Connect an AI app
Use the Authorized apps page to start from Connect, or follow the setup instructions in the AI app you want to use. Connect shows the MCP URL and app-specific setup details in the Add an AI app dialog.
When you sign in from the AI app, Connect asks you to choose the workspace it can use. Pick the workspace that contains the QuickBooks companies you want that app to access.
After you approve the connection, the app appears in Authorized apps in that workspace. If you need to use a different workspace, reconnect the app and choose the other workspace when Connect asks.
Only connect AI apps you trust. You can choose Revoke access for an app from Authorized apps when it should no longer use this workspace.
Choose a model for accounting work
Section titled “Choose a model for accounting work”For multi-step accounting work, choose the strongest general-purpose or reasoning model your AI app offers. Avoid the cheapest or fastest option as your default when a stronger model is available. Learn how to choose a model for accounting work.