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Email PDF Parsing to QuickBooks

Freelancer

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placeUS home_workRemote assignmentBefristet publicAggregierter Job · US

eventVeröffentlicht am 10. Sept. 2026 · verifiedWir haben am 11. Sept. 2026 bestätigt, dass er noch aktiv ist

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US$ 30 – US$ 250 pro Projekt

Über den Job

I have a dedicated inbox that receives two PDFs for every job: a typed work order and a handwritten invoice, both already saved as PDFs. I need a repeatable solution that: • Downloads each new pair as the emails arrive • Matches the work order with its corresponding handwritten invoice • Extracts three data groups—Client details, Service details and Payment information—from the pair (OCR will be required on the handwritten file) • Places those fields into a clean Excel sheet laid out for direct import into QuickBooks A simple dashboard or script-based approach in Python, Power Automate, VBA, Zapier, or a similarly reliable toolset is fine as long as it runs unattended and can be triggered by new mail. Include error logging and a way for me to review any records that fail OCR so we keep the dataset accurate. Deliverables: 1. Running automation (source code or workflow file) that pulls, pairs, and parses the PDFs 2. Sample Excel file generated from my test emails 3. Short setup guide so I can deploy it on my own machine or server Once the files load smoothly into QuickBooks without manual edits, the project is complete.

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