QBO Revenue & AR Reconciliation
Pulls your sales receipts, invoices, and payments for a period straight from QuickBooks Online, then checks what you invoiced against what's actually been paid. You get a clean AR aging report and one reconciled income number for the period, cross-checked against QuickBooks' own reports. Anything it can't match to a customer gets flagged for you to look at, not quietly recorded. It only reads your QuickBooks data — it never changes anything — and you should run it with the connection's write tools turned off.
First-party, by Skills and Agents Co
August 4, 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-revenue-ar/SKILL.md(rename the downloaded file toSKILL.md). The shared.agents/skills/qbo-revenue-ar/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-revenue-ar/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-revenue-ar/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-revenue-arRequired MCPs
Community MCP server for QuickBooks Online. Provides report tools (Aged Receivables, Customer Balance, Customer Sales) and entity-search tools (Invoices, Payments, Sales Receipts, Credit Memos) 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.
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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 what you earned and who still owes you. This skill pulls your sales receipts, invoices, and payments for the period from QuickBooks Online, matches what you invoiced against what’s been paid, and gives you an AR aging report plus one reconciled income number for the period.
If it can’t match an invoice or payment to a customer, it flags it for you instead of quietly recording it. It never writes anything back to QuickBooks — run it with the connection’s write tools turned off.
At the end of a run, it’ll ask if it’s okay to send us a quick summary of how it went, and whether you’re open to us following up.
View full SKILL.md on GitHub