Help with accounting, reporting, and audits.
An accounting assistant for work in your software and workbooks, from everyday bookkeeping to reporting and audits. It helps you work through problems and check the results, with explanations grounded in your records and a clear account of changes it makes.
Tools Reads data311 accounting_ _ get_ clientaccounting_ _ get_ estimateaccounting_ _ get_ expenseaccounting_ _ get_ invoiceaccounting_ _ get_ paymentaccounting_ _ get_ recurring_ templateaccounting_ _ list_ clientsaccounting_ _ list_ credits_ for_ clientaccounting_ _ list_ estimatesaccounting_ _ list_ expensesaccounting_ _ list_ invoicesaccounting_ _ list_ item_ and_ servicesaccounting_ _ list_ paymentsaccounting_ _ list_ recurring_ templatesaccounting- reports_ _ get_ balance_ sheet_ reportaccounting- reports_ _ get_ general_ ledger_ reportaccounting- reports_ _ get_ profit_ and_ loss_ reportaccounting- reports_ _ get_ revenue_ by_ client_ reportaccounting- reports_ _ get_ trial_ balance_ reportbalance_ sheetbenchmarking_ against_ industrybenchmarking_ against_ industry_ textbenchmarking_ quickbooks_ accountbenchmarking_ quickbooks_ account_ textbusiness_ health_ check_ widgetbusiness- profile_ _ list_ businessescash_ flow_ generatorcash_ flow_ quickbooks_ accountcash_ flow_ quickbooks_ account_ textcash_ flow_ statementcompany_ infocomparative_ balance_ sheetcomparative_ income_ statementconfigure_ reportdescribe_ reportdiscover_ preferencesfetch fetch_ advancedfetch_ attachmentfetch_ contactfetch_ contact_ folderfetch_ messagefetch_ messages_ batchfetch_ shared_ attachmentfetch_ shared_ messagefind_ mail_ folderget_ 1099_ report_ summaryget_ accountsget_ aged_ payablesget_ aged_ receivablesget_ agingget_ amortizationsget_ api_ key_ informationget_ approvalsget_ bank_ account_ transactionsget_ billsget_ billsget_ budget_ accountsget_ budgetsget_ cash_ by_ customerget_ cash_ by_ vendorget_ cash_ positionget_ chart_ account_ settingsget_ chart_ of_ accountsget_ close_ checklistget_ connected_ organisationsget_ contactsget_ contract_ line_ itemsget_ contractsget_ credit_ memosget_ current_ userget_ custom_ fieldsget_ debit_ memosget_ deferred_ revenue_ by_ customerget_ departmentsget_ drive_ itemget_ entitiesget_ expenses_ by_ departmentget_ expenses_ by_ vendorget_ fieldsget_ financial_ positionget_ fixed_ asset_ classesget_ fixed_ assetsget_ invoicesget_ invoicesget_ journal_ entriesget_ journal_ entry_ summaryget_ leasesget_ list_ itemget_ organisation_ financial_ yearget_ organisation_ infoget_ payment_ methodget_ payment_ termsget_ prepaid_ expenses_ by_ vendorget_ productsget_ profileget_ profileget_ profit_ and_ lossget_ purchase_ ordersget_ recent_ emailsget_ record_ apply_ candidatesget_ record_ modelget_ repeating_ billsget_ repeating_ invoicesget_ revenue_ by_ customerget_ revenue_ transactionsget_ sensitivity_ labelsget_ sensitivity_ labelsget_ siteget_ tag_ groupsget_ tagsget_ top_ customers_ by_ revenueget_ tracking_ categoriesget_ transactionsget_ trial_ balanceget_ trial_ balance_ summaryget_ unearned_ revenue_ by_ customerget_ unsubscribe_ infoget_ vendorsincome_ statementindustry_ benchmark_ widgetindustry_ recommendationlist_ all_ accountslist_ all_ approval_ workflowslist_ all_ bank_ accountslist_ all_ bank_ transactionslist_ all_ billslist_ all_ bookslist_ all_ chargeslist_ all_ contract_ item_ usage_ recordslist_ all_ contractslist_ all_ credit_ memoslist_ all_ customerslist_ all_ draft_ contractslist_ all_ invoice_ paymentslist_ all_ invoiceslist_ all_ invoices_ paymentslist_ all_ journal_ entrieslist_ all_ metadata_ definitionslist_ all_ productslist_ all_ reimbursementslist_ all_ subsidiarieslist_ all_ tax_ rateslist_ all_ vendor_ creditslist_ all_ vendorslist_ attachmentslist_ bill_ paymentslist_ categorieslist_ contact_ folderslist_ contactslist_ drive_ item_ childrenlist_ driveslist_ folder_ itemslist_ item_ permissionslist_ item_ versionslist_ journal_ entry_ documentslist_ list_ itemslist_ mail_ folderslist_ memberslist_ messageslist_ recent_ documentslist_ record_ attachmentslist_ record_ attachmentslist_ recordslist_ reimbursement_ paymentslist_ reports_ journal_ entrieslist_ role_ assignmentslist_ roleslist_ shared_ attachmentslist_ shared_ mail_ folderslist_ shared_ messageslist_ site_ driveslist_ site_ listsnavigation_ targetsnotifications ns_ fileCabinet_ appns_ getAccountingBooksns_ getAccountingContextsns_ getFilens_ getFileAppns_ getFileUrlns_ getFolderByPathns_ getIdFromPathns_ getNexusIdsns_ getPathFromIdns_ getRecordns_ getRecordActionMetadatans_ getRecordTransformMetadatans_ getRecordTypeMetadatans_ getSessionInfons_ getSubsidiariesns_ getSuiteQLMetadatans_ listAllReportsns_ listSavedSearchesns_ prompt_ library_ appns_ report_ filters_ appns_ runCustomSuiteQLns_ runReportns_ runSavedSearchns_ searchFilesns_ selector_ appns_ uploadFileApppayables_ find_ payment_ by_ confirmationpayables_ get_ billpayables_ get_ paymentpayables_ list_ billspayables_ list_ paymentspayables_ list_ recurring_ bill_ templatespreview_ contract_ amendmentpreview_ invoice_ scheduleprofit_ loss_ generatorprofit_ loss_ quickbooks_ accountprofit_ loss_ quickbooks_ account_ textqbo_ accounting_ get_ ap_ aging_ detailqbo_ accounting_ get_ ap_ aging_ summaryqbo_ accounting_ get_ ar_ aging_ detailqbo_ accounting_ get_ ar_ aging_ summaryqbo_ accounting_ get_ ar_ aging_ summary_ textqbo_ accounting_ get_ balance_ sheetqbo_ accounting_ get_ balance_ sheet_ textqbo_ accounting_ get_ product_ service_ listqbo_ accounting_ get_ sales_ by_ customer_ summaryqbo_ accounting_ get_ sales_ by_ customer_ summary_ textqbo_ accounting_ get_ sales_ by_ product_ summaryqbo_ accounting_ get_ sales_ by_ product_ summary_ textqbo_ catalog_ search_ productsqbo_ contact_ search_ customerqbo_ lending_ estimate_ loan_ paymentsqbo_ lending_ get_ approval_ factorsqbo_ lending_ get_ loansqbo_ lending_ get_ offersqbo_ lending_ get_ peer_ offersqbo_ lending_ helpqbo_ lending_ shop_ loansqbo_ payroll_ get_ company_ deductions_ contributionsqbo_ payroll_ get_ company_ infoqbo_ payroll_ get_ company_ last_ payroll_ runqbo_ payroll_ get_ company_ pay_ typesqbo_ payroll_ get_ company_ payroll_ readinessqbo_ payroll_ get_ company_ timeoff_ detailsqbo_ payroll_ get_ employee_ compensationsqbo_ payroll_ get_ employee_ contract_ detailsqbo_ payroll_ get_ employee_ deductionsqbo_ payroll_ get_ employee_ detailsqbo_ payroll_ get_ employee_ manager_ detailsqbo_ payroll_ get_ employee_ payroll_ readinessqbo_ payroll_ get_ employee_ timeoff_ assignmentsqbo_ payroll_ get_ employeesqbo_ payroll_ get_ employees_ by_ work_ locationqbo_ payroll_ get_ employer_ tax_ setupqbo_ payroll_ get_ pay_ schedulesqbo_ payroll_ get_ payslip_ detailsqbo_ payroll_ get_ payslipsqbo_ payroll_ get_ submitted_ payrollqbo_ payroll_ get_ tax_ filings_ summaryqbo_ payroll_ search_ employeeqbo_ sales_ get_ estimatesqbo_ sales_ get_ invoicesqbo_ sales_ get_ payment_ linksqbo_ sales_ get_ recurring_ invoicesqbo_ sales_ get_ settingsqbo_ sales_ get_ transaction_ documentqbo_ sales_ preview_ invoiceread_ help_ articleread_ preferencesread_ recordread_ record_ attachmentread_ record_ sublistreceivables_ get_ invoicereceivables_ list_ invoicesreport_ catalogreport_ filter_ valuesresolve_ site_ for_ adminresolve_ sites_ for_ adminretrieve_ a_ bank_ accountretrieve_ a_ bank_ transactionretrieve_ a_ billretrieve_ a_ chargeretrieve_ a_ contractretrieve_ a_ credit_ memoretrieve_ a_ customerretrieve_ a_ draft_ contractretrieve_ a_ journal_ entryretrieve_ a_ productretrieve_ a_ reimbursementretrieve_ a_ subsidiaryretrieve_ a_ vendorretrieve_ a_ vendor_ creditretrieve_ an_ approval_ workflowretrieve_ an_ organizationretrieve_ balance_ sheet_ reportretrieve_ cash_ flow_ statement_ reportretrieve_ contract_ metadataretrieve_ customer_ metadataretrieve_ executive_ pl_ reportretrieve_ income_ statement_ reportretrieve_ invoice_ metadataretrieve_ last_ book_ closed_ periodretrieve_ trial_ balance_ reportretrieve_ waterfall_ reportrun_ reportsearch search_ directory_ userssearch_ docssearch_ drive_ itemssearch_ mailbox_ contactssearch_ messagessearch_ peopleshow_ invoices_ summarytodo_ listwhoami
Changes data67 add_ email_ attachmentsbulk_ update_ contract_ metadatabulk_ update_ customer_ metadatabulk_ update_ invoice_ metadatacopy_ recordcreate_ a_ bank_ accountcreate_ a_ bank_ transactioncreate_ a_ billcreate_ a_ bill_ paymentcreate_ a_ chargecreate_ a_ chart_ of_ accountscreate_ a_ contractcreate_ a_ credit_ memocreate_ a_ customercreate_ a_ customer_ familycreate_ a_ draft_ contractcreate_ a_ journal_ entrycreate_ a_ productcreate_ a_ reimbursementcreate_ a_ reimbursement_ paymentcreate_ a_ vendorcreate_ a_ vendor_ creditcreate_ an_ accountcreate_ an_ invoicecreate_ an_ invoice_ paymentcreate_ categorycreate_ contactcreate_ contact_ foldercreate_ fieldcreate_ field_ valuecreate_ forward_ draftcreate_ mail_ foldercreate_ recordcreate_ reply_ draftcreate_ shared_ reply_ draftcreate_ sharing_ linkdraft_ emailforward_ emailmark_ email_ read_ statemark_ shared_ email_ read_ statens_ attachFilens_ createRecordqbo_ catalog_ create_ productqbo_ contact_ create_ customerqbo_ payroll_ create_ employeeqbo_ payroll_ preview_ payrollqbo_ sales_ create_ estimateqbo_ sales_ create_ invoiceqbo_ sales_ create_ payment_ linkqbo_ sales_ create_ recurring_ invoiceqbo_ sales_ duplicate_ estimateqbo_ sales_ duplicate_ invoiceqbo_ sales_ send_ estimateqbo_ sales_ send_ invoiceqbo_ sales_ send_ invoice_ reminderqbo_ sales_ send_ payment_ linkqbo_ sales_ update_ payment_ linkqbo_ sales_ update_ recurring_ invoicequickbooks_ profile_ info_ updatereply_ to_ emailschedule_ emailsend_ emailsend_ email_ on_ behalfsend_ record_ emailsubmit_ contact_ support_ requestupload_ file_ to_ folderupload_ temporary_ file
Deletes or can't be undone96 amend_ a_ contractapply_ vendor_ creditcopy_ itemcreate_ drive_ foldercreate_ drive_ folders_ bulkcreate_ drive_ item_ linkcreate_ foldercreate_ folders_ bulkdelete_ a_ bank_ accountdelete_ a_ bank_ transactiondelete_ a_ billdelete_ a_ bill_ paymentdelete_ a_ chargedelete_ a_ contractdelete_ a_ credit_ memodelete_ a_ customerdelete_ a_ draft_ contractdelete_ a_ journal_ entrydelete_ a_ productdelete_ a_ reimbursementdelete_ a_ reimbursement_ paymentdelete_ a_ usage_ recorddelete_ a_ vendordelete_ a_ vendor_ creditdelete_ an_ invoicedelete_ an_ invoice_ paymentdelete_ contactdelete_ contact_ folderdelete_ drive_ itemdelete_ field_ valuedelete_ itemdelete_ recorddismiss_ notificationend_ an_ open_ ended_ contractexecute_ record_ actionexecute_ record_ transforminvite_ item_ recipientsmove_ drive_ itemmove_ drive_ items_ bulkmove_ emailmove_ items_ bulkmove_ or_ rename_ itemmove_ shared_ emailns_ detachFilens_ executeRecordActionns_ transformRecordns_ updateRecordns_ uploadFilepatch_ contract_ metadatapatch_ customer_ metadatapatch_ invoice_ metadataqbo_ payroll_ assign_ employee_ work_ locationqbo_ payroll_ save_ employee_ contract_ detailsqbo_ payroll_ update_ employeeqbo_ sales_ delete_ estimateqbo_ sales_ delete_ invoiceqbo_ sales_ delete_ recurring_ invoiceqbo_ sales_ operate_ recurring_ invoiceqbo_ sales_ update_ estimateqbo_ sales_ update_ invoiceqbo_ sales_ update_ settingsquickbooks_ transaction_ importrename_ a_ customer_ familyrestore_ item_ versionset_ message_ categoriesset_ preferencesset_ record_ attachmentunsubscribe_ via_ mailtoupdate_ a_ bank_ transactionupdate_ a_ billupdate_ a_ credit_ memoupdate_ a_ customerupdate_ a_ draft_ contractupdate_ a_ journal_ entryupdate_ a_ productupdate_ a_ vendorupdate_ a_ vendor_ creditupdate_ an_ approval_ workflowupdate_ an_ invoiceupdate_ an_ invoice_ paymentupdate_ contactupdate_ contact_ folderupdate_ contract_ metadataupdate_ customer_ metadataupdate_ fieldupdate_ field_ valueupdate_ fileupdate_ file_ exactupdate_ invoice_ metadataupdate_ invoice_ sent_ statusupdate_ recordupdate_ taxes_ for_ a_ credit_ memoupdate_ taxes_ for_ an_ invoiceupload_ drive_ item_ contentupload_ fileupsert_ a_ usage_ record
Skills 1 in the ChatGPT listing
Accounting Use for analyzing accounting files, answering questions about accounting and ERP software, and performing accounting tasks, including bookkeeping, reconciliations, financial statements, invoicing, payroll, expenses, accruals, revenue recognition, fixed assets, tax, variance analysis, period-end close, and audit.