
Lending
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
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).
僅公開檔案列表。將技能安裝到工作區後即可檢視檔案內容。
| 路徑 | 大小 | 類型 |
|---|---|---|
| SKILL.md | 9.3 KB | text/markdown |
來源與署名
來源:intuit/quickbooks-claude-plugin位於skills/lending提交c8daa17
授權條款: 無授權條款
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更多來自 intuit/quickbooks-claude-plugin 的技能

Setup
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指導如何連接並排解 Claude 外掛所用的 QuickBooks 連接器。

Set Base Pay
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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
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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
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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。

Industry Benchmark
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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。

Email To Estimate Invoice
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將客戶電子郵件往來轉換為 QuickBooks 估價單或發票草稿,僅在使用者核准後寄出。