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Fiverr Pro
English
$
USD
I will set up quickbooks automation for your supplier invoices using ai
Brian B
About this gig
Stop typing invoices and start using Quickbooks Automation.
If you're a small business owner or bookkeeper manually opening invoices, reading PDFs, and re-keying data into QuickBooks, you know that it's slow, error-prone, and creates a backlog that delays accurate cash flow visibility. This workflow is built for you.
I'll build an automated workflow that handles it:
- Forward supplier invoice emails to a dedicated inbox
- AI reads the invoice and extracts vendor, dates, amount, and category
- Bill posts directly into QuickBooks Online no spreadsheets, no copy-paste
- Unclear invoices get flagged for your review instead of posted blind
- You get a notification every time a bill goes through
What you'll need:
- QuickBooks Online (any tier)
- Zapier paid plan (~$19.99/mo)
- Anthropic API key (I'll walk you through setup)
Get to know Brian B
Brian B
Chief Automator
- FromUnited States
- Member sinceJun 2026
- Avg. response time6 hours
Languages
English
20 years in Technology Sales and Business Development with a focus on Automation and Business Process Flows. I have been using AI to build tools and automate processes in my personal life and want to share that expertise with others.
FAQ
Do I need technical skills to set this up or maintain it?
No. Once the workflow is built, you just forward invoices as normal — nothing to code or maintain. I handle the full setup and will walk you through any account connections you need on your end before we start.
What happens if an invoice is unclear or hard to read?
It won't get posted automatically. The workflow includes a confidence check — if anything looks ambiguous, like a smudged scan or an unfamiliar vendor, it gets routed to you for a quick manual review instead of risking a wrong entry in your books.
Will this work with my QuickBooks plan?
Yes — the workflow connects to QuickBooks Online through the API, so it works with any QBO tier (Simple Start, Essentials, Plus, or Advanced). You don't need any special import features or add-ons on the QuickBooks side.
