I have a task in Zapier to create Quickbooks invoices every time a customer orders something via Stripe.
This works fine, however I need to separate the amount and fees in 2 different line items and I have no clue on how to do this.
My CPA needs these to lines in the invoices. How can I do this?
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Hi
Check out this help article: How do I use line items with Quickbooks?
Thanks. I already did but I don’t see how this apply here.
This only create a single line item
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Help article about using Line Items in Zaps: https://zapier.com/help/create/basics/use-line-items-in-zaps
QBO Create Invoice Zap action supports line items:
Please read my question first…
I’m asking for a way to create a SECOND line items to show the fees from Stripe.
The links you’re posting are just basic information to create the default line item which is not the question I’m asking here
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QBO Invoices support line items.
The provided articles provide guidance on how to configure data to be added as separate line items in QBO.
Also, check out the related Zapier Community Topics related to QBO Line Items: https://community.zapier.com/search?q=qbo%20line%20items
This one is a good one to start with:
Which one?
None of the 2 links you provided explain this and I already check the articles in the search you just sent and I don’t see one explaining how to do this.
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This one is a good one to start with:
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For working with Line Items, in most cases, both the sending and receiving app will need to support line items. For more info on line items and how to use them within Zapier, check out our help article here: https://zapier.com/help/create/basics/use-line-items-in-zaps
If you need to create line items within the zap before sending those items to Quickbooks, check out our article on creating line items here: https://zapier.com/help/create/format/create-line-items-in-zaps
You will need one set of line items for each field in the invoice that requires line item data. If all line items will have the same value for a specific field, you can hand type that value and we will assign that value to the field for all items added.
Once you have the required set of line items for each field required by the invoice, you can assign those items to the fields in the Quickbooks step that are contained inside the Line Items section.
If you need more info, we have a great guide written by Tyler here: https://zapier.com/blog/formatter-line-item-automation/
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