Question

How to create line items in QuickBooks?

  • 20 September 2021
  • 2 replies
  • 64 views

 

Hi Everyone,

Can someone please help me on this?

I have integrated Salesforce to Quickbooks.

But i need to create a line item in Quickbooks like the below.

Example

  1. Total donation amount paid = $90
  2. Processor Fee =$2
  3. Net Amount = $88

 

Thanks


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2 replies

Userlevel 7
Badge +9

Hi @Ramesh Vellingiri 

You should be able to do that using a formatter step:

Here’s a detailed instruction with video guide that you can follow: https://zapier.com/help/create/format/create-line-items-in-zaps

Userlevel 6
Badge +6

Hi @Ramesh Vellingiri , Do you want to create aline item of all the 3 items?