Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
84073
Total
$632.37
Invoice data
- Detected vendor
- Deep Cleaning Pro
- Matched vendor
- Deep Cleaning Pro
- Matched alias
- Deep Cleaning Pro
- Category
- Building Services:Cleaning
- Category method
- Single assignable category
- Invoice date
- 03/14/2025
- Due date
- 04/13/2025
- Vendor terms
- Due on receipt
- Jkath terms
- Net 30
- QB Bill ID
- 344
Category reason
Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.
File result
- Final file
- DeepCleaningPro_INV-84073.pdf
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-12-2026-029-INV-017
- Run ID
- 05-12-2026-029
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- INVOICE_84073_from_Deep Cleaning Pro.pdf
Stored payloads
Claude parse payload
{
"tax": 52.37,
"notes": "Tax rate is 9.03%. The project address '5503 Lakeview Drive' appears multiple times on the invoice (once as part of the line item description and twice more as standalone lines below); those standalone address lines appear to be formatting artifacts and were not included as separate line items. Amount marked as taxable (580.00T).",
"terms": "Due on receipt",
"total": 632.37,
"due_date": "2025-03-14",
"shipping": 0,
"subtotal": 580,
"confidence": {
"total": 1,
"vendor_name": 1,
"invoice_date": 1,
"project_name": 0.95,
"invoice_number": 1
},
"line_items": [
{
"qty": 1,
"amount": 580,
"unit_price": 580,
"description": "Post Construction Cleaning - 5503 Lakeview Drive"
}
],
"vendor_name": "Deep Cleaning Pro",
"invoice_date": "2025-03-14",
"project_name": "5503 Lakeview Drive",
"document_type": "invoice",
"invoice_number": "84073",
"is_billable_invoice": true
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "cmp1abgrs0064agtbmm6eaakb",
"vendor_id": "vend_935918f91fe647b7b1a383bc2084562d",
"alias_name": "Deep Cleaning Pro",
"canonical_name": "Deep Cleaning Pro",
"category_count": 1,
"category_options": [
{
"name": "Cleaning",
"notes": "Mapped from JKath historical QuickBooks export: Building Services:Cleaning (7).",
"expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"fully_qualified_name": "Building Services:Cleaning",
"quickbooks_account_id": "121",
"vendor_expense_category_id": "cmp1bazez003y13pfklt6jss7"
}
],
"expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"normalized_alias_key": "deep cleaning pro",
"quickbooks_vendor_id": "52",
"quickbooks_account_id": "121",
"default_expense_account": "Cleaning",
"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": "Cleaning",
"expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"quickbooks_account_id": "121",
"selected_expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"selected_expense_category_name": "Cleaning"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "52",
"quickbooks_account_id": "121",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "single_category_direct",
"total": "632.37",
"due_date": "2025-04-13",
"doc_number": "84073",
"vendor_ref": "52",
"account_ref": "121",
"jkath_terms": "Net 30",
"vendor_terms": "Due on receipt",
"quickbooks_bill_id": "344",
"resolved_expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "344"
}
}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": "INVOICE_84073_from_Deep Cleaning Pro.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INVOICE_84073_from_Deep Cleaning Pro.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABieQ",
"source_dropbox_rev": "0165197a81223d300000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "1ec39feda00b39c87e2422f567a0110add2a73cbe87187ac29f0c853abf3a4d4",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/INVOICE_84073_from_Deep Cleaning Pro.pdf",
"multi_invoice_group_id": "bill_ca96d060b87f49eb92b0027ee8423fb7",
"processing_dropbox_rev": "0165197ba32fa7400000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single invoice document. PDF is clean and legible with high OCR confidence.",
"invoices": [
{
"tax": 52.37,
"notes": "Tax rate is 9.03%. The project address '5503 Lakeview Drive' appears multiple times on the invoice (once as part of the line item description and twice more as standalone lines below); those standalone address lines appear to be formatting artifacts and were not included as separate line items. Amount marked as taxable (580.00T).",
"terms": "Due on receipt",
"total": 632.37,
"due_date": "2025-03-14",
"shipping": 0,
"subtotal": 580,
"confidence": {
"total": 1,
"vendor_name": 1,
"invoice_date": 1,
"project_name": 0.95,
"invoice_number": 1
},
"line_items": [
{
"qty": 1,
"amount": 580,
"unit_price": 580,
"description": "Post Construction Cleaning - 5503 Lakeview Drive"
}
],
"vendor_name": "Deep Cleaning Pro",
"invoice_date": "2025-03-14",
"project_name": "5503 Lakeview Drive",
"document_type": "invoice",
"invoice_number": "84073",
"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": "INVOICE_84073_from_Deep Cleaning Pro.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/INVOICE_84073_from_Deep Cleaning Pro.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/INVOICE_84073_from_Deep Cleaning Pro.pdf"
}Time
05/11/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "632.37",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-04-13",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-029-INV-017",
"vendor_name": "Deep Cleaning Pro",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3193",
"invoice_date": "2025-03-14",
"vendor_terms": "Due on receipt",
"make_trace_id": "make-20260511_235430_260",
"output_tokens": "399",
"bill_import_id": "bill_ca96d060b87f49eb92b0027ee8423fb7",
"invoice_number": "84073",
"vendor_due_date": "2025-03-14",
"source_file_name": "INVOICE_84073_from_Deep Cleaning Pro.pdf",
"claude_message_id": "msg_01DvArhbAPXBCk9TmKEaBQB3",
"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": "cmp1abgrs0064agtbmm6eaakb",
"vendor_id": "vend_935918f91fe647b7b1a383bc2084562d",
"process_key": "05-12-2026-029-INV-017",
"vendor_name": "Deep Cleaning Pro",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_ca96d060b87f49eb92b0027ee8423fb7",
"canonical_name": "Deep Cleaning Pro",
"category_count": 1,
"invoice_number": "84073",
"category_options": [
{
"name": "Cleaning",
"notes": "Mapped from JKath historical QuickBooks export: Building Services:Cleaning (7).",
"expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"fully_qualified_name": "Building Services:Cleaning",
"quickbooks_account_id": "121",
"vendor_expense_category_id": "cmp1bazez003y13pfklt6jss7"
}
],
"source_file_name": "INVOICE_84073_from_Deep Cleaning Pro.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": "Cleaning",
"expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"quickbooks_account_id": "121",
"selected_expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"selected_expense_category_name": "Cleaning"
},
"expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50",
"normalized_alias_key": "deep cleaning pro",
"quickbooks_vendor_id": "52",
"default_expense_account": "Cleaning",
"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-017",
"vendor_name": "Deep Cleaning Pro",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_ca96d060b87f49eb92b0027ee8423fb7",
"invoice_number": "84073",
"source_file_name": "INVOICE_84073_from_Deep Cleaning Pro.pdf",
"quickbooks_vendor_id": "52",
"quickbooks_account_id": "121",
"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-017",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_ca96d060b87f49eb92b0027ee8423fb7",
"source_file_name": "INVOICE_84073_from_Deep Cleaning Pro.pdf",
"quickbooks_bill_id": "344",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "632.37",
"due_date": "2025-04-13",
"doc_number": "84073",
"vendor_ref": "52",
"account_ref": "121",
"jkath_terms": "Net 30",
"vendor_terms": "Due on receipt",
"quickbooks_bill_id": "344"
},
"quickbooks_account_id": "121",
"resolved_expense_category_id": "cat_03ccd93da75e47c9bcf121bc13302a50"
}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-017",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_ca96d060b87f49eb92b0027ee8423fb7",
"source_file_name": "INVOICE_84073_from_Deep Cleaning Pro.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "344"
},
"quickbooks_bill_id": "344"
}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-017",
"make_trace_id": "make-20260511_235430_260",
"bill_import_id": "bill_ca96d060b87f49eb92b0027ee8423fb7",
"final_file_name": "DeepCleaningPro_INV-84073.pdf",
"source_file_name": "INVOICE_84073_from_Deep Cleaning Pro.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/fooaal0t8fuod8ktwv6yr/DeepCleaningPro_INV-84073.pdf?rlkey=5drouog9ctn10uq624ev0297a&dl=0",
"quickbooks_bill_id": "344",
"multi_invoice_group_id": "bill_ca96d060b87f49eb92b0027ee8423fb7"
}