Catch what slipped through before the file goes to your client. This prompt runs an independent quality-control pass on a completed QuickBooks Online cleanup, checking 13 tie-out points across the file — trial balance, equity roll-forward, aging reports, loans, fixed assets, and clearing accounts among them. Each point is marked Pass or Needs Fix with specific evidence, so you know exactly what's left to address before delivery. No score — just a clear, final checklist.
Works in any AI tool. Includes the prompt doc, sample output, and a bonus .md version formatted for Claude users. Built by a bookkeeper with Advanced QBO ProAdvisor certification and 20+ years of bookkeeping experience.
QBO Cleanup Final Review
$19.99Price
- The full QBO Cleanup Final Review prompt (.docx) — copy and paste into ChatGPT, Claude, Gemini, or any AI assistant, then upload your end-state QBO reports
- Bonus Claude Skill file (.md) for Claude users who want it installed as a skill
- Delivered as a single .zip download, available immediately after purchase
