My boss was working on an automation to create Quickbooks invoices after deals from Pipedrive reach a certain stage in their sales life cycle. In Quickbooks Online, there is a custom field that was made to capture an internal note on which project it’s related to, which the client runs reports on.
Previously, this custom field showed up in the list of fields to create in the Quickbooks Create Invoice action, and now it doesn’t appear to be there. There are suspicions that it may be related to the “location” of custom fields in an account’s settings has changed, and/or potentially something that has been paywalled behind Quickbooks Online Advanced. But it’s tough to say.
Has anyone experienced this change as well, and does anyone know how to get these custom fields to return?
Best answer by christina.dView original