Question

How do I attach a new invoice from Gmail to QuickBooks online?

  • 13 October 2021
  • 2 replies
  • 9 views

I want to automatically create a new bill and upload the attached invoice to the bill in quickbooks online? I use gmail and can see there is a new attachment trigger which is great but how do I get that attachment to link up with the new bill in quickbooks?  


2 replies

Userlevel 3
Badge +4

Hey @Tom Crane ,

 

You can use pdf parsing service like DocParser to build this Zap. (https://zapier.com/apps/docparser/integrations)

 

Please note - Parsing works only if you receive pdf invoice in same format. If the PDF format changes and that might affect your Zap.

Userlevel 7
Badge +11

Hi @Tom Crane 

You won’t need to use a parsing app for this.

 

However, it doesn’t appear the QBO Zap app integration has an available action to upload a file.

https://zapier.com/apps/quickbooks/integrations#triggers-and-actions

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