Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
51166-00
Total
$1,910.73
Invoice data
- Detected vendor
- Industrial Lumber & Plywood
- Matched vendor
- Industrial Lumber & Plywood, Inc.
- Matched alias
- Industrial Lumber and Plywood
- Category
- Building Materials:Cabinet Materials
- Category method
- Single assignable category
- Invoice date
- 03/18/2025
- Due date
- 04/17/2025
- Vendor terms
- 1% 10 Net 30
- Jkath terms
- Net 30
- QB Bill ID
- 331
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
- 05-12-2026-029-INV-002
- Run ID
- 05-12-2026-029
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- Industsrial Lumber Invoice_51166-00.pdf
Stored payloads
Claude parse payload
{
"tax": 143.58,
"notes": "Delivery charge is included as a line item in the subtotal; shipping field set to 0 to avoid double-counting. Cash discount of $17.67 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. Sales rep: Greg Heber. PO Date: 2025-03-17. No project name stated on invoice.",
"terms": "1% 10 Net 30",
"total": 1910.73,
"due_date": "2025-04-17",
"shipping": 0,
"subtotal": 1767.15,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 11,
"amount": 46.2,
"unit_price": 4.2,
"description": "Alder Red 4/4 Superior 9'-10' H&M (Product #71)"
},
{
"qty": 21,
"amount": 208.95,
"unit_price": 9.95,
"description": "Oak White Rift 4/4 S&B 11'-12' H&M (Product #6002)"
},
{
"qty": 7,
"amount": 17.5,
"unit_price": 2.5,
"description": "Map S 4/4 S&B P/G 9'-10' H&M Red Leaf FND (Product #1477)"
},
{
"qty": 21,
"amount": 275.1,
"unit_price": 13.1,
"description": "Oak White Rift 6/4 S&B 7-12' H&M RL (Product #6050)"
},
{
"qty": 31,
"amount": 80.6,
"unit_price": 2.6,
"description": "Pine E Wh 4/4 Furn Grd 9'-10' H&M (Product #15481)"
},
{
"qty": 1,
"amount": 148.5,
"unit_price": 148.5,
"description": "Alder R PS 3/4 4X8 A1 MDF 48.5X96.5 TSCA Title VI CARB (Product #21030)"
},
{
"qty": 1,
"amount": 155.5,
"unit_price": 155.5,
"description": "Oak W Rift 3/4 4x8 A1 MDF Rift NO SAP Bk TSCA Title VI CARB (Product #25463)"
},
{
"qty": 6,
"amount": 588,
"unit_price": 98,
"description": "Map Nat 3/4 4X8 C2 VC 2SSG 1 STP 7 PLY TSCA Title VI CARB (Product #23361)"
},
{
"qty": 1,
"amount": 81.45,
"unit_price": 81.45,
"description": "Maple Nat 1/2 4X8 C2 VC 2SSG 1Ste TSCA Title VI CARB (Product #23324)"
},
{
"qty": 1,
"amount": 55.1,
"unit_price": 55.1,
"description": "Birch White PG2 3/4\" 4x8 C2 VC Premcore Plus TSCA VI (Product #21333PCP)"
},
{
"qty": 1,
"amount": 77.75,
"unit_price": 77.75,
"description": "MDF 3/4 4x8 MR50 EcoPlus West Pine 49x97 (Product #42600)"
},
{
"qty": 1,
"amount": 32.5,
"unit_price": 32.5,
"description": "Delivery Charge (Product #FUEL)"
}
],
"vendor_name": "Industrial Lumber & Plywood",
"invoice_date": "2025-03-18",
"project_name": null,
"document_type": "invoice",
"invoice_number": "51166-00",
"is_billable_invoice": true
}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": "Cabinet Materials",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (92).",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"fully_qualified_name": "Building Materials:Cabinet Materials",
"quickbooks_account_id": "105",
"vendor_expense_category_id": "cmp1bauu0001c13pfdae2p9pm"
}
],
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"normalized_alias_key": "industrial lumber and plywood",
"quickbooks_vendor_id": "80",
"quickbooks_account_id": "105",
"default_expense_account": "Cabinet Materials",
"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": "Cabinet Materials",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"quickbooks_account_id": "105",
"selected_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"selected_expense_category_name": "Cabinet Materials"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "80",
"quickbooks_account_id": "105",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "single_category_direct",
"total": "1910.73",
"due_date": "2025-04-17",
"doc_number": "51166-00",
"vendor_ref": "80",
"account_ref": "105",
"jkath_terms": "Net 30",
"vendor_terms": "1% 10 Net 30",
"quickbooks_bill_id": "331",
"resolved_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "331"
}
}Raw payload
{
"run_id": "run_1fa161ef00e449eb986f30d6504c6ebe",
"source": "make.com",
"run_key": "05-12-2026-029",
"make_trace_id": "make-20260511_235430_260",
"source_file_name": "Industsrial Lumber Invoice_51166-00.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industsrial Lumber Invoice_51166-00.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABieg",
"source_dropbox_rev": "0165197a7f5710700000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "4ad591777c13521f8238f5d4e0bed143ad9a7ab9ec02014a650a3282b948af61",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Industsrial Lumber Invoice_51166-00.pdf",
"multi_invoice_group_id": "bill_ee9eefde622344289d499baf258c81a6",
"processing_dropbox_rev": "0165197a97360f500000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single invoice document. PDF is clean and machine-generated; OCR quality is high.",
"invoices": [
{
"tax": 143.58,
"notes": "Delivery charge is included as a line item in the subtotal; shipping field set to 0 to avoid double-counting. Cash discount of $17.67 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. Sales rep: Greg Heber. PO Date: 2025-03-17. No project name stated on invoice.",
"terms": "1% 10 Net 30",
"total": 1910.73,
"due_date": "2025-04-17",
"shipping": 0,
"subtotal": 1767.15,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 11,
"amount": 46.2,
"unit_price": 4.2,
"description": "Alder Red 4/4 Superior 9'-10' H&M (Product #71)"
},
{
"qty": 21,
"amount": 208.95,
"unit_price": 9.95,
"description": "Oak White Rift 4/4 S&B 11'-12' H&M (Product #6002)"
},
{
"qty": 7,
"amount": 17.5,
"unit_price": 2.5,
"description": "Map S 4/4 S&B P/G 9'-10' H&M Red Leaf FND (Product #1477)"
},
{
"qty": 21,
"amount": 275.1,
"unit_price": 13.1,
"description": "Oak White Rift 6/4 S&B 7-12' H&M RL (Product #6050)"
},
{
"qty": 31,
"amount": 80.6,
"unit_price": 2.6,
"description": "Pine E Wh 4/4 Furn Grd 9'-10' H&M (Product #15481)"
},
{
"qty": 1,
"amount": 148.5,
"unit_price": 148.5,
"description": "Alder R PS 3/4 4X8 A1 MDF 48.5X96.5 TSCA Title VI CARB (Product #21030)"
},
{
"qty": 1,
"amount": 155.5,
"unit_price": 155.5,
"description": "Oak W Rift 3/4 4x8 A1 MDF Rift NO SAP Bk TSCA Title VI CARB (Product #25463)"
},
{
"qty": 6,
"amount": 588,
"unit_price": 98,
"description": "Map Nat 3/4 4X8 C2 VC 2SSG 1 STP 7 PLY TSCA Title VI CARB (Product #23361)"
},
{
"qty": 1,
"amount": 81.45,
"unit_price": 81.45,
"description": "Maple Nat 1/2 4X8 C2 VC 2SSG 1Ste TSCA Title VI CARB (Product #23324)"
},
{
"qty": 1,
"amount": 55.1,
"unit_price": 55.1,
"description": "Birch White PG2 3/4\" 4x8 C2 VC Premcore Plus TSCA VI (Product #21333PCP)"
},
{
"qty": 1,
"amount": 77.75,
"unit_price": 77.75,
"description": "MDF 3/4 4x8 MR50 EcoPlus West Pine 49x97 (Product #42600)"
},
{
"qty": 1,
"amount": 32.5,
"unit_price": 32.5,
"description": "Delivery Charge (Product #FUEL)"
}
],
"vendor_name": "Industrial Lumber & Plywood",
"invoice_date": "2025-03-18",
"project_name": null,
"document_type": "invoice",
"invoice_number": "51166-00",
"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": "Industsrial Lumber Invoice_51166-00.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industsrial Lumber Invoice_51166-00.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Industsrial Lumber Invoice_51166-00.pdf"
}Time
05/11/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "1910.73",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-04-17",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-029-INV-002",
"vendor_name": "Industrial Lumber & Plywood",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3878",
"invoice_date": "2025-03-18",
"vendor_terms": "1% 10 Net 30",
"make_trace_id": "make-20260511_235430_260",
"output_tokens": "1153",
"bill_import_id": "bill_ee9eefde622344289d499baf258c81a6",
"invoice_number": "51166-00",
"vendor_due_date": "2025-04-17",
"source_file_name": "Industsrial Lumber Invoice_51166-00.pdf",
"claude_message_id": "msg_01W8UFaQcGoFMRph4NPcw1uu",
"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": "cmp0l4pzi00014q9yk3kiu27n",
"vendor_id": "vendor_industrial_lumber_plywood",
"process_key": "05-12-2026-029-INV-002",
"vendor_name": "Industrial Lumber & Plywood",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_ee9eefde622344289d499baf258c81a6",
"canonical_name": "Industrial Lumber & Plywood, Inc.",
"category_count": 1,
"invoice_number": "51166-00",
"category_options": [
{
"name": "Cabinet Materials",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (92).",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"fully_qualified_name": "Building Materials:Cabinet Materials",
"quickbooks_account_id": "105",
"vendor_expense_category_id": "cmp1bauu0001c13pfdae2p9pm"
}
],
"source_file_name": "Industsrial Lumber Invoice_51166-00.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": "Cabinet Materials",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"quickbooks_account_id": "105",
"selected_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"selected_expense_category_name": "Cabinet Materials"
},
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"normalized_alias_key": "industrial lumber and plywood",
"quickbooks_vendor_id": "80",
"default_expense_account": "Cabinet Materials",
"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": "05-12-2026-029-INV-002",
"vendor_name": "Industrial Lumber & Plywood, Inc.",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_ee9eefde622344289d499baf258c81a6",
"invoice_number": "51166-00",
"source_file_name": "Industsrial Lumber Invoice_51166-00.pdf",
"quickbooks_vendor_id": "80",
"quickbooks_account_id": "105",
"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": "05-12-2026-029-INV-002",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_ee9eefde622344289d499baf258c81a6",
"source_file_name": "Industsrial Lumber Invoice_51166-00.pdf",
"quickbooks_bill_id": "331",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "1910.73",
"due_date": "2025-04-17",
"doc_number": "51166-00",
"vendor_ref": "80",
"account_ref": "105",
"jkath_terms": "Net 30",
"vendor_terms": "1% 10 Net 30",
"quickbooks_bill_id": "331"
},
"quickbooks_account_id": "105",
"resolved_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62"
}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": "05-12-2026-029-INV-002",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_ee9eefde622344289d499baf258c81a6",
"source_file_name": "Industsrial Lumber Invoice_51166-00.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "331"
},
"quickbooks_bill_id": "331"
}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": "05-12-2026-029-INV-002",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_ee9eefde622344289d499baf258c81a6",
"final_file_name": "IndustrialLumber&PlywoodInc_INV-51166-00.pdf",
"source_file_name": "Industsrial Lumber Invoice_51166-00.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/k7i59dtlb9v6277cvdqt9/IndustrialLumber-PlywoodInc_INV-51166-00.pdf?rlkey=x3ywwq4lm666oh5dfxlls5lcv&dl=0",
"quickbooks_bill_id": "331",
"multi_invoice_group_id": "bill_ee9eefde622344289d499baf258c81a6"
}