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Best answer

How do I add line items to an invoice in Quickbooks?

Bellevuefineart
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  1. I start with a Jotform and pull the data from there. It works fine. 
  2. Create a dropbox folder and share it. Fine
  3. Search for client in Quickbooks. If not found, create new client. 
  4. Create invoice with multiline support. 
  5. create second line in invoice using update invoice. Take invoice ID from step 6. 
  6. create third line in invoice using udpate invoice. Take invoice ID from step 6.

The problem is that the invoice doesn’t get updated with a new line, the first line gets overwritten each time. How can I achieve making a multiline invoice?

 

Best answer by AndrewJDavison_Luhhu

My mistake @Bellevuefineart 

It’s “Storage->Push Value Onto List”

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5 replies

Bellevuefineart
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nobody?

AndrewJDavison_Luhhu
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Hi @Bellevuefineart 

First, drop the “Update Invoice” steps as it’s not possible to attach new line items to an existing invoice.

You can add the multiple line items in the “Create Invoice” step.

Check out “Formatter->Push Value Onto List” you can do that multiple times to create a list of line items. Then add a “Formatter->Get Value” step to retrieve that list. You can then map that into the “Create Invoice” step and you’ll get a multiline invoice.

Let us know if you get stuck.

We're Zapier Certified Experts - we help businesses do cool stuff with automation | www.luhhu.com
Bellevuefineart
Forum|alt.badge.img+1

thanks for the hint. Yes, I’m stuck. There is not such thing that I can find under Formatter. 

I can select “utilities” and then these are my choices. 

 

 

But line itemizer doesn’t look like what i want or need. 

Could you possibly be more specific in how I get to “push value onto list”?

 

thanks

AndrewJDavison_Luhhu
1 person likes this
  • AndrewJDavison_Luhhu
    AndrewJDavison_Luhhu
AndrewJDavison_Luhhu
Forum|alt.badge.img+10

My mistake @Bellevuefineart 

It’s “Storage->Push Value Onto List”

We're Zapier Certified Experts - we help businesses do cool stuff with automation | www.luhhu.com
Bellevuefineart
Forum|alt.badge.img+1

thanks

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