> 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/common-issues.md). # Common issues Start with the connection status, then check the tool policy and reporting context. ## QuickBooks says Ready to connect Selecting QuickBooks during setup records the source preference but does not authorize a company. Open **Data sources**, select the QuickBooks card, and complete the Intuit authorization flow. ## My QuickBooks company is based in another country MosoFin currently supports QuickBooks companies based in the United States, Australia, Canada, and the United Kingdom. If your company is based elsewhere, do not continue with the connection. Contact MosoFin support to confirm your options. ## The source shows Reconnect The QuickBooks authorization has expired or needs attention. Open the source card and authorize the company again. ## The wrong company was connected Disconnect the source from the workspace, then reconnect the intended company. Review workspace membership and recent Activity if the wrong data may have been accessed. ## API Tools shows no QuickBooks tools Tools appear only when the workspace has an active QuickBooks connection. Connect or reconnect the source, then reload API Tools. ## Claude cannot retrieve a report Confirm the source is live, the required API tool is enabled or approved, and the request includes the required reporting dates. Also confirm that Claude is using the intended MosoFin workspace. ## I need a second QuickBooks company Authorize the additional QuickBooks entity from the QuickBooks source type in the intended workspace. Each workspace supports up to five authorized QuickBooks entities. If the workspace already has five, create another workspace; it will have its own separate five-entity allowance. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.mosofin.com/sources/mosofin-source/quickbooks/common-issues.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.