QuickBooks Automation

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---
name: QuickBooks Automation
description: Automate QuickBooks accounting workflows including invoicing, expenses, reporting, and bank reconciliation
version: 1.0.0
author: Claude Office Skills
category: accounting
tags:
  - quickbooks
  - accounting
  - invoicing
  - bookkeeping
  - finance
department: finance
models:
  - claude-3-opus
  - claude-3-sonnet
  - gpt-4
mcp:
  server: accounting-mcp
  tools:
    - qb_invoice
    - qb_expense
    - qb_customer
    - qb_reports
capabilities:
  - Invoice management
  - Expense tracking
  - Financial reporting
  - Bank reconciliation
input:
  - Transaction data
  - Customer information
  - Expense receipts
  - Bank statements
output:
  - Invoices
  - Financial reports
  - Reconciliation status
  - Tax summaries
languages:
  - en
related_skills:
  - invoice-automation
  - expense-tracker
  - financial-modeling
---

# QuickBooks Automation

Comprehensive skill for automating QuickBooks accounting and bookkeeping workflows.

## Core Workflows

### 1. Accounting Pipeline

```
QUICKBOOKS AUTOMATION FLOW:
┌─────────────────────────────────────────────────────────┐
│                    DATA ENTRY                            │
│  Invoices │ Expenses │ Payments │ Bank Feeds            │
└────────────────────────┬────────────────────────────────┘
                         ▼
┌─────────────────────────────────────────────────────────┐
│                   CATEGORIZATION                         │
│  Chart of Accounts │ Classes │ Locations                │
└────────────────────────┬────────────────────────────────┘
                         ▼
┌─────────────────────────────────────────────────────────┐
│                   RECONCILIATION                         │
│  Bank Matching │ Credit Card │ Clearing                 │
└────────────────────────┬────────────────────────────────┘
                         ▼
┌─────────────────────────────────────────────────────────┐
│                    REPORTING                             │
│  P&L │ Balance Sheet │ Cash Flow │ Tax Reports          │
└─────────────────────────────────────────────────────────┘
```

### 2. Automation Rules

```yaml
automation_rules:
  - name: auto_categorize_amazon
    trigger:
      vendor: "Amazon"
    action:
      account: "Office Supplies"
      class: "Operations"
      
  - name: auto_categorize_payroll
    trigger:
      vendor: "Gusto"
    action:
      account: "Payroll Expenses"
      split:
        - account: "Salaries"
          percentage: 85
        - account: "Payroll Taxes"
          percentage: 15
          
  - name: invoice_reminder
    trigger:
      invoice_days_overdue: 7
    action:
      send_reminder_email: true
      add_late_fee: false
```

## Invoice Management

### Invoice Creation

```yaml
invoice_template:
  customer:
    name: "{{customer_name}}"
    email: "{{customer_email}}"
    billing_address: "{{billing_address}}"
    
  header:
    invoice_number: "INV-{{auto_increment}}"
    invoice_date: "{{today}}"
    due_date: "{{today + 30}}"
    terms: "Net 30"
    
  line_items:
    - description: "{{service_description}}"
      quantity: "{{quantity}}"
      rate: "{{unit_price}}"
      amount: "{{quantity * unit_price}}"
      account: "Services Revenue"
      
  footer:
    subtotal: "{{sum_line_items}}"
    tax_rate: "{{tax_percent}}"
    tax_amount: "{{subtotal * tax_rate}}"
    total: "{{subtotal + tax_amount}}"
    
  delivery:
    send_email: true
    cc_accountant: false
    attach_pdf: true
```

### Recurring Invoices

```yaml
recurring_invoices:
  - name: Monthly Retainer
    customer: "Acme Corp"
    frequency: monthly
    day_of_month: 1
    amount: 5000
    description: "Monthly consulting retainer"
    auto_send: true
    
  - name: Quarterly Subscription
    customer: "TechStart Inc"
    frequency: quarterly
    start_date: "2024-01-01"
    amount: 2500
    description: "Q{{quarter}} Software Subscription"
    auto_send: true
```

## Expense Tracking

### Expense Categories

```yaml
expense