QuickBooks Online

Connect Pencel to Intuit QuickBooks Online to give your agents read access to your accounting data — invoices, bills, customers, vendors, and financial reports — plus the ability to log an expense with your approval.

Trust Level	Partner
Transport	Builtin (local MCP server)
Auth	One-click embedded OAuth
Activation	When relevant (default)

Pencel is local-first: your QuickBooks financial data is read on your own device by a local server that talks directly to Intuit. It is never stored on, or transmitted to, Pencel's servers. See the Privacy Policy for details.

What Your Agent Can Do

The QuickBooks Online integration is read-focused, with a single, approval-gated write action.

Read — invoices, bills, customers, vendors, items, accounts, payments, estimates, purchase orders, and more, plus financial reports:

• Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, General Ledger
• A/R and A/P aging, customer sales, vendor expenses, customer/vendor balances

Write (one action, always with your approval)

• Log an expense (a QuickBooks Purchase). Every expense requires your explicit, per-transaction confirmation before it is sent to QuickBooks. Pencel does not create, modify, or delete any other records.

Connecting

1. Open the Marketplace or Settings → Connections.
2. Click Connect on the QuickBooks Online card.
3. A browser window opens — sign in with your Intuit account and choose the company you want to connect.
4. Click Authorize. You're returned to Pencel and the connection shows Connected.

That's one-click setup — no API keys or manual configuration.

Reconnecting

QuickBooks access tokens are refreshed automatically. If access is revoked, or the refresh token expires (Intuit refresh tokens expire after ~100 days of inactivity), the connection will show an error status. Click Connect (or Re-authorize) on the connection card to restart the authorization flow and restore access.

Disconnecting

You can disconnect at any time, and we recommend doing both steps to fully remove access:

1. In Pencel: open Settings → Connections, find QuickBooks Online, and click Disconnect. This deletes the stored access and refresh tokens from your device's OS keychain and stops the local server.
2. At Intuit (revoke access): sign in to your Intuit account at accounts.intuit.com, open your connected-apps / security settings, and remove Pencel's access. This revokes the authorization on Intuit's side.

After disconnecting, Pencel can no longer access your QuickBooks data.

What Data We Access and How It's Handled

• On-device: all QuickBooks financial data is retrieved and processed locally by a server running on your machine, which communicates directly with Intuit. Pencel's servers never see, store, or proxy your financial data.
• OAuth only: so that Intuit credentials are never embedded in the app, Pencel's servers broker only the OAuth token exchange and periodic token refresh. No accounting or financial data passes through this step — only the short-lived authorization tokens.
• AI providers: when you ask an agent to do something with your QuickBooks data, only the data needed for that request is sent to the AI provider you have configured (Anthropic, Google, or OpenAI), subject to that provider's terms. Pencel does not use your QuickBooks data to train any models.

Example: Monthly Financial Summary

Pull the Profit & Loss and Cash Flow reports from QuickBooks for last month. Summarize revenue, top expenses, and month-over-month changes, and save it to the workspace as a markdown file under /finance/[month].md.

Example: Overdue Invoices Check

List overdue invoices from QuickBooks with the customer name, amount, and days overdue, sorted by amount. Flag any over 60 days.

Troubleshooting

Problem	Solution
Connection shows error after working previously	Access or refresh token expired/revoked — click Connect to re-authorize.
"Company (realmId) missing" on connect	Retry the connection; the company id is captured during authorization.
A report or entity returns no data	The feature may not be available on your QuickBooks subscription tier — this is expected and does not affect other features.
An expense didn't post	The write requires your explicit approval; if you didn't approve it, nothing is sent. Check the approval prompt in the agent run.