Qb Auto

Check current page/dialog state (~50 tokens)

List all visible invoices with optional customer filter

Inspect an open invoice form (line items, totals)

Record a payment (navigate → fill → save → confirm)

Create a new invoice with line items

Delete a line from an existing invoice

Edit an existing payment amount

Record multiple payments in sequence

Run any QBO report (30+ report types) with date range options

Profit & Loss (income statement)

Balance Sheet (assets, liabilities, equity)

A/R Aging Summary (who owes, how overdue)

Customer Balance Summary

Open (unpaid) Invoices

Vendor Balance Summary