• LIST
  • STATUS
  • DETAILS
  • HUMAN

How to track unpaid invoices with your AI

Connect your QuickBooks Online account to your AI client once. After that, you can ask questions about who owes you money and how much.

Ask AI about this page

Short answer

How can I see which invoices are overdue?

Your AI queries your QuickBooks Online transaction history to find specific customer balances and unpaid amounts. You'll get a clear list of who hasn't paid and exactly what they owe. Here is what you can do with this data.

The results you get.

Where your data lands.

The AI processes your QuickBooks data into these specific outcomes.

LIST

Overdue invoice lists

The AI pulls every unpaid invoice from your history. You get a clean list of amounts and due dates.

STATUS

Customer payment status

The AI checks specific customer records to see if they have recent payments on file. This shows you who is current and who is late.

DETAILS

Specific balance checks

You can ask for the exact balance of a single client. The AI looks up their specific history to give you a real number.

HUMAN

Manual collection steps

The AI identifies the problem, but you still handle the actual outreach. You decide when to call a client or send a reminder.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat interface and your QuickBooks data.

  1. Scan transactions

    The AI looks through your entire invoice history to find anything marked as unpaid.

    list_invoices

  2. Check customer records

    It pulls specific details for the clients you are asking about to see their standing.

    get_customer

  3. Verify recent payments

    The AI checks if any recent money has come in to offset the outstanding balance.

    get_payment

  4. Summarize findings

    The AI compiles the raw data into a plain English response for you to read.

    list_invoices

Try it

Copy these to start.

Use these prompts once you have connected your account.

Starting points

These are basic ways to start. Swap out the names like 'Acme Corp' with your actual client names.

QuickBooks Online Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_VFVvoZ2OXcrTVKwKgQb3qVACT2JSVXlVM1bvs3RT/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — QuickBooks Online capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "quickbooks-online-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_VFVvoZ2OXcrTVKwKgQb3qVACT2JSVXlVM1bvs3RT/mcp"
    }
  }
}
Copy into chat04

  • Which customers have unpaid invoices over $500?

  • Show me all outstanding balances for Acme Corp.

  • List all invoices that are more than 30 days overdue.

  • Did the last payment from Globex Inc cover their oldest invoice?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect QuickBooks Online once, then ask.

You only need to link your account one time. Your login credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect QuickBooks Online to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send an email to my customers for me?

    No. The AI can only read your invoice and payment data. You have to send the actual emails yourself.

  • 02

    Can the AI change an invoice status to 'Paid'?

    No. This MCP only has tools to read data. It cannot modify, delete, or create any records in QuickBooks Online.

  • 03

    Does the AI see my bank account details?

    No. It only accesses the invoice and customer data provided by the specific tools in the manifest.

  • 04

    Can I ask about specific invoice numbers?

    Yes. Once the AI has access to your transaction history, you can ask about specific IDs or amounts.

  • 05

    Will this work with any AI client?

    It works with any client that supports the Model Context Protocol (MCP).

  • More questions about QuickBooks Online? See everything the QuickBooks Online Connector can do

Connect QuickBooks Online to Claude, Cursor, ChatGPT & more