Setup Guide
How to Connect QuickBooks to Polar.
A Polar account with your stack connected and QuickBooks connected over MCP. Polar reads the QuickBooks API and adds expenses, COGS and fees into your semantic layer.
01 · What you need
A Polar account with your stack
A Polar account with Shopify and your sources connected. QuickBooks costs blend onto the revenue Polar already governs.
Connect your data →A QuickBooks account
A QuickBooks Online account with the expense, COGS and fee data you want reflected in your P&L.
Open QuickBooks →The QuickBooks MCP
The MCP connection is how Polar reaches QuickBooks' API and writes the accounting data into your semantic layer.
02 · Add QuickBooks data over MCP
1
Connect QuickBooks over MCP ~5 min
Polar reaches the QuickBooks API.
The MCP takes the QuickBooks API and lets Polar read your accounting, expenses, COGS, fees, then add that data into your Polar semantic layer, no separate pipeline to build.
2
Map the cost data ~2 min
Expenses, COGS, fees.
1
Tell Polar which QuickBooks accounts map to COGS, operating expenses and fees.
2
Once mapped, the costs behave like any other governed source, blended with revenue from Shopify and the rest.
add QuickBooks operating expenses to Polar
map COGS and fees from QuickBooks
map COGS and fees from QuickBooks
3
See true profit the payoff
Costs and revenue, one view.
Your operating expenses and fees now sit next to revenue in Polar, so contribution margin and net profit are calculated on real cost, everywhere, not just in accounting.
Side by side
Profit calculated on what you actually spent.
QuickBooks holds the costs Shopify never saw. Until they reach your reporting, margin is a revenue number with a guess attached to it.
QuickBooks on its ownthe books
+
QuickBooks with Polarthe books, in your P&L
Operating expenses, COGS and fees live in accounting, not in reporting.
Expenses, COGS and fees read over MCP and added onto governed revenue.
Margin is calculated on revenue, so it flatters every channel.
Contribution margin and net profit computed on real cost.
Finance and marketing quote different profit numbers.
One definition of profit, the one your finance team already uses.
Reconciling the month is a manual export in both directions.
The costs land in the same model as the revenue, on a schedule.
The Gap
Costs in over MCP. Real profit out.
The QuickBooks MCP lets Polar read the API and add expenses, COGS and fees into your semantic layer, blended with governed revenue, so contribution margin and net profit are calculated on real cost.
QuickBooks
expenses, COGS & fees over MCP
true margin & net profit