Instructions file
Claude Code instructions for RCOLKITT/AccountingQB-MCP, covering accountingqb — session context, layout and non-obvious facts.
0 yesterday A 475 tokens
accountingqb
02Plugin Claude Code
AccountingQB — 131 AI tools connecting Claude to QuickBooks Online. Reports, reconciliation, bookkeeping, and tax prep for the US (Schedule C, 1099s) and Canada (GST/HST, T2125, CCA).
0 yesterday A
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accountingqb
03MCP server Claude CodeCodexCursor
MCP server "accountingqb", hosted remotely at mcp.accountingqb.com, as configured in RCOLKITT/AccountingQB-MCP.
0 yesterday A
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Skill Claude CodeCodex
General QuickBooks Online accounting assistant — run P&L, balance sheet, cash flow and aging reports, create invoices/expenses/bills (with Canadian GST/HST tax codes where applicable), analyze margins, burn rate and runway. Use for everyday accounting questions like "what's my P&L", "create an invoice", "who owes me…
0 yesterday A 87 tokens
Skill Claude CodeCodex
Bookkeeping cleanup and maintenance for QuickBooks Online — find uncategorized transactions, detect duplicates and anomalies, bulk-assign vendors, reconcile invoices, and run month-end / year-end close checklists. Use when the user wants to clean up their books, categorize transactions, reconcile, or close the month.
0 yesterday A 67 tokens
Skill Claude CodeCodex
Assembles a complete, CPA-ready year-end workbook (Excel or CSV bundle) from live QuickBooks data via AccountingQB. Use when the user says "prepare my CPA workbook", "year-end binder", "export for my accountant", "CPA package", "export the workbook", or clicks Export in the dashboard artifact's Workbook tab.
0 yesterday A 76 tokens
Skill Claude CodeCodex
Renders the AccountingQB living dashboard artifact in the user's Cowork sidebar — a rich, persistent UI for QuickBooks data with tabs for P&L, cash flow, receivables, payables, transactions, taxes, and books health, plus an "Ask AccountingQB" chat panel. Use this skill when the user says "open accountingqb", "show me…
0 yesterday A 138 tokens
Skill Claude CodeCodex
Tax preparation workflows for QuickBooks Online via AccountingQB — US (Schedule C, quarterly estimates, 1099s, depreciation) and Canada (GST/HST returns, T2125, CCA, T4A/T5018, CRA instalments). Use when the user mentions taxes, tax prep, tax season, Schedule C, T2125, GST/HST, deductions, quarterly estimates…
0 yesterday A 112 tokens