reports

Aggregate QuickBooks and Receipts OCR data into P&L, Balance Sheet, and Cash Flow reports.

Updated Feb 10, 2026
One-click install
npx skills add https://github.com/ticruz38/skills --skill reports-ticruz38
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: reports
Source: https://github.com/ticruz38/skills/tree/main/skills/reports
Command: npx skills add https://github.com/ticruz38/skills --skill reports-ticruz38

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generate automated, auditable financial reports by aggregating data from QuickBooks and Receipts OCR.

Core Features & Use Cases

  • Centralized P&L, Balance Sheet, and Cash Flow report generation from QuickBooks and OCR data
  • HTML/PDF export, scheduling, and report history for tax prep and investor updates
  • Real-world use: A small business owner can generate monthly financials for tax filings with a single command

Quick Start

Install dependencies, connect QuickBooks and Receipts OCR, then run the default monthly P&L to see your first report.

Frequently Asked Questions about reports

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

FAQPage Schema
How do I generate financial reports from QuickBooks and receipt data?

You can generate financial reports by aggregating data from QuickBooks and Receipts OCR to automatically produce P&L, Balance Sheet, and Cash Flow statements across monthly, quarterly, and yearly periods.

Can I export QuickBooks P&L and Balance Sheet reports to PDF?

Yes, you can export QuickBooks P&L and Balance Sheet reports to HTML and PDF formats, allowing you to easily save and share auditable financials for tax preparation or investor updates.

How does automated financial reporting work with Receipts OCR?

Automated financial reporting works by extracting receipt data through Receipts OCR and integrating it directly with QuickBooks data to centralize and reconcile your financial statements without manual entry.

Is there a way to schedule financial report generation for small businesses?

Yes, small businesses and accountants can schedule automated financial report generation to ensure timely, auditable financials are produced consistently across required monthly, quarterly, or yearly periods.

What is the best way to prepare auditable financials for tax filings from QuickBooks?

The best way to prepare auditable financials is to aggregate QuickBooks and Receipts OCR data into centralized P&L and Cash Flow reports, then export the results as PDF files for tax filings.