QuickBooks business insights and actions: financial health briefings across P&L, cash flow, balance sheet and A/R, industry benchmarking, payroll cost analysis, overdue-invoice reminders, estimate/invoice drafting from email, payroll onboarding and base-pay changes (with confirmation), and QuickBooks Capital lending guidance. Requires the Intuit QuickBooks connector.
Plugin intuit-quickbooks from marketplace knowledge-work-plugins in anthropics/knowledge-work-plugins. Commands read from the repo's manifest — today.
analyze-payroll-costAnalyze QuickBooks Payroll cost, payroll spend changes, top-paid employees, pay item drivers, and practical payroll cost-control ideas using connected payroll run, employee, payslip, paycheck, and company context data. Use when the user asks why payroll expense increased or decreased, who was paid t
business-health-checksynthesize a QuickBooks business health briefing from multiple Intuit QuickBooks app reports. Use when the user asks broad questions such as "how's my business doing?", "give me the big picture", "what should I be worried about?", "summarize my financials", "anything unusual this month?", or wants o
chase-overdue-invoicesSend payment reminders for invoices with tone matched to aging. ALWAYS use this skill when the user asks to "send a reminder", "send reminder to invoice", "remind about invoice", "send a reminder to invoice 1234", "remind them about 4574", "send a firmer reminder for invoice 1042", "who owes me mone
email-to-estimate-invoiceTurn a customer email thread into a ready-to-send QuickBooks estimate or invoice. Use when the user asks to "create an invoice from my email thread", "draft an estimate based on what I quoted this customer over email", "bill this customer for the work we discussed and send it to them", "turn this em
industry-benchmarkbenchmark the user's CONNECTED QuickBooks company against industry peers using their QuickBooks financial data. Use only when the numbers come from the user's connected QuickBooks account — "how does my business compare to similar businesses", "are my margins healthy", "am I spending too much", "ben
lendingQuickBooks Capital small-business financing: QuickBooks Term Loan, Line of Credit, Intuit Business Credit Card (issued by WebBank), and the QuickBooks Business Loan Marketplace. Use to explain how these products work (eligibility, rates, fees, terms), compare or choose between them, estimate loan pa
payroll-employee-onboardingOnboard a new hire into QuickBooks Payroll from user-provided details or onboarding source files such as offer letters and employee rosters. Use when the user wants to add a new payroll employee, onboard a new employee so they can be paid, deduplicate a new hire before creation, assign an existing p
payroll-helpAnswer read-only QuickBooks Payroll lookup and setup questions using connected company payroll data. Use for employee roster or lookup, company payroll setup, last payroll run, payslips or paycheck details, pay types, deductions/contributions, and time-off policies. Do not use for payroll cost-drive
set-base-paySet, view, or change employee base pay (salary or hourly rate) in QuickBooks Payroll. Use when the user asks to see current pay, give a raise (absolute, increment, or percentage), reduce or adjust pay, switch between salary and hourly, change pay frequency, or update weekly contracted time for one o
setupConnect and troubleshoot QuickBooks for this plugin. Use when the QuickBooks tools are unavailable, unauthenticated, or failing, when the user has just installed the QuickBooks plugin, or when the user asks how to connect QuickBooks, sign in to QuickBooks, or fix a QuickBooks connection error.
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