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Accounting · Connects through OAuth

MetaWurks + QuickBooks.Your Ledger, Doing the Prep.

Pull P&Ls, match 1099s and deposits, find overdue invoices and answer questions from the ledger.

  • Sign in on the app's own screen
  • No passwords stored
  • Disconnect anytime

Tax Prep Agent

QuickBooksconnectedXeroconnectedGmailconnected
  1. Pulled P&L and balance sheet from QuickBooks
  2. Matched 1099s to bank depositsMatched
  3. 3 missing receiptsNeeds review
  4. Client document request drafted in GmailNot sent
  5. Tax organizer and workpapers drafted
Ready for your review

Sample run · fictional data

What Can MetaWurks Do with QuickBooks?

Connected through Intuit's own sign-in, MetaWurks reads your QuickBooks Online reports, transactions and invoices so agents can pull a client's P&L and balance sheet, match 1099s to deposits, find overdue invoices and answer questions like "What was Q3 contractor spend?" with the source attached. It drafts; you post.

Short answer · Updated
Once connected

What MetaWurks Can Do with QuickBooks†

What It Reads

  • Profit & loss, balance sheet and trial balance reports
  • Transactions, deposits and bank-feed matches
  • Invoices, customers and vendors
  • Contractor and 1099 vendor payments

What Agents Do

  • Matches 1099s to bank deposits and flags what doesn't tie out
  • Flags uncategorized and missing-receipt transactions
  • Finds overdue invoices and drafts reminders for your approval
  • Answers ledger questions with a cite to the report or record

What It Never Does

  • Posts journal entries or changes your books on its own
  • Sends anything to a client without your approval
  • Stores your Intuit password

† Pending confirmation before launch: the exact read/write capabilities listed for each integration.

Try asking

Ask in Plain English.

Questions like these run against your own QuickBooks data. Every answer shows where it came from.

What did Harbor & Pine spend on contractors in Q3 vs Q2?
Which 1099s don't match a deposit for 2025?
List invoices more than 30 days overdue and draft reminders.
Setup

Connect QuickBooks in About a Minute.

  1. Open Integrations

    In your MetaWurks workspace, open Integrations and choose QuickBooks.

  2. Sign in on QuickBooks' Own Screen

    MetaWurks receives an encrypted access token. It never sees or stores your password.

  3. Ask or Run an Agent

    Ask a question or run an agent that uses QuickBooks. Disconnect anytime and the token is revoked.

FAQ

QuickBooks + MetaWurks: Your Questions.

How do I connect QuickBooks to MetaWurks?

Open Integrations in MetaWurks, choose QuickBooks and sign in on Intuit's own screen. MetaWurks receives an encrypted access token, never your password. It takes about a minute and needs no IT team.

Can I disconnect QuickBooks later?

Yes, anytime. Disconnecting QuickBooks revokes MetaWurks' access token, and agents stop reading it immediately.

Does MetaWurks work with QuickBooks Desktop?

MetaWurks connects to QuickBooks Online through Intuit's OAuth sign-in. For Desktop files, ask on a 1:1 call about exporting reports into your Data Library.

Will MetaWurks change anything in my QuickBooks file?

Agents read and draft. They do not post entries or edit records on their own; anything that would change your books waits for you.

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Works with your current tools · Every answer cited · Drafts wait for your OK · Data never sold