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The Claude connector for industrial distributors running QuickBooks Online. Reads customer POs from Gmail, matches every line against the QB catalog with cross-references, misspell tolerance, and description-only matching, flags pricing mismatches, and drafts the Estimate.

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Ran today · May 25, 2026

Real PO from inbox → QuickBooks Estimate 1001 in 45 seconds

A scanned PO landed in Gmail this morning from Datamoto — a customer not yet in QuickBooks, with two SKUs the catalog had never seen. Claude parsed the image, created the missing customer, mapped both SKUs, and pushed a clean Estimate into the QB sandbox. No human typing line items, no half-baked record landing in the books.

Step 1 · Receive Scanned PO arrives in Gmail

From [email protected] · subject Fwd: test po · attached as image.png. Two line items, no machine-readable text — Claude reads the image directly via vision.

Step 2 · Prompt One line in Claude

You

list my incoming purchase orders and draft an estimate for the first one

Claude

Parsing PO-01103 from Datamoto · 2 lines · DM19012 Rollerblade × 10 @ $123 · DM78123 Gas Can Sunglasses × 5 @ $90 · Datamoto not in QB → creating customer (ID 58) · mapping SKUs · submitting to QuickBooks…

Claude reads the inbox label, parses the image, matches lines against the QB catalog, and flags every ambiguous step before writing anything.

Step 3 · Result Estimate 1001 live in QuickBooks

EST-1001 · Datamoto

DM19012 Rollerblade × 10$1,230.00

DM78123 Gas Can Sunglasses × 5$450.00

Total$1,680.00

Customer linked (QB ID 58), both SKUs mapped to real catalog items, Datamoto part numbers preserved in line descriptions. Status: Pending, awaiting human send.

Pipeline walkthrough — interactive

The real example above used 2 lines. The interactive demo below runs against a 7-line sample PO from a plumbing distributor — shows cross-reference matches, description-only matches, an unmatched mystery widget, and four price variances.