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

  • 14 May 2020
  • 5 replies
  • 2560 views

Userlevel 2
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  1. I start with a Jotform and pull the data from there. It works fine. 
  2. Create a dropbox folder and share it. Fine
  3. Search for client in Quickbooks. If not found, create new client. 
  4. Create invoice with multiline support. 
  5. create second line in invoice using update invoice. Take invoice ID from step 6. 
  6. create third line in invoice using udpate invoice. Take invoice ID from step 6.

The problem is that the invoice doesn’t get updated with a new line, the first line gets overwritten each time. How can I achieve making a multiline invoice?

 

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Best answer by AndrewJDavison_Luhhu 18 May 2020, 12:18

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5 replies

Userlevel 2
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nobody?

Userlevel 7
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Hi @Bellevuefineart 

First, drop the “Update Invoice” steps as it’s not possible to attach new line items to an existing invoice.

You can add the multiple line items in the “Create Invoice” step.

Check out “Formatter->Push Value Onto List” you can do that multiple times to create a list of line items. Then add a “Formatter->Get Value” step to retrieve that list. You can then map that into the “Create Invoice” step and you’ll get a multiline invoice.

Let us know if you get stuck.

Userlevel 2
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thanks for the hint. Yes, I’m stuck. There is not such thing that I can find under Formatter. 

I can select “utilities” and then these are my choices. 

 

 

But line itemizer doesn’t look like what i want or need. 

Could you possibly be more specific in how I get to “push value onto list”?

 

thanks

Userlevel 7
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My mistake @Bellevuefineart 

It’s “Storage->Push Value Onto List”

Userlevel 2
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thanks