We have a pretty static menu of services and products at our company, so our salespeople ultimately end up creating a lot of identical estimates in Quickbooks. We’re trying to automate this process to more easily generate our most “basic” proposals using a completed Asana task as our trigger.
So far so good! Our formatted line items are working pretty seamlessly, but we do have a few line items in our estimates that we intentionally don’t apply a cost amount to (things that will be adjusted later on, or terms and conditions that don’t have a cost association).
Via a Zapier integration, the default for an “empty” Amount field is to input “0.00”. It’s a required field for each line item, so we can’t exclude it. Is there a way to assert that these should stay blank? Or to delete the 0.00 after the estimate has been created (via integration, not manually!)
Please let us know what other info we can provide!
Best answer by DanversView original