# lending

> Claude/Codex skill by [@intuit](https://omgskills.com/library/intuit/index.md) · 0 stars · Updated 2026-09-16

QuickBooks Capital small-business financing: QuickBooks Term Loan, Line of Credit, Intuit Business Credit Card (issued by WebBank), and the QuickBooks Business Loan Marketplace. Use to explain how these products work (eligibility, rates, fees, terms), compare or choose between them, estimate loan payments (weekly/monthly payment, total interest, total repayment), and answer questions about the signed-in user's own QuickBooks Capital loans and lines of credit (balance, APR, repayment schedule, payoff, available credit), plus what similar businesses have borrowed. Use proactively when a funding need surfaces from payroll, cash-flow, or invoicing work to check for a drawable line of credit and, with consent, peer offers. Read-only guidance only: never makes payments, draws, or loan changes, and never gives a loan offer, rate, credit limit, or approval decision. Not for loan application status or non-QuickBooks-Capital products (SBA, invoice factoring, merchant cash advances, consumer loans).

## Install

```sh
git clone https://github.com/intuit/quickbooks-claude-plugin /tmp/quickbooks-claude-plugin && ln -s /tmp/quickbooks-claude-plugin/skills/lending ~/.claude/skills/lending
```

## From README

Lending Overview Help QuickBooks customers with QuickBooks Capital financing — both signed-in servicing (their own Term Loans and Lines of Credit) and pre-auth exploration (how products work, which one fits, and payment estimates), no company connection required. Read-only — no payments, no modifications, no write operations. All pre-auth tools return educational guidance only, never a loan offer, rate, credit limit, or approval decision. Tools Servicing (signed-in, the user's own loans): qbolendinggetloans — the user's active/completed Term Loans (TL) and Lines of Credit (LOC): status, remaining balance, APR, term, repayment status, total paid, expected payoff, next payment; per-LOC available credit, whether draws are permitted, and reasons if not. Empty result means no active or completed loans. qbolendinggetpeeroffers — what QuickBooks businesses with a similar profile have received (amount, APR, term). Not tied to having a loan.

## Links

- HTML page: https://omgskills.com/library/intuit/quickbooks-claude-plugin/skills/lending/
- GitHub: https://github.com/intuit/quickbooks-claude-plugin
- Author: [@intuit](https://omgskills.com/library/intuit/index.md)

## More from this repo

- [analyze-payroll-cost](https://omgskills.com/library/intuit/quickbooks-claude-plugin/skills/analyze-payroll-cost/index.md) — Used to analyze QuickBooks Payroll cost, payroll spend changes, top-paid employees, pay item drivers, and practical...
   - [@intuit](https://omgskills.com/library/intuit/index.md) · 0 stars
- [chase-overdue-invoices](https://omgskills.com/library/intuit/quickbooks-claude-plugin/skills/chase-overdue-invoices/index.md) — Send payment reminders for invoices with tone matched to aging.
   - [@intuit](https://omgskills.com/library/intuit/index.md) · 0 stars
- [email-to-estimate-invoice](https://omgskills.com/library/intuit/quickbooks-claude-plugin/skills/email-to-estimate-invoice/index.md) — Turn a customer email thread into a ready-to-send QuickBooks estimate or invoice.
   - [@intuit](https://omgskills.com/library/intuit/index.md) · 0 stars