ReportingRead only
Check my connected company
A useful first message after connecting your AI agent.
Prompts12 ready-to-edit examples for QuickBooks Online
Start with the right question.
Practical prompts for your QuickBooks work. Find an example, add your details, and paste it into your connected AI chat.
01
Connect your books
Connect QuickBooks Online and your AI agent through DeepLedger. See setup guides.
02
Make it yours
Open a prompt and replace the bracketed details. Copy the edited text into your connected AI chat.
03
Review the result
Check the company and source records. Prompts that prepare new entries ask for approval before saving. Your account permissions still apply.
Find your next prompt.
12 prompts
SalesPrepare for approval
Prepare a customer invoice
Give your agent the customer, work, amount, and terms.
Edit & copy prompt
SalesRead only
Find overdue invoices
See who owes you money and which invoices need attention.
Edit & copy prompt
PurchasesPrepare for approval
Prepare a vendor bill
Start with a supplier bill and check it before recording.
Edit & copy prompt
PurchasesPrepare for approval
Record an already-paid expense
Avoid recording a paid receipt as a second unpaid bill.
Edit & copy prompt
PurchasesRead only
Find possible duplicate bills
Build a review list without deleting or voiding anything.
Edit & copy prompt
BankingRead only
Review uncategorized bank activity
Get suggested matches and categories with reasons.
Edit & copy prompt
BankingRead only
Compare a statement with QuickBooks
Upload a statement and investigate the differences.
Edit & copy prompt
ReportingRead only
Explain this month's profit
Compare two periods and trace the largest changes.
Edit & copy prompt
PurchasesRead only
See which bills are due next
Prepare a payment review list from open vendor balances.
Edit & copy prompt
Month-endRead only
Find expenses missing receipts
Collect the document gaps before your month-end review.
Edit & copy prompt
Month-endRead only
Prepare a month-end checklist
Find outstanding checks and decisions before closing.