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Best answer

How can I add multiple line items in Quickbooks → create invoice action?

  • 2 April 2021
  • 3 replies
  • 3114 views
F

How can I add multiple line items in Quickbooks → create invoice action?

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Best answer by william 25 June 2021, 17:49

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @fp1029 

Check out this help article: https://zapier.com/help/doc/common-problems-quickbooks#how-do-i-use-line-items-with-quickbooks

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
Userlevel 1
Badge +1

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

william
Userlevel 3
Badge +6

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/

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