Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
2505-953741
Total
$533.23
Invoice data
- Detected vendor
- Dakota County Lumber
- Matched vendor
- Dakota County Lumber
- Matched alias
- Dakota County Lumber
- Category
- Building Materials:Lumber
- Category method
- Single assignable category
- Invoice date
- 05/01/2025
- Due date
- 05/31/2025
- Vendor terms
- Net 30
- Jkath terms
- Net 30
- QB Bill ID
- 410
Category reason
Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.
File result
- Final file
- DakotaCountyLumber_INV-2505-953741.pdf
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-12-2026-037-INV-019
- Run ID
- 05-12-2026-037
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- Dakota Cty Lumber 2505-953741.pdf
Stored payloads
Claude parse payload
{
"tax": 40.07,
"notes": "Invoice number is 2505-953741. The document references a prior order number 2504-952710 under which the line items were originally ordered. Payment method is 'Charge to Acct' for $533.23. Due date not explicitly stated but terms indicate 30 days from statement with 1.5%/month finance charge on past due balances. Ship-to address is N1119 375th St, Maiden Rock WI 54750. Buyer signed as Jeremy Wenstad. Branch 1000 noted in notes per vendor_name rule.",
"terms": "Net 30",
"total": 533.23,
"due_date": null,
"shipping": 0,
"subtotal": 493.16,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.97,
"project_name": 0.95,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 6,
"amount": 41.76,
"unit_price": 6.96,
"description": "2X6-8' SPF (268S)"
},
{
"qty": 1,
"amount": 61.75,
"unit_price": 61.75,
"description": "6X15X93 R-21 INSULATION 67.81SF/BATT (615FF)"
},
{
"qty": 1,
"amount": 374.3,
"unit_price": 374.3,
"description": "5-1/2X11-7/8X12' GLULAM (SO952710-000) - Structural Wood PO#515592AT; Staging: West Side of Shed B, DO 4/29"
},
{
"qty": 1,
"amount": 15.35,
"unit_price": 15.35,
"description": "TYPAR TAPE (TT)"
}
],
"vendor_name": "Dakota County Lumber",
"invoice_date": "2025-05-01",
"project_name": "JKATH Design Build/Maiden Rock",
"document_type": "invoice",
"invoice_number": "2505-953741",
"is_billable_invoice": true
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "alias_5c621a008e474b48809d367640f6ce54",
"vendor_id": "vend_a3cdda652daa459c95de2013ac3f1f6a",
"alias_name": "Dakota County Lumber",
"canonical_name": "Dakota County Lumber",
"category_count": 1,
"category_options": [
{
"name": "Lumber",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Lumber (115).",
"expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"fully_qualified_name": "Building Materials:Lumber",
"quickbooks_account_id": "111",
"vendor_expense_category_id": "cmp1bawrn002g13pf2vrgci4f"
}
],
"expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"normalized_alias_key": "dakota county lumber",
"quickbooks_vendor_id": "15",
"quickbooks_account_id": "111",
"default_expense_account": "Lumber",
"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": "Lumber",
"expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"quickbooks_account_id": "111",
"selected_expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"selected_expense_category_name": "Lumber"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "15",
"quickbooks_account_id": "111",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "single_category_direct",
"total": "533.23",
"due_date": "2025-05-31",
"doc_number": "2505-953741",
"vendor_ref": "15",
"account_ref": "111",
"jkath_terms": "Net 30",
"vendor_terms": "Net 30",
"quickbooks_bill_id": "410",
"resolved_expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "410"
}
}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": "Dakota Cty Lumber 2505-953741.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota Cty Lumber 2505-953741.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABg5A",
"source_dropbox_rev": "01651997e78906900000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "dff7ef81040f046f72651cddb73d55691103843c073720ff155854a15102aab1",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota Cty Lumber 2505-953741.pdf",
"multi_invoice_group_id": "bill_edc9273f32114017a23f9f3afc918a7a",
"processing_dropbox_rev": "016519990cd7ea700000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single invoice in this PDF. Dakota County Lumber branch 1000 is noted; branch suffix omitted from vendor_name per rules. The line items fall under order 2504-952710 but are billed on invoice 2505-953741.",
"invoices": [
{
"tax": 40.07,
"notes": "Invoice number is 2505-953741. The document references a prior order number 2504-952710 under which the line items were originally ordered. Payment method is 'Charge to Acct' for $533.23. Due date not explicitly stated but terms indicate 30 days from statement with 1.5%/month finance charge on past due balances. Ship-to address is N1119 375th St, Maiden Rock WI 54750. Buyer signed as Jeremy Wenstad. Branch 1000 noted in notes per vendor_name rule.",
"terms": "Net 30",
"total": 533.23,
"due_date": null,
"shipping": 0,
"subtotal": 493.16,
"confidence": {
"total": 0.99,
"vendor_name": 0.99,
"invoice_date": 0.97,
"project_name": 0.95,
"invoice_number": 0.99
},
"line_items": [
{
"qty": 6,
"amount": 41.76,
"unit_price": 6.96,
"description": "2X6-8' SPF (268S)"
},
{
"qty": 1,
"amount": 61.75,
"unit_price": 61.75,
"description": "6X15X93 R-21 INSULATION 67.81SF/BATT (615FF)"
},
{
"qty": 1,
"amount": 374.3,
"unit_price": 374.3,
"description": "5-1/2X11-7/8X12' GLULAM (SO952710-000) - Structural Wood PO#515592AT; Staging: West Side of Shed B, DO 4/29"
},
{
"qty": 1,
"amount": 15.35,
"unit_price": 15.35,
"description": "TYPAR TAPE (TT)"
}
],
"vendor_name": "Dakota County Lumber",
"invoice_date": "2025-05-01",
"project_name": "JKATH Design Build/Maiden Rock",
"document_type": "invoice",
"invoice_number": "2505-953741",
"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": "Dakota Cty Lumber 2505-953741.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Dakota Cty Lumber 2505-953741.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Dakota Cty Lumber 2505-953741.pdf"
}Time
05/12/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "533.23",
"message": "Claude extraction parsed and stored.",
"due_date": "2025-05-31",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-037-INV-019",
"vendor_name": "Dakota County Lumber",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3461",
"invoice_date": "2025-05-01",
"vendor_terms": "Net 30",
"make_trace_id": "make-20260512_020557_528",
"output_tokens": "660",
"bill_import_id": "bill_edc9273f32114017a23f9f3afc918a7a",
"invoice_number": "2505-953741",
"vendor_due_date": null,
"source_file_name": "Dakota Cty Lumber 2505-953741.pdf",
"claude_message_id": "msg_01NPDbxtcYQDWqUvthqumtrj",
"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": "alias_5c621a008e474b48809d367640f6ce54",
"vendor_id": "vend_a3cdda652daa459c95de2013ac3f1f6a",
"process_key": "05-12-2026-037-INV-019",
"vendor_name": "Dakota County Lumber",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_edc9273f32114017a23f9f3afc918a7a",
"canonical_name": "Dakota County Lumber",
"category_count": 1,
"invoice_number": "2505-953741",
"category_options": [
{
"name": "Lumber",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Lumber (115).",
"expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"fully_qualified_name": "Building Materials:Lumber",
"quickbooks_account_id": "111",
"vendor_expense_category_id": "cmp1bawrn002g13pf2vrgci4f"
}
],
"source_file_name": "Dakota Cty Lumber 2505-953741.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": "Lumber",
"expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"quickbooks_account_id": "111",
"selected_expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"selected_expense_category_name": "Lumber"
},
"expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376",
"normalized_alias_key": "dakota county lumber",
"quickbooks_vendor_id": "15",
"default_expense_account": "Lumber",
"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-019",
"vendor_name": "Dakota County Lumber",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_edc9273f32114017a23f9f3afc918a7a",
"invoice_number": "2505-953741",
"source_file_name": "Dakota Cty Lumber 2505-953741.pdf",
"quickbooks_vendor_id": "15",
"quickbooks_account_id": "111",
"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-019",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_edc9273f32114017a23f9f3afc918a7a",
"source_file_name": "Dakota Cty Lumber 2505-953741.pdf",
"quickbooks_bill_id": "410",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "533.23",
"due_date": "2025-05-31",
"doc_number": "2505-953741",
"vendor_ref": "15",
"account_ref": "111",
"jkath_terms": "Net 30",
"vendor_terms": "Net 30",
"quickbooks_bill_id": "410"
},
"quickbooks_account_id": "111",
"resolved_expense_category_id": "cat_ea0a3d7499574e63b9a9309abd225376"
}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-019",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_edc9273f32114017a23f9f3afc918a7a",
"source_file_name": "Dakota Cty Lumber 2505-953741.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "410"
},
"quickbooks_bill_id": "410"
}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-019",
"make_trace_id": "make-20260512_020557_528",
"bill_import_id": "bill_edc9273f32114017a23f9f3afc918a7a",
"final_file_name": "DakotaCountyLumber_INV-2505-953741.pdf",
"source_file_name": "Dakota Cty Lumber 2505-953741.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/ezv5xjpl3az4xd1c0w7yw/DakotaCountyLumber_INV-2505-953741.pdf?rlkey=ipvugcn2z626p6wxig57b8y4a&dl=0",
"quickbooks_bill_id": "410",
"multi_invoice_group_id": "bill_edc9273f32114017a23f9f3afc918a7a"
}