Before you start
You need an email address for the workspace, access to the AI client you plan to use, and permission to authorize the QuickBooks Online company in Intuit. If another person controls one of those accounts, they can complete its consent screen in their own browser.1. Create the workspace
Start a firm workspace and name the firm. Zeno accepts sign-in through Google, Microsoft, or Intuit. The email address used for the owner becomes the first address allowed into the firm.2. Connect your AI client
On Get started, choose Claude, ChatGPT, Claude Code, Codex, Cursor, or VS Code. The console supplies the install link or command. Your client opens a browser consent screen; approve it while signed in to the Zeno console. When the connection finishes, the page names the client and opens the QuickBooks step. If the approval returns to a different tab, come back to the Zeno tab. It checks for the new connection automatically. See Connecting an AI client for manual configuration and client-specific troubleshooting.3. Connect QuickBooks Online
Choose Connect to QuickBooks, sign in to Intuit, and select the company. Intuit returns you to Clients, where the first sync reports its progress. You can leave the page while it runs. When the sync finishes, open First look beside the company. It points out items worth checking and drafts client knowledge from what Zeno found. Review each draft before confirming it; a draft does not guide later work until a person confirms it.Add the people who need access
An owner invites colleagues under Settings → Team. Give operators approval rights, use members for bookkeeping without approval, and use cardholder for a person who should see only their own company-card claims. Access can also be limited to named client companies. See People and roles. Your first operational queue depends on the work already waiting:- Documents that arrived by email or upload start in the firm inbox.
- Bank or card activity starts in the queue.
- Existing cleanup or a prepared batch starts in Plans.