person's review before anything posts.
This plugin teaches Claude, Codex and the ChatGPT desktop app how to work a
QuickBooks Desktop company file through Zeno: set up and register company
files, answer questions from the books, prepare batches of bills, checks,
journal entries, invoices and payments for a person to approve, correct work
that is already posted, and leave a record the next session can pick up.
What you need
- A Windows PC with QuickBooks Desktop (Pro, Premier, Accountant or
Enterprise) installed and the company file open.
- Zeno for QuickBooks Desktop, installed on that same PC from
zenofirm.com/quickbooks-desktop.
The installer provides the
qb_* tools and connects them to Claude, the
ChatGPT desktop app and Codex. Quit and reopen your chat client after it
runs.
Without the installed program these skills have no tools to call and will say
so. The company file is read on the workstation and is never uploaded.
Skills
| Skill | Use it to |
|---|
zeno-qb-setup | Connect company files, check licence and read-only status, get past the first QuickBooks authorization. |
zeno-qb-analysis | Answer questions: statements from QuickBooks' own reports, anything else from a local SQL copy. |
zeno-qb-batch | Prepare, review, apply and reverse batches. Nothing posts until a person approves. |
zeno-qb-corrections | Fix, void, delete or merge what is already in the books, smallest change first. |
zeno-qb-continuity | Resume pending work, follow playbooks, and record rules, knowledge and the work log. |
Try: "Set up Zeno with my QuickBooks company files", "What did we spend on
fuel last quarter?", or "Show me the batches waiting for review."
What this plugin runs and sends
This plugin is instructions only. It contains no programs, hooks or MCP server
declarations, runs nothing on install, and sends nothing anywhere.
The tools it describes come from the separately installed Zeno program, which
runs on the workstation and talks to QuickBooks through Intuit's QuickBooks
Desktop SDK. That program keeps its journal and local copy of the books on the
same PC. It makes network calls only for these purposes: one anonymous check
for a newer release at zenofirm.com, and, if a firm enrolls the workstation in
a Zeno Cloud account, the exchange with api.zenofirm.com that enrollment
describes. The licence check is offline. See the
privacy policy and
what it cannot do.
Support
zenofirm.com/support or support@zenofirm.com.
Documentation: zenofirm.com/docs/quickbooks-desktop.
This plugin's skill files are MIT licensed (see LICENSE). The Zeno for
QuickBooks Desktop program is licensed separately under its end user licence
agreement. QuickBooks is a trademark of Intuit Inc.; Zeno is not affiliated
with or endorsed by Intuit.