QBO Payroll & Balance Sheet Reconciliation
Checks a period's payroll expense against QuickBooks Online income within a stated tolerance band, then pulls the QuickBooks balance sheet for the current and prior period and lists every change to loan balances, accrued expenses, deferred revenue, and equipment/fixed assets — naming what changed and by how much, and flagging the changes that cross a stated threshold for review. No payroll provider has a supported connector yet, so this skill asks which provider you use, says so plainly, and takes an uploaded or pasted payroll report instead. It only reads your QuickBooks data — it never changes anything there, and it never writes to any payroll provider either — and you should run the QuickBooks connection with its 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 the Profit and Loss report (period income) and Balance Sheet report (loans, accrued expenses, deferred revenue, equipment/fixed assets) 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-payroll-balance-sheet/SKILL.md(rename the downloaded file toSKILL.md). The shared.agents/skills/qbo-payroll-balance-sheet/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-payroll-balance-sheet/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-payroll-balance-sheet/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 Payroll & Balance Sheet Reconciliation
Checks payroll against income and reviews the balance sheet items that usually only get checked when the CFO asks a hard question. This skill pulls the period’s income from QuickBooks Online, checks payroll expense against it within a stated tolerance, then pulls the balance sheet for the current and prior period and lists every change to loans, accrued expenses, deferred revenue, and equipment/fixed assets — naming what changed and flagging what’s worth a second look.
No payroll provider has a supported connector yet. This skill asks which provider you use, says so plainly, and works from an uploaded or pasted payroll report instead.
It never writes anything back to QuickBooks or to any payroll provider — run the QuickBooks connection with its write tools turned off.
View full SKILL.md on GitHub