> For the complete documentation index, see [llms.txt](https://docs.mosofin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mosofin.com/sources/mosofin-source/quickbooks/best-practices.md).

# Best practices

Use these checks whenever you connect a company or review its data through Claude.

![Verify the workspace and QuickBooks connection](/files/N4w0vWAHvIbt0rpumWJy)

## Group entities intentionally

Use clearly named workspaces so users understand which client or group of related entities they contain. Each workspace can authorize up to five QuickBooks entities and has its own separate allowance. Check the workspace and entity before connecting QuickBooks or asking Claude a question.

![Connect QuickBooks entities to the intended workspace](/files/XsLK94bzx1SFTalCrJsc)

## Use the minimum necessary access

Keep routine, low-risk reads enabled. Require permission for sensitive tools that need a human checkpoint, and disable capabilities the workspace should not use.

## Ask with complete reporting context

Include the date range, comparison period, accounting basis, and objective. For example: `Compare accrual-basis gross margin for June 2026 with May 2026 and identify the accounts driving the change.`

## Verify important results

Review significant figures against QuickBooks before making decisions or sharing a final client deliverable. MosoFin and Claude support analysis, but the user remains responsible for professional review.

## Monitor the connection

Reconnect promptly when MosoFin reports an expired authorization. Review Activity when investigating an unexpected tool result or permission change.


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