quickbooks-integration
QuickBooks Online Integration Skill v1.0
General reference only. This skill is general tax/accounting reference material for AI-assisted workflows. It has not been reviewed for any specific person's facts, documents, elections, deadlines, residency, filing status, or local procedures. Do not rely on it to file, pay, amend, or take a tax position without review by a qualified professional in the relevant jurisdiction.
Section 1 — Platform Overview
QuickBooks Online (QBO) is a cloud-based accounting platform by Intuit, dominant in the US and Canada with significant adoption in the UK, Australia, and India. It serves small to mid-sized businesses with invoicing, expense tracking, bank reconciliation, payroll, and tax preparation. QuickBooks Desktop (separate product) has a different export format — this skill covers QBO only.
QBO data commonly appears as: bank transaction CSVs (imported into QBO from a bank), exported report data (P&L, Balance Sheet, General Ledger as Excel/CSV), and list exports (chart of accounts, customers, vendors, products).