About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.
Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.
Have a question? Let's get you an answer!
Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.
All of our best learning resources can be found here.
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.
Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.
Check out what is new and upcoming with Zapier with our regular product updates.
Early Access Program
Want to join Early Access? Learn more here.
Look as good as Zapier makes you feel with our new swag storefront.
How can I add multiple line items in Quickbooks → create invoice action?
Best answer by william 25 June 2021, 17:49
Check out this help article: https://zapier.com/help/doc/common-problems-quickbooks#how-do-i-use-line-items-with-quickbooks
I ended up creating an invoice only with 1 line item.
The formatter with line items can give you multiple line items which in theory should allow you to create line items in qbo, but your data source needs to support line items well (for me, google sheets was not great for this).
Other data sources that support line items better may make your multi-line item invoices doable. I think ultimately your data source will drive your approach substantially
Hey @fp1029, hope you’re well, I just wanted to check in here!
Were you able to get things working with the information provided here, or can we still help out?
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/
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.