Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
1462
Total
$5,000.00
Invoice data
- Detected vendor
- JJ Woodcraft LLC
- Matched vendor
- JJ Woodcraft LLC
- Matched alias
- JJ Woodcraft LLC
- Category
- Building Services:Carpentry
- Category method
- Claude category selection
- Invoice date
- 04/12/2025
- Due date
- 05/12/2025
- Vendor terms
- Net 30
- Jkath terms
- Net 30
- QB Bill ID
- 373
Category reason
The line item is explicitly described as 'Cabinet Install' plus additional carpentry work including beadboard wainscoting, jamb demo/extensions, casing, and a floating shelf. While cabinet materials could be relevant, this invoice is entirely for labor and installation services (no materials are being purchased separately). The scope — installation, demo, extensions, casing, and shelving — aligns strongly with the Carpentry category, which covers building services. Cabinet Materials is mapped to physical material purchases, not installation labor.
File result
- Final file
- JJWoodcraftLLC_INV-1462.pdf
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-12-2026-034-INV-015
- Run ID
- 05-12-2026-034
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- JJ Woodcraft.pdf
Stored payloads
Claude parse payload
{
"tax": 0,
"notes": "Line item description includes a cost breakdown: $3,450 for cabinet install and $1,550 for additional scope (beadboard wainscoting, jamb demo/extensions, casing, floating shelf above kitchen sink). Project name inferred from the job site address in the line item description. Bill-to customer is JKath.",
"terms": "Net 30",
"total": 5000,
"due_date": "2025-05-12",
"shipping": 0,
"subtotal": 5000,
"confidence": {
"total": 1,
"vendor_name": 1,
"invoice_date": 1,
"project_name": 0.9,
"invoice_number": 1
},
"line_items": [
{
"qty": 1,
"amount": 5000,
"unit_price": 5000,
"description": "Cabinet Install – 2908 43rd Ave S MPLS. Includes $3,450 for cabinet install and $1,550 added for beadboard wainscoting, jamb demo/extensions, casing, and floating shelf above the kitchen sink."
}
],
"vendor_name": "JJ Woodcraft LLC",
"invoice_date": "2025-04-12",
"project_name": "2908 43rd Ave S MPLS",
"document_type": "invoice",
"invoice_number": "1462",
"is_billable_invoice": true
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "cmp1abcyx0032agtbsv00x1fg",
"vendor_id": "vend_ed86bd47d24c4cf9a2ea9e9cc8fbd61a",
"alias_name": "JJ Woodcraft LLC",
"canonical_name": "JJ Woodcraft LLC",
"category_count": 2,
"category_options": [
{
"name": "Cabinet Materials",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (1).",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"fully_qualified_name": "Building Materials:Cabinet Materials",
"quickbooks_account_id": "105",
"vendor_expense_category_id": "cmp1baw22002213pf5zdddkyd"
},
{
"name": "Carpentry",
"notes": "Mapped from JKath historical QuickBooks export: Building Services:Carpentry (10).",
"expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
"fully_qualified_name": "Building Services:Carpentry",
"quickbooks_account_id": "119",
"vendor_expense_category_id": "cmp1baw4m002413pf2c6i6fia"
}
],
"expense_category_id": null,
"normalized_alias_key": "jj woodcraft llc",
"quickbooks_vendor_id": "41",
"quickbooks_account_id": null,
"default_expense_account": null,
"invoice_processing_notes": null,
"missing_category_options": false
},
"category_selection": {
"reason": "The line item is explicitly described as 'Cabinet Install' plus additional carpentry work including beadboard wainscoting, jamb demo/extensions, casing, and a floating shelf. While cabinet materials could be relevant, this invoice is entirely for labor and installation services (no materials are being purchased separately). The scope — installation, demo, extensions, casing, and shelving — aligns strongly with the Carpentry category, which covers building services. Cabinet Materials is mapped to physical material purchases, not installation labor.",
"confidence": 0.82,
"category_name": "Carpentry",
"expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
"quickbooks_account_id": "119",
"selected_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
"selected_expense_category_name": "Carpentry"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "41",
"quickbooks_account_id": "119",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "multi_category_direct",
"total": "5000.00",
"due_date": "2025-05-12",
"doc_number": "1462",
"vendor_ref": "41",
"account_ref": "119",
"jkath_terms": "Net 30",
"vendor_terms": "Net 30",
"quickbooks_bill_id": "373",
"resolved_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459"
},
"attachment_uploaded": {
"path": "multi_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "373"
}
}Raw payload
{
"run_id": "run_9439f1b0f66f4d91979fe2e03399dbfd",
"source": "make.com",
"run_key": "05-12-2026-034",
"make_trace_id": "make-20260512_004507_068",
"source_file_name": "JJ Woodcraft.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/JJ Woodcraft.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABjRw",
"source_dropbox_rev": "01651985d926f8c00000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "d8cad7e73720a23d3d9b03de04130a32a05b1343abbc111307a4b559c1e0f47d",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/JJ Woodcraft.pdf",
"multi_invoice_group_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
"processing_dropbox_rev": "01651986f3b4d8d00000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single invoice in this PDF. No tax or shipping charges present. Payment can be made by check payable to JJ Woodcraft LLC or via bank transfer.",
"invoices": [
{
"tax": 0,
"notes": "Line item description includes a cost breakdown: $3,450 for cabinet install and $1,550 for additional scope (beadboard wainscoting, jamb demo/extensions, casing, floating shelf above kitchen sink). Project name inferred from the job site address in the line item description. Bill-to customer is JKath.",
"terms": "Net 30",
"total": 5000,
"due_date": "2025-05-12",
"shipping": 0,
"subtotal": 5000,
"confidence": {
"total": 1,
"vendor_name": 1,
"invoice_date": 1,
"project_name": 0.9,
"invoice_number": 1
},
"line_items": [
{
"qty": 1,
"amount": 5000,
"unit_price": 5000,
"description": "Cabinet Install – 2908 43rd Ave S MPLS. Includes $3,450 for cabinet install and $1,550 added for beadboard wainscoting, jamb demo/extensions, casing, and floating shelf above the kitchen sink."
}
],
"vendor_name": "JJ Woodcraft LLC",
"invoice_date": "2025-04-12",
"project_name": "2908 43rd Ave S MPLS",
"document_type": "invoice",
"invoice_number": "1462",
"is_billable_invoice": true
}
]
}
}Invoice Timeline
Time
05/12/2026
Event
FILE CLAIMED
Message
Source file claimed by Make scenario.
Payload
{
"message": "Claimed invoice file and moved into processing.",
"source_file_name": "JJ Woodcraft.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/JJ Woodcraft.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/JJ Woodcraft.pdf"
}Time
05/12/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "5000.00",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-05-12",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-034-INV-015",
"vendor_name": "JJ Woodcraft LLC",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3182",
"invoice_date": "2025-04-12",
"vendor_terms": "Net 30",
"make_trace_id": "make-20260512_004507_068",
"output_tokens": "456",
"bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
"invoice_number": "1462",
"vendor_due_date": "2025-05-12",
"source_file_name": "JJ Woodcraft.pdf",
"claude_message_id": "msg_016WrM4yh3G4c9bSeJGyLz7i",
"multi_invoice_count": 1,
"multi_invoice_index": 1
}Time
05/12/2026
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": "cmp1abcyx0032agtbsv00x1fg",
"vendor_id": "vend_ed86bd47d24c4cf9a2ea9e9cc8fbd61a",
"process_key": "05-12-2026-034-INV-015",
"vendor_name": "JJ Woodcraft LLC",
"make_trace_id": "make-20260512_004507_068",
"bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
"canonical_name": "JJ Woodcraft LLC",
"category_count": 2,
"invoice_number": "1462",
"category_options": [
{
"name": "Cabinet Materials",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (1).",
"expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
"fully_qualified_name": "Building Materials:Cabinet Materials",
"quickbooks_account_id": "105",
"vendor_expense_category_id": "cmp1baw22002213pf5zdddkyd"
},
{
"name": "Carpentry",
"notes": "Mapped from JKath historical QuickBooks export: Building Services:Carpentry (10).",
"expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
"fully_qualified_name": "Building Services:Carpentry",
"quickbooks_account_id": "119",
"vendor_expense_category_id": "cmp1baw4m002413pf2c6i6fia"
}
],
"source_file_name": "JJ Woodcraft.pdf",
"expense_category_id": null,
"normalized_alias_key": "jj woodcraft llc",
"quickbooks_vendor_id": "41",
"default_expense_account": null,
"missing_category_options": false
}Time
05/12/2026
Event
CATEGORY SELECTION COMPLETED
Message
Expense category selected for bill import.
Payload
{
"message": "Claude selected an expense category from allowed portal options.",
"process_key": "05-12-2026-034-INV-015",
"vendor_name": "JJ Woodcraft LLC",
"category_name": "Carpentry",
"make_trace_id": "make-20260512_004507_068",
"bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
"source_file_name": "JJ Woodcraft.pdf",
"selection_payload": {
"reason": "The line item is explicitly described as 'Cabinet Install' plus additional carpentry work including beadboard wainscoting, jamb demo/extensions, casing, and a floating shelf. While cabinet materials could be relevant, this invoice is entirely for labor and installation services (no materials are being purchased separately). The scope — installation, demo, extensions, casing, and shelving — aligns strongly with the Carpentry category, which covers building services. Cabinet Materials is mapped to physical material purchases, not installation labor.",
"confidence": 0.82,
"selected_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
"selected_expense_category_name": "Carpentry"
},
"expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
"quickbooks_account_id": "119"
}Time
05/12/2026
Event
QB LOOKUP COMPLETED
Message
QuickBooks vendor, account, and duplicate bill lookup completed.
Payload
{
"path": "multi_category_direct",
"message": "QuickBooks lookup completed before create-or-duplicate routing.",
"process_key": "05-12-2026-034-INV-015",
"vendor_name": "JJ Woodcraft LLC",
"make_trace_id": "make-20260512_004507_068",
"bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
"invoice_number": "1462",
"source_file_name": "JJ Woodcraft.pdf",
"quickbooks_vendor_id": "41",
"quickbooks_account_id": "119",
"existing_quickbooks_bill_id": null
}Time
05/12/2026
Event
QB BILL CREATED
Message
QuickBooks Bill created.
Payload
{
"path": "multi_category_direct",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-12-2026-034-INV-015",
"make_trace_id": "make-20260512_004507_068",
"bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
"source_file_name": "JJ Woodcraft.pdf",
"quickbooks_bill_id": "373",
"quickbooks_payload": {
"path": "multi_category_direct",
"total": "5000.00",
"due_date": "2025-05-12",
"doc_number": "1462",
"vendor_ref": "41",
"account_ref": "119",
"jkath_terms": "Net 30",
"vendor_terms": "Net 30",
"quickbooks_bill_id": "373"
},
"quickbooks_account_id": "119",
"resolved_expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459"
}Time
05/12/2026
Event
ATTACHMENT UPLOADED
Message
Source file attached to the QuickBooks Bill.
Payload
{
"path": "multi_category_direct",
"message": "Source file uploaded to QuickBooks Bill.",
"process_key": "05-12-2026-034-INV-015",
"make_trace_id": "make-20260512_004507_068",
"bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
"source_file_name": "JJ Woodcraft.pdf",
"attachment_payload": {
"path": "multi_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "373"
},
"quickbooks_bill_id": "373"
}Time
05/12/2026
Event
FILE MOVED
Message
Final invoice file moved.
Payload
{
"path": "multi_category_direct",
"status": "CREATED_IN_QBO",
"message": "Processed invoice file moved after QuickBooks Bill creation.",
"outcome": "processed",
"process_key": "05-12-2026-034-INV-015",
"make_trace_id": "make-20260512_004507_068",
"bill_import_id": "bill_3869305c723f4cbabf7a58cb6233a64e",
"final_file_name": "JJWoodcraftLLC_INV-1462.pdf",
"source_file_name": "JJ Woodcraft.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/z4dofwrq7s1e4fx7dgea7/JJWoodcraftLLC_INV-1462.pdf?rlkey=s2mwpmy2yirtgz5hljw4iavhn&dl=0",
"quickbooks_bill_id": "373",
"multi_invoice_group_id": "bill_3869305c723f4cbabf7a58cb6233a64e"
}