Email PDF Parsing to QuickBooks

via Freelancer ·

Budget / Salary$30–250
TypeFreelance project
LocationRemote
Posted1 hour ago
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.
python visual basic excel software architecture ocr email handling automation zapier power automate
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