Create QuickBooks Online Invoices from Parsed PDF Data using PDF.co and Make
In this tutorial, we will show you how to generate a QuickBooks Online Invoice from parsed PDF data using PDF.co and Make. We will parse the 1st line item in the table and use it in the QuickBooks Invoice.
![Screenshot of sample PDF Invoice to parse](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F636f835cc463c84b1aef8569e90826cc0886d01f-807x667.png&w=1920&q=75)
Step 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.
![Screenshot of selecting Parse a Document module](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2Fa60360b23ab9c7332eb829f6be27d4373ab55542-644x695.png&w=1920&q=75)
Step 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.
![Screenshot of configuring PDF.co module](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2Ff1ff5f71baf1a5adebe04731b9efc25f3fea87fe-644x695.png&w=1920&q=75)
Step 3: Run the PDF.co Module
When we run the PDF.co module, the API will return the parsed PDF data in JSON format.
![Screenshot of parsed PDF data in JSON format](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F27b57bcda9c24418bca8ed3b9220841c88e1ffea-859x641.png&w=1920&q=75)
Step 4: Create Invoice in QuickBooks
Next, let’s set up QuickBooks and select Create an Invoice.
![Screenshot of setting up QuickBooks by selecting Create an Invoice](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F6a201a29aef5ca4b9e1eb0193f959800a1c6b4a5-631x416.png&w=1920&q=75)
Step 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.
![Screenshot of configuring QuickBooks module](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F5808bb5815b82462e43fa6ab0e2e83f33dd74944-791x649.png&w=1920&q=75)
Step 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](/_next/image?url=https%3A%2F%2Fcdn.sanity.io%2Fimages%2F2niroq9z%2Fproduction%2F379c463c51930245229c64779bff8d519ba32d73-857x477.png&w=1920&q=75)
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.