QuickBooks Online - Go Fig Documentation

What you get

When you connect QuickBooks Online, Go Fig:

Syncs raw data from QuickBooks into tables: transactions, master data, and budgets
Builds derived reports: P&L, balance sheet, AR/AP aging, cash flow, and more
Exposes MCP tools so AI agents like Claude for Excel can read and write directly to QuickBooks

Connect QuickBooks

Start the connection

Open the Data page, click Add data source, and select QuickBooks Online.

The Connect a new data source modal on the Accounting tab with the QuickBooks connector tile highlighted.

Authorize Go Fig

A QuickBooks login window opens. Sign in and select the company file you want to connect.

The QuickBooks connect screen with an Authorize button to redirect to QuickBooks for account access.

Wait for the first sync

The initial sync pulls historical data (up to 100 years, subject to your Go Fig plan). Depending on the size of your company, this typically takes a few minutes to a few hours.

(Optional) Enable MCP

If you want AI agents to access or write to QuickBooks through Go Fig, turn on MCP access on this connector and your org-level MCP settings.

Supported streams

Go Fig syncs the following QuickBooks tables. Each row in these tables matches a QuickBooks entity.

Transactional data

Windowed full refresh. Records deleted or voided in QuickBooks are automatically removed from Go Fig (within the 100-day rolling window).

Stream	Description
`invoices`	Customer invoices (AR). Header fields + line items.
`bills`	Vendor bills (AP). Header fields + line items.
`journal_entries`	Manual journal entries. Debit/credit lines with account and amount.
`payments`	Customer payments (AR receipts). Links to invoices via applied amounts.
`bill_payments`	Payments made against vendor bills.
`credit_memos`	Customer credit memos (returns, refunds, adjustments).
`sales_receipts`	Sales paid immediately (no invoice cycle).
`purchases`	Cash purchases and expenses not tied to a bill.
`vendor_credits`	Credits issued by vendors (returns, rebates).
`refund_receipts`	Refunds issued to customers.
`deposits`	Bank deposits that bundle multiple payments.
`transfers`	Transfers between bank accounts.
`estimates`	Quotes / estimates issued to customers.
`purchase_orders`	POs issued to vendors.
`time_activities`	Time entries for employees or vendors (billable / non-billable).

Master data

Full refresh. Complete reference list, refreshed every sync.

Stream	Description
`accounts`	Chart of Accounts: every account with type, classification, and balance.
`customers`	All customers, including parent/sub-customer hierarchy.
`vendors`	All vendors.
`items`	Products and services (inventory, non-inventory, service, bundle).
`employees`	Employees on record.
`departments`	Departments / locations used for class tracking.
`classes`	Classes (for class-based reporting).
`tax_rates`	Sales tax rates.
`tax_codes`	Sales tax codes (combinations of rates).
`tax_agencies`	Tax authorities.
`payment_methods`	Configured payment methods (Cash, Check, Visa, etc.).
`terms`	Payment terms (Net 30, Due on Receipt, etc.).

Append-only

Cursor-based incremental sync.

Stream	Description
`budgets`	Budget records with per-period, per-account allocations.

Derived reports

On top of the raw streams, Go Fig builds pre-calculated financial report tables you can use in Flows, Boards, and through MCP:

Report table	What it contains
`income_statement_report`	Monthly P&L (revenue, COGS, expenses, net income). Accrual or cash basis based on your org’s Accounting Basis setting.
`balance_sheet_report`	Monthly balance sheet with running balances computed from a transaction-based general ledger.
`cashflow_statement_report`	Monthly cash flow by category (operating / investing / financing).
`general_ledger_report`	Full GL detail: every debit and credit with account, date, and linked transaction.
`ar_aging_report`	Open AR aging by customer and bucket (Current, 1-30, 31-60, 61-90, 90+).
`ap_aging_report`	Open AP aging by vendor and bucket.
`budget_monthly_report`	Budget vs. actual by month.
`budget_daily_report`	Budget pacing by day.
`expenses_sales_enhanced_report`	Revenue, COGS, and expenses with customer / vendor / item enrichment.
`recognized_revenue_report`	Recognized (earned) revenue for accrual-basis organizations that use deferred revenue. Revenue is recorded on the service date for deferred invoice lines, and on the transaction date for direct income and revenue-account journal entries.

These are built automatically after each sync and are what AI agents should use for most reporting questions, since they’re faster and more reliable than asking QuickBooks to compute reports on the fly.

MCP operations

With MCP access turned on for this connector, AI agents can perform the following operations directly against your QuickBooks company. Reads are available anytime MCP is on. Writes also require organization-level AI Write-Back to be enabled.

Entity	Create	Get	Search	Update	Delete	Deactivate
Invoice	✓	✓	✓	✓	✓	N/A
Bill	✓	✓	✓	✓	✓	N/A
Journal Entry	✓	✓	✓	✓	✓	N/A
Estimate	✓	✓	✓	✓	✓	N/A
Bill Payment	✓	✓	✓	✓	✓	N/A
Purchase	✓	✓	✓	✓	✓	N/A
Customer	✓	✓	✓	✓	N/A	✓
Vendor	✓	✓	✓	✓	N/A	✓
Item	✓	✓	✓	✓	N/A	✓
Employee	✓	✓	✓	✓	N/A	✓
Account	✓	✓	✓	✓	N/A	✓

QuickBooks Online does not allow hard-delete of master data (customers, vendors, items, employees, accounts). Go Fig exposes a deactivate operation instead, which marks the record inactive. Transactional entities support true deletion.

In addition to per-entity operations, AI agents can call accounting_batch to execute up to 30 mixed create/update/delete operations in a single request, ideal for bulk imports from Excel.

Example prompts

Try these in Claude for Excel, ChatGPT, Gemini, or any connected MCP agent:

“List the 10 most recent invoices.”
“Show me AR aging by customer.”
“Create a journal entry dated today: $1,200 debit to Rent Expense,$ 1,200 credit to Checking.”
“For each row in this sheet, create a bill in QuickBooks.”
“Deactivate the customer named ‘Old Client Inc.’”
“Pull YTD revenue grouped by customer.”

Safety model

Every write is confirmed. AI agents preview the operation before posting. Nothing is written to QuickBooks without your explicit approval.
Stale-data protection. Updates use QuickBooks’ SyncToken for optimistic concurrency. If a record changed between the read and the write, the update fails rather than silently overwriting.
Full audit trail. Every MCP write is logged with user, timestamp, parameters, and result. Available in the organization’s permission audit log.

Troubleshooting

My QuickBooks data looks stale

Ask an agent to “Refresh my QuickBooks data”, or trigger a sync manually from the connector settings. If the data is still stale, check the connector’s health badge on the Data page.

Writes fail with 'authentication expired'

Your QuickBooks OAuth tokens have expired. Open the QuickBooks connector in Go Fig and click Reauthenticate. Once reconnected, MCP writes resume immediately.

An agent can't write to QuickBooks

Write operations require three settings to be enabled: organization MCP access, organization AI Write-Back, and MCP Access on this connector.

A report looks wrong

Go Fig’s derived reports (P&L, balance sheet, cash flow) reflect what’s in QuickBooks at sync time. If numbers don’t match QuickBooks, first confirm the data is fresh then check your Accounting Basis setting in Organization Settings. This determines accrual vs. cash P&L.

​What you get

​Connect QuickBooks

​Supported streams

​Transactional data

​Master data

​Append-only

​Derived reports

​MCP operations

​Example prompts

​Safety model

​Troubleshooting

What you get

Connect QuickBooks

Supported streams

Transactional data

Master data

Append-only

Derived reports

MCP operations

Example prompts

Safety model

Troubleshooting