Finish the books

Publish reviewed invoice drafts to QuickBooks Online with the source still attached.

AxLiner helps bookkeepers move corrected invoice data into QuickBooks Online as draft bills after review, with the original document available for the accounting record.

The workflow prepares drafts. It does not auto-approve, reconcile, pay, or delete transactions.

Batch review

May close / Client 04

In review

Mixed client batch

Vendor invoices

18 documents

Reviewed

Expense receipts

12 documents

Review

Bank statement

3 pages

Ready

Exception review

Receipt 08 / Total

Check field

Extracted total

$1,248.60

Source and corrected row stay together.

Reviewed first

before publish

Draft bills

for controlled handoff

Source attached

for a clearer record

Built for review

Batch work stays useful when the reviewer can still see the accounting story.

Publish after correction

Send the accounting draft downstream after the extracted fields have had a human review.

Preserve the source

Keep the original document attached so the next person can inspect the record when needed.

Keep approval separate

Prepare the bill draft without allowing the extraction workflow to take over accounting control.

A controlled handoff

Clear steps from folder intake to reviewed output.

01

Review the invoice batch

Correct vendor, amount, date, and line details while the source stays close.

02

Prepare the draft bills

Move reviewed invoice records into the controlled publishing queue.

03

Publish to QuickBooks Online

Create draft bills with their original documents attached for the next accounting step.

Keep exploring

Related accounting workflows

Ready for the next batch

Bring the folder. Keep the review step.

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