Convert PDFs to QuickBooks Bills in Seconds
Learn how to streamline your accounting process by transforming PDF invoices into QuickBooks bills using Caret.
Managing invoices can be a tedious task, especially when dealing with PDFs and manually entering data into QuickBooks. Caret simplifies this process, allowing you to convert PDF invoices into QuickBooks bills in just a few clicks. Here's how it works.
Step-by-Step Guide to Using Caret for PDF to QuickBooks Conversion
1. Select Your QuickBooks Integration
Start by opening Caret and clicking on the Transform button. Choose the appropriate QuickBooks connection for your company. For example, in this demo, we used the Sandbox Company 1 integration.
2. Parse the PDF Invoice
Caret's workflow prompt is straightforward: parse the PDF bill and create a corresponding bill in QuickBooks. Select the PDF you want to process—like the BrightWave Advertising invoice—and click Run.
3. Preview Workflow Steps
Caret executes the following steps:
- Extract Data: Pulls necessary details from the PDF, such as vendor name, line items, and amounts.
- Get/Create Vendor: Ensures the vendor exists in QuickBooks or creates a new entry.
- Assign Account: Links the expense to the correct account in QuickBooks.
- Create Bill: Generates the bill in QuickBooks with all parsed details.
4. Verify in QuickBooks
Once the workflow completes, refresh your QuickBooks bills page. You'll see the new bill, complete with vendor details and correctly categorized line items. For example, BrightWave Advertising's invoice was parsed and categorized as advertising expenses.
5. Repeat for Additional Invoices
You can repeat the process for other invoices, like the Strategic Edge Consulting bill. Caret ensures accuracy and consistency, saving you time and effort.
Why Use Caret for Invoice Management?
Caret's automation eliminates manual data entry, reduces errors, and streamlines your accounting workflow. With its ability to parse PDFs and integrate seamlessly with QuickBooks, you can focus on more strategic tasks while staying organized.
Ready to simplify your accounting process? Try Caret today and experience the ease of automated invoice management.