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fill-feed-gapslisted

Build QuickBooks Online bank transaction upload files for the months a bank feed missed, from statements, so a dead or reconnected feed does not leave a hole in the books. Use when a feed stopped syncing, when an account was connected late, or when reconnecting a feed only brought back the last 90 days.
median-labs/close-the-books · ★ 1 · AI & Automation · score 74
Install: claude install-skill median-labs/close-the-books
# Fill feed gaps A bank feed that stops does not announce itself. The books simply go quiet for that account, and everything downstream looks fine: the trial balance still foots, the reports still render, and the missing months are invisible until someone reconciles. Reconnecting the feed does not fix the past either. QuickBooks brings back roughly the last 90 days. Older gaps have to be uploaded from statements. ## Hard gates - **Tie out the statements first.** Uploading transactions you have not proved complete just moves the gap into the books, where it is harder to see. - **Never upload a month that is already booked.** Check for existing entries in the period first; a duplicate upload is much harder to unpick than a gap. - **The owner does the uploading.** This writes files. Nothing here connects to anyone's QuickBooks. ## Run it ``` python3 bin/books.py fill-gaps --profile profiles/mine.local.json --account 101000 ``` For each gap month it writes `import/bank-<account>-YYYY-MM-batch-NN.csv` in the three-column format QuickBooks accepts: `Date, Description, Amount`, with amount signed and money in positive. It splits automatically: QuickBooks takes at most 1,000 rows and 350 KB per upload. There is also a four-column format, `Date, Description, Credit, Debit`. Prefer three-column: one signed number cannot be transposed, and a Credit/Debit pair can. ## Then, in QuickBooks Banking, then the account, then Link account (or the dropdown), then Upload from file