AI Bookkeeping
How to Connect QuickBooks Online to Claude
Connect QuickBooks Online to Claude with Intuit's official MCP server: claude_desktop_config.json, claude mcp add, and safe read-only prompts for bookkeepers.
16 min
Published Articles
How to Connect QuickBooks Online to Claude
Accrual vs Cash Basis Accounting for SaaS Startups
Tax Bookkeeping Terms
Accrual vs Cash Basis Accounting for SaaS Startups
Accrual vs cash basis accounting for SaaS startups: why deferred revenue and MRR break cash basis, the $32M tax threshold, and when to switch books.
8 min
How to Categorize Calendly in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Calendly in QuickBooks (and Xero)
Calendly posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Per-seat billing prorates mid-cycle. Annual prepays deduct in full under the 12-month rule.
9 min
How to Categorize Figma in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Figma in QuickBooks (and Xero)
Figma posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Per-editor billing means a free viewer who edits can jump your bill mid-cycle. Annual prepays deduct under the 12-month rule.
9 min
How to Categorize Zoom in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Zoom in QuickBooks (and Xero)
Zoom posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Zoom Phone is telecom, not software; Zoom Rooms hardware capitalizes separately. Annual prepays deduct under the 12-month rule.
8 min
How to Categorize Slack in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Slack in QuickBooks (and Xero)
Slack posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Fair Billing credits are a contra-expense, not income. Annual prepays deduct in full under the 12-month rule.
9 min
How to Categorize Salesforce in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Salesforce in QuickBooks (and Xero)
Salesforce posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Annual prepay is usually deductible in full under the 12-month rule, not auto-capitalized. Multi-cloud bundles split by product.
9 min
How to Categorize Notion in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Notion in QuickBooks (and Xero)
Notion posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Per-seat billing charges only paid members; Notion AI stays an add-on. Annual prepays deduct under the 12-month rule.
10 min
How to Categorize Mailchimp in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Mailchimp in QuickBooks (and Xero)
Mailchimp sits in Software/Dues & Subscriptions or Advertising, Schedule C Line 27a or Line 8. No 1099 (Intuit is a corporate payee). Pick a bucket and keep it consistent.
10 min
How to Categorize HubSpot in QuickBooks (and Xero)
Chart of Accounts
How to Categorize HubSpot in QuickBooks (and Xero)
HubSpot posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. The real call is Software vs. Advertising for Marketing Hub. Annual prepays deduct in full under the 12-month rule.
9 min
How to Categorize GitHub in QuickBooks (and Xero)
Chart of Accounts
How to Categorize GitHub in QuickBooks (and Xero)
GitHub posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Copilot rides the base line; metered Actions/Codespaces can shift to Cloud Services. Annual prepays deduct under the 12-month rule.
9 min
How to Categorize Dropbox in QuickBooks (and Xero)
Chart of Accounts
How to Categorize Dropbox in QuickBooks (and Xero)
Dropbox posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Dropbox Sign bills separately but stays Software. Annual prepays deduct in full under the 12-month rule.
9 min
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