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.
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Is it a QuickBooks AI assistant for Desktop too? No - it is QBO-only, with click paths for the online interface.
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Can it fix a QuickBooks Online reconciliation that is off? Yes - it checks beginning balance, deleted or edited cleared items, duplicates and transpositions until the difference is 0.00.
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Does it help with QuickBooks cleanup? Yes - duplicate accounts, Undeposited Funds, uncategorized items and duplicate bank feed entries, in order of impact.
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Does it file sales tax or 1099s? No - it prepares checklists; you or your CPA decide and file.