ILLUSTRATIVE WORKFLOW TEMPLATE — adapt to your authorized demo records and available connector tools. This file is not a claim the workflow has been tested.

Retrieve the selected demo company monthly P&L. Summarize three expense changes, cite accounts and periods, and list questions for the accountant. Do not import transactions or change classifications.

Official source: https://quickbooks.intuit.com/learn-support/en-us/help-article/accounting-bookkeeping/use-quickbooks-connector-claude/L3YBlo6Ht_US_en_US
