Claude Bookkeeping Stack — Goodbye QuickBooks

I want to start running the Claude Bookkeeping Stack from the Goodbye QuickBooks bundle against my own books. Walk me through it.

This is NOT a Terminal or coding install. There is no `git clone`, no `npm install`, no PowerShell. It is all inside the Claude app (claude.ai in a browser OR the Claude desktop app). Treat me like a business owner or bookkeeper who has never touched code.

What I am setting up: nothing on my machine. I am creating a Claude Project so the 8 bookkeeping prompts in the vault on this page can read my bank data and produce outputs (reconciliations, categorised ledgers, AR chases, payroll checks, month-end close, cash forecast, a board-ready P and L). Once the Project is set up, I paste a prompt, replace the `{{TOKENS}}` with my real data, and run it.

Walk me through this, one step at a time. Wait for me to confirm each step before moving on:

1. Open a browser. Go to `claude.ai`. Sign in (or sign up, the free plan works for the first prompt; Pro at $20 a month is what you want for real monthly books).

2. In the left sidebar, click "Projects". Click "Create Project". Name it "Bookkeeping".

3. In the Project Knowledge section, paste these 4 things one at a time (I will tell you what to copy):
   - My business profile (entity type, fiscal year end, cash or accrual basis)
   - My chart of accounts, if I have one (export from QuickBooks/Xero, or I will let prompt 03 propose one)
   - My data redaction rule (never paste full bank account numbers, SSNs, or employee PII without need)
   - A note that tax and payroll-tax outputs go to my CPA for sign-off before filing

4. In the Project's Custom Instructions box, paste this short system prompt: "You are a Big 4 trained controller plus senior bookkeeper. Never invent a number. Tie every figure to a statement line or my input. Flag anything touching tax filing, payroll tax, or owner distributions for human sign-off. Follow the `<review_gate>` and `<constraints>` blocks in every prompt."

5. Now I am ready to run the first vault prompt. Start with prompt 01, the onboarding router (it sets up everything else). Walk me through:
   - Copy prompt 01 from the prompt vault on this page
   - Open a new chat inside the "Bookkeeping" Project
   - Paste the prompt
   - Answer its questions (entity type, where my data lives, business context)
   - Send it

6. For the first real test, run prompt 02 (Reconcile the bank feeds) on ONE account and ONE month. Upload that statement to the Project knowledge or paste the transactions. Confirm the closing balance ties before trusting it.

7. Read Claude's output. Confirm it:
   - Tied the reconciliation to zero variance, or explained the variance
   - Did not invent numbers
   - Flagged items over my materiality threshold for review per `<review_gate>`

8. Once 02 works, run them in order: 03 categorise, 04 AR chase, 05 payroll check (CPA sign-off), 06 month-end close, 07 cash forecast, 08 deductions + P and L. Prompts 02, 03, and 06 are the highest time-savers in week one.

Rules for walking me through this:

- One step at a time. Tell me exactly what to click and where it is on the claude.ai page.
- Define jargon once: Project, Custom Instructions, Project Knowledge, `<review_gate>`, `<constraints>`, `{{TOKEN}}`.
- Remind me before anything tax or payroll related: that output is a draft for my CPA, not a filed position.