Step by step guide

1. 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.

Sample PDF Invoice To Parse And Use In Quickbooks Online
Screenshot of sample PDF Invoice to parse

2. 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.

Choose PDF.co Document Parser Module In Integromat

3. 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.

Configure The Document Parser Module To Parse PDF

4. When we run the PDF.co module, the API will return the parsed PDF data in JSON format.

Result Of the Parsed PDF Using The PDF.co Document Parser Module

5. Next, let’s set up QuickBooks and select Create an Invoice.

Use The Quickbooks Module To Create Invoice

6. 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.

QuickBooks Create an Invoice Configuration

7. Let’s run the QuickBooks module to see the result.

8. Great! We were able to create a QuickBooks Online Invoice using the parsed data from our sample PDF Invoice.

Generated QuickBooks Online Invoice From Parsed PDF Data
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.

Related Pages:

Related Samples: