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QBO to Tax Bridge
作者
samledger67-dotcom
· GitHub ↗
· v1.1.0
· MIT-0
198
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1
当前安装
2
版本数
在 OpenClaw 中安装
/install qbo-to-tax-bridge
功能描述
Map QuickBooks Online (QBO) chart of accounts and transaction categories to IRS tax schedules (Schedule C, E, F, 1120S, 1120, 1065, and more). Generate trial...
安全使用建议
This skill is a self-contained, instruction-only mapping guide that relies on you exporting QBO reports manually—it does not ask for your QBO credentials. Before using: (1) do not paste or share QBO login credentials or API keys with the skill; (2) treat exported CSV/Excel files as highly sensitive financial data—store and transmit them securely; (3) validate all tax mappings and crypto cost-basis calculations with a licensed preparer (the SKILL itself disclaims providing legal advice); (4) if you later seek an automated connector, evaluate that integration separately (look for OAuth, least-privilege scopes, and a reputable install source); (5) test on non-production/sample data first and keep audit copies of any reclassifications or adjustments.
功能分析
Type: OpenClaw Skill
Name: qbo-to-tax-bridge
Version: 1.1.0
The qbo-to-tax-bridge skill is a purely procedural and informational guide for mapping QuickBooks Online data to IRS tax schedules. It contains no executable code, network requests, or instructions to access sensitive system files, focusing instead on data transformation logic and accounting best practices within SKILL.md.
能力评估
Purpose & Capability
The skill's name and description match the instructions: it maps QBO chart-of-accounts data to IRS schedules and describes step-by-step CSV/Excel exports and mapping tables. One small inconsistency: it references features such as 'track crypto cost basis within QBO' and 'PTIN-backed advisory context' but does not provide any automated QBO API integration, OAuth flow, or required credentials — the workflow is strictly manual (export CSV/Excel). This is plausible but worth noting so users understand it is not an automated QBO connector.
Instruction Scope
SKILL.md instructs the user to export Trial Balance, P&L, Balance Sheet from QBO and then map accounts to tax schedule lines. It does not instruct the agent to read unrelated system files, access unexpected environment variables, or transmit data to external endpoints. It does include tax-specific transformations (e.g., 50% meals haircut) and reclassification guidance appropriate to the stated purpose.
Install Mechanism
No install spec or code files are present; the skill is instruction-only. This minimizes disk/network install risks.
Credentials
No environment variables, credentials, or config paths are requested. That is proportionate given the skill relies on manual exports rather than automated API access. Users should note that any future automation (not present here) would reasonably require QBO credentials and should be evaluated separately.
Persistence & Privilege
The skill does not request persistent or elevated privileges. always is false and there is no install behavior or configuration changes described.
如何使用
- 确保已安装 OpenClaw（本地或 Docker 部署）
- 在对话框中输入安装命令：
/install qbo-to-tax-bridge - 安装完成后，直接呼叫该 Skill 的名称或使用
/qbo-to-tax-bridge触发 - 根据 Skill 的参数说明提供必要输入，即可获得结构化输出
版本历史
v1.1.0
Fix display name from test to QBO to Tax Bridge
v1.0.0
Initial release: Bridge QBO data to IRS tax schedules and generate tax-ready workpapers.
- Map QBO chart of accounts and transactions to IRS forms (Schedule C, E, F, 1120S, 1120, 1065, and more)
- Generate trial balance exports and formatted tax workpapers
- Identify and flag transactions needing reclassification before filing
- Track and report crypto asset cost basis using FIFO, LIFO, HIFO, or Specific ID
- Provide detailed mapping reference tables for both income and expense categories
- Include workflow guidance for exporting QBO reports and mapping to entity-specific IRS schedules
元数据
常见问题
QBO to Tax Bridge 是什么？
Map QuickBooks Online (QBO) chart of accounts and transaction categories to IRS tax schedules (Schedule C, E, F, 1120S, 1120, 1065, and more). Generate trial... 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 198 次。
如何安装 QBO to Tax Bridge？
在 OpenClaw 或 Claude Code 对话框中运行命令「/install qbo-to-tax-bridge」即可一键安装，无需额外配置。
QBO to Tax Bridge 是免费的吗？
是的，QBO to Tax Bridge 完全免费，采用 MIT-0 许可证，可自由下载、安装和使用。
QBO to Tax Bridge 支持哪些平台？
QBO to Tax Bridge 跨平台运行，可在任意部署了 OpenClaw / Claude Code 的环境中使用（cross-platform）。
谁开发了 QBO to Tax Bridge？
由 samledger67-dotcom（@samledger67-dotcom）开发并维护，当前版本 v1.1.0。
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