One PO. From Gmail to a draft Estimate in 45 seconds.
An example walkthrough drawn from a live SideQuest inbox: 17 purchase orders from 17 industrial distributors, parsed, matched, and queued for review on a single command. The data on this page comes straight from the connector running against that inbox today. Try it free and the same mechanics will play on your own QuickBooks.
17 purchase orders, 17 industrial distributors, all labeled and waiting.
SideQuest watches Gmail for inbound POs and auto-labels them purchase-orders. This
morning's queue covers tools, medical, hydraulics, automotive, automation, electrical, and
pneumatics — typical distributor mix. Each row below is one labeled email sitting in the inbox,
ready for the parser. Sorted by arrival:
Contractor Supply Group · PO 351646 · $283,354.60.
A real PDF that landed in the inbox. SideQuest reads it directly. No template setup, no mapping config, no "tell us where your line items live." The structured table comes back cleanly even when the PDF doesn't tell you it's a PO.
| Part Number | Description | Qty | UOM | Unit cost | Extended |
|---|---|---|---|---|---|
| HAMMER-22 | Tools Item | 71 | CS | $1,118.48 | $79,412.08 |
| SAW-RECIP | Tools Item | 73 | KIT | $1,261.89 | $92,117.97 |
| LASER-LVL | Tools Item | 13 | KIT | $843.43 | $10,964.59 |
| LADDER-24 | Tools Item | 10 | KIT | $1,877.96 | $18,779.60 |
| COMP-AIR | Tools Item | 123 | BX | $667.32 | $82,080.36 |
You type one sentence. SideQuest does the rest.
The Claude Desktop chat is your control surface. One natural-language prompt triggers the whole pipeline: pull the PO from Gmail, parse the PDF, match against your QB catalog, build a draft Estimate. Below: the actual prompt and what the connector returned for Contractor Supply Group's PO.
Customer: Contractor Supply Group · Terms: Net 45 · Ship to: Construction Yard, Nashville TN.
Parsed 5 lines: HAMMER-22 × 71 · SAW-RECIP × 73 · LASER-LVL × 13 · LADDER-24 × 10 · COMP-AIR × 123.
Matcher run complete: 5 of 5 flagged for review — these SKUs are new to your catalog. Closest catalog candidates surfaced (see step 4).
Draft created:
draft_id 96503477…ac5305e5 · status: needs_review. Ready for your call: assign each unmatched line to an existing item, add the SKU as a new catalog item, or override with a cross-reference rule.
Exact SKU → cross-reference → fuzzy description → flag for review.
Every line walks four lanes. The matcher hands you what it's confident about and flags
the rest with its top candidates. The output below is the literal match_po_lines
response for Contractor Supply Group's 5 lines.
COMP-AIR (qty 123 @ $667.32) · review queue · candidates returned by the matcher
| QB ID | SKU | Name | Type | Unit price | Reason |
|---|---|---|---|---|---|
| 22 | HAMMER-22 | HAMMER-22 | Non-inventory | $1,118.48 | Description token match — buyer wrote "Tools Item" |
| 23 | LASER-LVL | LASER-LVL | Non-inventory | $843.43 | Same description bucket |
| 1 | Services | Services | Service | $0.00 | Generic fallback |
Why "needs review" instead of auto-match: the matcher hit on the shared description but caught that no part number on the PO matches an existing SKU. That's the safety net. Operator picks the right item, the matcher writes the rule, COMP-AIR auto-matches on every future PO from Contractor Supply Group.
The auto-learn flywheel: the operator assigns HAMMER-22 once. SideQuest writes
a permanent cross-reference rule: Contractor Supply Group · HAMMER-22 → [your internal SKU].
Tomorrow's HAMMER-22 line lands in the cross-reference lane at confidence 1.00. The matcher
gets sharper every week as your team works the queue.
Operator reviews. One click writes it to QB.
Drafts live locally until you sign off. Once each line is assigned, submit_estimate_to_qb
writes the Estimate, attaches the original PO PDF, and links it to the customer. Auto-submit is
available for drafts that pass the clean-gate (every line matched, no price variance, customer
in good standing) — gated behind SIDEQUEST_AUTOSUBMIT=true so nothing posts without
explicit consent. Screenshot below: the actual Estimate 1015 we just wrote to QB.
| Line | Customer SKU | Qty | Unit | QB item | Source |
|---|---|---|---|---|---|
| 1 | HAMMER-22 | 71 | $1,118.48 | HAMMER-22 (qb_id 22) | exact_sku · 1.00 |
| 2 | SAW-RECIP | 73 | $1,261.89 | SAW-RECIP (qb_id 24) | exact_sku · 1.00 |
| 3 | LASER-LVL | 13 | $843.43 | LASER-LVL (qb_id 23) | exact_sku · 1.00 |
| 4 | LADDER-24 | 10 | $1,877.96 | LADDER-24 (qb_id 25) | exact_sku · 1.00 |
| 5 | COMP-AIR | 123 | $667.32 | awaiting operator | review queue |
4 of 5 lines wrote to QuickBooks the moment the operator hit submit. The COMP-AIR line waits in the review queue until the operator picks the right catalog item. That one assignment becomes a permanent rule for Contractor Supply Group.
13 metrics. Local. Offline. Ten-second refresh.
One command renders a self-contained HTML dashboard on your machine. POs processed, time saved, match-quality trend, top customers, top SKUs, AR aging, pricing variance, catalog hygiene. Nothing leaves your laptop. Open it in any browser. Re-run to refresh.
Past-due invoices become ready-to-send Gmail drafts.
One command pulls every open invoice from QuickBooks, buckets by age, and writes a tone-appropriate collection email into your Gmail Drafts folder. Nothing sends without your click. Numbers below come from the sweep that ran one minute before this page was rendered.
Tone shifts with the bucket. 8–30 days asks for the expected payment date. 31–60 days escalates to "Past-due notice" with account-standing language (shown above). 61–90 days uses "Account on hold" and triggers a credit hold. One AR Assistant pattern, three calibrated voices.
Real diversity, one screen.
The seven POs SideQuest has fully parsed against this sandbox so far. Same connector, same single-prompt workflow, seven distinct industrial verticals. Total order value across the sampled subset: $3.06M.
| Customer | Industry | PO ref | Lines | Total | Terms |
|---|---|---|---|---|---|
| Contractor Supply Group | Tools | 351646 | 5 | $283,354.60 | Net 45 · FOB Origin |
| MedPro Surgical Supply | Medical | 622558 | 5 | $277,949.75 | Net 30 · Prepaid & Add |
| Parker Fluid Systems | Hydraulics | 210487 | 5 | $510,884.18 | Net 60 · Ship complete |
| CardioCare Medical | Medical | 372465 | 5 | $588,106.16 | Net 45 · FOB Origin |
| OrthoSource Healthcare | Medical | 372451 | 5 | $89,875.04 | Net 30 · FOB Origin |
| AutoNation Parts Wholesale | Automotive | 665364 | 5 | $689,298.43 | Net 45 · FOB Origin |
| Midwest Fleet Components | Automotive | 992287 | 5 | $335,871.85 | Net 60 · FOB Destination |
| 7 POs sampled · 10 more queued | 35 lines | $3,058,339.01 | |||
The mechanics play straight on your QuickBooks.
Install free. Connect Gmail and QuickBooks Online. Process your first PO in 30 minutes. Your catalog matches your POs from day one, so the auto-match story works the way the demo says it does. 25 POs per month on the free tier, no card.
Every number on this page comes from one live SideQuest sandbox running connector v0.15.43 on
June 6, 2026. The inbox: list_incoming_pos. Parses: parse_po_from_email.
Matcher cascade: match_po_lines (4 of 5 exact-SKU hits, 1 routed to review).
Submit: submit_estimate_to_qb → QuickBooks Estimate 1015, txnId 159, $201,274.24.
AR sweep: run_ar_followup_sweep → 17 Gmail drafts to industrial distributors,
$5,277.52 outstanding.