# QuickBooks MCP Server - Usage Examples

Natural language queries you can ask Claude once the server is connected.

---

## Free Tier Examples

### Invoices

**List recent invoices:**
> "Show me all invoices from this month"

**Find overdue invoices:**
> "Which invoices are past due?"

**Invoice details:**
> "Show me the details for invoice #1042"

**Filter by customer:**
> "Show me all open invoices for Acme Corp"

### Expenses

**Recent expenses:**
> "What did we spend money on this week?"

**Top spending categories:**
> "Show me our top expenses by category this month"

**Vendor spending:**
> "How much have we spent at Office Depot this quarter?"

### Accounts

**Bank balances:**
> "What are our current bank account balances?"

**Credit card balances:**
> "Show me our credit card balances"

**Account transactions:**
> "Show me the last 10 transactions in our checking account"

### Customers

**Search customers:**
> "Find the customer with email john@example.com"

**Customer summary:**
> "Give me a financial summary for John Smith"

---

## Premium Tier Examples

### Financial Reports

**Profit & Loss:**
> "Show me the P&L for this quarter"
> "What was our profit and loss last year?"

**Balance Sheet:**
> "Pull up the current balance sheet"
> "Show me the balance sheet as of December 31, 2025"

**Cash Flow:**
> "How's our cash flow this month?"
> "Show me the cash flow statement for Q1"

**Accounts Receivable Aging:**
> "Who owes us money and how old are the invoices?"
> "Show me the AR aging report"

**Accounts Payable Aging:**
> "What bills are outstanding by vendor?"

### Write Operations

**Create an invoice:**
> "Create an invoice for customer 123 with two line items: Website Design for $2,500 and Hosting for $150, due in 30 days"

**Record a payment:**
> "Record a $1,000 payment on invoice #1042 by check"

**Record an expense:**
> "Record a $250 expense to Office Depot for office supplies, paid by credit card"

### Analytics

**Financial health:**
> "How healthy are our finances right now?"
> "What's our current ratio and burn rate?"

**Period comparison:**
> "Compare this month's performance to last month"
> "How did Q1 this year compare to Q1 last year?"

---

## Complex Queries

These demonstrate how Claude can combine multiple tools:

> "Give me a complete financial overview: bank balances, overdue invoices, and top expenses this month"

> "I need to follow up on collections. Show me all overdue invoices sorted by amount, and the customer contact info for the top 5"

> "Prepare a monthly financial review: P&L, cash flow, and compare to last month"

> "We need to send an invoice to Acme Corp for the March consulting work. Create an invoice for $5,000 with a memo 'March 2026 consulting services' due in net-30"
