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qbo-audit

Extract and map QuickBooks Online financial data to Form 1120 schedules.

Updated Mar 13, 2026
Search Tags:#audit#tax preparation#form 1120#trial balance#quickbooks online#book-tax reconciliation#qbo integration
One-click install
npx skills add https://github.com/AeyeOps/aeo-basis-plugin-marketplace --skill qbo-audit
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: qbo-audit
Source: https://github.com/AeyeOps/aeo-basis-plugin-marketplace/tree/main/plugins/qbo-integration/skills/qbo-audit
Command: npx skills add https://github.com/AeyeOps/aeo-basis-plugin-marketplace --skill qbo-audit

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill automates the extraction of crucial financial data from QuickBooks Online (QBO) for audit and tax preparation, significantly reducing manual data entry and potential errors.

Core Features & Use Cases

  • Audit Data Extraction: Pulls trial balances, comparative trial balances, and specific account details for audit workpapers.
  • Tax Data Mapping: Maps QBO accounts directly to Form 1120 lines, including Schedules L, M-1, M-2, and C.
  • Adjustment Management: Facilitates the creation, posting (as AJEs), and tracking of audit adjustments (AJEs, RJEs, PJEs).
  • Use Case: When preparing a C-corporation's tax return, use this Skill to automatically pull the year-end trial balance, map relevant accounts to Form 1120 lines, and reconcile book-to-tax differences using Schedule M-1.

Quick Start

Use the qbo-audit skill to extract the current year trial balance from QBO as of December 31, 2023.

Frequently Asked Questions about qbo-audit

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I map QuickBooks Online accounts to Form 1120 schedules?▼

This Skill maps QuickBooks Online accounts to Form 1120 schedules by extracting the trial balance via the QBO API and directly aligning the accounts to Page 1, L, M-1, M-2, and C lines.

Can I post audit adjustments directly to QuickBooks Online?▼

Yes, you can post audit adjustments directly to QuickBooks Online. The workflow supports creating, tracking, and posting Adjusting Journal Entries to QBO, while Reclassifying and Proposed Journal Entries are managed separately.

What is the best way to automate book-tax reconciliation for a C-corporation?▼

Automating book-tax reconciliation for a C-corporation involves pulling the year-end QBO trial balance and mapping book-to-tax differences directly to Schedule M-1 lines for accurate return preparation.

Does this workflow support comparative trial balance extraction for audit workpapers?▼

Yes, the workflow supports comparative trial balance extraction for audit workpapers. It pulls current and comparative trial balances from QuickBooks Online, evaluates materiality, and manages detailed account reconciliations.

How do I evaluate materiality during a QuickBooks Online audit data extraction?▼

You evaluate materiality during a QuickBooks Online audit by pulling specific account details and comparative trial balances, then applying the integrated materiality evaluation and reconciliation tools to identify significant discrepancies.

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