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QuickBooks Online Class Checklist from Chart Inventory (No Invented Balances)
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QuickBooks Online Class Checklist from Chart Inventory (No Invented Balances)

PpromptstudioยทSep 11, 2026
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Turn a QuickBooks Online chart inventory into a class tracking checklist only. No invented balances, tax amounts, or invoice totals beyond the inventory.

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.