1.Monitor new expense
Integrate QuickBooks Online and accounting data tools to capture each new expense record to log payable details.
Create payable log rows and save invoice copies
Automatically capture new expense entries across QuickBooks Online and build enriched payable logs in your AP workspace. Create and update when invoices arrive—parse vendor and reference, match suppliers, append payable rows, and archive invoice copies—so you can approve faster without invoice chasing.
How this automation captures payable records and preserves invoice copies
When a new expense lands in your accounting inbox, delayed AP logging can stall approvals and create rework. This automation parses vendor and reference, enriches with supplier matches, appends payable rows, and uploads invoice copies—so your team can process invoices faster.
QuickBooks Onlineor swap with your favorite app
2.Parse vendor and reference text
Integrate Formatter by Zapier, text parsing tools, and data mapping to split vendor name and reference and to normalize sheet fields.
Formatter by Zapieror swap with your favorite app
3.Lookup supplier record
Integrate Zapier Tables and supplier lookup tables to find the supplier key and supplier record to enrich payable rows.
Zapier Tablesor swap with your favorite app
4.Format line item descriptions
Integrate Formatter by Zapier and line item formatting tools to convert line arrays into delimited text and amounts to fill columns.
5.Create payable log row
Integrate Google Sheets and spreadsheet reporting to append a row to the payable worksheet and to set status and links.
Google Sheetsor swap with your favorite app
6.Find and upload invoice file
Integrate Dropbox and file storage folders to match the intake file and copy it to received invoices to return a share link.
Dropboxor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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