I need to batch together invoices from quickbooks that are from the same company, so that they can all be sent out as one large invoice instead of several. I have heard this is possible using zapier and google sheets. My question is: What would be the specific steps to accomplish this in zapier?
+6- Zapier Staff
- 6560 replies
Hi
I believe you would need to store the invoices in a database like Google Sheets. Here’s what the Zap will look like:
Zap 1: Store new invoices in a spreadsheet
- Trigger: QuickBooks Online - New Invoice
- Action: Google Sheets - Create Spreadsheet Row
Zap 2: Schedule batch sending of invoice
- Trigger: Schedule by Zapier - Daily or Weekly
- Action: Lookup Spreadsheet Rows - Find the company
- Action: Looping by Zapier -
- Action: Send Invoice
Kindly give it a try and let me know how it goes? I'll keep an eye out for your response!
+11- Community Manager
- 7859 replies
Hey there,
How are things going with this? Did Ken’s suggestion do the trick?
Let us know if you still need any help at all, want to make sure you’re all set! 🙂
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