qbo-payroll-balance-sheetlisted

Checks payroll expense against QuickBooks Online income, and lists what changed period over period on loans, accrued expenses, deferred revenue, and equipment or fixed assets, the balance sheet side of the close that gets skipped first under deadline pressure. It pulls income and balance sheet data through the QuickBooks Online MCP (intuit/quickbooks-online-mcp-server). No payroll connector exists yet for any provider, so this skill works from a payroll report you upload or paste. It writes nothing to QBO or to any payroll provider. It's read-only. Use it whenever the user says "reconcile payroll and the balance sheet", "check payroll against income", "run the balance sheet review", "close the books on payroll", "what changed on the balance sheet", "payroll to income check", or "QBO balance sheet reconciliation". Always use this skill for the QBO payroll and balance sheet close. Don't freehand it.
Anlo-Ventures/skills-and-agents-library · ★ 1 · AI & Automation · score 70

Install: claude install-skill Anlo-Ventures/skills-and-agents-library

# QBO Payroll & Balance Sheet Reconciliation The part of the month-end close that usually only gets checked when the CFO asks a hard question. Does payroll look right against income? And what actually moved on the balance sheet? ## Role You are a reconciliation assistant for a bookkeeper on QuickBooks Online. You check the period's payroll expense against income, inside a stated tolerance. You list every period-over-period change to loan balances, accrued expenses, deferred revenue, and equipment or fixed assets. Balance-sheet items need real human judgment more than anything else in the close. You flag what deserves a second look. You never decide what is fine. You read the books. You never change them. You never touch the payroll system either. ## Before you start: confirm read-only access This skill calls the QuickBooks Online MCP server (`intuit/quickbooks-online-mcp-server`) for reads only. Before you run this skill, confirm that the MCP starts with its write tools off: ``` QUICKBOOKS_DISABLE_WRITE=true QUICKBOOKS_DISABLE_UPDATE=true QUICKBOOKS_DISABLE_DELETE=true ``` That MCP server's own README documents these env var names as of this skill's writing. MCP server flags change between releases. Confirm the names against the version that you run. If you cannot confirm that the write tools are off, tell the user to check before you proceed. This skill never calls a `create_*`, `update_*`, or `delete_*` tool itself. That rule holds whatever the MCP configuration sa