Categories / Admin & Back-Office

Vendor PDFs become QuickBooks records with attachments

Business

Small business back office (Eamonn Cottrell, Got Sheet)

Task

Reads vendor PDFs, categorizes items, creates QuickBooks Online invoices, attaches PDFs, asks for categories on unknown items, checks for duplicates, cleans up files

Result

Test run found 40 PDFs, created the QuickBooks records, attached PDFs and cleaned up on its own; once took hours, now minutes

Tools

• Claude Code
• QuickBooks Online API

Setup

1. Added attachment API, unknown-item category prompt that updates a master list, file cleanup and duplicate checks
2. tested by running twice

Source

gotsheet.xyz ↗

Specifics rating

high specifics high = concrete numbers/quotes; med = partial; low = qualitative

Results as reported by the source; not independently verified.