Automate Invoice Entry into QuickBooks

Extract vendor details, line items, amounts, and GL codes from invoices and push them into QuickBooks Online or Desktop—eliminating manual AP data entry.

Enterprise-grade OCR 99.5% uptime SLA SOC 2 certified

See invoice to quickbooks in action

Upload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.

How it works

Three steps from document to structured data

Upload or forward

Drag and drop files, connect a cloud drive, or set up email auto-forwarding. Any file format works—PDF, JPEG, PNG, TIFF, or digital documents.

AI reads and extracts

The AI identifies fields by context and meaning, not fixed coordinates. Names, dates, amounts, and custom fields are extracted automatically.

Export anywhere

Get structured output in Excel, Google Sheets, CSV, or JSON. Use the REST API for direct integration into your systems.

What teams are saying

“We process 250 vendor invoices per month in QuickBooks Online. Automating the data entry saved our bookkeeper 30 hours per month and we stopped missing early payment discounts because bills are entered the day they arrive.”
TM
Tina M.
Owner, Distribution Company
“The vendor matching is what convinced us. It correctly maps vendors even when the invoice says a different legal name than what is in our QuickBooks vendor list.”
BR
Ben R.
Bookkeeper
“GL code suggestions were 90 percent accurate from the start and improved as it learned our patterns. My AP clerk now reviews bills instead of building them from scratch.”
KP
Kelly P.
Controller, Construction Company

Why QuickBooks users need automated invoice processing

QuickBooks is the accounting backbone for millions of small and mid-size businesses, but invoice entry remains a manual process for most of them. Vendors send invoices as PDF attachments, paper documents, and occasionally as digital files from their own invoicing systems. An accounts payable clerk reviews each invoice, manually creates a bill in QuickBooks, enters the vendor name, invoice number, date, due date, line items, amounts, and general ledger account codes. For businesses processing 100 or more invoices per month, this manual entry consumes hours of staff time and introduces transcription errors.

Invoice to QuickBooks automation solves this by using AI to extract all relevant data from incoming invoices and mapping it directly to QuickBooks bill entry fields. The AI reads vendor names and matches them to existing QuickBooks vendor records, extracts invoice numbers to prevent duplicate entry, identifies line item descriptions and amounts, and suggests GL account codes based on historical coding patterns. The result is a bill that is ready for review and approval rather than one that must be built from scratch.

The accounts payable workflow improvement extends beyond data entry speed. Manual invoice processing creates bottlenecks that delay payments, strain vendor relationships, and forfeit early payment discounts. When invoices sit in an inbox waiting for manual entry, due dates pass and discount windows close. Lido processes invoices within seconds of receipt, meaning bills appear in QuickBooks ready for approval on the same day they arrive rather than days or weeks later.

Businesses evaluating invoice to QuickBooks automation should consider vendor matching accuracy, GL code suggestion reliability, support for both QuickBooks Online and Desktop, and the handling of multi-line invoices with complex allocations. Lido processes any invoice format without templates, matches vendors to existing QuickBooks records, and provides confidence scoring so AP teams can review with confidence.

Enterprise ready

Built for operations teams

SOC 2 Type 2

Audited controls over a sustained period, not a point-in-time check.

AES-256 encryption

Bank-grade encryption at rest and TLS 1.2+ in transit.

24-hour deletion

Documents deleted within 24 hours. No copies retained.

Frequently asked questions

How does invoice to QuickBooks automation work?

AI extracts vendor name, invoice number, date, due date, line items, amounts, tax, and total from incoming invoices. The extracted data is mapped to QuickBooks bill entry fields, with vendor matching against your existing QuickBooks vendor list. Bills are created ready for review and approval.

Does this work with both QuickBooks Online and Desktop?

Lido extracts invoice data into structured formats (Excel, CSV, JSON) that can be imported into both QuickBooks Online and QuickBooks Desktop. The REST API also enables direct integration for QuickBooks Online workflows.

Can the system match vendors to my existing QuickBooks vendor list?

Yes. The AI matches extracted vendor names to your existing QuickBooks vendor records using fuzzy matching that handles variations in how vendors appear on invoices versus how they are listed in your system. New vendors are flagged for manual setup.

How does GL code assignment work?

The system suggests general ledger account codes based on vendor history, line item descriptions, and category patterns from previously coded invoices. Suggested codes can be reviewed and adjusted before the bill is finalized in QuickBooks.

What invoice formats can be processed?

Invoice to QuickBooks handles PDF invoices, scanned paper invoices, email-attached invoices, and photographed invoices from any vendor. No vendor-specific templates or configurations are required.

Simple, transparent pricing

Start free with 50 pages. Upgrade when you’re ready.

Standard
$29 /month
100 pages per month · 1 user
  • Any file type supported
  • Excel, CSV, JSON export
  • Email auto-forwarding
  • AI columns for custom fields
  • SOC 2 Type 2 compliant

Built on Lido’s OCR engine

Enterprise
Custom
From $30,000/year
  • Everything in Scale
  • Custom ERP integrations
  • Dedicated account manager
  • Live onboarding
  • BAA for HIPAA
Talk to sales

Built on Lido’s OCR engine

Start using invoice to quickbooks in minutes

50 free pages. No credit card required.

50 free pages No credit card Cancel anytime