Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
53480-00
Total
$7,029.31
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
- 04/24/2025
- Due date
- 05/24/2025
- Vendor terms
- 1% 10 Net 30
- Jkath terms
- Net 30
- QB Bill ID
- 407
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
- 05-12-2026-037-INV-014
- Run ID
- 05-12-2026-037
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- Industrial Lumber Invoice_53480-00.pdf
Stored payloads
Claude parse payload
{
"tax": 528.21,
"notes": "Delivery charge of $12.50 is included as a line item within the subtotal; shipping field set to 0 to avoid double-counting. Cash discount of $65.01 available if paid within terms (1% 10 Net 30). No project/job name referenced on the invoice. Sales rep: Greg Heber. Ship-to address: JKath LLC, 1408 Northland Drive Suite 304, Loading Dock 13, Mendota Heights, MN 55120. Bill-to address: JKath LLC, 3919 49th Street E, Minneapolis, MN 55417.",
"terms": "1% 10 Net 30",
"total": 7029.31,
"due_date": "2025-05-24",
"shipping": 0,
"subtotal": 6501.1,
"confidence": {
"total": 1,
"vendor_name": 1,
"invoice_date": 1,
"project_name": 0,
"invoice_number": 1
},
"line_items": [
{
"qty": 15,
"amount": 51.75,
"unit_price": 3.45,
"description": "Map H 4/4 S&B #1&2 Wh 9'-10' H/M (Product #4226)"
},
{
"qty": 13,
"amount": 113.75,
"unit_price": 8.75,
"description": "Oak White 5/4 S&B 9'-10' H&M (Product #5827)"
},
{
"qty": 141,
"amount": 1113.9,
"unit_price": 7.9,
"description": "Oak White 4/4 S&B 9'-10' H&M (Product #5801)"
},
{
"qty": 89,
"amount": 222.5,
"unit_price": 2.5,
"description": "Map S 4/4 S&B P/G 9'-10' H&M Red Leaf FND (Product #1477)"
},
{
"qty": 2,
"amount": 73.1,
"unit_price": 36.55,
"description": "MDF 1/2 49 X 97 TRUPAN TSCA Title VI CARB (Product #41130)"
},
{
"qty": 11,
"amount": 855.25,
"unit_price": 77.75,
"description": "MDF 3/4 4x8 MR50 EcoPlus West Pine 49x97 (Product #42600)"
},
{
"qty": 2,
"amount": 245.2,
"unit_price": 122.6,
"description": "Oak White PS 1/2 4x8 A1 MDF 48.5X96.5 TSCA Title VI CARB (Product #25028)"
},
{
"qty": 5,
"amount": 657.75,
"unit_price": 131.55,
"description": "Oak W PS 3/4 4X8 A1 MDF NSB 48.5X96.5 TSCA Title VI CARB (Product #25465)"
},
{
"qty": 14,
"amount": 1140.3,
"unit_price": 81.45,
"description": "Maple Nat 1/2 4X8 C2 VC 2SSG 1Ste TSCA Title VI CARB (Product #23324)"
},
{
"qty": 20,
"amount": 1960,
"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": 55.1,
"unit_price": 55.1,
"description": "Birch White PG2 3/4\" 4x8 C2 VC Premcore Plus TSCA VI (Product #21333PCP)"
},
{
"qty": 1,
"amount": 12.5,
"unit_price": 12.5,
"description": "Delivery Charge (Product #F2)"
}
],
"vendor_name": "Industrial Lumber & Plywood",
"invoice_date": "2025-04-24",
"project_name": null,
"document_type": "invoice",
"invoice_number": "53480-00",
"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": "7029.31",
"due_date": "2025-05-24",
"doc_number": "53480-00",
"vendor_ref": "80",
"account_ref": "105",
"jkath_terms": "Net 30",
"vendor_terms": "1% 10 Net 30",
"quickbooks_bill_id": "407",
"resolved_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "407"
}
}Raw payload
{
"run_id": "run_d117948ad0ec46ec87f05b9be67f78c8",
"source": "make.com",
"run_key": "05-12-2026-037",
"make_trace_id": "make-20260512_020557_528",
"source_file_name": "Industrial Lumber Invoice_53480-00.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industrial Lumber Invoice_53480-00.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABg_Q",
"source_dropbox_rev": "01651997e6eef3700000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "b2b03a974058a850b8f42709581f3ba54a005b38fb4724b18c6ae6dcd9776f98",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Industrial Lumber Invoice_53480-00.pdf",
"multi_invoice_group_id": "bill_735e50370b6448e284c47f5e218eb19d",
"processing_dropbox_rev": "01651998bba298f00000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single invoice document. PDF is clean and machine-generated; OCR quality is high. All line item amounts verified against stated subtotal of $6,501.10.",
"invoices": [
{
"tax": 528.21,
"notes": "Delivery charge of $12.50 is included as a line item within the subtotal; shipping field set to 0 to avoid double-counting. Cash discount of $65.01 available if paid within terms (1% 10 Net 30). No project/job name referenced on the invoice. Sales rep: Greg Heber. Ship-to address: JKath LLC, 1408 Northland Drive Suite 304, Loading Dock 13, Mendota Heights, MN 55120. Bill-to address: JKath LLC, 3919 49th Street E, Minneapolis, MN 55417.",
"terms": "1% 10 Net 30",
"total": 7029.31,
"due_date": "2025-05-24",
"shipping": 0,
"subtotal": 6501.1,
"confidence": {
"total": 1,
"vendor_name": 1,
"invoice_date": 1,
"project_name": 0,
"invoice_number": 1
},
"line_items": [
{
"qty": 15,
"amount": 51.75,
"unit_price": 3.45,
"description": "Map H 4/4 S&B #1&2 Wh 9'-10' H/M (Product #4226)"
},
{
"qty": 13,
"amount": 113.75,
"unit_price": 8.75,
"description": "Oak White 5/4 S&B 9'-10' H&M (Product #5827)"
},
{
"qty": 141,
"amount": 1113.9,
"unit_price": 7.9,
"description": "Oak White 4/4 S&B 9'-10' H&M (Product #5801)"
},
{
"qty": 89,
"amount": 222.5,
"unit_price": 2.5,
"description": "Map S 4/4 S&B P/G 9'-10' H&M Red Leaf FND (Product #1477)"
},
{
"qty": 2,
"amount": 73.1,
"unit_price": 36.55,
"description": "MDF 1/2 49 X 97 TRUPAN TSCA Title VI CARB (Product #41130)"
},
{
"qty": 11,
"amount": 855.25,
"unit_price": 77.75,
"description": "MDF 3/4 4x8 MR50 EcoPlus West Pine 49x97 (Product #42600)"
},
{
"qty": 2,
"amount": 245.2,
"unit_price": 122.6,
"description": "Oak White PS 1/2 4x8 A1 MDF 48.5X96.5 TSCA Title VI CARB (Product #25028)"
},
{
"qty": 5,
"amount": 657.75,
"unit_price": 131.55,
"description": "Oak W PS 3/4 4X8 A1 MDF NSB 48.5X96.5 TSCA Title VI CARB (Product #25465)"
},
{
"qty": 14,
"amount": 1140.3,
"unit_price": 81.45,
"description": "Maple Nat 1/2 4X8 C2 VC 2SSG 1Ste TSCA Title VI CARB (Product #23324)"
},
{
"qty": 20,
"amount": 1960,
"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": 55.1,
"unit_price": 55.1,
"description": "Birch White PG2 3/4\" 4x8 C2 VC Premcore Plus TSCA VI (Product #21333PCP)"
},
{
"qty": 1,
"amount": 12.5,
"unit_price": 12.5,
"description": "Delivery Charge (Product #F2)"
}
],
"vendor_name": "Industrial Lumber & Plywood",
"invoice_date": "2025-04-24",
"project_name": null,
"document_type": "invoice",
"invoice_number": "53480-00",
"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": "Industrial Lumber Invoice_53480-00.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Industrial Lumber Invoice_53480-00.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Industrial Lumber Invoice_53480-00.pdf"
}Time
05/12/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "7029.31",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-05-24",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-037-INV-014",
"vendor_name": "Industrial Lumber & Plywood",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3882",
"invoice_date": "2025-04-24",
"vendor_terms": "1% 10 Net 30",
"make_trace_id": "make-20260512_020557_528",
"output_tokens": "1210",
"bill_import_id": "bill_735e50370b6448e284c47f5e218eb19d",
"invoice_number": "53480-00",
"vendor_due_date": "2025-05-24",
"source_file_name": "Industrial Lumber Invoice_53480-00.pdf",
"claude_message_id": "msg_016Czqjxd5YJdvNfe74u7oY4",
"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": "cmp0l4pzi00014q9yk3kiu27n",
"vendor_id": "vendor_industrial_lumber_plywood",
"process_key": "05-12-2026-037-INV-014",
"vendor_name": "Industrial Lumber & Plywood",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_735e50370b6448e284c47f5e218eb19d",
"canonical_name": "Industrial Lumber & Plywood, Inc.",
"category_count": 1,
"invoice_number": "53480-00",
"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_53480-00.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
05/12/2026
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": "05-12-2026-037-INV-014",
"vendor_name": "Industrial Lumber & Plywood, Inc.",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_735e50370b6448e284c47f5e218eb19d",
"invoice_number": "53480-00",
"source_file_name": "Industrial Lumber Invoice_53480-00.pdf",
"quickbooks_vendor_id": "80",
"quickbooks_account_id": "105",
"existing_quickbooks_bill_id": null
}Time
05/12/2026
Event
QB BILL CREATED
Message
QuickBooks Bill created.
Payload
{
"path": "single_category_direct",
"message": "QuickBooks Bill created from invoice import.",
"process_key": "05-12-2026-037-INV-014",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_735e50370b6448e284c47f5e218eb19d",
"source_file_name": "Industrial Lumber Invoice_53480-00.pdf",
"quickbooks_bill_id": "407",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "7029.31",
"due_date": "2025-05-24",
"doc_number": "53480-00",
"vendor_ref": "80",
"account_ref": "105",
"jkath_terms": "Net 30",
"vendor_terms": "1% 10 Net 30",
"quickbooks_bill_id": "407"
},
"quickbooks_account_id": "105",
"resolved_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62"
}Time
05/12/2026
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": "05-12-2026-037-INV-014",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_735e50370b6448e284c47f5e218eb19d",
"source_file_name": "Industrial Lumber Invoice_53480-00.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "407"
},
"quickbooks_bill_id": "407"
}Time
05/12/2026
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": "05-12-2026-037-INV-014",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_735e50370b6448e284c47f5e218eb19d",
"final_file_name": "IndustrialLumber&PlywoodInc_INV-53480-00.pdf",
"source_file_name": "Industrial Lumber Invoice_53480-00.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/491lqd158dedd49ym70ed/IndustrialLumber-PlywoodInc_INV-53480-00.pdf?rlkey=su65b5n27fukbxdgqmt3fapid&dl=0",
"quickbooks_bill_id": "407",
"multi_invoice_group_id": "bill_735e50370b6448e284c47f5e218eb19d"
}