QuickBooks Online Reports
OfficialUnlock financial insights from QBO.
Finance & Accounting#accounting#accounts receivable#financial reports#quickbooks#qbo#profit and loss#msp finance
Authorwyre-technology
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the retrieval and analysis of critical financial reports directly from QuickBooks Online, providing actionable insights for MSP financial management.
Core Features & Use Cases
- Financial Reporting: Generate Profit & Loss, Balance Sheet, Accounts Receivable/Payable Aging, and General Ledger reports.
- MSP Financial Analysis: Analyze client profitability, track overdue invoices for collections, and monitor cash flow.
- Use Case: Automatically generate a monthly Profit & Loss report for a specific client to assess their profitability and identify areas for service optimization.
Quick Start
Fetch the Aged Receivables report for today to identify overdue client invoices.
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 Reports Download link: https://github.com/wyre-technology/msp-claude-plugins/archive/main.zip#quickbooks-online-reports Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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