Is this skill suitable for automated collections?

Absolutely. It can be used to scan A/R Aging reports and trigger alerts based on specific overdue thresholds and amounts.

Does this skill support multi-period comparisons?

Yes, by using the summarize_column_by parameter, you can group report data by Month, Quarter, or Year for trend analysis.

How does it handle the complex nested JSON from the QuickBooks API?

It includes a recursive parser designed to flatten the nested Section/Row structure of QBO reports into a more manageable format for analysis.

Which QuickBooks reports can I generate with this skill?

You can generate Profit & Loss, Balance Sheet, Accounts Receivable (A/R) Aging, Accounts Payable (A/P) Aging, General Ledger, Customer Sales, and Cash Flow statements.

Can I filter reports for a specific MSP client?

Yes, you can pass a specific customer ID to reports like Profit & Loss or Aged Receivable Detail to see data for just one client.

QuickBooks Online Reporting

Name: QuickBooks Online Reporting
Author: wyre-technology

bywyre-technology

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分析与监控

Generates and analyzes comprehensive financial reports from QuickBooks Online to track profitability, aging, and cash flow.

This skill empowers Claude to interact directly with the QuickBooks Online Reports API, specifically tailored for the needs of Managed Service Providers (MSPs). It provides structured access to Profit & Loss statements, Balance Sheets, and Aging reports, allowing for automated financial analysis such as client-level profitability tracking and collections monitoring. By handling complex report parameters and recursive parsing of nested JSON responses, it simplifies the process of turning raw accounting data into actionable business intelligence within the Claude Code environment.

主要功能

01Automated generation of P&L, Balance Sheets, and General Ledgers

02A/R and A/P aging analysis for automated collection alerts

033 GitHub stars

04MSP-specific client profitability analysis and revenue tracking

05Recursive parsing of complex, nested QuickBooks report structures

06Advanced filtering by date macros, customers, and departments

使用场景

01Automating monthly financial reviews and trend analysis for MSP business owners

02Building real-time dashboards for client-specific revenue and expenses

03Identifying overdue invoices and high-risk accounts through A/R aging reports

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins reports

For use in Claude.ai and ChatGPT

Download Skill