• Integrations: connect QuickBooks Online

  Connect QuickBooks Online, import your books, and reconnect if Intuit expires the link.Popular

• Invite someone to your workspace, and what each role can see

  Invite a client, bookkeeper, or teammate, and what each role including Client (limited) can do.Popular

• Connect Claude to BooksGPT

  Let Claude read your BooksGPT reports and receipt files with a downloadable connector and an API key.Some readers

• Bring your QuickBooks receipts and attachments across

  After your QuickBooks books are in, bring receipts, check images and bill PDFs across. Files stay saved. After a later reimport, some links need a fresh review on Receipts under Needs linking.Few readers

• Add a workspace and switch between them

  One login holds every workspace. A bookkeeper keeps one per client, a business owner keeps one per company, and a personal workspace holds net worth, budgets, and goals. This is how to add one and move between them. Switch workspaces Click the workspace button in the top bar. It shows the name of the workspace you are in. Pick a workspace from the list. Business and Personal are grouped, and each row shows your role and the workspace currency. An amber dot on a row means thFew readers

• Drive: share documents with your bookkeeper

  A shared folder for the workspace. Upload statements, comment on a file, and see your receipts.Few readers

• Customize your sidebar shortcuts

  Pin pages to the left rail, give one workspace its own set, or reset it to your account default.Few readers