All ideasMore in Money

Categorize my business purchases in QuickBooks at tax time

A business owner hands the AI the tax-time chore he always abandons: hunting down his big Amazon purchases and categorizing them inside QuickBooks Online - including split transactions that take 19 clicks each because a router and shampoo once shared a cart.

How it works

  1. Review Amazon business purchases
  2. Open each transaction in QuickBooks Online
  3. Categorize the big items
  4. Split mixed business/personal carts line by line
  5. Books ready for tax filing

Why it’s worth knowing

The agent's edge is not smarts, it's patience: it cheerfully clicks 19 times to split one transaction that mixed a work router with shampoo.

Where it’s from

Summarized from a public post on news.ycombinator.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
Upgraded prompts are coming soon.

Try next

Every idea is a real post from someone who tried it, summarized in our words, with a link to the original. App names are swapped for plain words.