In this tutorial, we will show you how to generate a QuickBooks Online Invoice from parsed PDF data using PDF.co and Integromat. We will parse the 1st line item in the table and use it in the QuickBooks Invoice.
- Parse the PDF Invoice Using PDF.co
- Configure the PDF.co Module
- Run the PDF.co Module
- Create Invoice in QuickBooks
- Configure QuickBooks Module
- Run the QuickBooks Module
Screenshot of sample PDF Invoice to parse
1. Parse the PDF Invoice Using PDF.co
To begin, let’s parse the sample PDF Invoice using the PDF.co Document Parser. In the Integromat Scenario, select the Parse a Document module in PDF.co.
2. Configure the PDF.co Module
Let’s configure the module.
- In the Input File field, choose the Import A File From URL.
- In the URL field, enter the sample PDF Invoice’s direct link.
- In the Document Parser Template ID field, type in the Template ID. You can find the Template ID on the Document Parser page.
3. Run the PDF.co Module
When we run the PDF.co module, the API will return the parsed PDF data in JSON format.
4. Create Invoice in QuickBooks
Next, let’s set up QuickBooks and select Create an Invoice.
5. Configure QuickBooks Module
Then, let’s configure the QuickBooks module. To follow along, here’s the link to the sample PDF Invoice.
- In the Customer field, choose your existing QuickBooks customer name.
- In the Lines field, click on Add Item.
- In the Amount field, select Body: Objects Value: table[]: column4.
- In the Description field, choose Body: Objects Value: table[]: column1.
- In the Quantity field, select Body: Objects Value: table[]: column2.
- In the Unit price field, choose Body: Objects Value: table[]: column3.
6. Run the QuickBooks Module
Let’s run the QuickBooks module to see the result.
Great! We were able to create a QuickBooks Online Invoice using the parsed data from our sample PDF Invoice.
Screenshot of created QuickBooks Online Invoice
In this tutorial, we learned how to parse a document using the PDF.co Document Parser. We also learned how to create a QuickBooks Online Invoice using the parsed PDF data.
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