I’m trying to create a new receipt in QB from Airtable, but I need the new receipt to track a split in the donation for different types of “products/services” in QB. I’ve tried the Line Itemizer, but I can’t find a way to assign the different types of donations into separate “products/services” lines in QB.
For example, I receive a $100 donation, but the donor wants to designate $50 for “sponsorship,” $30 for “General,” and $20 for “Other.” I’ve created the Zap to get the $100 from Airtable to QB and assigned to the correct “Donor,” but I can’t seem to figure out how to show the individual lines (I do have separate fields in Airtable for each “type” of donation).
Best answer by BowTieBots
Currently there is no way to set different “product/services” values with Zapier.
The closest you could get is to use line item support and create multiple line items with one “product/service” type. → Then send an email (or add a task Asana or similar) to a member of your team with the Receipt Number and correct “product/service” values based on line item → that team member could then manually adjust the Sales Receipt.
It’s not 100% automated but your data would be 90% correct on creation and you would have a system for notifying someone of a task that needs to be completed and provide them with the information they need to perform the task quickly.