← ClaudeAtlas

quickbookslisted

Pulls P&L, balance sheet, and transaction data from QuickBooks Online for business performance tracking and financial reporting. Used by business-agent for monthly P&L review. Configure in vault/business/config.md.
fru-dev3/prevail · ★ 7 · AI & Automation · score 72
Install: claude install-skill fru-dev3/prevail
# QuickBooks **Auth:** Intuit account login (Playwright + Chrome cookies) **URL:** https://app.qbo.intuit.com **Configuration:** Set your Intuit account credentials in `vault/business/config.md` ## Data Available - Profit & Loss report (monthly, quarterly, YTD) - Balance Sheet (assets, liabilities, equity snapshot) - Transaction list by category (CSV export) - Revenue by customer or product/service - Expense breakdown by vendor and category - Accounts receivable aging report - Bank feed reconciliation status ## Configuration Add to `vault/business/config.md`: ``` quickbooks_email: YOUR_INTUIT_EMAIL quickbooks_company_id: YOUR_COMPANY_ID quickbooks_chrome_profile: /Users/YOU/Library/Application Support/Google/Chrome/Default ``` ## Key Reports - Reports → Profit and Loss → set date range → export CSV - Reports → Balance Sheet → export CSV - Reports → Transaction List by Date → export CSV ## Used By - `aireadylife-business-pl-review` — generate monthly P&L and flag variances - `aireadylife-business-build-pl-summary` — produce formatted P&L summary report ## Vault Output `vault/business/financials/`