Community
Plugins, tutorials and articles for getting more out of Switchbooks.
Have a question? See common questions or ask your own.
Plugins
Use Switchbooks inside the assistant you already work in.
ChatGPT
Install the plugin from the ChatGPT directory and ask about your books, or have ChatGPT post and reconcile.
ChatGPT plugin directoryClaude
Connect from the Claude directory and ask for a P&L, a payee search, or what is waiting in To Review.
Claude directoryCursor
Add it from the Cursor marketplace and work the books from the same chat you code in.
Cursor marketplaceGrok Bot
Install the plugin from the Grok Bot marketplace and give your Bot the books.
Grok Bot marketplaceThe MCP server URL and full tool list are on the AI assistants page.
Tutorials
Step-by-step guides, from first connection to working with Elliott.
Connect ChatGPT, Claude, Cursor or Grok Bot to Switchbooks
Install Switchbooks as a plugin in ChatGPT, add it as a connector in Claude, from the Cursor marketplace, or as a plugin in Grok Bot, then ask about your books in plain English. What the connection can do, what it cannot, and how to disconnect.
Read the tutorialMigrate from QuickBooks Online
Export three CSV files from QuickBooks Online, upload them to Switchbooks, and bring over your payees, chart of accounts, and transaction history in minutes.
Read the tutorialRules and automatic categorization
How transactions get categorized in Switchbooks: rules run first, the agent suggests the rest, and only rules with auto-post enabled post anything by themselves.
Read the tutorialWorking with Elliott
How to get the most out of Elliott: what to ask, how he decides, when he asks you, how to undo, and what he hands back to the app.
Read the tutorialGetting Started with Switchbooks
Connect your bank accounts, review your first transactions, and let the agent handle categorization. A step-by-step first-week guide to Switchbooks.
Read the tutorialBlog posts
Bookkeeping, QuickBooks, and running more than one company.
How to Use ChatGPT for Bookkeeping: Paste a Statement, or Connect Your Books
Two ways to use ChatGPT for bookkeeping: paste a statement with the right prompts, or connect it to your books through a plugin. Steps, prompts, limits.
October 20, 2026QuickBooks' AI Agents, Explained by a Former Bookkeeping Firm Owner
QuickBooks' AI agents sort the easy rows and wait for your click on the rest. Which plan has each agent, what $85 to $340 buys, and what still needs you.
October 20, 2026Which AI Agents, Plugins and Connectors Actually Do the Books? A Six-Question Test (2026)
Which AI agents, plugins and connectors actually do the books in ChatGPT, Claude, Grok Bot and Cursor, and a six-question test to run before you trust one with a month.
October 17, 202610 Best ChatGPT Plugins for Small Business Owners in 2026
Ten ChatGPT plugins a small business owner would actually hand to an assistant: books, inbox, files, CRM, payments, payroll and store.
October 17, 2026Your books, done.
$25/month. Every feature included.