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Automate QuickBooks: invoices, expenses, reconciliation v1.0.0

Use this resource to automate day-to-day bookkeeping in QuickBooks

New

  • 508 downloads
  • 222 likes
  • 131 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install quickbooks-accounting-bookkeeping

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent creates and repeats invoices, files expenses in the chart of accounts, processes receipts and prepares bank reconciliation. You get categorisation rules and a structured entry workflow.

Mostly picked by

Updated November 2, 2026

Card for the “Automate QuickBooks: invoices, expenses, reconciliation” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md : invoice creation and recurring invoices
  • SKILL.md : expense categories and receipt processing
  • SKILL.md : bank reconciliation and bank feed rules

Good fit for

  • You enter the same expenses every month
  • Your bank reconciliation takes several days

Not for

    Tags

    • quickbooks
    • bookkeeping
    • expenses
    • reconciliation
    • invoices

    About

    You say

    “File this month's expenses in the chart of accounts and prepare the bank reconciliation.”

    Card for the “Automate QuickBooks: invoices, expenses, reconciliation” skill

    Skill published by Claude Office Skills under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to automate day-to-day bookkeeping in QuickBooks
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md11.3 KB

    Origin and licence

    Listed unmodified

    Author
    Claude Office Skills
    Source
    github.com/claude-office-skills/skills/tree/9c4c7d5cd2813a8936bf2c9fdb174ea883b85a11/quickbooks-automation
    Licence
    MIT

    Notice

    « QuickBooks Automation » (Claude Office Skills, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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