QuickBooks Online Payments
OfficialStreamline payment recording and reconciliation.
Finance & Accounting#invoices#accounting#reconciliation#accounts receivable#payments#quickbooks#credit memo
Authorwyre-technology
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the process of recording customer payments, applying them to invoices, managing refunds and credit memos, and reconciling payments within QuickBooks Online, reducing manual data entry and errors.
Core Features & Use Cases
- Record Customer Payments: Log payments received via various methods (check, ACH, credit card).
- Apply Payments to Invoices: Automatically or manually link payments to outstanding invoices.
- Handle Overpayments & Refunds: Manage excess payment amounts as credits or issue refunds.
- Create Credit Memos: Issue credits for service issues or adjustments.
- Collections Workflow: Identify and report on overdue invoices.
- Use Case: Automatically apply incoming ACH payments to the oldest outstanding invoices for a specific customer, updating their balance in QuickBooks Online.
Quick Start
Use the QuickBooks Online Payments skill to record a payment of $500 from customer ID '123' against invoice ID '456'.
Dependency Matrix
Required Modules
None requiredComponents
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: QuickBooks Online Payments Download link: https://github.com/wyre-technology/msp-claude-plugins/archive/main.zip#quickbooks-online-payments Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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