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maton-qbo

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Fast QBO bookkeeping via Maton API.

Finance & Accounting#bookkeeping#transactions#reconciliation#quickbooks#qbo#maton
Authorbolander72
Version1.0.0
Installs0

System Documentation

What problem does it solve?

QuickBooks Online users need reliable, centralized management of transactions, categorization, and weekly reconciliation across multiple bank feeds. This skill offers a clear workflow to query, categorize, and review QBO items using the Maton API gateway, reducing manual reconciliation effort and improving financial visibility.

Core Features & Use Cases

  • Query transactions from QBO and fetch balances automatically through the Maton gateway.
  • Categorize expenses by vendor and account, update transactions with correct accounts.
  • Weekly reconciliation and uncategorized item review to maintain clean books.
  • Securely handle OAuth token refresh and API keys for production-grade workflows.

Quick Start

Prompt the agent to perform a weekly QBO reconciliation by querying recent transactions and applying category mappings.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: maton-qbo
Download link: https://github.com/bolander72/bstack/archive/main.zip#maton-qbo

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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