Question

How do I add line items to an invoice in Quickbooks?

  • 23 January 2023
  • 2 replies
  • 338 views

I need to add items inside an invoice that was previously created in quickbooks, but when I update the invoice it replaces the item in the invoice with the new item instead of adding a new item line in the invoice


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2 replies

Userlevel 7
Badge +9

Hi @PST 

Technically this should be doable using the formatter tool, so the way you’d do it is by:

  • Trigger: your trigger here
  • Action: Get quickbooks invoice (it will fetch existing invoice line-items)
  • Actions: Formatter - Utilities - Create/Append/Prepend line-items
    • Now write your invoice old line items and new line items and give them a name to group or combine

You will probably need to play around a bit to properly get them combined.

Userlevel 7
Badge +11

Hey @PST!

Just popping in to say that what Rob suggested above should work :) It’s what I would have suggested as well.

Can you give that a shot then let us know if you’re running into any complications?