Business Health Check
作者 intuitc8daa17a64d4無授權條款收錄於 2026年10月8日更新於 2026年10月8日儲存庫3 週前更新
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.
- c8daa17a64d4目前提交 c8daa17發布於 2026年10月8日
來源與署名
來源：intuit/quickbooks-claude-plugin位於skills/business-health-check提交c8daa17
授權條款： 無授權條款
內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。
更多來自 intuit/quickbooks-claude-plugin 的技能
Setup
intuit
指導如何連接並排解 Claude 外掛所用的 QuickBooks 連接器。
Set Base Pay
intuit
透過薪資合約工具在 QuickBooks Payroll 中設定、查看或變更員工基本薪資。
Payroll Help
intuit
根據已連接的公司薪資資料，回答唯讀的 QuickBooks Payroll 查詢與設定問題。
Payroll Employee Onboarding
intuit
引導 QuickBooks Payroll 員工到職：資料蒐集、重複檢查、經核准的寫入以及設定狀態報告。
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
將使用者已連結的 QuickBooks 公司與地區同業進行基準比較，並產生簡報小工具。
更多Business & Finance技能
Tax Prep
anthropics
根據已結帳的帳目準備稅務資料：季度預估繳稅明細，或年終 1099-NEC 清單與會計師資料包。
Plan Payroll
anthropics
串接現金流預測、逾期發票催款與薪資發放準備，讓業主在提交前確認薪資是否付得出來。
Job Post Builder
anthropics
依職缺需求產出招募文件包：職缺公告、面試指南與評分表，以及錄取通知書範本。
Contract Review
anthropics
審閱保密協議、主服務協議與供應商合約，以白話標出風險條款，並可匯出含修訂標記的 DOCX。
Close Month
anthropics
執行月末結帳鏈：核對總帳、更新現金流預測，然後發布結帳資料包。
Business Pulse
anthropics
為中小企業主產出一頁式跨職能業務快照，整合已連接的財務、銷售、管道、行事曆與收件匣工具資料。