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Creating additional line items in Quickbooks with more smartsheet rows

  • 13 January 2021
  • 2 replies
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Hi I am trying to append to an invoice in Quickbooks with smartsheet entries.  For example, I have three rows in Smartsheets.  Through the first row in Smartsheet I was able to create an invoice in Quickbooks.  Now I want to append additional line items to that invoice with the second and third row.  Is there a way to do this somehow with the push values onto list functionality?  I’m new to Zapier, so whatever you can share with me would be great!!

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Best answer by Danvers 15 January 2021, 17:12

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2 replies

Hi Danvers!

 

Thank you for your assistance.  I’m still a bit confused.  Do I need to create a new zap for this?  The issue I am having is that if I use the utilities function after creating the initial invoice within the same zap, the append transformation seems to be picking data up from the initial row.  I want to pick up data from other rows though.

 

Thank you!

Jarret

Userlevel 7
Badge +12

Hi @IRGJLiberman, welcome to the Community!

 

There is actually a Zapier app that does exactly this! The Formatter by Zapier app has a host of useful line item actions. 

 

In this case, you need to add a Formatter by Zapier step into your Zap and select the ‘Utilities’ option

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(View image larger)

 

And for Transform choose ‘Line Itemizer’

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(View image larger)

 

This help guide shows you what that step will look like (the information that you’ll need to put into the step to create the line item: Create line items in Zaps

 

I hope that gets you pointed in the right direction!