import-my-prior-books

import-my-prior-books is a skill for Claude Code, Codex from akiotanaka847/qaio-desktop. It costs 112 tokens per session (2,554 once invoked), scanned A, original, MIT.

A read-only import of bookkeeping data from QuickBooks Online, Xero, a CSV, or a spreadsheet. It brings in past transactions, prior closing balances, account categories, and patterns linking vendors to account codes.

In plain words
What is it for?
Use it to load prior-year books, seed account categories, create an opening trial balance, or learn how recurring vendors were previously categorized.
Why use it?
It gives your current bookkeeping a useful history so you do not have to rebuild vendor knowledge manually. It also helps establish starting balances when moving from another system.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: installed under .agents/ (shared by several agents).

Good fit Use it to load prior-year books, seed account categories, create an opening trial balance, or learn how recurring vendors were previously categorized.

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Install with agentmods
npx agentmods add skills/akiotanaka847/qaio-desktop/import-my-prior-books
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add akiotanaka847/qaio-desktop --skill import-my-prior-books
Clone the repo
git clone --depth 1 https://github.com/akiotanaka847/qaio-desktop

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for import-my-prior-books

README.md
[![agentmods](https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/import-my-prior-books/github.svg)](https://agentmods.dev/skills/akiotanaka847/qaio-desktop/import-my-prior-books)
Your own site
<a href="https://agentmods.dev/skills/akiotanaka847/qaio-desktop/import-my-prior-books"><img src="https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/import-my-prior-books/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for import-my-prior-books

Your own site · 80×15
<a href="https://agentmods.dev/skills/akiotanaka847/qaio-desktop/import-my-prior-books"><img src="https://agentmods.dev/badge/skills/akiotanaka847/qaio-desktop/import-my-prior-books.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 112 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,554 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00112 $0.02554
Opus 5 $0.00056 $0.01277
Sonnet 5 $0.00022 $0.00511
Haiku 4.5 $0.00011 $0.00255

Measured 12d ago against content hash 4d4fed6a0cfc, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

import-my-prior-books scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

store/agents/bookkeeping/.agents/skills/import-my-prior-books/SKILL.md · 134 lines

How it starts

The opening of the file, as written. The whole thing — 134 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Import My Prior Books

Pulls your prior year's bookkeeping into memory so this year doesn't start cold. I read a QuickBooks Online export, a Xero export, or a generic CSV / xlsx; seed your chart of accounts if you don't have one; build the opening trial balance from prior closing balances; and learn vendor-to-account-code rules from transaction history. Every downstream skill — process-my-statements, categorize-my-transactions, close-my-month — starts with vendor knowledge already loaded.

Read-only: I never connect back to push, never rewrite your prior books. I learn from them.

When to use

  • "load the prior year's books" / "import from QuickBooks" / "backfill from this spreadsheet" / "pull in our Xero history".
  • "seed vendor memory from last year's transaction list".
  • Called implicitly by set-up-my-books mode=opening-balances when you drop a full prior-period export instead of a trial balance-only file.

Connections I need

I run external work through Composio. Before this skill runs I check that the categories below are linked. Missing → I name the category, ask you to connect it from the Integrations tab, stop.

  • QuickBooks Online or Xero (accounting) — optional, only used if you want me to pull the general ledger or Transaction List directly instead of dropping a file. File drop is the preferred path.

This skill works fully from a dropped file (xlsx or CSV export). No connection blocks the run.

Information I need

I read your bookkeeping context first. For every required field that's missing I ask ONE plain-language question (best modality: connected app > file drop > URL > paste) and wait.

  • Your fiscal year end — Required. Why: defines the boundary between prior closing balances and our opening balances. If missing I ask: "What's the company's fiscal year end, e.g. December 31 or some other date?"
  • Cash vs. accrual accounting — Required. Why: changes how I interpret balances on accrued and deferred lines. If missing I ask: "Are we keeping the books on cash or on accrual?"
  • The prior-period transaction history — Required. Why: I can't seed vendor memory or opening balances without it. If missing I ask: "Can you export the prior year's general ledger or Transaction List from QuickBooks Online or Xero, or share the prior accountant's spreadsheet? Drop it as xlsx or CSV."
  • Confirmation on which closing balances to use as opening — Optional. Why: if your import covers multiple periods I need to know which period-end becomes our opening trial balance. If you don't have a specific cut-off in mind I default to your fiscal year end and confirm before writing.

Read the full file on GitHub · 134 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 134 lines · 112 tokens per session scan A 4d4fed6a0cfc

Subscribe to this mod's changes

import-my-prior-books is a skill published in the GitHub repository akiotanaka847/qaio-desktop (2 stars, last pushed 8d ago), licensed MIT. It adds 112 tokens to every session and 2,554 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.