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How do you use AI to convert invoices to Google Sheets?

By Tim White · How-to · Last updated

To convert invoices to Google Sheets with AI, extract the fields from each invoice, export a CSV, and import it with File, then Import. Or append new invoices automatically with a webhook and a short Apps Script. Sheets can't read a PDF invoice, so extraction comes first.

1. Extract and review

Send invoices to InvoiceJet by upload, email forwarding or API. Confirm any flagged fields before you export.

2. Export a CSV

Filter by period or client tag and export one row per invoice, or one row per line item if you want to pivot spend by category.

3. Import without reformatting

In Sheets, go to File, Import, Upload. In the dialog, set 'Convert text to numbers, dates, and formulas' to No. Otherwise Sheets drops the leading zero from invoice 00123, reads 03/04 as March or April depending on your locale, and treats amounts with comma decimals as text. Then format only the amount and date columns yourself.

4. Or append rows automatically

Deploy a small Apps Script web app that accepts a POST and appends a row. Point an InvoiceJet webhook at it, and each completed invoice lands in the sheet. Apps Script can't read request headers, so it can't check the webhook signature. Keep the script URL private, or relay through a small server that verifies the signature first.

Common questions

Is there a Google Sheets add-on?

No. Use CSV import, or a webhook with Apps Script.

Can I import many invoices at once?

Yes. One export holds as many invoices as you filter to, and each becomes its own row.

Sources

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