
Business Health Check
作者 intuitc8daa17a64d4无许可证收录于 2026年10月8日更新于 2026年10月8日仓库3周前更新
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.
仅公开文件列表。将技能安装到工作区后即可查看文件内容。
| 路径 | 大小 | 类型 |
|---|---|---|
| SKILL.md | 20.1 KB | text/markdown |
来源与署名
来源:intuit/quickbooks-claude-plugin位于skills/business-health-check提交c8daa17
许可证: 无许可证
内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。
更多来自 intuit/quickbooks-claude-plugin 的技能

Setup
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指导如何连接并排查 Claude 插件所用的 QuickBooks 连接器。

Set Base Pay
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通过薪资合同工具在 QuickBooks Payroll 中设置、查看或更改员工基本薪资。

Payroll Help
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根据已连接的公司薪资数据,回答只读的 QuickBooks Payroll 查询与设置问题。

Payroll Employee Onboarding
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指导 QuickBooks Payroll 员工入职:信息采集、查重、经批准的写入以及设置状态报告。

Lending
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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
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将用户已连接的 QuickBooks 公司与地区行业同行进行基准比较,并生成简报组件。
更多Business & Finance技能

Tax Prep
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基于已结账的账目准备税务材料:季度预估缴税明细,或年终 1099-NEC 清单与会计师资料包。

Plan Payroll
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串联现金流预测、逾期发票催款与工资发放准备,让业主在提交前确认工资是否付得起。

Job Post Builder
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根据职位需求生成招聘材料包:职位发布、面试指南与评分表、录用通知书模板。

Contract Review
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审阅保密协议、主服务协议和供应商合同,用通俗语言标出风险条款,并可导出带修订标记的 DOCX。

Close Month
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执行月末结账链条:核对总账、刷新现金流预测,然后发布结账资料包。

Business Pulse
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为中小企业主生成一页式跨职能业务快照,整合已连接的财务、销售、管道、日历和收件箱工具数据。