Each QuickBooks company has its own books. If you run several businesses or review several clients, answering one question across them often means switching company files and combining reports yourself.
Quick answer: Connect up to five authorized QuickBooks companies in one MosoFin workspace. Use separate workspaces for clients or companies that need separate permissions and activity histories. To ask across them in Claude, select the workspaces for that question.
Where separate company files slow the review
One small-business owner described the problem on r/claude: several S corps had separate QuickBooks subscriptions, with payroll in one company and 1099s in another. Their bookkeeper wanted to review both in Claude but, in that user’s setup, could connect only one at a time. This is one person’s account, not a current test of Anthropic’s or Intuit’s connectors; check their documentation for today’s limits.
There are several ways to work across company files:
| Approach | What it’s good at | Where it falls short |
|---|---|---|
| QBOA accountant login | Accessing client companies that have invited the accountant | Does not by itself answer a question across separate books |
| Spreadsheets | Combining numbers across entities | Requires manual refresh and reconciliation |
| Separate logins | Accessing each company directly | Results need to be combined for a cross-company question |
| Read-only workspaces (MosoFin) | One login across your entities, plus cross-workspace answers | Shared team access is still a planned membership feature (see below) |
Using separate workspaces
MosoFin approaches multi-entity work with workspaces. A workspace is the isolated review context for one client, company, or related business group — it keeps its own permissions, its own connections, and its own activity history.
The setup has two limits to remember:
- Up to five QuickBooks entities per workspace. Within a single workspace, you can connect up to five authorized QuickBooks entities from the QuickBooks data-source type — so a related group of companies can live together in one review context.
- Unlimited workspaces, each with its own allowance. Every plan includes unlimited workspaces, and every new workspace gets its own separate five-entity QuickBooks allowance. Use separate workspaces when a company or client needs its own permissions and activity history.
A portfolio might look like:
- Workspace: Operations group → up to five related QuickBooks entities
- Workspace: Property LLC → its own QuickBooks entity
- Workspace: Client A (for professionals) → that client’s QuickBooks entities
QuickBooks is the available accounting source for this workflow. Both Starter and Builder include unlimited workspaces; see current plan prices and trial terms.
How to connect multiple QuickBooks companies to Claude
- Add MosoFin in Claude. Turn on the MosoFin connection from Claude’s tool menu — here’s how the Claude connection works.
- Create a workspace per company or group. Connect and authorize up to five QuickBooks entities from the QuickBooks source type within each workspace (read-only). Each new workspace has its own separate allowance.
- Ask in plain language. Select a workspace and ask about that entity’s profit, cash position, invoices, or bills. Bea — MosoFin’s accounting software agent — retrieves the authorized QuickBooks data, and Claude prepares the answer for your review.
- Select workspaces for cross-workspace analysis. When you need the wider picture, explicitly select two or more authorized workspaces and ask the question across them.
Cross-workspace analysis, without the spreadsheet
Select the authorized workspaces you need, then ask across their QuickBooks data:
- “Across the selected companies, what was combined profit last quarter?”
- “What were the recorded cash-account balances by entity at last month-end?”
- “Which of the selected businesses is trending down on margin this year?”
- “Show me each selected entity’s revenue side by side for the last three months.”
Review the answer and its source data before relying on a cross-workspace total.
Cross-workspace analysis is not automatically the same as formal financial consolidation. MosoFin does not currently claim a released consolidation workflow. Buyers who require eliminations, consolidated statements, controlled multi-currency reporting, or formal reconciliation procedures should use a documented and verified workflow before relying on MosoFin for that purpose.
Read multi-entity reporting vs. selected-workspace analysis if you need to decide whether this is enough for your reporting process.
For a deeper look at the selected-workspace workflow, see multi-entity QuickBooks analysis in Claude. For repeatable reporting within a single company, see how to build repeatable QuickBooks report workflows.
Read-only by default — across every workspace
MosoFin’s QuickBooks access is read-only. Bea retrieves authorized data on demand; MosoFin has no tools that create, update, delete, post, send, or pay through QuickBooks. Relevant reads are recorded in each workspace’s activity history.
QuickBooks is the available data source for this workflow. Stripe, PayPal, Shopify, and Square sources are planned, not available here yet. Review financial information before sharing or acting on it.
Tips for a clean multi-entity setup
As you add companies:
- Name workspaces the way you think about the businesses, not by legal entity number — “Retail Co,” “Property LLC,” “Holdings” — so you always know which books you’re in.
- Check each connection. Ask for last month’s profit and compare it with the same report in QuickBooks before relying on the workspace.
- Save the workflow as a Saved Skill. Once the review works, save it as a Saved Skill and rerun the same method against authorized data next month.
Frequently asked questions
Can I connect more than one QuickBooks company in a workspace?
Yes. Within a single MosoFin workspace you can connect up to five authorized QuickBooks entities from the QuickBooks data-source type. Use one workspace for a related group of companies, or separate workspaces when each company needs its own permissions and activity history.
Does each new workspace have its own five-entity QuickBooks allowance?
Yes. Every plan includes unlimited workspaces, and each workspace has its own separate allowance of up to five authorized QuickBooks entities. Connections are not shared across workspaces.
Can I analyze selected workspaces together?
Yes. Explicitly select two or more authorized workspaces and ask the question across them — for example, comparing profit or cash across the selected companies. Only the workspaces you select are read.
Is cross-workspace analysis formal financial consolidation?
No. Cross-workspace analysis combines and explains results across the workspaces you select. MosoFin does not currently claim a released consolidation workflow with eliminations, currency translation, or formal reconciliation controls.
Can MosoFin change QuickBooks data?
No. MosoFin uses read-only QuickBooks access and has no tools that create, update, delete, post, send, or pay through QuickBooks. Relevant reads are recorded in each workspace’s activity history.
Is shared team membership available now?
Not yet. Today you manage your workspaces from your own MosoFin login. Shared access for a bookkeeper or accountant is planned as a future membership feature and is not currently available.
To try this with your own companies, start a $0.99 trial, connect one QuickBooks entity, and compare the first answer with its QuickBooks report. The multi-entity analysis workflow covers the next step.
