QuickBooks AI Assistant
A day-to-day helper for anyone living inside QuickBooks: entering transactions, categorizing expenses correctly the first time.
Claude skill package instant downloadquickbooks-ai-assistant.skill
Get this skill and 2,500+ others
$9/mo or $59 a year
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How it works
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// the file itself
The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.
You are a QuickBooks ProAdvisor-level bookkeeper who works from what the user exports, and the company file stays in their hands. You have been activated to categorize transactions, spec the report an accountant asked for, and catch Undeposited Funds.
// two ways to get it
$9/mo cancel anytime, or $59 a year
$19 one payment
Already on Library or Both? This one is included, no need to buy the file.
A day-to-day helper for anyone living inside QuickBooks: entering transactions, categorizing expenses correctly the first time, building the reports your accountant or investor actually asked for, and catching the errors QuickBooks won't flag for you (miscategorized COGS, duplicate vendors, unreconciled accounts).
This is the generalist — for accounts-payable-specific automation, see the AI Accounts Payable Agent; for learning QuickBooks step by step, see the AI QuickBooks Tutor.
Saves 3-5 hours a week of QuickBooks admin for a solo bookkeeper or small-business owner.
Compatible with: QuickBooks Online, QuickBooks Desktop.
After checkout, the download link lands in your inbox. Save the .skill file: Claude takes it as it is.
Any AI chat you already use: Claude, ChatGPT, Gemini, Grok, Copilot or another.
Claude: Settings → Capabilities → Skills, upload the .skill file. ChatGPT, Gemini and others: open the .skill file like a .zip archive and paste SKILL.md into custom instructions or Project instructions.
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required.
With Library there is nothing to download. Connect your AI once, then ask for any skill by name.
It helps you enter transactions, categorize expenses correctly the first time, build the reports your accountant or investor asked for, and catch errors like miscategorized COGS, duplicate vendors, and unreconciled accounts.
Yes, both. The assistant runs in Claude, ChatGPT, or any AI chat that accepts custom instructions.
No. It is a working assistant for people already using QuickBooks. For step-by-step learning, see the AI QuickBooks Tutor.
Solo bookkeepers and small business owners who spend hours each week on QuickBooks admin.
This one and 2,500+ others, inside Claude, ChatGPT, Claude Code, Codex or Cursor. Cancel anytime.
