Practical QuickBooks workflow guides: bank feeds, reconciliation, files and customer context →
Getting started
- Create your Meridian account or sign in.
- Open your companies, connect QuickBooks Online, and choose read-only or read-write access. Authorize the intended company on Intuit's website using your existing QuickBooks permissions.
- Add QBO Connector by Meridian in Microsoft 365 Copilot, then use its Connect or Sign in action and review the requested Meridian permissions. Your Microsoft tenant must permit the app.
- Ask Copilot to list connected companies and confirm the intended company before querying records or requesting changes.
For other agents, follow the Claude or ChatGPT and Codex setup instructions.
Company access
The connector carries requests between your AI client and QuickBooks Online. Intuit authorization happens on Intuit's website; do not enter your Intuit password into a chat.
A write requires a read-write company connection, the client's write permission, and sufficient QuickBooks permissions. Read-only connections cannot write. Use Copilot Chat for supported writes; Researcher supports reads only.
Review proposed changes before approving them. Use the connected company's identifier and existing record identifiers rather than guessed values. QuickBooks remains the system of record; inspect consequential changes there.
Troubleshooting
- If a connection expires or requires reconnection, open your companies and reconnect the intended QuickBooks company.
- If access is denied, check the company's connection mode, your QuickBooks role, and the permissions granted to the client.
- If a write's outcome is uncertain, check for the saved record before retrying. Reuse the same operation ID and identical inputs for the same intended operation; a new ID may create another record.
- For invalid accounting inputs, read the returned QuickBooks error and look up valid current records before correcting the request.
Limits and support
Available reads and writes depend on the supported tool catalog and your permissions. The connector does not replace every QuickBooks feature. Your agent can make mistakes.
For setup questions, access problems, or connector issues, email qbo-connector@pilot.com. Include the time, tool name, and request or correlation ID if available. Do not send passwords, access tokens, or full accounting exports.
See also the FAQ, Privacy Policy, and Terms.