Connect QuickBooks and Ledger reads your invoices, customers, and P&L live — then answers questions about your business the way a partner who read the books would. It can also draft invoices, estimates, and expenses. Nothing posts until you tap Confirm.
You sign in through Intuit's own login screen and approve access there. Ledger never sees or stores your QuickBooks password — it only receives a token Intuit issues, which you can revoke at any time from either QuickBooks or Ledger.
Invoices, customers, sales mix, and profit & loss — pulled fresh from QuickBooks every time you ask, never a cached export that's gone stale by the time you read it.
"Who owes me money?" "What's my profit this month?" "Who are my top customers?" — Ledger runs the actual QuickBooks query behind the question and answers with real figures, not a guess.
Ask it to invoice a customer or log an expense and Ledger prepares a draft: line items, amounts, customer, everything. You review it in the chat and tap Confirm. Only then does anything touch your books.
Business overview on demand — a live snapshot of sales, open invoices, and cash position, without opening QuickBooks.
Search invoices and customers by name, status, or date — "show me everything open for Riverside Contracting" comes back instantly.
Profit & loss and sales mix — ask what's actually making money this month and get the real P&L answer, not a guess.
Top customers by revenue — know who your best accounts are without building a report.
Draft and confirm invoices & estimates — Ledger builds the line items from the conversation; you approve before it posts.
Post expenses from receipts — once a Receipt Radar or photo receipt is categorized, Ledger posts it to QuickBooks as an expense on your confirm.
Payment reminder drafts — Ledger drafts a reminder for an overdue customer; only your tap actually sends it through QuickBooks. The AI itself can never send one.
Print any invoice or estimate by number — ask for a reprint of #3264 and Ledger pulls it straight from QuickBooks.
New customer records, without duplicates — if a name or email close to an existing customer already exists, Ledger flags it and asks you to confirm before creating a second record.
Ledger connects to QuickBooks through Intuit's own OAuth flow — the same sign-in QuickBooks uses everywhere else. Your credentials are entered on Intuit's page, never Ledger's, and Ledger only ever holds the access token Intuit issues after you approve the connection.
Reads happen every time you ask a question; nothing is written back to QuickBooks without an explicit Confirm tap from you in the chat — invoices, estimates, expenses, and payment reminders all work this way.
Disconnect QuickBooks any time from Settings → Connections and Ledger immediately stops reading or writing. Deleting your account removes the connection token and everything Ledger stored, permanently — see the Privacy Policy for the full retention and deletion policy.
Sign in, approve the connection, and start asking about your books.
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