Zeno for QuickBooks Desktop
Review-gated bookkeeping in QuickBooks Desktop on Windows: reports, SQL, batches, reversal.
Runs on your machine from its package; the steps are below.
What it does
- Reads
- Writes
- High impact
At most: moves money, runs code or commands, deletes data, or sends messages for you.
What it costs
FreeOdel charges nothing per call. The publisher may charge for its own service.
Runs locally over stdio
This server isn't hosted — your MCP client launches it from a package registry. Use one of the commands below, or drop the config into your client (e.g. Claude Desktop).
Distributed as an MCP bundle (`https://github.com/Zeno-Services/zeno-quickbooks-desktop/releases/download/v1.14.1/zeno-quickbooks-desktop-1.14.1.mcpb`) — download it and import the bundle in your MCP client.
Bookkeeping in QuickBooks Desktop with a person's review before anything posts. This plugin teaches Claude, Codex and the ChatGPT desktop app how to work a QuickBooks Desktop company file through Zeno: set up and register company files, answer questions from the books, prepare batches of bills, checks, journal entries, invoices and payments for a person to approve, correct work that is already posted, and leave a record the next session can pick up.
What you need
- A Windows PC with QuickBooks Desktop (Pro, Premier, Accountant or Enterprise) installed and the company file open.
- Zeno for QuickBooks Desktop, installed on that same PC from
zenofirm.com/quickbooks-desktop.
The installer provides the
qb_*tools and connects them to Claude, the ChatGPT desktop app and Codex. Quit and reopen your chat client after it runs.
Without the installed program these skills have no tools to call and will say so. The company file is read on the workstation and is never uploaded.
Skills
| Skill | Use it to |
|---|---|
zeno-qb-setup | Connect company files, check licence and read-only status, get past the first QuickBooks authorization. |
zeno-qb-analysis | Answer questions: statements from QuickBooks' own reports, anything else from a local SQL copy. |
zeno-qb-batch | Prepare, review, apply and reverse batches. Nothing posts until a person approves. |
zeno-qb-corrections | Fix, void, delete or merge what is already in the books, smallest change first. |
zeno-qb-continuity | Resume pending work, follow playbooks, and record rules, knowledge and the work log. |
Try: "Set up Zeno with my QuickBooks company files", "What did we spend on fuel last quarter?", or "Show me the batches waiting for review."
What this plugin runs and sends
This plugin is instructions only. It contains no programs, hooks or MCP server declarations, runs nothing on install, and sends nothing anywhere.
The tools it describes come from the separately installed Zeno program, which runs on the workstation and talks to QuickBooks through Intuit's QuickBooks Desktop SDK. That program keeps its journal and local copy of the books on the same PC. It makes network calls only for these purposes: one anonymous check for a newer release at zenofirm.com, and, if a firm enrolls the workstation in a Zeno Cloud account, the exchange with api.zenofirm.com that enrollment describes. The licence check is offline. See the privacy policy and what it cannot do.
Support
zenofirm.com/support or support@zenofirm.com. Documentation: zenofirm.com/docs/quickbooks-desktop.
This plugin's skill files are MIT licensed (see LICENSE). The Zeno for
QuickBooks Desktop program is licensed separately under its end user licence
agreement. QuickBooks is a trademark of Intuit Inc.; Zeno is not affiliated
with or endorsed by Intuit.
