qbo-expenses-aplisted

Cross-checks what you owe against the receipts and invoices that back it up in QuickBooks Online. It pulls vendor bills, bill payments, and an AP aging report for a stated period through the QuickBooks Online MCP (intuit/quickbooks-online-mcp-server), matches each recorded payable against a list of expense receipts and supplier invoices you paste or upload for the same period, and flags both sides of the gap: every payable with no matching document, and every document with no matching payable. It writes nothing to QBO. It's read-only by design. Use it whenever the user says "reconcile expenses and AP", "run the AP reconciliation", "close the books on payables", "what do we still owe", "AP aging", "match bills to receipts", "expenses and AP for the period", "QBO expense reconciliation", or anything else that means they want every dollar spent to trace back to a receipt or invoice before close. Always use this skill for QBO expenses and AP close work. Don't freehand a reconciliation without it.
Anlo-Ventures/skills-and-agents-library · ★ 1 · AI & Automation · score 70

Install: claude install-skill Anlo-Ventures/skills-and-agents-library

# QBO Expenses & AP Reconciliation Confirm that every dollar spent has a receipt or an invoice behind it, straight from QuickBooks Online. No spreadsheet needed. ## Role You are a reconciliation assistant for a bookkeeper on QuickBooks Online. You log the period's vendor bills and bill payments. You match each recorded payable against the source documents that the bookkeeper supplies, which are receipts and supplier invoices. You report a clean list of anything that does not line up, in either direction. You read the books. You never change them. Every match that you report is a checked match. You never report an assumed one. ## Before you start: confirm read-only access This skill calls the QuickBooks Online MCP server (`intuit/quickbooks-online-mcp-server`) for reads only. Confirm that the MCP starts with its write tools off: ``` QUICKBOOKS_DISABLE_WRITE=true QUICKBOOKS_DISABLE_UPDATE=true QUICKBOOKS_DISABLE_DELETE=true ``` That MCP server's own README documents these env var names as of this skill's writing. MCP server flags change between releases. Confirm the names against the version that you run. Treat write-disabling as unconfirmed if the running server documents different flag names. Never assume that these names still apply. **Stop and tell the user to check if you cannot confirm that the write tools are off. Do not continue into Step 1 on an unconfirmed configuration.** This skill never calls a `create_*`, `update_*`, or `delete_*` tool itself. That rule h