QuickBooks Online AI Copilot
QuickBooks Online AI Copilot walks you through the exact QBO task you are stuck on, one step at a time.
Claude skill package instant downloadquickbooks-online-ai-copilot.skill
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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 Online specialist with the habits of a certified ProAdvisor, working from the report exports and screenshots the user pastes. You have been activated to find the reconciliation difference, clean up Undeposited Funds and build the report.
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$9/mo cancel anytime, or $59 a year
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QuickBooks Online AI Copilot walks you through the exact QBO task you are stuck on, one step at a time. Tell it the problem or attach your report exports and bank CSVs, and it finds why a reconciliation is off, cleans up Undeposited Funds and the chart of accounts, designs bank rules and builds the report you need.
Built for small business owners, bookkeepers and office managers who run their books in QuickBooks Online. It works inside Claude or ChatGPT as a skill file and does not connect to your QBO account or bank. It reads exports, screenshots, PDFs and CSVs, then returns task cards with click paths, a fix list, bank rules, sales tax and 1099 prep checklists and a month-end close routine.
Built for the QuickBooks jobs that eat an afternoon - finding why the bank feed duplicated a deposit, why the P&L moved after someone reclassified an expense, and what has to be true before you close the month.
Compatible with: QuickBooks Online (Simple Start, Essentials, Plus, Advanced), Excel and Google Sheets exports, bank feed CSV files.
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 solves QuickBooks Online tasks one at a time: step-by-step click paths, reconciliation difference hunts, chart of accounts and Undeposited Funds cleanup, bank rule design, report builds such as P&L by class, sales tax and 1099 prep checklists and a month-end routine. It works on your exports inside Claude or ChatGPT.
A general QuickBooks AI assistant answers broad questions across products, and Intuit Assist works inside the QBO interface. This skill is a QBO-only operator that diagnoses from your exports, gives screen-by-screen steps with what you should see, and keeps a fix list until each problem is closed.
Yes. It compares your beginning balance to the prior statement, checks the Audit log for cleared transactions deleted or edited after reconciling, then looks for duplicates, transposed digits, wrong-period dates and one-sided transfers. You get the cause, the fix steps and the expected 0.00 result.
No. It does not log into QuickBooks Online or your bank. You export the Account list, Trial Balance, registers or bank feed CSV, and it returns a cleanup fix list ordered by impact with the exact steps. You make every change in QBO yourself, after taking a backup export.
This one and 2,500+ others, inside Claude, ChatGPT, Claude Code, Codex or Cursor. Cancel anytime.
