Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
68735-00
Total
$1,658.70
Invoice data
- Detected vendor
- Industrial Lumber & Plywood
- Matched vendor
- Industrial Lumber & Plywood, Inc.
- Matched alias
- Industrial Lumber and Plywood
- Category
- Building Materials
- Category method
- Single assignable category
- Invoice date
- 02/17/2026
- Due date
- 03/19/2026
- Vendor terms
- 1% 10 Net 30
- Jkath terms
- Net 30
- QB Bill ID
- 216
Category reason
Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.
File result
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-11-2026-007-INV-001
- Run ID
- 05-11-2026-007
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed
- Source file
- Industrial Lumber Invoice_68735-00.pdf
Stored payloads
Claude parse payload
{
"tax": 124.65,
"notes": "PO# is V051 (CHOWEN MURPHY); project_name inferred from PO field. ExpressShip Free Delivery line item (Product #F2) excluded from line_items as it has $0.00 charge. Delivery is free and included in subtotal at $0, so shipping set to 0. Cash discount of $15.34 available if paid within terms (1% 10 Net 30). Ship-to address is JKath LLC at 1408 Northland Drive Suite 304, Loading Dock 13, Mendota Heights, MN 55120. Bill-to address is JKath LLC at 3919 49th Street E, Minneapolis, MN 55417. Sales rep: Greg Heber.",
"terms": "1% 10 Net 30",
"total": 1658.7,
"due_date": "2026-03-19",
"shipping": 0,
"subtotal": 1534.05,
"confidence": {
"total": 1,
"vendor_name": 1,
"invoice_date": 1,
"project_name": 0.85,
"invoice_number": 1
},
"line_items": [
{
"qty": 9,
"amount": 37.8,
"unit_price": 4.2,
"description": "Map S 5/4 S&B P/G RWL P10 H&M 9'-10' (Product #1487)"
},
{
"qty": 12,
"amount": 172.8,
"unit_price": 14.4,
"description": "Oak White Rift 5/4 S&B 9'-10' (Product #6026)"
},
{
"qty": 24,
"amount": 63.6,
"unit_price": 2.65,
"description": "Map S 4/4 S&B P/G 9'-10' H&M Red Leaf FND (Product #1477)"
},
{
"qty": 11,
"amount": 29.15,
"unit_price": 2.65,
"description": "Map S 4/4 S&B P/G 11'-12' H&M Red Leaf FND - NDS 1 BRD 8\"+ WIDE AND 12' LONG (Product #1478)"
},
{
"qty": 10,
"amount": 123.5,
"unit_price": 12.35,
"description": "Oak White Rift 4/4 S&B 9'-10' H&M (Product #6001)"
},
{
"qty": 3,
"amount": 222.9,
"unit_price": 74.3,
"description": "MDF 3/4 4x8 MR50 EcoPlus West Pine 49x97 (Product #42600)"
},
{
"qty": 7,
"amount": 686,
"unit_price": 98,
"description": "Map Nat 3/4 4X8 C2 VC 2SSG 1 STP 7 PLY TSCA Title VI CARB (Product #23361)"
},
{
"qty": 2,
"amount": 198.3,
"unit_price": 99.15,
"description": "HDF ULTRACORE 3/4 4X8 MDF 2S 48.5 X 96.5 (Product #31755)"
}
],
"vendor_name": "Industrial Lumber & Plywood",
"invoice_date": "2026-02-17",
"project_name": "CHOWEN MURPHY",
"invoice_number": "68735-00"
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "cmp0l4pzi00014q9yk3kiu27n",
"vendor_id": "vendor_industrial_lumber_plywood",
"alias_name": "Industrial Lumber and Plywood",
"canonical_name": "Industrial Lumber & Plywood, Inc.",
"category_count": 1,
"category_options": [
{
"name": "Building Materials",
"notes": "Building materials supplier invoices.",
"expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
"fully_qualified_name": "Building Materials",
"quickbooks_account_id": "1150040000",
"vendor_expense_category_id": "vec_industrial_lumber_building_materials"
}
],
"expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
"normalized_alias_key": "industrial lumber and plywood",
"quickbooks_vendor_id": null,
"quickbooks_account_id": "1150040000",
"default_expense_account": "Building Materials",
"invoice_processing_notes": null
},
"category_selection": {
"method": "single_assignable_category",
"reason": "Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.",
"confidence": 1,
"category_name": "Building Materials",
"expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
"quickbooks_account_id": "1150040000",
"selected_expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
"selected_expense_category_name": "Building Materials"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "80",
"quickbooks_account_id": "1150040000",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "single_category_fallback",
"total": "1658.7",
"doc_number": "68735-00",
"vendor_ref": "80",
"account_ref": "1150040000",
"quickbooks_bill_id": "216"
},
"attachment_uploaded": {
"path": "single_category_fallback",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "216"
}
}Raw payload
{
"run_id": "run_cc08958a874b41b9895ea6dd27d6a906",
"source": "make.com",
"run_key": "05-11-2026-007",
"make_trace_id": "make-20260510_223546_335",
"source_file_name": "Industrial Lumber Invoice_68735-00.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/Industrial Lumber Invoice_68735-00.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABo0A",
"source_dropbox_rev": "016518194fa909700000003549f4393",
"source_content_hash": "a68dd461b2c32e910e007ebbf400435de9aa064ace909fc813850ad12802778d",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/Industrial Lumber Invoice_68735-00.pdf",
"processing_dropbox_rev": "01651819ab3a46f00000003549f4393"
}Invoice Timeline
Time
05/10/2026
Event
FILE CLAIMED
Message
Source file claimed by Make scenario.
Payload
{
"message": "Claimed invoice file and moved into processing.",
"source_file_name": "Industrial Lumber Invoice_68735-00.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/01 Unprocessed/Industrial Lumber Invoice_68735-00.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 4-10/02 Processing/Industrial Lumber Invoice_68735-00.pdf"
}Time
05/10/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"message": "Claude extraction parsed and stored.",
"process_key": "05-11-2026-007-INV-001",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3497",
"make_trace_id": "make-20260510_223546_335",
"output_tokens": "927",
"bill_import_id": "bill_909c9d2b12574555843efefae7f33bdd",
"source_file_name": "Industrial Lumber Invoice_68735-00.pdf",
"claude_message_id": "msg_01AE7K1iE2XFwFEkf5Ldh1VV"
}Time
05/10/2026
Event
ALIAS LOOKUP COMPLETED
Message
Vendor alias lookup matched a portal vendor.
Payload
{
"found": true,
"message": "Looked up parsed vendor name against portal aliases.",
"alias_id": "cmp0l4pzi00014q9yk3kiu27n",
"vendor_id": "vendor_industrial_lumber_plywood",
"process_key": "05-11-2026-007-INV-001",
"vendor_name": "Industrial Lumber & Plywood",
"make_trace_id": "make-20260510_223546_335",
"bill_import_id": "bill_909c9d2b12574555843efefae7f33bdd",
"canonical_name": "Industrial Lumber & Plywood, Inc.",
"category_count": 1,
"invoice_number": "68735-00",
"category_options": [
{
"name": "Building Materials",
"notes": "Building materials supplier invoices.",
"expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
"fully_qualified_name": "Building Materials",
"quickbooks_account_id": "1150040000",
"vendor_expense_category_id": "vec_industrial_lumber_building_materials"
}
],
"source_file_name": "Industrial Lumber Invoice_68735-00.pdf",
"category_selection": {
"method": "single_assignable_category",
"reason": "Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.",
"confidence": 1,
"category_name": "Building Materials",
"expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
"quickbooks_account_id": "1150040000",
"selected_expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
"selected_expense_category_name": "Building Materials"
},
"expense_category_id": "cat_5ae38f002eec4a5e839e6492ee488526",
"normalized_alias_key": "industrial lumber and plywood",
"quickbooks_vendor_id": null,
"default_expense_account": "Building Materials"
}Time
05/10/2026
Event
QB LOOKUP COMPLETED
Message
QuickBooks vendor, account, and duplicate bill lookup completed.
Payload
{
"path": "single_category",
"message": "QuickBooks lookup completed before create-or-duplicate routing.",
"process_key": "05-11-2026-007-INV-001",
"vendor_name": "Industrial Lumber & Plywood, Inc.",
"make_trace_id": "make-20260510_223546_335",
"bill_import_id": "bill_909c9d2b12574555843efefae7f33bdd",
"invoice_number": "68735-00",
"source_file_name": "Industrial Lumber Invoice_68735-00.pdf",
"quickbooks_vendor_id": "80",
"quickbooks_account_id": "1150040000",
"existing_quickbooks_bill_id": null
}Time
05/10/2026
Event
QB BILL CREATED
Message
QuickBooks Bill created.
Payload
{
"path": "single_category_fallback",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-11-2026-007-INV-001",
"make_trace_id": "make-20260510_223546_335",
"bill_import_id": "bill_909c9d2b12574555843efefae7f33bdd",
"source_file_name": "Industrial Lumber Invoice_68735-00.pdf",
"quickbooks_bill_id": "216",
"quickbooks_payload": {
"path": "single_category_fallback",
"total": "1658.7",
"doc_number": "68735-00",
"vendor_ref": "80",
"account_ref": "1150040000",
"quickbooks_bill_id": "216"
}
}Time
05/10/2026
Event
ATTACHMENT UPLOADED
Message
Source file attached to the QuickBooks Bill.
Payload
{
"path": "single_category_fallback",
"message": "Source file uploaded to QuickBooks Bill.",
"process_key": "05-11-2026-007-INV-001",
"make_trace_id": "make-20260510_223546_335",
"bill_import_id": "bill_909c9d2b12574555843efefae7f33bdd",
"source_file_name": "Industrial Lumber Invoice_68735-00.pdf",
"attachment_payload": {
"path": "single_category_fallback",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "216"
},
"quickbooks_bill_id": "216"
}Time
05/10/2026
Event
FILE MOVED
Message
Final invoice file moved.
Payload
{
"path": "single_category_fallback",
"status": "CREATED_IN_QBO",
"message": "Processed invoice file moved after QuickBooks Bill creation.",
"outcome": "processed",
"process_key": "05-11-2026-007-INV-001",
"make_trace_id": "make-20260510_223546_335",
"bill_import_id": "bill_909c9d2b12574555843efefae7f33bdd",
"final_file_name": "IndustrialLumber&PlywoodInc_INV-68735-00.pdf",
"source_file_name": "Industrial Lumber Invoice_68735-00.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/wwvxzghcggqxqk6imoqc9/IndustrialLumber-PlywoodInc_INV-68735-00.pdf?rlkey=xcin3se6jepw9bkbljzuxe9ph&dl=0",
"quickbooks_bill_id": "216"
}