Connect QuickBooks to Perplexity
Send QuickBooks invoices, customers, payments and 30 more data types to Perplexity on a schedule. Pick columns and add your own filters. Refresh as often as every 15 minutes.
Perplexity
Which QuickBooks customers have invoices more than 30 days overdue, and what is the total?
Querying the QuickBooks data set in Coupler.io
How to connect QuickBooks and Perplexity
5 steps. You can preview the QuickBooks data in Coupler.io before anything reaches Perplexity.
Step 1 of 5
Connect QuickBooks
Sign in to QuickBooks and authorize Coupler.io. There's no API key to copy.
Sign in with QuickBooks
Step 2 of 5
Choose what to export
Pick the QuickBooks data you want in Perplexity.
Show 25 more data types Show fewer data types
Step 3 of 5
Fine-tune the export
Optional settings for this QuickBooks export.
Line in the Split by field.Step 4 of 5
Connect Perplexity
In Perplexity, add a connector named coupler-io that runs the Coupler.io MCP server in Docker, then paste your personal access token.
Step 5 of 5
Set a schedule
Perplexity sees the data as of the last run. Run it as often as every 15 minutes.
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33 data types, including Invoice, Customer, Payment, Account and Attachable.
You sign in to QuickBooks and authorize Coupler.io. There's no API key to copy.
Yes. Pick from 108 columns in 4 groups, and only those reach Perplexity.
Yes. Add filter conditions in the source settings to keep only the QuickBooks records you need.
No. The data stays in Coupler.io, and Perplexity queries it read-only when you ask a question. It can't edit or delete QuickBooks rows.
A Perplexity account and Docker. Perplexity reaches Coupler.io through a local MCP server that runs in Docker.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example Xero or Stripe, and join or append them before the data reaches Perplexity.
