Give Claude or ChatGPT your bills, receipts or bank statement and ask it to prepare the entries in QuickBooks Desktop. Review the accounts and amounts, set aside anything that needs an answer, and approve what is ready to post. Zeno connects your AI assistant to the QuickBooks you already use.
Setup guide → · How you review the work →
Signed installer · · SHA-256
Describe the task in your own words. Your assistant uses the accounts, customers and vendors already in your books to prepare the work or answer your question.
“Prepare these supplier bills. Show me anything that might already be entered.”
Your AI prepares the entries for review. You check the coding and amounts, with possible duplicates and missing information called out.
“Code this card statement using our usual accounts. Leave the charges with missing receipts for me.”
Saved rules handle familiar vendors. You can approve the ready entries and leave the rest until you have what you need.
“Why did repairs cost more this month? Show me the bills.”
Ask follow-up questions and check the transactions behind the answer. Owners can understand the books without taking over the bookkeeping.
In this example using Intuit’s sample company, Claude prepared eight Mastercard charges. The reviewer approved seven and held a restaurant charge while waiting for its receipt. The ready work could be finished without guessing about the missing receipt.
Claude prepared eight charges from the Mastercard statement. Saved rules supplied the coding for familiar vendors, and Zeno flagged a future date for the reviewer to check.
The reviewer held the $96.40 Alan’s Diner charge while waiting for its receipt. The other seven charges, totaling $2,102.77, were approved for posting.
All seven approved charges appear in the QuickBooks register. The restaurant charge was left out. Zeno kept the results and the reason it was held for the next person working on the books.
See the entries in QuickBooks Desktop (original screenshot, opens in a new tab) ↗Example using a sample company · Original screenshots from August 2026 in Claude Desktop, the installed Zeno console, and QuickBooks Enterprise Contractor 24.0 using Intuit’s Sample Quality‑Built Construction company file.View the QuickBooks Desktop register (opens in a new tab) ·View work log detail (opens in a new tab) ·View coding rules (opens in a new tab) ·View a proposed coding rule (opens in a new tab)
Save recurring instructions with the company they belong to. Your assistant can use them the next time you work on those books, even in a new conversation.
Confirm a rule such as “Lucchini Fuel goes to Gas & Oil.” Zeno uses it to code future matching transactions for review.
Save how a client splits an expense or the steps in their monthly close. Those instructions are available when your assistant prepares the next task.
See what was requested, what was approved and what posted. The next bookkeeper can find the reason for a decision without searching an old chat.
See the proposed accounts, amounts and supporting documents in Zeno. Leave out anything you are unsure about and approve the entries you are ready to post.
Afterward, you can see what QuickBooks recorded and who approved it. Zeno also offers reversal for supported entries; what can be undone depends on the transaction and the current books.
Zeno checks that QuickBooks has the company file you selected open before preparing the work.
Review the coding, amounts, possible duplicates and missing information together.
Your approval covers the entries you reviewed. Relevant changes in QuickBooks can require another review before posting.
Check the result of each entry, including anything that could not be posted, and return to the unfinished work.
Prepare customer invoices, record payments, work through the close or clean up old entries. Find the tasks that take up your week and see how Zeno can help.
Install Zeno on the Windows PC where you use QuickBooks Desktop. The setup guide helps you choose your company file, approve access in QuickBooks and connect your assistant.
Your company file stays on your PC. The records your assistant requests are sent to Claude or ChatGPT under your account’s settings and policies.
Try the full product for 250 transaction postings with no credit card. A licence lets you continue posting and includes 12 months of updates. After that, updates are optional and your covered version keeps working. QuickBooks and your AI subscription are separate purchases.
Managing clients through Zeno for Firms? The Desktop connector is included on every workstation. The licences below are for using Zeno independently, without a Zeno account.
Deciding what comes next for QuickBooks Desktop? Read about service changes and your options.
Read the Desktop guide →Already using SaasAnt or Transaction Pro? Compare how each handles bulk entry, corrections and review.
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