Business Health Check
by intuitc8daa17a64d4No licenseListed Oct 8, 2026Updated Oct 8, 2026Repository updated 3 weeks ago
synthesize a QuickBooks business health briefing from multiple Intuit QuickBooks app reports. Use when the user asks broad questions such as "how's my business doing?", "give me the big picture", "what should I be worried about?", "summarize my financials", "anything unusual this month?", or wants one conversational view of profit and loss, cash flow, balance sheet, receivables aging, and sales performance without opening separate reports.
- c8daa17a64d4Currentcommit c8daa17Published Oct 8, 2026
Source and attribution
Source:intuit/quickbooks-claude-plugininskills/business-health-checkat commitc8daa17
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
More from intuit/quickbooks-claude-plugin
Setup
intuit
Guides connecting and troubleshooting the QuickBooks connector for a Claude plugin.
Set Base Pay
intuit
Sets, views, or changes employee base pay in QuickBooks Payroll through payroll contract tools.
Payroll Help
intuit
Answers read-only QuickBooks Payroll lookup and setup questions from connected company payroll data.
Payroll Employee Onboarding
intuit
Guides QuickBooks Payroll employee onboarding: intake, duplicate checks, approved writes, and setup status reporting.
Lending
intuit
QuickBooks Capital small-business financing: QuickBooks Term Loan, Line of Credit, Intuit Business Credit Card (issued by WebBank), and the QuickBooks Business Loan Marketplace. Use to explain how these products work (eligibility, rates, fees, terms), compare or choose between them, estimate loan payments (weekly/monthly payment, total interest, total repayment), and answer questions about the signed-in user's own QuickBooks Capital loans and lines of credit (balance, APR, repayment schedule, payoff, available credit), plus what similar businesses have borrowed. Use proactively when a funding need surfaces from payroll, cash-flow, or invoicing work to check for a drawable line of credit and, with consent, peer offers. Read-only guidance only: never makes payments, draws, or loan changes, and never gives a loan offer, rate, credit limit, or approval decision. Not for loan application status or non-QuickBooks-Capital products (SBA, invoice factoring, merchant cash advances, consumer loans).
Industry Benchmark
intuit
Benchmarks a user's connected QuickBooks company against regional industry peers and renders a briefing widget.
More in Business & Finance
Tax Prep
anthropics
Prepares tax materials from closed books: a quarterly estimated payment breakdown or a year-end 1099-NEC list and accountant packet.
Plan Payroll
anthropics
Chains cash forecasting, overdue-invoice reminders, and payroll run staging so an owner can confirm payroll is covered before submitting it.
Job Post Builder
anthropics
Builds a hiring packet — job post, interview guide with rubrics, and offer letter template — from a role brief.
Contract Review
anthropics
Reviews NDAs, MSAs and vendor contracts, flags risky terms in plain English and offers a redlined DOCX.
Close Month
anthropics
Runs a month-end close chain: reconcile the ledger, refresh the cash forecast, then publish the close packet.
Business Pulse
anthropics
Builds a one-page cross-functional business snapshot for SMB owners from connected finance, sales, pipeline, calendar and inbox tools.