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Question

How do I automate QuickBooks to mark paid invoices from Gmail PDF attachments.

  • 27 July 2023
  • 3 replies
  • 31 views
ProClear Water

We recieve an email to Gmail that has a pdf attachment with 2-12 invoice numbers that are paid. 

-they are paid from the same company but NOT for the same quickbooks customer. 

-the pdf attachment does not include the customer name. But does include the 4 number invoice # 

I want to automate quickbooks to mark those invoices paid. 

1. I have the Gmail part figured out. How to trigger the sender and the pdf. 

I'm just not sure where I go next. Adding the action from quickbooks will not let me search the attachment for the invoice numbers. 

 

Any advice? 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @ProClear Water 

Good question.

You’ll will need to use an app that supports document parsing or OCR (Optical Character Recognition).

Example: PDF.co

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
ProClear Water

Thank you! I will try that one. I can get it to save as a Google doc. But i don't know if that's the direction to go. I couldn't find anything to search the doc. I'm going to try this now 

rachael.silvano
Userlevel 5
Badge +7

Hey there @ProClear Water - checking in, did you hit any other snags or are you all set with the advice Troy shared above? Either way we’re happy to help!

-Rachael

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