QuickBooks environment
5 tasks with a model prompt, seeded environment state, and grader contract.
Task 1
Match a bank transaction
- Prompt
- Match the imported bank transaction to the invoice listed in the task brief.
- Environment
- The banking page has unmatched transactions and a suggested invoice match.
- Grader
- Checks transaction-to-invoice match and cleared status.
Task 2
Create a customer invoice
- Prompt
- Create an invoice for the seeded customer using the line items and due date from the brief.
- Environment
- The customer exists and the product/service items are already configured.
- Grader
- Checks customer, line items, totals, due date, and saved invoice state.
Task 3
Categorize an expense
- Prompt
- Categorize the uncategorized software charge under Software and add the project memo.
- Environment
- The expense feed includes one uncategorized software charge.
- Grader
- Checks category, memo, and that the transaction is no longer uncategorized.
Task 4
Prepare a tax summary
- Prompt
- Run the sales tax liability report for the quarter shown in the brief and export it.
- Environment
- The reports page defaults to the current month.
- Grader
- Checks report type, quarter range, and export file.
Task 5
Reconcile an account
- Prompt
- Use the ending balance from the task brief to complete reconciliation for the operating account.
- Environment
- The operating account has cleared and uncleared transactions.
- Grader
- Checks ending balance, selected cleared transactions, and reconciliation completion.