Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
51299-00
Total
$309.30
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
- 03/19/2025
- Due date
- 04/18/2025
- Vendor terms
- 1% 10 Net 30
- Jkath terms
- Net 30
- QB Bill ID
- 339
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-011
- Run ID
- 05-12-2026-029
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- Industrial Lumber Invoice_51299-00.pdf
Stored payloads
Claude parse payload
{
"tax": 25.6,
"notes": "Cash discount of $2.84 available if paid within terms (1% 10 Net 30). Instructions on invoice: 'COMING IN TODAY AROUND NOON'. Sales rep: Greg Heber. Via: Will Call. No project name stated on invoice. Bill-to address differs from ship-to address; ship-to is JKath LLC at 1408 Northland Drive Suite 304, Loading Dock 13, Mendota Heights, MN 55120.",
"terms": "1% 10 Net 30",
"total": 309.3,
"due_date": "2025-04-18",
"shipping": 0,
"subtotal": 283.7,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 10,
"amount": 25,
"unit_price": 2.5,
"description": "Map S 4/4 S&B P/G 9'-10' H&M Red Leaf FND (Product #1477)"
},
{
"qty": 17,
"amount": 222.7,
"unit_price": 13.1,
"description": "Oak White Rift 6/4 S&B 7-12' H&M RL - NDS 2 BRDS 6\"+ WIDE AND 8' LONG (Product #6050)"
},
{
"qty": 10,
"amount": 36,
"unit_price": 3.6,
"description": "CARDBOARD"
}
],
"vendor_name": "Industrial Lumber & Plywood",
"invoice_date": "2025-03-19",
"project_name": null,
"document_type": "invoice",
"invoice_number": "51299-00",
"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": "309.30",
"due_date": "2025-04-18",
"doc_number": "51299-00",
"vendor_ref": "80",
"account_ref": "105",
"jkath_terms": "Net 30",
"vendor_terms": "1% 10 Net 30",
"quickbooks_bill_id": "339",
"resolved_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "339"
}
}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": "Industrial Lumber Invoice_51299-00.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industrial Lumber Invoice_51299-00.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABidA",
"source_dropbox_rev": "0165197a806be1a00000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "e05f5f37b62b853427c573455260032a90c0849e3f4b8ccda8e1722ce87a5333",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Industrial Lumber Invoice_51299-00.pdf",
"multi_invoice_group_id": "bill_3233dcc04fca494ca7496b4c13e64a79",
"processing_dropbox_rev": "0165197b439a69400000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single invoice document. PDF is clean and machine-generated; OCR quality is high.",
"invoices": [
{
"tax": 25.6,
"notes": "Cash discount of $2.84 available if paid within terms (1% 10 Net 30). Instructions on invoice: 'COMING IN TODAY AROUND NOON'. Sales rep: Greg Heber. Via: Will Call. No project name stated on invoice. Bill-to address differs from ship-to address; ship-to is JKath LLC at 1408 Northland Drive Suite 304, Loading Dock 13, Mendota Heights, MN 55120.",
"terms": "1% 10 Net 30",
"total": 309.3,
"due_date": "2025-04-18",
"shipping": 0,
"subtotal": 283.7,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.99,
"project_name": 0,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 10,
"amount": 25,
"unit_price": 2.5,
"description": "Map S 4/4 S&B P/G 9'-10' H&M Red Leaf FND (Product #1477)"
},
{
"qty": 17,
"amount": 222.7,
"unit_price": 13.1,
"description": "Oak White Rift 6/4 S&B 7-12' H&M RL - NDS 2 BRDS 6\"+ WIDE AND 8' LONG (Product #6050)"
},
{
"qty": 10,
"amount": 36,
"unit_price": 3.6,
"description": "CARDBOARD"
}
],
"vendor_name": "Industrial Lumber & Plywood",
"invoice_date": "2025-03-19",
"project_name": null,
"document_type": "invoice",
"invoice_number": "51299-00",
"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": "Industrial Lumber Invoice_51299-00.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industrial Lumber Invoice_51299-00.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Industrial Lumber Invoice_51299-00.pdf"
}Time
05/11/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "309.30",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-04-18",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-029-INV-011",
"vendor_name": "Industrial Lumber & Plywood",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3413",
"invoice_date": "2025-03-19",
"vendor_terms": "1% 10 Net 30",
"make_trace_id": "make-20260511_235430_260",
"output_tokens": "587",
"bill_import_id": "bill_3233dcc04fca494ca7496b4c13e64a79",
"invoice_number": "51299-00",
"vendor_due_date": "2025-04-18",
"source_file_name": "Industrial Lumber Invoice_51299-00.pdf",
"claude_message_id": "msg_01PCTok4gRtb7vQZbZbKjmNP",
"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-011",
"vendor_name": "Industrial Lumber & Plywood",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_3233dcc04fca494ca7496b4c13e64a79",
"canonical_name": "Industrial Lumber & Plywood, Inc.",
"category_count": 1,
"invoice_number": "51299-00",
"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": "Industrial Lumber Invoice_51299-00.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-011",
"vendor_name": "Industrial Lumber & Plywood, Inc.",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_3233dcc04fca494ca7496b4c13e64a79",
"invoice_number": "51299-00",
"source_file_name": "Industrial Lumber Invoice_51299-00.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-011",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_3233dcc04fca494ca7496b4c13e64a79",
"source_file_name": "Industrial Lumber Invoice_51299-00.pdf",
"quickbooks_bill_id": "339",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "309.30",
"due_date": "2025-04-18",
"doc_number": "51299-00",
"vendor_ref": "80",
"account_ref": "105",
"jkath_terms": "Net 30",
"vendor_terms": "1% 10 Net 30",
"quickbooks_bill_id": "339"
},
"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-011",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_3233dcc04fca494ca7496b4c13e64a79",
"source_file_name": "Industrial Lumber Invoice_51299-00.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "339"
},
"quickbooks_bill_id": "339"
}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-011",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_3233dcc04fca494ca7496b4c13e64a79",
"final_file_name": "IndustrialLumber&PlywoodInc_INV-51299-00.pdf",
"source_file_name": "Industrial Lumber Invoice_51299-00.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/rugn292e8umuwt1snpd3o/IndustrialLumber-PlywoodInc_INV-51299-00.pdf?rlkey=2hm35w8u1px46mzghohr1zzne&dl=0",
"quickbooks_bill_id": "339",
"multi_invoice_group_id": "bill_3233dcc04fca494ca7496b4c13e64a79"
}