Connect Perplexity and Computer to QuickBooks Online

Use DeepLedger's remote MCP connector to bring QuickBooks Online tools into Perplexity conversations and Computer workflows. Connect the company to DeepLedger first, then authorize Perplexity. This is a DeepLedger connection, not an Intuit-built Perplexity integration.

What you can do after connecting

Through DeepLedger, you can ask your AI agent to:

• Record purchases: bills, expenses, bill payments, and vendor credits.
• Manage sales records: estimates, invoices, customer payments, sales receipts, customer credits, and refund receipts.
• Record other transactions: bank deposits, transfers between accounts, and journal entries.
• Run reports: profit and loss, balance sheet, cash flow, accounts receivable and payable aging, general ledger, and trial balance.
• Prepare month-end close: track close checks, flag issues, assemble financial statements, and propose adjusting entries in DeepLedger's Close Sheet. You review the work and sign off in the portal.
• Work through tasks: raise questions, request missing documents, hand work between you and the AI agent, and track resolution in DeepLedger's Tasks.
• Find supporting information: look up customers, vendors, accounts, transactions, connected bank-feed entries, and uploaded documents.

Before you start

• A DeepLedger account with access to the intended QuickBooks Online company.
• That company connected under Settings → Company and QBO Connect → Companies → Connect QB, with Intuit authorization completed by someone permitted to connect it.
• Perplexity Pro, Max or Enterprise access. Its March announcement covers custom remote connectors in conversations and Computer, and Computer access for Pro, Max and Enterprise users. Enterprise administrators control member-added connectors. The cited connector documentation does not supply a separate regional eligibility list; check availability in your account before buying a plan for this workflow.

Step 1: Add the remote connector

In Perplexity's web interface, open Account settings → Connectors → + Custom connector → Remote. Enter:

Review the acknowledgement and choose Add. Open the connector card to authenticate and enable it. These controls follow Perplexity's remote-connector instructions.

Step 2: Authorize DeepLedger

Sign in on the DeepLedger authorization page with the account that can access your company, review the requested access, and return to Perplexity to confirm the connector is enabled. DeepLedger implements OAuth discovery and dynamic client registration, so start with discovery rather than supplying invented client credentials. Do not put your DeepLedger password or Intuit tokens into a conversation.

Step 3: Choose chat or Computer

Use a Perplexity conversation for an interactive report request, or start a Computer task for a multi-step workflow. Make DeepLedger available in that conversation or task and explicitly ask to use it. Check the actual tool response using the next section. A connector saved in settings is not proof that a particular task invoked it. Personal Computer's device access is a separate setup and is not needed for this hosted endpoint.

Next step: verify one company and one report

In DeepLedger Settings → Company and QBO Connect, find the intended company under Companies. If it is not connected, choose Connect QB and have an authorized person complete Intuit sign-in. Start with a demo company when testing a new AI provider; do not send private business reports until your organization has approved that provider and its data settings.

With DeepLedger enabled in your AI client, ask:

Using DeepLedger, list the companies I can access and identify the active company. Ask me which company to use. After I choose, select it and confirm its name and company identifier. Do not create or change accounting records.

Company selection can persist across your connected AI clients. Confirm it again when changing sessions; a company-bound credential may not allow switching. See selecting the right QuickBooks company.

Then replace the bracketed name with that confirmed company:

Using DeepLedger for [confirmed company], retrieve the profit and loss for September 1 through September 30, 2026, on an accrual basis. Show the returned company name and identifier, exact dates, accounting basis, currency, income, expenses and net income. Do not create or change accounting records. If the company or report settings cannot be confirmed, stop and explain the missing information.

In QuickBooks Online → Reports → Profit and Loss, run the report for the same company, September 1–30, 2026, accrual basis, currency and filters. Compare income, expenses and net income, then investigate any differing account lines. A successful tool response includes report data and matching context; a “connected” badge or an AI summary alone is not verification. If totals differ, correct the context and rerun before relying on the result. Follow the P&L analysis and verification workflow.

A read-only prompt is not read-only permissions. The connection can expose write tools; review permissions and proposed actions. After the report agrees, choose a real task from the journal-entry review workflow or overdue-invoice workflow, adapting the client-specific steps to your AI app.

Example prompts to try next

Replace the bracketed details with your own company, dates and account names.

Record a paid expense

Using DeepLedger for [company], record a [currency and amount] software subscription paid to [vendor] on [date] from [bank or credit card account], categorized to [expense account]. Check for an existing transaction and show me the proposed entry before saving. After I confirm, record it and return the QuickBooks transaction reference.

Record an unpaid bill

Using DeepLedger for [company], prepare an unpaid bill from this attached vendor invoice. Check for duplicates, use the invoice number, date, due date, line amounts and taxes, and propose the expense categories. Ask me for missing details and show the bill for confirmation before recording it.

Run financial reports

Using DeepLedger for [company], get the profit and loss for [start date] through [end date] and the balance sheet as of [end date], using [cash or accrual] basis. Show the company, dates, currency and report totals, then summarize the main changes from the previous period.

Save and reuse a custom report

In DeepLedger for [company], save a custom report called "Monthly business review": last month's accrual profit and loss compared with the prior month, plus the balance sheet as of last month-end. Include instructions to highlight the largest changes in income and expenses. Run it now.

Next time:

Using DeepLedger for [company], run my saved "Monthly business review" for [start date] through [end date].

The custom report definition is saved in DeepLedger and retrieves current QuickBooks data each time you run it.

Troubleshooting

• No custom-connector control: verify your subscription and account. In Enterprise, ask the administrator whether member-added connectors are enabled; only administrators can share organization-wide connectors.
• OAuth or validation fails: check the exact HTTPS URL and Streamable HTTP selection. If a client-secret prompt blocks discovery, stop and contact support rather than guessing credentials. Record the error without tokens.
• Connected but no report: explicitly request DeepLedger, inspect whether a tool was called, and resolve company access or expired QuickBooks authorization before retrying.
• Wrong company or totals: repeat company selection and compare identical dates, basis, currency and filters in QuickBooks.
• Remove access: use the connector's ellipsis menu to manage or remove it. Removing Perplexity's connector does not delete QuickBooks records.

Testing scope and next action

Documentation and configuration last verified October 2, 2026. This guide was checked against the linked vendor documentation and DeepLedger's server implementation. We did not complete a new OAuth grant or retrieve an account-level report in this client during this revision. The prompts are suggested checks, not claimed test results. Have the account owner complete sign-in and the demo-company report comparison above before using business data.

Return to AI platforms and integrations or resolve a connection error with the MCP troubleshooting guide.