qbo-reporting
OfficialUnlock QuickBooks financial data and insights.
AuthorAeyeOps
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the retrieval, consolidation, and analysis of financial data directly from QuickBooks Online, streamlining reporting and reconciliation processes.
Core Features & Use Cases
- Financial Report Generation: Pull Profit & Loss, Balance Sheet, Cash Flow, and General Ledger reports.
- Multi-Entity Consolidation: Combine financial data from multiple QBO companies into a single view.
- Intercompany Reconciliation: Identify and reconcile balances between related entities.
- Investment Accounting: Record and track investment transactions within QBO.
- Data Export: Export reports to Excel for audit workpapers and further analysis.
- Use Case: Reconcile intercompany balances across three subsidiaries by pulling their respective trial balances, identifying discrepancies, and generating a reconciliation report.
Quick Start
Generate a Profit and Loss report for the last fiscal year, summarized by month.
Dependency Matrix
Required Modules
openpyxlrequestsquickbooksintuitlib
Components
scriptsreferences
💻 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-reporting Download link: https://github.com/AeyeOps/aeo-basis-plugin-marketplace/archive/main.zip#qbo-reporting Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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