Does anyone know how to pull bank transactions (the purchases you have made) that are in quickbooks, and then filter through them and attach a document to the correct one you are trying to find?

I’m trying to create a scenario in Make.com that does the following:

  1. Pull Bank Transactions: Retrieve a list of bank transactions (specifically purchases I’ve made) that are recorded in QuickBooks.
  2. Filter Transactions: Use specific criteria (e.g., amount, date, or description) to identify the correct transaction.
  3. Attach a Document: Attach a document (e.g., an invoice or receipt) to the matching transaction in QuickBooks.

The idea is to streamline the process of matching bank transactions with their corresponding documents directly within QuickBooks using Make.com. I’ve already integrated my QuickBooks account and can fetch data, but I’m unsure how to:

  • Pull the bank transaction data I need.
  • Set up the filtering logic to find the correct match.
  • Attach the document to the transaction once it’s found.

If anyone has experience with this kind of workflow or knows the specific objects/modules for QuickBooks that can be used for this, I’d appreciate your guidance. Any tips or examples would be incredibly helpful!