JKath Portal

Canonical name *Display name *Company namePrimary emailPrimary phonePrint on check nameVendor account numberQuickBooks Vendor IDQuickBooks SyncToken

Invoice processing notes

Active

Allowed expense categories

Select at least one category this vendor can use. Claude will choose from this list during bill creation.

Building MaterialsBuilding MaterialsBuilding Materials:AccessoriesAccessoriesBuilding Materials:AppliancesAppliancesBuilding Materials:Cabinet MaterialsCabinet MaterialsBuilding Materials:Custom FurnitureCustom FurnitureBuilding Materials:FireplaceFireplaceBuilding Materials:Granite or Solid SurfaceGranite or Solid SurfaceBuilding Materials:LightingLightingBuilding Materials:LumberLumberBuilding Materials:MillworkMillworkBuilding Materials:PlumbingPlumbingBuilding Materials:Shop FinishingShop FinishingBuilding Materials:Shower GlassShower GlassBuilding Materials:ToolsToolsBuilding Materials:WindowsWindowsBuilding ServicesBuilding ServicesBuilding Services:Appliance InstallationAppliance InstallationBuilding Services:CarpentryCarpentryBuilding Services:Carpet InstallCarpet InstallBuilding Services:CleaningCleaningBuilding Services:DemolitionDemolitionBuilding Services:Drywall & TapingDrywall & TapingBuilding Services:ElectricalElectricalBuilding Services:EngineeringEngineeringBuilding Services:FramingFramingBuilding Services:Garbage DisposalGarbage DisposalBuilding Services:Hardwood FlooringHardwood FlooringBuilding Services:Heating & CoolingHeating & CoolingBuilding Services:HVACHVACBuilding Services:InsulationInsulationBuilding Services:Land SurveyingLand SurveyingBuilding Services:MasonryMasonryBuilding Services:PaintingPaintingBuilding Services:PlumbingPlumbingBuilding Services:RoofingRoofingBuilding Services:SidingSidingBuilding Services:Tile SettingTile SettingBuilding Services:Toilet On SiteToilet On SiteComputer, Internet, & SoftwareComputer, Internet, & SoftwareDrafting & Design ServicesDrafting & Design ServicesEquipment & Equipment RentalsEquipment & Equipment RentalsLegal & Professional ServicesLegal & Professional ServicesMarketing & AdvertisingMarketing & AdvertisingMarketing & Advertising:Marketing - ApparelMarketing - ApparelMarketing & Advertising:Marketing- WebsiteMarketing- WebsiteMarketing & Advertising:PhotographyPhotographyOther business expenses:Bank & credit card feesBank & credit card feesOther Miscellaneous ExpenseOther Miscellaneous ExpenseRepairs & maintenanceRepairs & maintenance

Billing address

Address line 1Address line 2CityStatePostal codeCountry

Aliases

Alternate vendor names used during invoice matching.

Phillips Planning Inc

phillips planning inc

Historical QuickBooks export vendor name. Matched to pulled QuickBooks vendor Phillips Planning Inc (93).

Confidence 95

Edit Phillips Planning Inc

Allowed expense categories

Billing address

Aliases