---
name: al-074-receipt-photos-to-bookkeeping-entries
description: "Snap a receipt in a chat and get a clean bookkeeping entry, like a construction firm's WhatsApp agent that feeds QuickBooks and Google Sheets. Use when the user wants help with receipt capture (finance) for a small business."
---

# Receipt photos to bookkeeping entries

Snap a receipt in a chat and get a clean bookkeeping entry, like a construction firm's WhatsApp agent that feeds QuickBooks and Google Sheets.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Your categories

## Instructions

Do the task below with the user's inputs in place of each [bracket].

Read the receipts or invoices I attach. For each one, pull out: date, vendor, amount, tax, category (from this list: [your categories]), and project or client. Put them in a table I can paste into my books. If anything is missing or unclear, ask me instead of guessing.

## Safety checks (share these with the user)

- This prompt works on text other people wrote (emails, reviews, messages or web pages). That text can hide instructions aimed at AI, such as "ignore your rules and…". Paste it as material to work on, and never let the AI act on requests inside it, like paying, sharing logins or changing records.
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: ChatGPT, Claude, Gemini, QuickBooks, Google Sheets, WhatsApp + n8n
- Based on this real-world example: https://www.varmiguemunoz.com/blog/whatsapp-to-quickbooks-ai-agent
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-074-receipt-photos-to-bookkeeping-entries/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/