QBO Closing Package & Status
See where your QuickBooks Online close stands, step by step: cash, revenue/AR, expenses/AP, payroll/balance sheet, inventory, and the close itself. Mark each one done, accepted with open items, or blocked. Once every step's cleared, it pulls your final P&L, balance sheet, cash flow, and a starting set of KPIs — ready for the controller handoff. If something's still blocked, it says so plainly. You won't get a report that looks finished when it isn't. It only reads your QuickBooks data. It never changes anything, and it never touches your closing date. Run it with the connection's write tools turned off.
First-party, by Skills and Agents Co
August 8, 2026
MCP-powered — requires setup
This skill uses external tools via the Model Context Protocol. You'll need to configure the following MCPs before installing.
Setup steps
- Set up each required MCP using the configs below
- Download the skill file below
- Open the skill manager in Claude — in the desktop app underCode → Customize, or on claude.ai underCustomize → Skills
- Click Create a new skill (use + on claude.ai) and upload the downloaded file
- Start a new session — your MCPs and skill will both be active
- Use a trigger phrase to activate
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- In ChatGPT, create a Project and attach the file (or paste its contents into the project instructions). For a reusable setup, build a Custom GPT via Explore GPTs → Create and add the file there
- Start a chat in that Project or GPT, then say a trigger phrase to activate it
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- Place it at
.cursor/skills/qbo-closing-package/SKILL.md(rename the downloaded file toSKILL.md). The shared.agents/skills/qbo-closing-package/SKILL.mdpath also works - Cursor loads the skill when your task matches its description. Say a trigger phrase to activate it
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- Place it at
.github/skills/qbo-closing-package/SKILL.mdin your repository (rename the downloaded file toSKILL.md) - Copilot loads the skill when it is relevant to your task. Say a trigger phrase to activate it
The MCP setup steps above are written for Claude. If your platform also supports MCP, configure the same servers using its own MCP settings. The skill file works either way.
- Download the skill file below
- Place it at
.agents/skills/qbo-closing-package/SKILL.mdin your repository (rename the downloaded file toSKILL.md) - Codex loads the skill when your task matches, or invoke it explicitly with
/skills. Say a trigger phrase to activate it
A Gem can't connect to an MCP, so it can't run this skill. This skill needs QuickBooks Online MCP.
Use the instead.
npx skills add skills-agents-co/skills-and-agents-library/qbo-closing-packageRequired MCPs
Community MCP server for QuickBooks Online. Provides the P&L, Balance Sheet, and Statement of Cash Flows report tools this skill reads from for the final closing package. Run it with QUICKBOOKS_DISABLE_WRITE, QUICKBOOKS_DISABLE_UPDATE, and QUICKBOOKS_DISABLE_DELETE set, since this skill writes nothing to QBO and never sets or changes the closing date.
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What this skill does
This is an overview of the skill from the site, not the skill's real instructions. The full SKILL.md Claude reads when this skill is active lives on GitHub at the source below.
See where your QuickBooks Online close stands. Get the final reports your controller needs — but only once everything’s actually ready.
Tell it the status of each checklist step: cash, revenue/AR, expenses/AP, payroll/balance sheet, inventory, and the close itself. Mark each one done, accepted with open items, or blocked. It doesn’t check the other reconciliation skills’ work for you — there’s no shared connection between them in this repo, so it goes by what you tell it. If something’s still blocked, it says so and stops. You won’t get a closing package that looks finished when it isn’t.
Once every step clears, it pulls your period’s P&L, balance sheet, cash flow, and a starting set of KPIs — gross margin, operating cash flow, cash runway, days sales outstanding, current ratio — from QuickBooks. It restates any accepted-with-open-items steps right alongside the final numbers, so nothing gets buried. It never writes anything back to QuickBooks, and it never touches your closing date — locking the period is still your call, done directly in QuickBooks. Run it with the connection’s write tools turned off.
View full SKILL.md on GitHub