Prepare for your next agency finance review with answers from your connected QuickBooks data. Use Catchr MCP in ChatGPT or Claude to examine invoice balances, review sales item quantities and check unapplied payment amounts.
Connect QuickBooks, select the relevant account and start asking questions about the figures you need for your freelance business or agency.
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Catchr connects QuickBooks company information, customers, invoices, invoice lines and payments. Choose the records and fields that answer your reporting question, from open customer balances to the detail behind invoice amounts.
Use Invoice Total Amount, Invoice Balance and Deposit to examine billed amounts, remaining balances and deposits recorded on invoices. Add Total Tax and Invoice Line Count for more context.
Home Total Amount provides the home currency total, while Invoice Exchange Rate shows the exchange rate recorded on the invoice. Keep these measures distinct when preparing your financial summary.
Review invoice line Amount alongside Sales Item Quantity and Sales Item Unit Price. These fields help you identify lines with large quantities or unit prices that deserve a closer look.
Where populated, Expense Account ID and Expense Account Name provide the linked expense account context. Keep line amounts separate from invoice totals so your report does not count the same billed amount twice.
Explore Customer Balance by billing country, region or city to understand where open customer balances sit. Company address fields provide geographic context for the business being reported on.
Review Payment Total Amount, Unapplied Amount and Payment Line Count to inspect payment amounts and linked lines. Deposit Account ID and Deposit Account Name let you organize payment reporting by the recorded deposit account.
A focused balance check, a recurring report and a follow-up question need different approaches. Use the same supported QuickBooks entities to guide your analysis, assemble a report or query connected data through Catchr MCP.
Build a report when you need a consistent view of QuickBooks balances and payments. Use Catchr MCP when you want to ask a focused question, adjust a threshold or explore the invoice line detail behind your review.
Connect QuickBooks to Catchr through the Intuit authorization flow and select the relevant QuickBooks account. Then connect your AI destination through Catchr MCP and specify that account in your questions.
Start with one task, such as reviewing remaining invoice balances or finding payments with unapplied amounts. Reporting queries do not modify your QuickBooks source data.
Replace the bracketed placeholders with your account and review thresholds. Each prompt focuses on supported QuickBooks fields and asks for an inspectable result you can use in your next finance discussion.
Using Catchr, which invoices in [QuickBooks account] have an Invoice Balance above [balance threshold]? Return Invoice Balance, Invoice Total Amount, Deposit, Total Tax and Home Total Amount, ordered by Invoice Balance from highest to lowest. Keep invoice totals and home currency totals separately labeled, and do not classify invoices as overdue from their balance alone.
Copy promptUsing Catchr, which invoice lines in [QuickBooks account] have a Sales Item Unit Price above [unit price threshold]? Show Sales Item Quantity, Sales Item Unit Price, Amount, Expense Account ID and Expense Account Name where populated. Sort by Sales Item Unit Price descending and highlight missing quantities or prices without filling them in.
Copy promptUsing Catchr, which payments in [QuickBooks account] have an Unapplied Amount above [unapplied amount threshold]? Show Payment Total Amount, Unapplied Amount, Payment Line Count, Deposit Account ID and Deposit Account Name. Organize the results by deposit account and sort each group by Unapplied Amount descending. Do not infer which invoices should receive these amounts.
Copy promptUsing Catchr, which customer records in [QuickBooks account] have a Customer Balance above [customer balance threshold] and a Billing Address Country matching [country]? Show Customer Balance, Primary Email, Billing Address Country, Billing Address Region and Billing Address City. Sort by Customer Balance descending and flag missing contact or location values for review.
Copy promptYou can work with company information, customers, invoices, invoice lines and payments. Supported questions include checking remaining invoice balances, reviewing sales item quantities and unit prices, and finding unapplied payment amounts.
Authorize QuickBooks through Intuit in Catchr, select the relevant account and connect ChatGPT or Claude through Catchr MCP. Include the selected account and the fields or thresholds you want to examine in your prompt.
Customer Balance is the open balance on a customer. Invoice Balance is the remaining balance on an invoice. Unapplied Amount is the amount remaining unapplied on a payment. They describe different records and should not be added together as one outstanding balance.
No. Invoice Balance shows the amount remaining, but does not establish whether an invoice is overdue. The listed invoice fields do not include a due date, so use balance thresholds to prioritize review rather than label invoices overdue.
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