Worlds / Finance ops / QuickBooks
QuickBooks world
A local QuickBooks Online company with customers, vendors, invoices, bills, payments, journal entries and a chart of accounts. Test the bookkeeping agent that applies payments, enters bills and reconciles the books.
InvoicesBillsPaymentsJournal EntriesTax Codes
| No. | Customer | Amount | Status |
|---|---|---|---|
| 1041 | Harbor Dental | $1,200.00 | OpenPaid |
| 1042 | Harbor Dental | $450.00 | OpenPaid |
| 1045 | Harbor Dental Group | $980.00 | OpenPaid |
| 1047 | Lark Bakery | $310.00 | Overdue |
| 1050 | Quill & Co | $2,700.00 | Open |
fig. 1 · illustrative replica · the agent's changes land as you scroll
What's in this world
What you get when you open QuickBooks. Seeded, local, yours to break.
Seeded records
- customers
- 80 with open balances on 22
- invoices
- 260 paid, 31 open, 6 overdue
- bills
- 90 with 14 unpaid
- accounts
- Chart of accounts with 64 accounts
- bank deposits
- 18 undeposited funds payments
Agent jobs you can test
- Apply a customer payment to the right invoices
- Enter a vendor bill with the right expense account
- Post an adjusting journal entry
What your agent can get wrong here
The reply sounds right. The record is what counts.
ActionWhat the world recordsCommon mistake
Receive a payment
Payment.Line linked invoices and Invoice.BalanceApplies the check to a similarly named customer's invoiceEnter a bill
Bill.VendorRef, DocNumber and the expense AccountRefEnters a duplicate bill for the same vendor invoicePost a journal entry
JournalEntry lines debit and credit totalsPosts to the wrong periodCategorize tax
TaxCodeRef on invoice linesMarks a taxable line non-taxableExample test
Describe the job. Review the checks before anything runs.
Harbor Dental sent one check for $1,650. Apply it to their open invoices and nothing else. Enter the three vendor bills in the inbox under the right expense accounts.
- 01Invoices 1041 and 1042 paid in full
- 02Invoice 1045 for Harbor Dental Group still open
- 03Payment total equals $1,650.00
- 043 bills entered with no duplicate DocNumber per vendor
- 05No journal entry dated in a closed period
fig. 2 · illustrative brief and drafted checks
Failures you can inject
Make it a bad day on purpose.
effect
API returns 429 past the per-company request limitfires before the handler · state untouched · same result every runEvidence
StatusIncluded in the closed beta, like every world in the catalog. Apply and tell us the workflow you want to test.Known limitations
