intuit quickbooks — Agent Skill

QuickBooks Plugin for Claude

Skills that turn your QuickBooks Online data into plain-language business insights.

Requires the QuickBooks connector. Connect it at https://claude.ai/customize/connectors (sign in with your Intuit account). See SETUP.md for step-by-step instructions, including Claude Code.

Skills

| Skill | What it does | | --- | --- | | business-health-check | A CFO-style briefing across Profit & Loss, Cash Flow, Balance Sheet, A/R Aging, and Sales reports: what's going well, what needs attention, and what changed. Read-only. | | industry-benchmark | Compare your business — or any metric you provide — against regional and national industry peers by industry and location. Read-only. | | analyze-payroll-cost | Explain why payroll spend changed, who was paid the most, and what's driving cost, with practical cost-control ideas. Read-only. | | chase-overdue-invoices | Send tone-matched payment reminders for overdue invoices, with confirmation before sending. | | email-to-estimate-invoice | Turn a customer email thread into a ready-to-send QuickBooks estimate or invoice. | | lending | Explain QuickBooks Capital financing options (Term Loan, Line of Credit, Business Credit Card, Loan Marketplace) and help compare or shop them. | | payroll-employee-onboarding | Onboard a new hire into QuickBooks Payroll from provided details or source files, with confirmation before write actions. | | payroll-help | Answer read-only lookup and setup questions about your QuickBooks Payroll: employees, payroll runs, payslips, pay types, deductions, and time off. | | set-base-pay | View or change an employee's base pay, pay frequency, or hours in QuickBooks Payroll, with confirmation before writing. | | setup | Guides you through connecting QuickBooks and troubleshooting the connection. |

Try prompts like:

• "How is my business doing this quarter?"
• "What should I be worried about in my financials?"
• "How does my profit compare to other restaurants in Texas?"
• "Send a reminder for invoice 1042"
• "Why did payroll cost go up this month?"

Connecting QuickBooks

The skills use the QuickBooks connector from your Claude account. Connect it at https://claude.ai/customize/connectors by signing in with your Intuit account and authorizing access to your QuickBooks company. In Claude Code, sign in with your claude.ai account (/login) so the connector is available in your sessions.

Notes

• Some skills only read your QuickBooks data; others can send reminders, create draft estimates

or invoices, or make payroll changes — those skills always confirm with you before writing anything.

• Output is an operational read of your QuickBooks data — not tax, legal, investment, or lending

advice.