By aeyeops
QuickBooks Online platform integration: API patterns, COA management, bookkeeping operations, reporting, and audit support
Contains verified AccountType/AccountSubType mapping table, batch chunking implementation with rate-limit handling, and OAuth 2.0 token lifecycle patterns for the QuickBooks Online REST and GraphQL APIs. Covers entity CRUD, SyncToken concurrency, error codes (5010/6210/6140/429), query pagination, multipart attachment upload, webhook signature validation, and python-quickbooks SDK examples. Consult when writing Python code against the QBO API, diagnosing specific QBO error codes, building batch import pipelines from CSV, choosing REST vs GraphQL, uploading documents to transactions, resolving OAuth token refresh or invalid_grant errors, or validating Intuit webhook signatures.
Contains verified AJE/RJE/PJE posting workflows (AuditAdjustment and MaterialityThresholds data structures), TrialBalanceRow extraction with debit/credit normal-balance logic, and TaxLineMapping tables for Form 1120 Page 1, Schedule L, M-1, M-2, and Schedule C DRD calculations. Covers trial balance pulls, comparative trial balance with significance flagging, audit adjustment posting to QBO, passed adjustment materiality evaluation, book-tax reconciliation, and QBO-to-1120 account mapping. Consult when extracting QBO data for audit workpapers, posting year-end adjustments, building Schedule M-1 reconciliation, mapping QBO accounts to Form 1120 lines, evaluating passed adjustments against materiality, generating adjustment summary logs, or pulling comparative trial balances for analytical procedures.
Contains verified QBO API reconciliation patterns (TrialBalance endpoint queries, OBE validation checks, pre-opening transaction detection), multi-year reconstruction workflows (summary JE vs transaction-level vs .QBB Desktop conversion), and retained earnings mechanics (automatic year-end close, OBE-to-RE clearing, prior-period adjustments). Catch-up bookkeeping, historical data entry, bank reconciliation, opening balances, period locking, bulk JE import (CSV format, SaaSAnt, Transaction Pro), CPA adjusting entries, closing date passwords, sub-account colon notation. Consult when reconstructing prior-year books in QBO, entering historical journal entries, reconciling bank statements for backlog periods, zeroing out Opening Balance Equity, fixing retained earnings mismatches, importing bulk JEs via CSV or API, locking or unlocking closed periods, converting QB Desktop backups to QBO, or running post-reconstruction validation checks.
Contains verified 15-AccountType-to-125-DetailType mapping tables with Form 1120 line-by-line tax mapping, system/protected account restrictions matrix (A/R single-default architecture, OBE clearing, Retained Earnings auto-calculation), and full QBO Account API CRUD reference with python-quickbooks batch patterns. QBO chart of accounts, account type selection, detail type, Prep for Taxes, C-corp equity, holding company COA template, CSV JE import account matching. Consult when creating or fixing QBO accounts, choosing account type or detail type, mapping accounts to Form 1120 lines, setting up C-corp equity (Common Stock, APIC, Treasury Stock, dividends), clearing Opening Balance Equity, troubleshooting Retained Earnings behavior, merging or consolidating duplicate accounts, hitting the 250-account limit, importing journal entries via CSV or API, diagnosing "Line Account Invalid" or "Account Does Not Exist" errors, recording federal income tax expense for a C-corp, or batch-creating accounts via the QBO API.
Contains verified QBO report endpoint patterns (P&L, Balance Sheet, Cash Flow, GL, Trial Balance, A/R and A/P Aging), multi-entity consolidation with combined trial balance extraction and ELIM-IC-BAL/ELIM-IC-PL/ELIM-INV elimination entries, and investment journal entry templates (BUY/SELL/DIV/INT DocNumber conventions with qualified vs ordinary dividend splits). Covers intercompany account identification, mirror entry recording, IC balance reconciliation, account mapping to consolidated COA, and openpyxl Excel export for audit workpapers. Consult when pulling or parsing any QuickBooks Online report, consolidating across multiple QBO company files, recording or reconciling intercompany due-to/due-from balances, booking investment purchases sales dividends or interest in QBO, generating elimination entries for consolidated statements, or exporting QBO data to formatted Excel.
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An open-source knowledge base for accounting firms, packaged as a Claude Code plugin marketplace. Six plugins deliver 36 specialized skills across bookkeeping, tax preparation, financial planning, and firm operations — all tuned for C-corporation engagements on US GAAP.
Every skill is backed by curated reference material (131 articles, 34,000+ lines of source content) synthesized into operational decision logic, procedures, and rules that Claude can apply in real time during client work.
Install one or more plugins into Claude Code and your AI assistant gains deep, practical knowledge of accounting workflows:
This is not generic accounting knowledge — it is synthesized operational content with specific procedures, formulas, thresholds, and decision trees drawn from authoritative sources.
The marketplace is organized into layers. Foundation and platform plugins provide shared knowledge that domain plugins build on through runtime skill invocation.
graph TB
subgraph "Foundation Layer"
AF[accounting-foundation<br/>4 skills]
QBO[qbo-integration<br/>5 skills]
end
subgraph "Domain Plugins"
BK[bookkeeping<br/>7 skills]
TX[tax-prep<br/>10 skills]
FP[financial-planning<br/>5 skills]
OPS[firm-operations<br/>5 skills]
end
AF -->|COA, statements,<br/>entity profile| BK
AF -->|COA, statements,<br/>entity profile| TX
AF -->|statements,<br/>entity profile| FP
AF -->|entity profile| OPS
QBO -->|API, reports,<br/>bank feeds| BK
QBO -->|audit data,<br/>tax pulls| TX
QBO -->|financial reports,<br/>consolidation| FP
BK -->|closed books,<br/>trial balance| TX
TX -->|tax data,<br/>ETR| FP
FP -->|forecasts,<br/>KPIs| OPS
OPS -->|engagement scope,<br/>QC standards| BK
style AF fill:#4a90d9,color:#fff
style QBO fill:#4a90d9,color:#fff
style BK fill:#50b86c,color:#fff
style TX fill:#e6a23c,color:#fff
style FP fill:#9b59b6,color:#fff
style OPS fill:#e74c3c,color:#fff
qbo-integration is a separate plugin — not embedded in domain skills. Domain plugins reference the accounting system generically and delegate platform-specific execution to qbo-integration through cross-plugin skill invocation. A future Xero or Sage integration would be an additional plugin, not a modification to existing ones.
Each plugin contains self-contained skills with bundled reference material. Skills communicate across plugins through runtime invocation — no file-path dependencies.
graph LR
subgraph AF["accounting-foundation"]
af1[chart-of-accounts]
af2[categorization-rules]
af3[entity-profile]
af4[financial-statements]
end
subgraph QBO["qbo-integration"]
q1[qbo-api]
q2[qbo-coa]
q3[qbo-bookkeeping]
q4[qbo-reporting]
q5[qbo-audit]
end
subgraph BK["bookkeeping"]
b1[transaction-processing]
b2[reconciliation]
b3[monthly-close]
b4[payroll-recording]
b5[compliance-reporting]
b6[catchup-bookkeeping]
b7[audit-support]
end
subgraph TX["tax-prep"]
t1[business-tax-schema]
t2[form-1120-prep]
t3[state-returns]
t4[tax-forms]
t5[tax-compliance]
t6[tax-planning]
t7[nol-tracking]
t8[e-filing]
t9[accounting-method-changes]
t10[multistate-salt-matrix]
end
subgraph FP["financial-planning"]
f1[budgeting-forecasting]
f2[variance-analysis]
f3[financial-modeling]
f4[strategic-advisory]
f5[tax-provision]
end
subgraph OPS["firm-operations"]
o1[engagement-management]
o2[practice-management]
o3[quality-compliance]
o4[data-governance]
o5[workflow-automation]
end
style AF fill:#4a90d9,color:#fff
style QBO fill:#4a90d9,color:#fff
style BK fill:#50b86c,color:#fff
style TX fill:#e6a23c,color:#fff
style FP fill:#9b59b6,color:#fff
style OPS fill:#e74c3c,color:#fff
npx claudepluginhub aeyeops/aeo-basis-plugin-marketplace --plugin qbo-integrationPerformance engineering toolkit with agents for profiling, bottleneck identification, optimization planning, and monitoring setup. Requires companion plugins: aeo-architecture
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