claudecodex

QuickBooks Online

QuickBooks Online - customers, invoices, expenses, payments, reports

55 on GitHubby MSP Claude Plugins Communityv0.2.11Apache-2.0updated yesterdayaccounting
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Plugin qbo from marketplace msp-claude-plugins in WYRE-AI/msp-claude-plugins. Commands read from the repo's manifest — yesterday.

What it installs

Skills (6)

  • QuickBooks Online API Patterns

    QuickBooks Online API fundamentals: OAuth2 authentication and token lifecycle, REST structure and base URLs, the Intuit query language, pagination, minor version headers, SyncToken optimistic locking, rate limits, webhooks, and the Fault error object format. When authenticating to or calling the Qui

  • QuickBooks Online Customers

    QuickBooks Online Customer entity: the parent/sub-customer (job) hierarchy, contact, address, billing and hierarchy fields, payment terms, balance and BalanceWithJobs tracking, sparse updates, deactivation, query syntax, error codes, and PSA cross-referencing patterns for MSP client records. When cr

  • QuickBooks Online Expenses

    QuickBooks Online expense entities: Purchase (check, cash, credit card), Bill for accounts payable, BillPayment, and Vendor. Covers account-based vs item-based expense lines, per-client cost allocation via CustomerRef and BillableStatus, expense categorization, query syntax, error codes, and MSP pro

  • QuickBooks Online Invoices

    QuickBooks Online Invoice entity: invoice lifecycle and statuses, line item detail types, service items, payment terms, email delivery and PDF retrieval, invoice numbering, void vs delete semantics, query syntax, error codes, and MSP billing patterns such as monthly managed services, project, and ti

  • QuickBooks Online Payments

    QuickBooks Online payment handling: recording customer payments and applying them to invoices, partial and multi-invoice application, unapplied amounts and overpayments, credit memos and refund receipts, payment methods, deposit accounts, voiding, and reconciliation. When recording, applying, voidin

  • QuickBooks Online Reports

    QuickBooks Online financial reporting: the report catalog (Profit & Loss, Balance Sheet, A/R and A/P Aging, General Ledger, Customer Sales, Cash Flow, Tax Summary), report parameters, date macros, column customization, the nested row response structure, and MSP analysis patterns like client profitab

Slash commands (4)

  • /qbo:create-invoice

    Create an invoice for a client's managed services in QuickBooks Online

  • /qbo:expense-summary

    Summarize expenses by client, vendor, or date range in QuickBooks Online

  • /qbo:get-balance

    View outstanding balances across all MSP clients in QuickBooks Online

  • /qbo:search-customers

    Find a customer in QuickBooks Online by name or other criteria

Subagents (2)

  • billing-reconciler

    Use this agent when an MSP needs to reconcile billing in QuickBooks Online — matching invoices to contracts, identifying unbilled work, flagging overdue accounts, or auditing revenue recognition. Trigger for: billing reconciliation, overdue invoices, unbilled work, invoice audit, accounts receivable

  • profitability-reporter

    Use this agent when an MSP needs to analyze per-client or per-service-line profitability in QuickBooks Online — calculating gross margin by client, identifying the most and least profitable accounts, tracking profitability trends over time, or surfacing service lines where costs are eroding margin.

View source on GitHub mcp.wyre.ai

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