AutomationMart
Home/Browse/Extract data from invoices using OCR
Make.com

Extract data from invoices using OCR

Make.comMake.com2 modulesv1.0
QuickBooks

Automatically Extract Invoice Data from QuickBooks with Koncile OCR Connect QuickBooks Online to Koncile to automate the extraction of key invoice and PO data from your documents. Use the QuickBooks API to retrieve supplier invoices in PDF format: GET https://quickbooks.api.intuit.com/v3/company/{companyId}/invoice/{invoiceId}/pdf Send the PDF to Koncile OCR using your private API key and a predefined extraction template. Automatically extract structured fields such as invoice number, PO num

At a glance

Extract data from invoices using OCR is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects QuickBooks. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
Make.com
Connects
QuickBooks
Modules
2
Price
Free
Version
v1.0

About this workflow

Automatically Extract Invoice Data from QuickBooks with Koncile OCR

Connect QuickBooks Online to Koncile to automate the extraction of key invoice and PO data from your documents.

Use the QuickBooks API to retrieve supplier invoices in PDF format:

GET https://quickbooks.api.intuit.com/v3/company/{companyId}/invoice/{invoiceId}/pdf

Send the PDF to Koncile OCR using your private API key and a predefined extraction template.

Automatically extract structured fields such as invoice number, PO number, dates, amounts, and vendor details.

Receive clean, structured data — ready for automation, reconciliation, or export (CSV, Excel, API…).

Make.com

How to import this Make.com workflow

  1. 1

    Download the blueprint JSON file after purchase.

  2. 2

    Open Make.com → go to Scenarios → click Import Blueprint.

  3. 3

    Select the downloaded JSON file and confirm.

  4. 4

    Connect your app credentials in each module.

  5. 5

    Run once manually to test, then activate the schedule.

Setup guide

Setup guide included

Purchase to unlock the full step-by-step guide

Related Make workflows

Add new QuickBooks customers to ActiveTrail as contacts

Every time a new customer is created in QuickBooks, Make will automatically add that customer to ActiveTrail as a new contact.

Free

AI-powered PDF invoice parser with Google Drive, Google Sheets & OpenAI

Who is this for? This workflow is perfect for: Companies that manage invoices through Google Drive Business owners who want to minimize manual data entry and maximize accuracy Accounting teams and finance departments seeking to automate invoice processing What problem is this workflow solving? Processing invoices manually is time-consuming, error-prone, and inconsistent. This workflow solves those issues by: Automating invoice processing from detection to data extraction to storage Improvin

Free

Create a WooCommerce customer from a new QuickBooks customer

Every time a new QuickBooks customer is created, Make will automatically create a WooCommerce customer.

Free

Save new QuickBooks customers to a Google Sheets spreadsheet

Every time a new customer is created in QuickBooks, Make will automatically add that customer's info to a new row in your Google Sheets spreadsheet. The template uses this [example spreadsheet]( https://docs.google.com/spreadsheets/d/1e0Tl8oaEQ8YF4HB-kJqu59vpfBocQqGg55gmxfweiBI/edit#gid=0/xxx)

Free

Send a detailed message about a new event in QuickBooks to Microsoft Teams

When a new object is created in QuickBooks, a detailed message about this event is sent to Microsoft Teams.

Free

Export QuickBooks invoices to Invoice Ninja

This template helps you export QuickBooks invoices to Invoice Ninja automatically by customer. The scenario can be scheduled to run at regular intervals: every minute, hour, day (cron job) or at the specified date.

Free

Add a new user to a list in Iterable from a new lead in Facebook Lead Ads

Every time a new lead is generated in Facebook Leads Ads, a new user will be instantly added to a list in Iterable. The template expects your Facebook form to at least collect these fields: 1) Email 2) Full Name The template also expects your Iterable list to have these fields: 1) email 2) name

Free

Add courses to Edusign from new Google Sheets rows

Every time a new row is added to a selected Google Sheets spreadsheet, Make will automatically create a new course in Edusign. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1AIiod-lBAJWm5ZfvRC2G2KV2UUdRV16TbQJdVDW3N5E/edit?usp=sharing).

Free

Reviews

No reviews yet

Be the first to buy and share your experience.

Leave a review

Sign in to share your experience with this workflow.

Log in to review
Free
No ratings yet

Create a free account to purchase workflows.

  • JSON blueprint — instant download
  • Setup guide PDF included
  • 5 downloads · valid 30 days
  • Works with Make.com

Need help setting this up?

Book a 3-hour live setup session with an Agility consultant.

₹2,499/ session
3 hrs · video call
  • Configure live on Google Meet / Zoom
  • Free follow-up if workflow has defects
  • Platform expert assigned to you
Book installation session
Free