Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
2503-948665
Total
$3,483.53
Invoice data
- Detected vendor
- Dakota County Lumber
- Matched vendor
- Dakota County Lumber
- Matched alias
- Dakota County Lumber
- Category
- Building Materials:Lumber
- Category method
- Single assignable category
- Invoice date
- 03/07/2025
- Due date
- 04/06/2025
- Vendor terms
- Net 30
- Jkath terms
- Net 30
- QB Bill ID
- 321
Category reason
Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.
File result
- Final file
- DakotaCountyLumber_INV-2503-948665.pdf
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-12-2026-027-INV-001
- Run ID
- 05-12-2026-027
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- Dakota County Lumber 2503-948665.pdf
Stored payloads
Claude parse payload
{
"tax": 286.25,
"notes": "Invoice is a 2-page customer copy. Order reference 2503-948527 (Bayer PO# 512966HH) is an internal order number; the invoice number is 2503-948665. Account 534, Job 40. Ship-to address is 2908 43rd Ave S, Minneapolis MN 55406. Delivery line item is included in subtotal so shipping is set to 0. Sales tax rate MN 9.025%. Payment method: Charge to Account. Buyer signature: Jesse Kath.",
"terms": "Net 30",
"total": 3483.53,
"due_date": null,
"shipping": 0,
"subtotal": 3197.28,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.95,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 1,
"amount": 296.06,
"unit_price": 296.06,
"description": "2/8X6/8 1-3/8 FLUSH SOLID CORE, PRIMED HARDBOARD, POCKET DOOR, 4-9 POCKET TRIM INCLUDED (SO948527-000)"
},
{
"qty": 1,
"amount": 364.74,
"unit_price": 364.74,
"description": "2/4X6/8 1-3/8 2 PANEL, PRIMED STILE AND RAIL POCKET DOOR, 4-9 POCKET TRIM INCLUDED (SO948527-001)"
},
{
"qty": 193,
"amount": 862.71,
"unit_price": 4.47,
"description": "LFT-279A POPLAR BASE (1/2\"X4-1/4\") (SO948527-002)"
},
{
"qty": 14,
"amount": 934.5,
"unit_price": 66.75,
"description": "176A POPLAR CASING-16' (3/4\"X3-1/4\") (SO948527-003)"
},
{
"qty": 3,
"amount": 616.77,
"unit_price": 205.59,
"description": "3/0X6/8 1-3/8 FLUSH SOLID CORE, PRIMED HARDBOARD BYPASS DOOR (SO948527-004)"
},
{
"qty": 2,
"amount": 67.6,
"unit_price": 33.8,
"description": "5/0 BYPASS TRACK AND HARDWARE (SO948527-005)"
},
{
"qty": 30,
"amount": 29.4,
"unit_price": 0.98,
"description": "LFT-200A POPLAR BASE SHOE (1/2\"X3/4\") (SO948527-006)"
},
{
"qty": 1,
"amount": 25,
"unit_price": 25,
"description": "DELIVERY TRIP CHARGE"
},
{
"qty": null,
"amount": 0.5,
"unit_price": null,
"description": "ROAD IMPROVEMENT & FOOD DEL. FEE (Adjustment)"
}
],
"vendor_name": "Dakota County Lumber",
"invoice_date": "2025-03-07",
"project_name": "JKATH DESIGN BUILD/43RD AVE",
"document_type": "invoice",
"invoice_number": "2503-948665",
"is_billable_invoice": true
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "alias_5c621a008e474b48809d367640f6ce54",
"vendor_id": "vend_a3cdda652daa459c95de2013ac3f1f6a",
"alias_name": "Dakota County Lumber",
"canonical_name": "Dakota County Lumber",
"category_count": 1,
"category_options": [
{
"name": "Lumber",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Lumber (115).",
"expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"fully_qualified_name": "Building Materials:Lumber",
"quickbooks_account_id": "111",
"vendor_expense_category_id": "cmp1bawrn002g13pf2vrgci4f"
}
],
"expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"normalized_alias_key": "dakota county lumber",
"quickbooks_vendor_id": "15",
"quickbooks_account_id": "111",
"default_expense_account": "Lumber",
"invoice_processing_notes": null,
"missing_category_options": false
},
"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": "Lumber",
"expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"quickbooks_account_id": "111",
"selected_expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"selected_expense_category_name": "Lumber"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "15",
"quickbooks_account_id": "111",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "single_category_direct",
"total": "3483.53",
"due_date": "2025-04-06",
"doc_number": "2503-948665",
"vendor_ref": "15",
"account_ref": "111",
"jkath_terms": "Net 30",
"vendor_terms": "Net 30",
"quickbooks_bill_id": "321",
"resolved_expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "321"
}
}Raw payload
{
"run_id": "run_594bd3eabfc6479e8864a025f93b86a9",
"source": "make.com",
"run_key": "05-12-2026-027",
"make_trace_id": "make-20260511_232719_376",
"source_file_name": "Dakota County Lumber 2503-948665.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota County Lumber 2503-948665.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABihw",
"source_dropbox_rev": "016519746a9a97500000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "c31a0052a50a706c39ac2f8506b3baffc2ae0d2b3c92c9c5b7851475af643e8c",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota County Lumber 2503-948665.pdf",
"multi_invoice_group_id": "bill_5335ff4ebcd1434497127667dc30e7c6",
"processing_dropbox_rev": "0165197477cf61200000003549f4393",
"multi_invoice_source_payload": {
"notes": "PDF contains a single two-page invoice (2503-948665) from Dakota County Lumber to JKATH Design Build & Reinvent. Page 1 lists all line items; Page 2 shows totals and payment summary. No multiple separate invoices detected.",
"invoices": [
{
"tax": 286.25,
"notes": "Invoice is a 2-page customer copy. Order reference 2503-948527 (Bayer PO# 512966HH) is an internal order number; the invoice number is 2503-948665. Account 534, Job 40. Ship-to address is 2908 43rd Ave S, Minneapolis MN 55406. Delivery line item is included in subtotal so shipping is set to 0. Sales tax rate MN 9.025%. Payment method: Charge to Account. Buyer signature: Jesse Kath.",
"terms": "Net 30",
"total": 3483.53,
"due_date": null,
"shipping": 0,
"subtotal": 3197.28,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0.95,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 1,
"amount": 296.06,
"unit_price": 296.06,
"description": "2/8X6/8 1-3/8 FLUSH SOLID CORE, PRIMED HARDBOARD, POCKET DOOR, 4-9 POCKET TRIM INCLUDED (SO948527-000)"
},
{
"qty": 1,
"amount": 364.74,
"unit_price": 364.74,
"description": "2/4X6/8 1-3/8 2 PANEL, PRIMED STILE AND RAIL POCKET DOOR, 4-9 POCKET TRIM INCLUDED (SO948527-001)"
},
{
"qty": 193,
"amount": 862.71,
"unit_price": 4.47,
"description": "LFT-279A POPLAR BASE (1/2\"X4-1/4\") (SO948527-002)"
},
{
"qty": 14,
"amount": 934.5,
"unit_price": 66.75,
"description": "176A POPLAR CASING-16' (3/4\"X3-1/4\") (SO948527-003)"
},
{
"qty": 3,
"amount": 616.77,
"unit_price": 205.59,
"description": "3/0X6/8 1-3/8 FLUSH SOLID CORE, PRIMED HARDBOARD BYPASS DOOR (SO948527-004)"
},
{
"qty": 2,
"amount": 67.6,
"unit_price": 33.8,
"description": "5/0 BYPASS TRACK AND HARDWARE (SO948527-005)"
},
{
"qty": 30,
"amount": 29.4,
"unit_price": 0.98,
"description": "LFT-200A POPLAR BASE SHOE (1/2\"X3/4\") (SO948527-006)"
},
{
"qty": 1,
"amount": 25,
"unit_price": 25,
"description": "DELIVERY TRIP CHARGE"
},
{
"qty": null,
"amount": 0.5,
"unit_price": null,
"description": "ROAD IMPROVEMENT & FOOD DEL. FEE (Adjustment)"
}
],
"vendor_name": "Dakota County Lumber",
"invoice_date": "2025-03-07",
"project_name": "JKATH DESIGN BUILD/43RD AVE",
"document_type": "invoice",
"invoice_number": "2503-948665",
"is_billable_invoice": true
}
]
}
}Invoice Timeline
Time
05/11/2026
Event
FILE CLAIMED
Message
Source file claimed by Make scenario.
Payload
{
"message": "Claimed invoice file and moved into processing.",
"source_file_name": "Dakota County Lumber 2503-948665.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota County Lumber 2503-948665.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota County Lumber 2503-948665.pdf"
}Time
05/11/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "3483.53",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-04-06",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-027-INV-001",
"vendor_name": "Dakota County Lumber",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "5656",
"invoice_date": "2025-03-07",
"vendor_terms": "Net 30",
"make_trace_id": "make-20260511_232719_376",
"output_tokens": "1076",
"bill_import_id": "bill_5335ff4ebcd1434497127667dc30e7c6",
"invoice_number": "2503-948665",
"vendor_due_date": null,
"source_file_name": "Dakota County Lumber 2503-948665.pdf",
"claude_message_id": "msg_01MgoivFwYsgjyRuDAqGJA6T",
"multi_invoice_count": 1,
"multi_invoice_index": 1
}Time
05/11/2026
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": "alias_5c621a008e474b48809d367640f6ce54",
"vendor_id": "vend_a3cdda652daa459c95de2013ac3f1f6a",
"process_key": "05-12-2026-027-INV-001",
"vendor_name": "Dakota County Lumber",
"make_trace_id": "make-20260511_232719_376",
"bill_import_id": "bill_5335ff4ebcd1434497127667dc30e7c6",
"canonical_name": "Dakota County Lumber",
"category_count": 1,
"invoice_number": "2503-948665",
"category_options": [
{
"name": "Lumber",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Lumber (115).",
"expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"fully_qualified_name": "Building Materials:Lumber",
"quickbooks_account_id": "111",
"vendor_expense_category_id": "cmp1bawrn002g13pf2vrgci4f"
}
],
"source_file_name": "Dakota County Lumber 2503-948665.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": "Lumber",
"expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"quickbooks_account_id": "111",
"selected_expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"selected_expense_category_name": "Lumber"
},
"expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"normalized_alias_key": "dakota county lumber",
"quickbooks_vendor_id": "15",
"default_expense_account": "Lumber",
"missing_category_options": false
}Time
05/11/2026
Event
QB LOOKUP COMPLETED
Message
QuickBooks vendor, account, and duplicate bill lookup completed.
Payload
{
"path": "single_category_direct",
"message": "QuickBooks lookup completed before create-or-duplicate routing.",
"process_key": "05-12-2026-027-INV-001",
"vendor_name": "Dakota County Lumber",
"make_trace_id": "make-20260511_232719_376",
"bill_import_id": "bill_5335ff4ebcd1434497127667dc30e7c6",
"invoice_number": "2503-948665",
"source_file_name": "Dakota County Lumber 2503-948665.pdf",
"quickbooks_vendor_id": "15",
"quickbooks_account_id": "111",
"existing_quickbooks_bill_id": null
}Time
05/11/2026
Event
QB BILL CREATED
Message
QuickBooks Bill created.
Payload
{
"path": "single_category_direct",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-12-2026-027-INV-001",
"make_trace_id": "make-20260511_232719_376",
"bill_import_id": "bill_5335ff4ebcd1434497127667dc30e7c6",
"source_file_name": "Dakota County Lumber 2503-948665.pdf",
"quickbooks_bill_id": "321",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "3483.53",
"due_date": "2025-04-06",
"doc_number": "2503-948665",
"vendor_ref": "15",
"account_ref": "111",
"jkath_terms": "Net 30",
"vendor_terms": "Net 30",
"quickbooks_bill_id": "321"
},
"quickbooks_account_id": "111",
"resolved_expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376"
}Time
05/11/2026
Event
ATTACHMENT UPLOADED
Message
Source file attached to the QuickBooks Bill.
Payload
{
"path": "single_category_direct",
"message": "Source file uploaded to QuickBooks Bill.",
"process_key": "05-12-2026-027-INV-001",
"make_trace_id": "make-20260511_232719_376",
"bill_import_id": "bill_5335ff4ebcd1434497127667dc30e7c6",
"source_file_name": "Dakota County Lumber 2503-948665.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "321"
},
"quickbooks_bill_id": "321"
}Time
05/11/2026
Event
FILE MOVED
Message
Final invoice file moved.
Payload
{
"path": "single_category_direct",
"status": "CREATED_IN_QBO",
"message": "Processed invoice file moved after QuickBooks Bill creation.",
"outcome": "processed",
"process_key": "05-12-2026-027-INV-001",
"make_trace_id": "make-20260511_232719_376",
"bill_import_id": "bill_5335ff4ebcd1434497127667dc30e7c6",
"final_file_name": "DakotaCountyLumber_INV-2503-948665.pdf",
"source_file_name": "Dakota County Lumber 2503-948665.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/xz0ophz3v1icsgvw8xt31/DakotaCountyLumber_INV-2503-948665.pdf?rlkey=40s17njs66b9x76un8r299kmn&dl=0",
"quickbooks_bill_id": "321",
"multi_invoice_group_id": "bill_5335ff4ebcd1434497127667dc30e7c6"
}