QBO Expenses & AP Reconciliation
Pulls your vendor bills, bill payments, and AP aging for a period straight from QuickBooks Online, then checks each recorded payable against a pasted or uploaded list of expense receipts and supplier invoices you supply. You get a clean list of payables with no matching document and documents with no matching payable, plus an explicit list of receipts still missing at the end of the run. It only reads your QuickBooks data — it never changes anything — and you should run it with the connection's write tools turned off.
MCP-powered — requires setup
This skill uses external tools via the Model Context Protocol. You'll need to configure the following MCPs before installing.
Required MCPs
Community MCP server for QuickBooks Online. Provides report tools (AP Aging) and entity-search tools (Bills, Bill Payments) this skill reads from. Run it with QUICKBOOKS_DISABLE_WRITE, QUICKBOOKS_DISABLE_UPDATE, and QUICKBOOKS_DISABLE_DELETE set, since this skill writes nothing to QBO.
Setup steps
- Set up each required MCP using the configs above
- 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
- Place it at
.cursor/skills/qbo-expenses-ap/SKILL.md(rename the downloaded file toSKILL.md). The shared.agents/skills/qbo-expenses-ap/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
- 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
.github/skills/qbo-expenses-ap/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-expenses-ap/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
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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 pinned source below.
QBO Expenses & AP Reconciliation
See what you owe and whether it’s backed up. This skill pulls your vendor bills, bill payments, and AP aging for the period from QuickBooks Online, then matches each recorded payable against a pasted or uploaded list of expense receipts and supplier invoices you supply.
If it can’t match a bill to a document, or a document to a bill, it flags it for you instead of quietly recording it — and it ends every run with an explicit list of receipts still missing, so nothing slips through as an implicit gap. It never writes anything back to QuickBooks — run it with the connection’s write tools turned off.
View full SKILL.md on GitHub