Bill Created Successfully
QuickBooks Bill created successfully. Source file attached to the Bill.
Status
Created in QB
Invoice
STMT-260512-01
Total
$345.50
Invoice data
- Detected vendor
- Acme Tools
- Matched vendor
- Acme Tools
- Matched alias
- Acme Tools
- Category
- Building Materials:Tools
- Category method
- Single assignable category
- Invoice date
- 05/12/2026
- Due date
- 06/11/2026
- Vendor terms
- Net 30
- Jkath terms
- Net 30
- QB Bill ID
- 416
Category reason
Vendor has exactly one assignable expense category, so the category was assigned without a Claude category-selection call.
File result
- Final file
- AcmeTools_INV-STMT-260512-01.pdf
- Outcome
- processed
- Details
- QuickBooks Bill created successfully. Source file attached to the Bill.
Processing Context
- Invoice ID
- 05-12-2026-042-INV-001
- Run ID
- 05-12-2026-042
- Source folder
- /_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed
- Source file
- Acme Tools Clear Statement STMT-260512-01.pdf
Stored payloads
Claude parse payload
{
"tax": 0,
"notes": "Document is labeled as a Statement with a printed statement number STMT-260512-01. It is a billable vendor statement representing money owed by J Kath Design Build to Acme Tools. Sufficient detail present to create a QuickBooks bill.",
"terms": "Net 30",
"total": 345.5,
"due_date": "2026-06-11",
"shipping": 0,
"subtotal": 345.5,
"confidence": {
"total": 1,
"vendor_name": 1,
"invoice_date": 1,
"project_name": 1,
"invoice_number": 1
},
"line_items": [
{
"qty": 1,
"amount": 250,
"unit_price": 250,
"description": "Cordless drill kit and accessories"
},
{
"qty": 1,
"amount": 95.5,
"unit_price": 95.5,
"description": "Jobsite fasteners and blades"
}
],
"vendor_name": "Acme Tools",
"invoice_date": "2026-05-12",
"project_name": "Portal Automation Test",
"document_type": "statement",
"invoice_number": "STMT-260512-01",
"is_billable_invoice": true
}Vendor match payload
{
"alias_lookup": {
"found": true,
"alias_id": "cmp1abenu004gagtbbliq4o2n",
"vendor_id": "vend_4dd5c99ca1f0435187d72a648f35209d",
"alias_name": "Acme Tools",
"canonical_name": "Acme Tools",
"category_count": 1,
"category_options": [
{
"name": "Tools",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Tools (5).",
"expense_category_id": "cat_b6774fca4dc2443c919a6c6a3e2bfadc",
"fully_qualified_name": "Building Materials:Tools",
"quickbooks_account_id": "116",
"vendor_expense_category_id": "cmp1baxjv002w13pfszafvb4w"
}
],
"expense_category_id": "cat_b6774fca4dc2443c919a6c6a3e2bfadc",
"normalized_alias_key": "acme tools",
"quickbooks_vendor_id": "9",
"quickbooks_account_id": "116",
"default_expense_account": "Tools",
"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": "Tools",
"expense_category_id": "cat_b6774fca4dc2443c919a6c6a3e2bfadc",
"quickbooks_account_id": "116",
"selected_expense_category_id": "cat_b6774fca4dc2443c919a6c6a3e2bfadc",
"selected_expense_category_name": "Tools"
}
}QB payload
{
"lookup": {
"quickbooks_vendor_id": "9",
"quickbooks_account_id": "116",
"existing_quickbooks_bill_id": null
},
"bill_created": {
"path": "single_category_direct",
"total": "345.50",
"due_date": "2026-06-11",
"doc_number": "STMT-260512-01",
"vendor_ref": "9",
"account_ref": "116",
"jkath_terms": "Net 30",
"vendor_terms": "Net 30",
"quickbooks_bill_id": "416",
"resolved_expense_category_id": "cat_b6774fca4dc2443c919a6c6a3e2bfadc"
},
"attachment_uploaded": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "416"
}
}Raw payload
{
"run_id": "run_f33c005cf88e4200a89ca028a431ab1f",
"source": "make.com",
"run_key": "05-12-2026-042",
"make_trace_id": "make-20260512_094009_096",
"source_file_name": "Acme Tools Clear Statement STMT-260512-01.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Acme Tools Clear Statement STMT-260512-01.pdf",
"source_dropbox_id": "id:CHX6_xJiKhAAAAAAAABp_A",
"source_dropbox_rev": "016519fd677058b00000003549f4393",
"multi_invoice_count": 1,
"multi_invoice_index": 1,
"source_content_hash": "8d68210b152924d4bee6e575369a1a7239ac45dd683eaa12145e32bff67435f8",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Acme Tools Clear Statement STMT-260512-01.pdf",
"multi_invoice_group_id": "bill_7a54fab9090542f38addf9a973ed1939",
"processing_dropbox_rev": "016519fd722ffa500000003549f4393",
"multi_invoice_source_payload": {
"notes": "Single vendor statement from Acme Tools. Document explicitly requests creation of a QuickBooks bill. Statement number used as invoice_number.",
"invoices": [
{
"tax": 0,
"notes": "Document is labeled as a Statement with a printed statement number STMT-260512-01. It is a billable vendor statement representing money owed by J Kath Design Build to Acme Tools. Sufficient detail present to create a QuickBooks bill.",
"terms": "Net 30",
"total": 345.5,
"due_date": "2026-06-11",
"shipping": 0,
"subtotal": 345.5,
"confidence": {
"total": 1,
"vendor_name": 1,
"invoice_date": 1,
"project_name": 1,
"invoice_number": 1
},
"line_items": [
{
"qty": 1,
"amount": 250,
"unit_price": 250,
"description": "Cordless drill kit and accessories"
},
{
"qty": 1,
"amount": 95.5,
"unit_price": 95.5,
"description": "Jobsite fasteners and blades"
}
],
"vendor_name": "Acme Tools",
"invoice_date": "2026-05-12",
"project_name": "Portal Automation Test",
"document_type": "statement",
"invoice_number": "STMT-260512-01",
"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": "Acme Tools Clear Statement STMT-260512-01.pdf",
"source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/Acme Tools Clear Statement STMT-260512-01.pdf",
"processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/Acme Tools Clear Statement STMT-260512-01.pdf"
}Time
05/12/2026
Event
PARSE COMPLETED
Message
Claude extraction parsed and stored.
Payload
{
"total": "345.50",
"message": "Claude extraction parsed and stored.",
"due_date": "2026-06-11",
"jkath_terms": "Net 30",
"process_key": "05-12-2026-042-INV-001",
"vendor_name": "Acme Tools",
"claude_model": "claude-sonnet-4-6",
"input_tokens": "3284",
"invoice_date": "2026-05-12",
"vendor_terms": "Net 30",
"make_trace_id": "make-20260512_094009_096",
"output_tokens": "409",
"bill_import_id": "bill_7a54fab9090542f38addf9a973ed1939",
"invoice_number": "STMT-260512-01",
"vendor_due_date": "2026-06-11",
"source_file_name": "Acme Tools Clear Statement STMT-260512-01.pdf",
"claude_message_id": "msg_01S2J2kEJzwbKynJt12WnYxf",
"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": "cmp1abenu004gagtbbliq4o2n",
"vendor_id": "vend_4dd5c99ca1f0435187d72a648f35209d",
"process_key": "05-12-2026-042-INV-001",
"vendor_name": "Acme Tools",
"make_trace_id": "make-20260512_094009_096",
"bill_import_id": "bill_7a54fab9090542f38addf9a973ed1939",
"canonical_name": "Acme Tools",
"category_count": 1,
"invoice_number": "STMT-260512-01",
"category_options": [
{
"name": "Tools",
"notes": "Mapped from JKath historical QuickBooks export: Building Materials:Tools (5).",
"expense_category_id": "cat_b6774fca4dc2443c919a6c6a3e2bfadc",
"fully_qualified_name": "Building Materials:Tools",
"quickbooks_account_id": "116",
"vendor_expense_category_id": "cmp1baxjv002w13pfszafvb4w"
}
],
"source_file_name": "Acme Tools Clear Statement STMT-260512-01.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": "Tools",
"expense_category_id": "cat_b6774fca4dc2443c919a6c6a3e2bfadc",
"quickbooks_account_id": "116",
"selected_expense_category_id": "cat_b6774fca4dc2443c919a6c6a3e2bfadc",
"selected_expense_category_name": "Tools"
},
"expense_category_id": "cat_b6774fca4dc2443c919a6c6a3e2bfadc",
"normalized_alias_key": "acme tools",
"quickbooks_vendor_id": "9",
"default_expense_account": "Tools",
"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": "05-12-2026-042-INV-001",
"vendor_name": "Acme Tools",
"make_trace_id": "make-20260512_094009_096",
"bill_import_id": "bill_7a54fab9090542f38addf9a973ed1939",
"invoice_number": "STMT-260512-01",
"source_file_name": "Acme Tools Clear Statement STMT-260512-01.pdf",
"quickbooks_vendor_id": "9",
"quickbooks_account_id": "116",
"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": "05-12-2026-042-INV-001",
"make_trace_id": "make-20260512_094009_096",
"bill_import_id": "bill_7a54fab9090542f38addf9a973ed1939",
"source_file_name": "Acme Tools Clear Statement STMT-260512-01.pdf",
"quickbooks_bill_id": "416",
"quickbooks_payload": {
"path": "single_category_direct",
"total": "345.50",
"due_date": "2026-06-11",
"doc_number": "STMT-260512-01",
"vendor_ref": "9",
"account_ref": "116",
"jkath_terms": "Net 30",
"vendor_terms": "Net 30",
"quickbooks_bill_id": "416"
},
"quickbooks_account_id": "116",
"resolved_expense_category_id": "cat_b6774fca4dc2443c919a6c6a3e2bfadc"
}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": "05-12-2026-042-INV-001",
"make_trace_id": "make-20260512_094009_096",
"bill_import_id": "bill_7a54fab9090542f38addf9a973ed1939",
"source_file_name": "Acme Tools Clear Statement STMT-260512-01.pdf",
"attachment_payload": {
"path": "single_category_direct",
"file_name": "",
"attachment_id": "",
"quickbooks_bill_id": "416"
},
"quickbooks_bill_id": "416"
}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": "05-12-2026-042-INV-001",
"make_trace_id": "make-20260512_094009_096",
"bill_import_id": "bill_7a54fab9090542f38addf9a973ed1939",
"final_file_name": "AcmeTools_INV-STMT-260512-01.pdf",
"source_file_name": "Acme Tools Clear Statement STMT-260512-01.pdf",
"dropbox_shared_url": "https://www.dropbox.com/scl/fi/2njszpch4g3q9nfbnqcu9/AcmeTools_INV-STMT-260512-01.pdf?rlkey=cd0k36n1f7m286ekalx9t60an&dl=0",
"quickbooks_bill_id": "416",
"multi_invoice_group_id": "bill_7a54fab9090542f38addf9a973ed1939"
}