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Their company name, as you'd write it on their books. You can add the rest of your clients once this one is running.
e.g. ACME Trading LLC
Your client gets all three, ready to go:
Invoices
Sales invoices this client issued
Bills
Supplier bills and purchase invoices
Expenses & Receipts
Paid receipts and card expenses
Next you'll connect their books — and all three start posting there on their own.
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1Add your client
2Connect their books
3Upload document
4View Extracted Data
Connect Harbor & Pine Bakery's books
One sign-in sets up all three.
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Push extracted data directly into Bills, Receipts, or Invoices.
We'll request accounting access only — no payments or payroll.
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1Add your client
2Connect their books
3Upload document
4View Extracted Data
Harbor & Pine Bakery's books are connected
Invoices
Sales invoices this client issued
Bills
Supplier bills and purchase invoices
Expenses & Receipts
Paid receipts and card expenses
Vendors, accounts and tax codes imported from QuickBooks
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Harbor & Pine Bakery
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millstone-flour-inv-2291.pdf
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millstone-flour-inv-2291.pdf
Extracted DataJSON
Complete
Posted
MILLSTONE FLOUR CO.
418 Granary Road
Portland, OR 97210
billing@millstoneflour.example
Portland, OR 97210
billing@millstoneflour.example
INVOICE
| Description | Qty | Unit price | Amount |
|---|---|---|---|
| Organic bread flour, 25 kg | 12 | $38.50 | $462.00 |
| Rye flour, 25 kg | 8 | $44.75 | $358.00 |
| Unsalted butter, 10 kg case | 6 | $61.20 | $367.20 |
Subtotal$1,187.20
Tax (5%)$59.36
Total due$1,246.56
Thank you for your business. Please remit within 30 days.
100%
Fields
Vendor NameMillstone Flour Co.
Invoice NumberINV-2291
Invoice Date2026-09-08
Due Date2026-10-08
Total Amount1,246.56
Line Items
| # | Description | Qty | Unit Price | Amount |
|---|---|---|---|---|
| 1 | Organic bread flour, 25 kg | 12 | 38.50 | 462.00 |
| 2 | Rye flour, 25 kg | 8 | 44.75 | 358.00 |
| 3 | Unsalted butter, 10 kg case | 6 | 61.20 | 367.20 |
Millstone Flour Co.
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Cost of Goods Sold
Cost of Goods Sold
Expenses
Supplies & Materials
Office Supplies
Exclusive of tax — tax is added on top
Posted to QuickBooksOpen in QuickBooks