Erhalten Sie in Claude Antworten zu Forderungen, Verbindlichkeiten und Budgetabweichungen aus Ihrer laufenden QuickBooks-Buchhaltung, mit maskierten Kundendaten, bevor das Modell sie sieht.
Weniger Tokens, bessere Antworten.
Geringere KI-Kosten für dieselbe Arbeit
Präzisere, zuverlässigere Antworten
Nur Lesezugriff
Nutzt die QuickBooks-Daten, die Sie bereits synchronisieren
Welche Kunden schulden uns am meisten, und wie alt ist ihre älteste unbezahlte Rechnung?
ClaudeAntwort · QuickBooks
Northwind Supply hat mit 19.400 $ den größten offenen Saldo, fast so viel wie die nächsten beiden Kunden zusammen (22.460 $). Die älteste offene Rechnung war am 14. Juli fällig.
Customer name
Open balance
Ältestes Due date
Northwind SupplyAR Aging Detail Report
19.400 $
14. Jul. 2026
Bluebird StudioAR Aging Detail Report
12.180 $
3. Aug. 2026
Harbor DentalAR Aging Detail Report
10.280 $
21. Aug. 2026
Open balance stammt aus dem AR Aging Detail Report, der bei jedem Lauf alle aktuellen Daten lädt, nicht aus der Summe der Rechnungshistorie.
Quelle
QuickBooks · Stand Mo 06:40 UTC
Zeitraum
Offene Posten zum 28. Sep. 2026
Fragen Sie Claude zu Ihren QuickBooks-Daten...
Beispielantwort · fiktives Konto und fiktive Zahlen
QuickBooks in Claude
Fragen, die Claude aus Ihren QuickBooks-Daten beantwortet
QuickBooks ist eine Buchhaltungssoftware für kleine und mittlere Unternehmen. Dataddo extrahiert daraus Transaktionen und Standardberichte, von Rechnungen und Eingangsrechnungen bis zur Altersstruktur von Forderungen und Verbindlichkeiten, Cashflow sowie Gewinn und Verlust.
Mahnvorbereitung in einem Gespräch
Fragen Sie Claude
Welche Kunden im AR Aging Detail Report haben ein Open balance, das mehr als 60 Tage über dem Due date liegt? Gruppiere nach Customer name, größte zuerst.
Vor dem wöchentlichen Mahngespräch erhält die AR-Spezialistin die Überfälligkeitsliste und fragt dann nach den Payments hinter jedem Namen, statt die Alterstabelle neu aufzubauen.
Budget gegen Ist
Fragen Sie Claude
Wo liegen wir dieses Jahr über dem Budget? Vergleiche Budget Detail - Amount pro Konto mit den passenden Account-Summen in Profit and Loss V2.
Zum Monatsende stellt der Controller Budgets und die GuV-Zusammenfassung in einem Chat nebeneinander und geht dann in Profit and Loss Detail auf die Zeilen ein, die über Plan liegen.
Eine Alterszusammenfassung aus Claude Code
Fragen Sie Claude
Frage den AR Aging Detail Report über den dataddo-Server ab und schreibe das überfällige Open balance nach Customer name in reports/ar-aging.md.
Ein Finance-Analyst, der seine Monatsabschluss-Notizen in einem Repository führt, lässt Claude Code den Abschnitt zur Altersstruktur aus aktuellen Daten erzeugen, statt Zahlen von Hand einzufügen.
Data to AI™ ist während der privaten Vorabversion kostenlos. Wir nehmen Teams in Wellen auf und entwickeln das Produkt mit ihrem Feedback weiter. Zum Launch wird es so abgerechnet wie die KI-Assistenten, die Ihr Team bereits nutzt. Sie brauchen individuelle Verträge oder Mengenpreise? Sprechen Sie mit uns über Enterprise.
Data to AITM
Stellen Sie Claude, ChatGPT und anderen KI-Tools governte Geschäftsdaten über MCP bereit.
Private Vorabversion
Kostenlos in der Vorabversion
Unternehmen
Stellen Sie Dataddo flexibel in jeder Cloud- oder Hybridumgebung bereit.
Altersbericht, Rechnungsliste und Zahlungen werden getrennt erstellt und exportiert und dann als Dateien an einen Claude-Chat angehängt.
Claude liest AR Aging Detail Report, Invoices und Payments über den Konnektor Dataddo Data Access, den Sie in jedem Chat über das Menü + aktivieren.
Keine Exporte zum Anhängen
Kundennamen und Kontaktdaten
Ein Hauptbuch- oder Kundenexport legt jeden Kunden- und Lieferantennamen in eine Datei, die mit dem Modell geteilt wird.
Schließen Sie Spalten aus oder hashen Sie sie beim Erstellen der Quelle, sodass Klarnamen Claude nie erreichen, während gehashte Werte weiterhin über Datensätze hinweg verknüpfbar sind.
Personenbezogene Daten bleiben draußen
Große Transaktionshistorien
Eine lange Rechnungshistorie, die in einem Rutsch exportiert wird, bricht leicht ab, und Claude kann nicht erkennen, dass die angehängte Datei unvollständig ist.
Laden Sie die Historie mit einem Data Backfill in Batches von bis zu 1.000 Zeilen, dem Limit der QuickBooks API, und Claude fragt den gesamten Flow ab.
Vollständige Historie zum Abfragen
Kontrolle über jedes Tool
Alles, was in einen Chat hochgeladen wird, ist vollständig sichtbar, ohne Schritt zwischen der Frage und den Daten.
Claude zeigt die Tool-Berechtigungen von Dataddo an, und Sie entscheiden, ob jedes Tool frei läuft oder zuerst nachfragt.
Sie entscheiden, was läuft
Token-Verbrauch
Claude verbraucht Tokens, um rohe QuickBooks-Spalten zu erkunden, Zeilen zu sichten und neu anzusetzen, bis die Daten verstanden sind.
Felddefinitionen und Beziehungen werden vorab geliefert, sodass das Modell die Erkundung überspringt und direkt antwortet.
Weniger Tokens pro Antwort
Antwortqualität
Anfällig für falsche Joins, erfundene Felder und schwer überprüfbare Zahlen.
Antworten auf Basis definierter Felder. Im Dataddo-Benchmark wurden 78,5 % der Fragen korrekt beantwortet, gegenüber 65,5 % mit einfachen CSV-Dateien.
Bessere Antworten
Datensätze
QuickBooks-Datensätze, die Sie in Claude nutzen können
Die QuickBooks-Datensätze, die Finance- und RevOps-Teams am häufigsten nutzen, mit ihren echten Feldnamen. Claude fragt sie über die semantische Schicht von Dataddo beim Namen ab.
Liste kuratierter Datasets
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Transaction datetx_date
datetime
Transaction typetxn_type
string
Document numberdoc_num
string
Vendorvend_name
empfindlichstring
Due datedue_date
datetime
Past duepast_due
integer
Amountamount
float
Open balanceopen_balance
float
Categorycategory
string
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Transaction datetx_date
string
Transaction typetxn_type
string
Document numberdoc_num
string
Vendorvend_name
empfindlichstring
Due datedue_date
datetime
Past duepast_due
integer
Amountamount
float
Open balanceopen_balance
float
Sectionsection
string
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Transaction datetx_date
datetime
Transaction typetxn_type
string
Document numberdoc_num
string
Customer namecust_name
empfindlichstring
Locationlocation
string
Due datedue_date
datetime
Amountamount
float
Open balanceopen_balance
float
Categorycategory
string
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Transaction datetx_date
string
Transaction typetxn_type
string
Document numberdoc_num
string
Customer namecust_name
empfindlichstring
Locationdept_name
string
Due datedue_date
datetime
Amountsubt_amount
float
Open balancesubt_open_balance
float
Sectionsection
string
Account Sub TypeThe account sub-type classificationAccountSubType
string
Account TypeA detailed account classification that specifies the use of this accountAccountType
string
ClassificationThe classification of an account.Classification
string
Account NumberUser-defined account numberAcctNum
string
ActiveWhether is the account active or notActive
integer
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Current BalanceSpecifies the balance amount for the current AccountCurrentBalance
float
Current Balance With Sub AccountsSpecifies the cumulative balance amount for the current Account and all its sub-accountsCurrentBalanceWithSubAccounts
float
Fully Qualified NameFully qualified name of the objectFullyQualifiedName
string
IDUnique identifier for this objectid
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
NameUser recognizable name for the AccountName
string
ParentThe ID for the referenced object as found in the Id field of the object payloadParent
string
Sub AccountSpecifies whether this object represents a parent (false) or subaccount (true)SubAccount
integer
Sync TokenVersion number of the objectSyncToken
string
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
account
string
totaltotal
float
Categorycategory
string
Sub-categorysubcategory
string
Sub-sub-categorysubsubcategory
string
Sub-sub-sub-categorysubsubsubcategory
string
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Accountaccount
string
Totaltotal
float
Sectionsection
string
Bank Account NameAn identifying name for the Bank AccountBankAccountName
string
Bank AccountThe ID for the Bank AccountBankAccount
float
Print StatusPrinting status of the invoicePrintStatus
string
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
The ID for the departmentDepartment
string
IDUnique identifier for this objectid
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Pay TypeThe payment typePayType
string
Private NoteUser entered, organization-private note about the transactionPrivateNote
string
Sync TokenVersion number of the objectSyncToken
string
Total AmountIndicates the total amount of the transactionTotalAmt
float
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Vendor NameAn identifying name for the vendorVendorName
empfindlichstring
The ID for the vendorVendor
string
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
AP Account NameAn identifying name for the AP AccountAPAccountName
string
AP AccountThe ID for the AP AccountAPAccount
string
BalanceThe balance reflecting any payments made against the transactionBalance
float
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Department NameAn identifying name for the departmentDepartmentName
string
DepartmentThe ID for the departmentDepartment
string
Doc NumberReference number for the transactionDocNumber
string
Due DateDate when the payment of the transaction is dueDueDate
datetime
IDUnique identifier for this objectid
float
Transaction ID of the related transactionLinkedTxnId
string
Linked Transaction TypeTransaction type of the linked objectLinkedTxnType
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Private NoteUser entered, organization-private note about the transactionPrivateNote
string
Sync TokenVersion number of the objectSyncToken
string
Total AmountIndicates the total amount of the transactionTotalAmt
float
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Vendor NameAn identifying name for the vendorVendorName
empfindlichstring
The ID for the vendorVendor
string
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Line IDLine_Id
string
Line NumLine_LineNum
integer
Line DescriptionLine_Description
string
Line AmountLine_Amount
float
Line Detail TypeLine_DetailType
string
Line Billable StatusLine_BillableStatus
string
Line AccountRef ValueLine_AccountRef_value
string
Line Tax Code RefLine_TaxCodeRef_value
string
Line Account Ref NameLine_AccountRef_name
string
ActiveWhether or not active inactive accounts may be hidden from most display purposes and may not be posted toActive
boolean
Budget Detail - Account Reference - ValueReference to the Account associated with this BudgetDetailBudgetDetail_AccountRef_value
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Budget Detail - Budget DateDate of the individual BudgetDetailBudgetDetail_BudgetDate
datetime
Create TimeTime the entity was created in the source domainCreateTime
datetime
Budget TypeBudget typesBudgetType
string
IDUnique identifier for this objectId
string
End DateBudget end dateEndDate
datetime
Budget Entry TypePeriod that this budget detail coversBudgetEntryType
string
Sync TokenVersion number of the objectSyncToken
string
Budget Detail - AmountAmount assigned to a BudgetDetailBudgetDetail_Amount
float
Budget Detail - Account Reference - NameReference to the Account associated with this BudgetDetailBudgetDetail_AccountRef_name
string
DomainThe source domaindomain
string
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Start DateBudget begin dateStartDate
datetime
NameUser recognizable name for the AccountName
string
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Date MacrodateMacro
string
Timetime
datetime
account
string
totaltotal
float
Categorycategory
string
Subcategorysubcategory
string
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Date Macrodate_macro
string
Timetime
datetime
account
string
totaltotal
float
Sectionsection
string
ActiveIf true, this entity is currently enabled for use by QuickBooksActive
integer
Fully Qualified NameFully qualified name of the entityFullyQualifiedName
string
NameUser recognizable name for the ClassName
string
Sub ClassSpecifies whether this object is a subclassSubClass
float
Sync TokenVersion number of the objectSyncToken
string
IDUnique identifier for this objectid
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Credit Memo IDid
string
Transaction Datetxn_date
datetime
Document Numberdoc_number
string
Customer Namecustomer_ref_name
string
Customer IDcustomer_ref_value
string
Billing Address IDbill_addr_id
string
Total Amounttotal_amt
float
Remaining Creditremaining_credit
float
Sync Tokensync_token
string
Sparsesparse
integer
Line IDline_id
string
Line Numberline_line_num
integer
Line Amountline_amount
float
Line Descriptionline_description
string
Line Detail Typeline_detail_type
string
Item Nameline_item_ref_name
string
Item IDline_item_ref_value
string
Item Account Nameline_item_account_ref_name
string
Item Account IDline_item_account_ref_value
string
Line Quantityline_qty
float
Line Unit Priceline_unit_price
float
ActiveIf true, this entity is currently enabled for use by QuickBooksActive
boolean
BalanceSpecifies the open balance amount or the amount unpaid by the customerBalance
float
Balance With JobsCumulative open balance amount for the Customer (or Job) and all its sub-jobsBalanceWithJobs
float
Bill Address - CityCity nameBillAddrCity
string
Bill Address - Country Sub Division CodeRegion within a countryBillAddrCountrySubDivisionCode
string
Bill Address - CountryCountry nameBillAddrCountry
string
Billing Address - IDUnique identifier of the QuickBooks object for the addressBillAddrId
string
Billing Address - Line 11st line of the addressBillAddrLine1
empfindlichstring
Billing Address - Line 22nd line of the addressBillAddrLine2
empfindlichstring
Billing Address - Postal CodePostal codeBillAddrPostalCode
empfindlichstring
Billing With ParentIf true, this Customer object is billed with its parentBillWithParent
boolean
Company NameThe name of the company associated with the person or organizationCompanyName
string
Currency NameThe full name of the currencyCurrencyName
string
CurrencyThe three letter string representing the ISO 4217 code for the currencyCurrency
string
Display NameThe name of the person or organization as displayedDisplayName
empfindlichstring
Fully Qualified NameFully qualified name of the customerFullyQualifiedName
empfindlichstring
IDUnique identifier for this objectid
string
JobIf true, this is a Job or sub-customerJob
boolean
LevelSpecifies the level of the hierarchy in which the entity is located. Zero specifies the top level of the hierarchy; anything above will be level with respect to the parent. Constraints:up to 5 levelsLevel
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Parent Ref ValueA reference to a value of the customer object that is the immediate parent of the Sub-Customer/Job in the hierarchical Customer:Job listParentRefValue
string
Parent Ref NameA reference to a name of customer object that is the immediate parent of the Sub-Customer/Job in the hierarchical Customer:Job listParentRefName
Print On Check NameName of the person or organization as printed on a checkPrintOnCheckName
empfindlichstring
SSNSocial security number (SSN) of the employeeSSN
empfindlichstring
TitleTitle of the personTitle
string
Released DateRelease date of the employeeReleasedDate
datetime
Create TimeTime the employee was created in the source domainCreateTime
datetime
Last Updated TimeTime the employee was last updated in the source domainLastUpdatedTime
datetime
Sync TokenVersion number of the objectSyncToken
string
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Transaction datetx_date
datetime
Transaction typetxn_type
string
Document numberdoc_num
string
Namename
string
Memomemo
string
Account nameaccount_name
string
Splitsplit
string
Amountamount
float
Balancebalance
float
Categorycategory
string
Subcategorysubcategory
string
Subsubcategorysubsubcategory
string
Subsubsubcategorysubsubsubcategory
string
Subsubsubsubcategorysubsubsubsubcategory
string
Class Nameclass_name
string
account_id
string
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Transaction datetx_date
string
Transaction typetxn_type
string
Document numberdoc_num
string
Namename
string
Memomemo
string
Account nameaccount_name
string
Splitsplit_acc
string
Amountsubt_nat_amount
float
Balancerbal_nat_amount
float
Sectionsection
string
Class Nameklass_name
string
account_id
string
IDUnique identifier for this objectid
string
Allow Online ACH PaymentSpecifies if this invoice can be paid with online bank transfers and corresponds to the Free bank transfer online payment check box on the QuickBooks UIAllowOnlineACHPayment
integer
Allow Online Credit Card PaymentSpecifies if online credit card payments are allowed for this invoice and corresponds to the Cards online payment check box on the QuickBooks UIAllowOnlineCreditCardPayment
integer
Apply Tax After DiscountIf false or null, calculate the sales tax first, and then apply the discountApplyTaxAfterDiscount
integer
Customer MemoUser-entered message to the customer; this message is visible to end user on their transactions.CustomerMemo
string
BalanceThe balance reflecting any payments made against the transactionBalance
float
Billing Address - CityCity nameBillAddrCity
string
Billing Address - Country Sub Division CodeRegion within a countryBillAddrCountrySubDivisionCode
string
Billing Address - IDUnique identifier of the QuickBooks object for the address, used for modifying the addressBillAddrId
string
Billing Address - Address Line 1First line of the addressBillAddrLine1
empfindlichstring
Billing Address - Address Line 2Second line of the addressBillAddrLine2
empfindlichstring
Billing Address - Postal CodePostal codeBillAddrPostalCode
empfindlichstring
Billing Address - EmailIdentifies the e-mail address where the invoice is sentBillEmail
empfindlichstring
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Customer NameAn identifying name for the customerCustomerName
empfindlichstring
The ID for the customerCustomerValue
float
Delivery TimeDelivery date and timeDeliveryTime
datetime
Delivery TypeType of the deliveryDeliveryType
string
Department NameAn identifying name for the departmentDepartmentName
string
The ID for the departmentDepartmentValue
string
Doc NumberReference number for the transactionDocNumber
string
Due DateDate when the payment of the transaction is dueDueDate
datetime
E-Invoice StatusStatus of the eletronic invoiceEInvoiceStatus
string
Email StatusEmail status of the invoiceEmailStatus
string
Created TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Print StatusPrinting status of the invoicePrintStatus
string
Sales TermThe ID for the sales termSalesTerm
string
Sync TokenVersion number of the objectSyncToken
string
Total AmountIndicates the total amount of the transactionTotalAmt
float
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Linked Transaction IDTransaction Id of the related transactionLinkedTxnId
string
Linked Transaction TypeTransaction type of the linked objectLinkedTxnType
string
Invoice IDinvoice_id
string
Transaction Dateinvoice_txn_date
datetime
Document Numberinvoice_doc_number
string
Customer Namecustomer_ref_name
empfindlichstring
Customer IDcustomer_ref_value
string
Billing Address IDbill_addr_id
string
Total Amountinvoice_total_amt
float
Sparseinvoice_sparse
integer
Line IDline_id
string
Line Numberline_line_num
integer
Line Amountline_amount
float
Line Descriptionline_description
string
Line Detail Typeline_detail_type
string
Item Nameline_item_ref_name
string
Item IDline_item_ref_value
string
Item Account Nameline_item_account_ref_name
string
Item Account IDline_item_account_ref_value
string
Line Quantityline_qty
float
Line Unit Priceline_unit_price
float
IDUnique identifier for this objectid
string
NameName of the itemName
string
ActiveIf true, the object is currently enabled for use by QuickBooksActive
integer
Fully Qualified NameFully qualified name of the itemFullyQualifiedName
string
SKUStock keeping unit designator for the itemSku
string
Income Account NameAn identifying name for the income accountIncomeAccountName
string
The ID for the income accountIncomeAccountValue
string
LevelSpecifies the level of the hierarchy in which the entity is locatedLevel
integer
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Parent NameAn identifying name for the parentParentName
string
Parent IDThe ID for the parentParentValue
string
Purchase CostAmount paid when buying or ordering the item, as expressed in the home currencyPurchaseCost
float
Purchase Tax IncludedTrue if the purchase tax is included in the item amount, and therefore is not calculated for the transactionPurchaseTaxIncluded
integer
Sales Tax IncludedTrue if the sales tax is included in the item amount, and therefore is not calculated for the transactionSalesTaxIncluded
integer
Sub ItemIf true, this is a sub item. If false or null, this is a top-level item.SubItem
integer
Sync TokenVersion number of the objectSyncToken
string
TaxableIf true, transactions for this item are taxable. Applicable to US companies, only.Taxable
integer
Quantity On HandCurrent quantity of the Inventory items available for saleQtyOnHand
float
TypeClassification that specifies the use of this itemType
string
Unit PriceCorresponds to the Price/Rate column on the QuickBooks Online UI to specify either unit price, a discount, or a tax rate for itemUnitPrice
float
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
IDUnique identifier for this objectid
string
AdjustmentIndicates the total amount of the transactionAdjustment
float
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Doc NumberReference number for the transactionDocNumber
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Sync TokenVersion number of the objectSyncToken
string
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Line item - AmountThe amount of the line itemLine_Amount
float
Line item - DescriptionFree form text description of the line item that appears in the printed recordLine_Description
string
Line item - IDThe Id of the line itemLine_Id
string
Line item - Account NameAccount name related to the line itemLine_AccountName
string
Account ID related to the line itemLine_AccountID
string
Line item - Posting TypePosting type of the line itemLine_PostingType
string
Line item - Entity NameEntity name related to the line itemLine_EntityName
string
Line Entity ValueLine_EntityValue
string
Line item - Entity IDEntity ID related to the line itemLine_EntityID
string
Line item - Tax AmountTax amount of the line itemLine_TaxAmount
float
Line item - Tax Applicable OnOn what the tax is applicable onLine_TaxApplicableOn
string
Line item - Tax CodeTax code fo the taxLine_TaxCode
string
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
IDUnique identifier for this objectid
string
The ID for the customerCustomerID
float
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Customer NameAn identifying name for the customerCustomerName
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
Process PaymentWhether the payment is processedProcessPayment
integer
Sync TokenVersion number of the objectSyncToken
string
Total AmountIndicates the total amount of the transactionTotalAmt
float
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Unapplied AmountIndicates the amount that has not been applied to pay amounts owed for sales transactionsUnappliedAmt
float
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Itemitem
string
Valuevalue
string
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Transaction datetx_date
datetime
Transaction typetxn_type
string
Document numberdoc_num
string
Namename
string
Dept Namedept_name
string
Klass Nameklass_name
string
Memomemo
string
Splitsplit
string
Amountamount
float
Balancebalance
float
Categorycategory
string
Subcategorysubcategory
string
Subsubcategorysubsubcategory
string
Subsubsubcategorysubsubsubcategory
string
Subsubsubsubcategorysubsubsubsubcategory
string
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Accountaccount
string
Totaltotal
float
Sectionsection
string
IDUnique identifier for this objectid
string
Doc NumberReference number for the transactionDocNumber
string
Sync TokenVersion number of the objectSyncToken
string
Vendor NameAn identifying name for the vendorVendorName
string
The ID for the vendorVendorID
string
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Total AmountIndicates the total amount of the transactionTotalAmt
float
Ap Account NameAn identifying name for the ap accountAPAccountName
string
The id for the ap accountAPAccountID
string
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the iso 4217 code for the currencyCurrency
string
Department NameAn identifying name for the departmentDepartmentName
string
The id for the departmentDepartmentID
string
Email StatusEmail status of the purchase orderEmailStatus
string
Line AmountThe amount of the line itemLine_Amount
float
Line IdThe id of the line itemLine_Id
string
Line DescriptionFree form text description of the line item that appears in the printed recordLine_Description
string
Line Expense Item NameAn identifying name for the item expenseLine_Expense_ItemName
string
The id for the line item expenseLine_Expense_ItemID
string
Line Expense Customer NameAn identifying name for the customerLine_Expense_CustomerName
empfindlichstring
Line Expense Customer IDThe id for the customerLine_Expense_CustomerID
string
Line Expense Billable StatusThe billable statusLine_Expense_BillableStatus
string
Line Expense Tax CodeCode of the used taxLine_Expense_TaxCode
string
Line Expense QuantityNumber of items for the lineLine_Expense_Qty
float
Line Expense Unit PriceUnit price of the subject item as referenced by itemrefLine_Expense_UnitPrice
float
PO StatusPurchase order statusPOStatus
string
Ship Address IdUnique identifier of the quickbooks object for the shipping addressShipAddrId
string
Shipping Address Line 11st line of the addressShipAddrLine1
empfindlichstring
Shipping Address Line 22nd line of the addressShipAddrLine2
empfindlichstring
Shipping Address Line 33rd line of the addressShipAddrLine3
empfindlichstring
Vendor Address CityVendor's city nameVendorAddrCity
string
Vendor Address CountryVendor's country nameVendorAddrCountry
string
Vendor Address Country Subdivision CodeVendor's region of the related countryVendorAddrCountrySubDivisionCode
string
Vendor Address IdUnique identifier of the quickbooks object for the vendor's addressVendorAddrId
string
Vendor Address Line 1Vendor's 1st address lineVendorAddrLine1
empfindlichstring
Vendor Address Postal CodeVendor's postal codeVendorAddrPostalCode
empfindlichstring
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Linked Transaction IdTransaction id of the related transactionLinkedTxnId
string
Linked Transaction TypeTransaction type of the linked objectLinkedTxnType
string
IDUnique identifier for this objectid
string
ActiveIf true, the object is currently enabled for use by QuickBooksActive
integer
Account NameThe ID for the accountAccountName
string
An identifying name for the accountAccountID
float
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Doc NumberReference number for the transactionDocNumber
string
Entity NameAn identifying name for the entityEntityName
string
Entity IDThe ID for the entityEntityID
string
Entity TypeThe type of the entityEntityType
string
Global Tax CalculationMethod in which tax is appliedGlobalTaxCalculation
string
Line item - Account NameAn identifying name for the accountLine_AccountName
string
Line item - Account IDThe ID for the accountLine_AccountID
string
Line item - Billable StatusThe billable status of the expenseLine_BillableStatus
string
Line item - Tax CodeThe ID for the tax codeLine_TaxCode
string
Line item - AmountThe amount of the line itemLine_Amount
float
Line item - DescriptionFree form text description of the line item that appears in the printed recordLine_Description
string
Line item - IDThe Id of the line itemLine_Id
string
Payment TypeType can be Cash, Check, or CreditCardPaymentType
string
Sync TokenVersion number of the objectSyncToken
string
Total AmountIndicates the total amount of the transactionTotalAmt
float
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
IDUnique identifier for this objectid
string
ActiveIf true, this entity is currently enabled for use by QuickBooksActive
boolean
NameUser recognizable name for the tax codeName
string
DescriptionDescription of the tax codeDescription
string
TaxableIf true, transactions for this tax code are taxableTaxable
boolean
Sales Tax Rate ListList of tax rates that apply for sales transactions when this tax code represents a group of tax ratesSalesTaxRateList
json
Purchase Tax Rate ListList of tax rates that apply for purchase transactions when this tax code represents a group of tax ratesPurchaseTaxRateList
json
Sync TokenVersion number of the objectSyncToken
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
boolean
IDUnique identifier for this objectid
string
ActiveIf true, this entity is currently enabled for use by QuickBooksActive
integer
Due DaysNumber of days from delivery of goods or services until the payment is dueDueDays
integer
Discount DaysDiscount applies if paid within this number of daysDiscountDays
integer
Discount PercentDiscount percentage available against an amount if paid within the days specified by DiscountDaysDiscountPercent
float
NameUser recognizable name for the termName
string
Sync TokenVersion number of the objectSyncToken
string
TypeType of the Sales TermType
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
IDUnique identifier for this objectid
string
Billable StatusBillable status of the time recordedBillableStatus
string
Class NameAn identifying name for the classClassName
string
Class IDThe ID for the classClassId
string
Customer NameAn identifying name for the customerCustomerName
empfindlichstring
The ID for the customerCustomerId
string
DescriptionDescription of work completed during time activityDescription
string
Employee NameAn identifying name for the employeeEmployeeName
empfindlichstring
The ID for the employeeEmployeeId
float
Hourly RateHourly bill rate of the employee or vendor for this time activityHourlyRate
float
HoursHours and minutes workedHours
float
Item NameAn identifying name for the itemItemName
string
The ID for the itemItemId
float
MinutesMinutes workedMinutes
float
Name OfEnumeration of time activity types. Valid values: Vendor or Employee.NameOf
string
Sync TokenVersion number of the objectSyncToken
string
TaxableTrue if the time recorded is both billable and taxableTaxable
integer
Transaction DateThe date for the time activityTxnDate
datetime
Vendor NameAn identifying name for the vendorVendorName
empfindlichstring
The ID for the vendorVendorId
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Report NamereportName
string
Currencycurrency
string
Start PeriodstartPeriod
datetime
End PeriodendPeriod
datetime
Transaction datedate
datetime
Transaction typetransaction_type
string
Document numberdoc_num
string
Postingposting
string
Namename
string
Storestore
string
Memomemo
string
Account nameaccount_name
string
Splitsplit
string
Amountamount
float
Report Namereport_name
string
Currencycurrency
string
Start Periodstart_period
datetime
End Periodend_period
datetime
Transaction datetx_date
datetime
Transaction typetxn_type
string
Document numberdoc_num
string
Postingis_no_post
string
Namename
string
Locationdept_name
string
Memomemo
string
Account nameaccount_name
string
Splitother_account
string
Amountsubt_nat_amount
float
Sectionsection
string
IDUnique identifier for this objectid
string
AmountIndicates the total amount of the transactionAmount
float
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
From Account NameAn identifying name for the account from which the transaction is madeFromAccountName
string
The ID for the account from which the transaction is madeFromAccountID
string
Private NoteUser entered, organization-private note about the transactionPrivateNote
string
Sync TokenVersion number of the objectSyncToken
string
To Account NameAn identifying name for the account to which the transfer is madeToAccountName
string
The ID for the account to which the transfer is madeToAccountID
string
Transaction DateThe date entered by the user when this transaction occurredTxnDate
datetime
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
boolean
IDUnique identifier for this objectid
float
ActiveIf true, this object is currently enabled for use by QuickBooksActive
integer
BalanceSpecifies the open balance amount or the amount unpaid by the customerBalance
float
Currency NameThe full name of the currencyCurrencyName
string
CurrencyA three letter string representing the ISO 4217 code for the currencyCurrency
string
Given NameGiven name or first name of a personGivenName
empfindlichstring
Display NameThe name of the vendor as displayedDisplayName
empfindlichstring
Family NameFamily name or the last name of the personFamilyName
empfindlichstring
Print On Check NameName of the person or organization as printed on a checkPrintOnCheckName
empfindlichstring
Sync TokenVersion number of the objectSyncToken
float
Vendor 1099This vendor is an independent contractor; someone who is given a 1099-MISC form at the end of the yearVendor1099
integer
Primary EmailPrimary email addressPrimaryEmail
empfindlichstring
Bill Address - CityCity nameBillAddrCity
string
Bill Address - Line 11st line of the addressBillAddrLine1
empfindlichstring
Bill Address - Postal CodePostal codeBillAddrPostalCode
empfindlichstring
Bill Address - Country Sub Division CodeRegion of the countryBillAddrCountrySubDivisionCode
string
Bill Address - CountryCountry nameBillAddrCountry
string
Bill Address - IDUnique identifier of the QuickBooks object for the addressBillAddrId
string
Primary PhonePrimary phone numberPrimaryPhone
empfindlichstring
Account NumberName or number of the account associated with this vendorAcctNum
string
Company NameThe name of the company associated with the person or organizationCompanyName
string
Web Address URIUniform Resource Identifier for the web siteWebAddrURI
string
Create TimeTime the entity was created in the source domainCreateTime
datetime
Last Updated TimeTime the entity was last updated in the source domainLastUpdatedTime
datetime
DomainThe source domaindomain
string
SparseTrue if the entity representation has a partial set of elementssparse
integer
Fehlt ein Dataset, eine Kennzahl oder ein Attribut?
Sag uns, was fehlt, und wir fügen es dem Connector hinzu.
Läuft nach dem von Ihnen festgelegten Zeitplan, zum Beispiel täglich. Die QuickBooks API liefert bis zu 1.000 Zeilen pro Batch, daher werden größere Historien mit einem Data Backfill in mehreren Batches geladen.
Mehr richtige Antworten. Halb so viele selbstsichere Fehler.
Wir haben 43 vorab registrierte Fragen zu drei echten Datensätzen gestellt - Google Search Console, HubSpot-Deals und Google Ads - und dieselben Zeilen auf vier Arten an dasselbe Modell geliefert. Nur die Datenschicht hat sich geändert.
78,5 %
der Fragen richtig beantwortet - der beste der vier getesteten Bereitstellungswege
2x
weniger selbstsicher falsche Antworten - 14,0 % der Durchläufe gegenüber 24,0 % und 26,3 %
2,8x
mehr richtige Antworten bei unübersichtlichen CRM-Daten - besser bei 8 Fragen, bei keiner schlechter
Richtig beantwortetAlle 43 Fragen - höher ist besser
Dataddo Data to AI™78,5 %
Generischer SQL-Konnektor71,5 %
CSV-Dateien + Dokumentation69,0 %
CSV-Dateien65,5 %
Falsch, aber als Tatsache dargestelltAnteil der Durchläufe - niedriger ist besser
Dataddo Data to AI™14,0 %
CSV-Dateien + Dokumentation24,0 %
Generischer SQL-Konnektor26,3 %
CSV-Dateien33,3 %
Dasselbe Modell, dieselben Prompts und dieselben Zeilen in jeder Bedingung; 759 bewertete Durchläufe, Referenzantworten vor dem ersten Durchlauf festgelegt. Allein bei Google Search Console schnitten dokumentierte CSV-Dateien genauso gut ab wie Data to AI™ - der Vorteil entsteht bei unübersichtlicheren Daten wie HubSpot-Deals.
Erstellen Sie in Dataddo eine QuickBooks-Quelle mit Datensätzen wie Invoices, Payments und AR Aging Detail Report und verknüpfen Sie sie mit einem Claude-Ziel oder AI Model. Fügen Sie in Claude einen benutzerdefinierten Konnektor mit der URL https://headless.dataddo.com/mcp-data hinzu und melden Sie sich an. In Claude Code führen Sie claude mcp add aus.
Wie erhält Claude Zugriff auf meine QuickBooks-Daten?
Dataddo extrahiert QuickBooks-Daten nach Zeitplan und stellt sie über den Data Access MCP-Server bereit. Claude verbindet sich mit Ihrem Dataddo-Login mit diesem Server, nie direkt mit QuickBooks, und liest nur Flows, die mit einem KI-Ziel oder AI Model verknüpft sind.
Kann Claude Buchungen in QuickBooks ändern?
Nein. Claude fragt nur Daten ab, die Dataddo bereits extrahiert hat, nach Entitäts- und Feldname, und Dataddo nimmt vom Modell nie SQL an. Nichts wird in Ihre Bücher zurückgeschrieben, Rechnungen und Zahlungen bleiben also so, wie Sie sie gebucht haben.
Kann ich QuickBooks-Daten in Claude Code nutzen?
Ja. Fügen Sie den Server mit claude mcp add hinzu, melden Sie sich mit /mcp oder claude mcp login dataddo an, und Claude Code kann dieselben QuickBooks-Entitäten abfragen, während Sie in einem Repository arbeiten.
Wie halte ich Kundennamen aus Claude heraus?
Schließen Sie die Spalten beim Erstellen der QuickBooks-Quelle aus oder hashen Sie sie. Gehashte Werte bleiben über Datensätze hinweg verknüpfbar, sodass Claude Rechnungen Zahlungen zuordnen kann, aber Klarnamen erreichen das Modell nie.
Sieht Claude meine gesamte QuickBooks-Historie?
Claude sieht, was der verknüpfte Flow enthält. Die QuickBooks API liefert bis zu 1.000 Zeilen pro Batch, daher werden lange Rechnungshistorien mit einem Data Backfill in mehreren Batches geladen, bevor Sie nach früheren Jahren fragen.
Welchen Claude-Plan brauche ich?
Jeden Plan. Free erlaubt einen benutzerdefinierten Konnektor, Nutzer von Pro und Max fügen ihn selbst hinzu, und bei Team und Enterprise fügt ein Owner ihn einmal hinzu, während sich die Mitglieder mit ihrem eigenen Dataddo-Konto anmelden.