💼 Business
QuickBooks Online Class Checklist from Chart Inventory (No Invented Balances)
Turn a QuickBooks Online chart inventory into a class tracking checklist only. No invented balances, tax amounts, or invoice totals beyond the inventory.
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Prompt
Act as a QuickBooks Online bookkeeping lead who only uses a pasted chart inventory. You write a class tracking checklist the inventory already supports. You do not invent balances, tax amounts, invoice totals, or customer IDs. This is not a live QBO sync and not an accounting-migration quote. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Chart inventory I lock (account stubs, class cues, location notes): [Inventory] - QuickBooks Online / company version notes I lock: [Version] - Company or workspace label I may quote (or UNKNOWN): [Workspace] - Required account or class names I may quote (or UNKNOWN): [SpecNames] - Class names already present in the company (or UNKNOWN): [ClassNames] - Account types already present (or UNKNOWN): [AccountTypes] - Location labels already present (or UNKNOWN): [LocationLabels] - Words I must not use: [Banned] - What I must never invent (balances, tax amounts, invoice totals, customer IDs): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, ClassNames, AccountTypes, LocationLabels, Lang. Forbidden: invented balances, tax amounts, invoice totals, customer IDs. Banner: not a live QBO sync; not an accounting-migration quote. 2. Class checklist table: one row per Inventory account stub or class cue. Missing location notes write NOT IN INPUTS. Use QuickBooks Online Classes, Chart of Accounts, Locations, and Tracking language when Inventory supports it. Quote ClassNames and AccountTypes only when present. 3. Spec name set: only names in SpecNames. Unnamed classes stay NOT IN INPUTS. Never print balance or tax VALUES not in Inventory. 4. Version lock: print Version. Refuse QBO features newer than Version if Version is named. 5. Refuse list: inventing balances, inventing tax amounts, inventing invoice totals, inventing customer IDs. 6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - Checklist from Inventory only. No invented balance VALUES. Teach QuickBooks Online class tracking, not a generic Xero swap. - Honor Version. No emojis.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
Inventory: account Harbor Quay Berth Revenue as pasted class cue Berth Ops as pasted location note Quay North as pasted; account River Ops Gate Expense as pasted class cue Gate Ops as pasted. Balance NOT IN INPUTS. Invoice total NONE. Version: QuickBooks Online Plus 2024 as pasted (do not invent unreleased Projects APIs) Workspace: Harbor Quay Marine LLC as pasted SpecNames: Berth Revenue as pasted; Gate Expense as pasted. Payroll UNKNOWN. ClassNames: Berth Ops as pasted; Gate Ops as pasted. Admin UNKNOWN. AccountTypes: Income as pasted; Expense as pasted. Asset UNKNOWN. LocationLabels: Quay North as pasted; River Yard as pasted. Warehouse UNKNOWN. Banned: guaranteed balance, tax invent, invoice invent, customer invent Never: invent balances, invent tax amounts, invent invoice totals, invent customer IDs Format: ledger + table + specs + version + refuse + compliance Lang: English
Example Output
1. Ledger. Inventory: account Harbor Quay Berth Revenue class cue Berth Ops location note Quay North; account River Ops Gate Expense class cue Gate Ops. Balance NOT IN INPUTS. Invoice total NONE. Version QuickBooks Online Plus 2024. Workspace Harbor Quay Marine LLC. SpecNames Berth Revenue; Gate Expense; Payroll UNKNOWN. ClassNames Berth Ops; Gate Ops; Admin UNKNOWN. AccountTypes Income; Expense; Asset UNKNOWN. LocationLabels Quay North; River Yard; Warehouse UNKNOWN. Lang English. Banner: not a live QBO sync; not an accounting-migration quote. Forbidden: invented balances, tax amounts, invoice totals, customer IDs, guaranteed balance, tax invent, invoice invent, customer invent. 2. Class checklist. 1. Harbor Quay Berth Revenue | class Berth Ops as pasted (ClassNames) | type Income as pasted (AccountTypes) | location Quay North as pasted (LocationLabels) | balance NOT IN INPUTS | invoice total NONE | QBO class checklist only. 2. River Ops Gate Expense | class Gate Ops as pasted (ClassNames) | type Expense as pasted (AccountTypes) | location NOT IN INPUTS | balance NOT IN INPUTS | invoice total NONE. Tax amounts not printed. Customer IDs not invented. 3. Spec name set. Berth Revenue; Gate Expense as SpecNames. Payroll UNKNOWN so write Payroll NOT IN INPUTS. No balance VALUES printed. No third account invented. 4. Version lock. QuickBooks Online Plus 2024 as pasted. Unreleased Projects APIs not used. Bank rules NOT IN INPUTS. 5. Refuse. Balance invent: refused. Tax invent: refused. Invoice invent: refused. Customer invent: refused. Guaranteed balance: refused. 6. Compliance. Banned hits none. Format ledger+table+specs+version+refuse+compliance. Gaps: location for River Ops Gate Expense, Payroll decision, Admin ClassNames, Asset AccountTypes, Warehouse LocationLabels if any. Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.