qbo-audit
OfficialStreamline QBO audit data extraction & tax mapping.
Finance & Accounting#audit#tax preparation#form 1120#trial balance#quickbooks online#book-tax reconciliation#qbo integration
AuthorAeyeOps
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the extraction of crucial financial data from QuickBooks Online (QBO) for audit and tax preparation, significantly reducing manual data entry and potential errors.
Core Features & Use Cases
- Audit Data Extraction: Pulls trial balances, comparative trial balances, and specific account details for audit workpapers.
- Tax Data Mapping: Maps QBO accounts directly to Form 1120 lines, including Schedules L, M-1, M-2, and C.
- Adjustment Management: Facilitates the creation, posting (as AJEs), and tracking of audit adjustments (AJEs, RJEs, PJEs).
- Use Case: When preparing a C-corporation's tax return, use this Skill to automatically pull the year-end trial balance, map relevant accounts to Form 1120 lines, and reconcile book-to-tax differences using Schedule M-1.
Quick Start
Use the qbo-audit skill to extract the current year trial balance from QBO as of December 31, 2023.
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: qbo-audit Download link: https://github.com/AeyeOps/aeo-basis-plugin-marketplace/archive/main.zip#qbo-audit Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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