Hello. I have been trying to create a zap that triggers from the approval of our estimate in pandadoc, but I have been having some problems. I keep getting a tax code error and a business verification error. I have looked into the tips and have tried every tax option, but keep getting the same error message. I would really appreciate some help on how to get this set up.
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Userlevel 7
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- Certified Zapier Expert
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27 July 2021
Hi
This data has to be fetched from QBO products library, you can’t just map this product from Pandadoc, I believe.
You need to use a “find product” action in QuickBooks app before “create invoice” action, then map the products retrieved from QBO to the invoice.
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