# Connect Claude to QuickBooks and automate your tasks ## Why integrate Claude with QuickBooks The Claude to QuickBooks integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code. ### Generate product content from your Shopify catalog automatically When a product is created or updated in Shopify, MESA passes the details to Claude and writes a ready-to-use description, title, or meta tag. Your catalog stays populated with quality content without a writer producing every piece from scratch. ### Summarize customer and order context before your team responds When a customer reaches out, places a high-value order, or shows a churn signal, MESA passes the relevant Shopify data to Claude and delivers a plain-English summary to your team through Slack or your support tool. Your team acts on context, not raw data. ### Classify and route orders using AI judgment When an order arrives with ambiguous or complex details — a custom request, an unusual product combination, an edge case your rules don't cover — MESA passes it to Claude to classify and determine the right workflow. Your order routing handles the unexpected without a rule for every scenario. ### Send every Shopify order to QuickBooks automatically When an order is placed, MESA creates the corresponding record in QuickBooks — customer, line items, amount — without anyone touching it. Your books stay current from the moment a sale happens. ### Create QuickBooks invoices from Shopify orders When a wholesale or B2B order comes in, MESA generates an invoice in QuickBooks and routes it to the right customer account. Your billing process runs without manual data entry between systems. ### Keep customer records consistent across both platforms When a new customer places their first Shopify order, MESA creates or updates their record in QuickBooks. Your accounting and your store always reflect the same customer data. ## Build any Claude and QuickBooks automation MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running. ###### Credit Memo Created Starts when a credit memo is created. - ID - Line - Customer Ref - Sync Token - Currency Ref - Txn Date - Custom Field - Print Status - Total Amt - Apply Tax After Discount - Doc Number - Txn Tax Detail - Email Status - Bill Addr - Meta Data - Remaining Credit - Balance - Domain - Sparse ###### Customer Created Starts when a customer is created. - ID - Sync Token - Display Name - Title - Given Name - Middle Name - Suffix - Family Name - Primary Email Addr - Resale Num - Secondary Tax Identifier - Default Tax Code Ref - Preferred Delivery Method - GSTIN - Sales Term Ref - Customer Type Ref - Fax - Business Number - Bill With Parent - Currency Ref - Mobile - Job - Balance With Jobs - Primary Phone - Open Balance Date - Taxable - Alternate Phone - Meta Data - Parent Ref - Notes - Web Addr - Active - Company Name - Balance - Ship Addr - Payment Method Ref - Is Project - Source - Primary Tax Identifier - G S T Registration Type - Print On Check Name - Bill Addr - Fully Qualified Name - Level - Tax Exemption Reason ID ###### Customer Deleted Starts when a customer is removed. ###### Customer Updated Starts when a customer is modified. - ID - Sync Token - Display Name - Title - Given Name - Middle Name - Suffix - Family Name - Primary Email Addr - Resale Num - Secondary Tax Identifier - Default Tax Code Ref - Preferred Delivery Method - GSTIN - Sales Term Ref - Customer Type Ref - Fax - Business Number - Bill With Parent - Currency Ref - Mobile - Job - Balance With Jobs - Primary Phone - Open Balance Date - Taxable - Alternate Phone - Meta Data - Parent Ref - Notes - Web Addr - Active - Company Name - Balance - Ship Addr - Payment Method Ref - Is Project - Source - Primary Tax Identifier - G S T Registration Type - Print On Check Name - Bill Addr - Fully Qualified Name - Level - Tax Exemption Reason ID ###### Invoice Created Starts when an invoice is created. - ID - Line - Customer Ref - Sync Token - Ship From Addr - Currency Ref - Doc Number - Bill Email - Txn Date - Ship Date - Tracking Num - Class Ref - Print Status - Sales Term Ref - Txn Source - Linked Txn - Deposit To Account Ref - Global Tax Calculation - Allow Online A C H Payment - Transaction Location Type - Due Date - Meta Data - Private Note - Bill Email Cc - Customer Memo - Email Status - Project Ref - Exchange Rate - Deposit - Txn Tax Detail - Allow Online Credit Card Payment - Allow Online Payment - Domain - Sparse - Custom Field - Bill Addr - Ship Addr - Total Amt - Home Total Amt - Apply Tax After Discount - Balance ###### Invoice Deleted Starts when an invoice is removed. ###### Invoice Updated Starts when an invoice is modified. - ID - Line - Customer Ref - Sync Token - Ship From Addr - Currency Ref - Doc Number - Bill Email - Txn Date - Ship Date - Tracking Num - Class Ref - Print Status - Sales Term Ref - Txn Source - Linked Txn - Deposit To Account Ref - Global Tax Calculation - Allow Online A C H Payment - Transaction Location Type - Due Date - Meta Data - Private Note - Bill Email Cc - Customer Memo - Email Status - Project Ref - Exchange Rate - Deposit - Txn Tax Detail - Allow Online Credit Card Payment - Allow Online Payment - Domain - Sparse - Custom Field - Bill Addr - Ship Addr - Total Amt - Home Total Amt - Apply Tax After Discount - Balance ###### Item Created Starts when an item is created. - ID - Item Category Type - Name - Sync Token - Inv Start Date - Type - Qty On Hand - Asset Account Ref - Sku - Sales Tax Included - Track Qty On Hand - Sales Tax Code Ref - Class Ref - Source - Purchase Tax Included - Description - Abatement Rate - Sub Item - Taxable - U Q C Display Text - Reorder Point - Purchase Desc - Meta Data - Pref Vendor Ref - Active - UQCId - Reverse Charge Rate - Purchase Tax Code Ref - Service Type - Purchase Cost - Parent Ref - Unit Price - Fully Qualified Name - Expense Account Ref - Level - Income Account Ref - Tax Classification Ref ###### Item Deleted Starts when an item is removed. ###### Item Updated Starts when an item is modified. - ID - Item Category Type - Name - Sync Token - Inv Start Date - Type - Qty On Hand - Asset Account Ref - Sku - Sales Tax Included - Track Qty On Hand - Sales Tax Code Ref - Class Ref - Source - Purchase Tax Included - Description - Abatement Rate - Sub Item - Taxable - U Q C Display Text - Reorder Point - Purchase Desc - Meta Data - Pref Vendor Ref - Active - UQCId - Reverse Charge Rate - Purchase Tax Code Ref - Service Type - Purchase Cost - Parent Ref - Unit Price - Fully Qualified Name - Expense Account Ref - Level - Income Account Ref - Tax Classification Ref ###### Query Account List Report Request an account list report. ###### Query Aged Payable Detail Report Request an aged payable detail report. ###### Query Aged Payables Report Request an aged payables report. ###### Query Aged Receivable Detail Report Request an aged receivable detail report. ###### Query Aged Receivables Report Request an aged receivables report. ###### Query Balance Sheet Report Request a balance sheet report. ###### Query Cash Flow Report Request a cash flow report. ###### Query Class Sales Report Request a class sales report. ###### Query for Invoice Query for invoices. - ID - Line - Customer Ref - Sync Token - Ship From Addr - Currency Ref - Doc Number - Bill Email - Txn Date - Ship Date - Tracking Num - Class Ref - Print Status - Sales Term Ref - Txn Source - Linked Txn - Deposit To Account Ref - Global Tax Calculation - Allow Online A C H Payment - Transaction Location Type - Due Date - Meta Data - Private Note - Bill Email Cc - Customer Memo - Email Status - Project Ref - Exchange Rate - Deposit - Txn Tax Detail - Allow Online Credit Card Payment - Allow Online Payment - Domain - Sparse - Custom Field - Bill Addr - Ship Addr - Total Amt - Home Total Amt - Apply Tax After Discount - Balance ###### Query for Item Query for items. - ID - Item Category Type - Name - Sync Token - Inv Start Date - Type - Qty On Hand - Asset Account Ref - Sku - Sales Tax Included - Track Qty On Hand - Sales Tax Code Ref - Class Ref - Source - Purchase Tax Included - Description - Abatement Rate - Sub Item - Taxable - U Q C Display Text - Reorder Point - Purchase Desc - Meta Data - Pref Vendor Ref - Active - UQCId - Reverse Charge Rate - Purchase Tax Code Ref - Service Type - Purchase Cost - Parent Ref - Unit Price - Fully Qualified Name - Expense Account Ref - Level - Income Account Ref - Tax Classification Ref ###### Integrate Claude with QuickBooks today. 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