| name | accounting |
| description | Double-entry accounting for a company — the umbrella entry point. Use when the user asks to set up books / a chart of accounts, record a transaction or journal entry, import a bank or QuickBooks statement, reconcile/map transactions to accounts, or read financial statements (trial balance, profit & loss, balance sheet). Routes to the focused sub-skills. Requires hq-pack-crm and the company's accountingEnabled setting. |
Accounting (double-entry)
The HQ accounting engine makes the ontology a real general ledger: a chart of
account entities and balanced journal-entry entities, folded into a
vault-synced accounting-projection.json (trial balance, P&L, balance sheet).
This skill routes a request to the right sub-skill.
Prerequisites (check first)
hq-pack-crm installed — accounting accounts are CRM accounts. (The
pack-dependency gate enforces this at install.)accountingEnabled for the company — the per-company gate (default OFF),
set via PUT /company-settings { accountingEnabled: true } (HQ Console). If
there is no accounting-projection.json in the company vault, accounting is
not enabled or not synced — say so rather than improvising.
Route by intent
| The user wants to… | Use |
|---|
| Set up books / create a chart of accounts | chart-of-accounts |
| Record a manual transaction / journal entry | record a balanced entry (see double-entry-rules) |
| Import a bank / QuickBooks CSV, map transactions | acct-import |
| See trial balance / P&L / balance sheet / an account balance | run-reports |
The one rule that matters
Every journal entry must balance: total debits equal total credits. The
engine rejects an unbalanced entry — never try to force one through. Corrections
are made by posting a reversing entry, never by editing a posted one. The
debit/credit-by-account-type table and posting templates live in the
double-entry-rules knowledge doc.
Scope
Accounting data is per-company and vault-scoped. Never read or join one company's
ledger into another's context. Use hq secrets exec --company <co> -- <cmd> for
any source-system access; never print credentials.
