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.
| 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?"
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.
- 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.