Create invoices on Quickbooks Online from PDF documents

First, we need to connect Docparser and QuickBooks Online to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Docparser to Zapier.

  Give Zapier access to your Docparser account, using Docparser credentials.

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  Connect QuickBooks Online to Zapier.

  Give Zapier access to your QuickBooks Online account, using QuickBooks Online credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Docparser

  Choose the following trigger: Parsed Document Data Available (Triggers whenever a new Document is processed and parsed data is available.).

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  Then set up an Action for QuickBooks Online

  Choose this action: Create Invoice (Adds a new invoice (with line item support).).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Docparser and QuickBooks Online.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create invoices on Quickbooks Online from PDF documents!