I am trying to create a new invoice in Quickbooks online. My invoice has multiple line items. One line item comes from the project and the other comes from the Invoice in salesforce . The product/services vary for each line item. The create a new invoice Item let’s me choose only one product at time?
For eg., Currently it gets created like this
Instead I want it look like the above image. Even the Quantity and Rate needs to vary. For the desc row, it always needs to default to 0. My line
+6
Hi there
Welcome to the Community! 🎉
To help me understand your situation better, could you please share a detailed screenshot of your current Zap configuration? I'd also love to see a full screenshot of the "Action" section in your QuickBooks Online step. This will give me a complete picture of what you're working on.
Additionally, I’d like to add this help article on how to use line items in Zaps: https://help.zapier.com/hc/en-us/articles/8496277737997#1-identify-your-trigger-s-line-item-fields-0-0
Please don't include personal information in the screenshot, or be sure blur out any personal information.
Thanks! 😊
to explain it clearly, my line items are couple of text fields from SF. So the problem I am facing is, since the line item formatter picks up comma as a separate line, there are commas in my tect fields and they are splitting into separate lines. Eg. I have field named project description and lets say it has value = contract = $2,000. the output line in QBO shows it as
line item 1 = contract = $2
line item 2 = 000.
I want the entire field to be one line item.
+6
Hi
Thanks for the screenshots!
Looking at the screenshot, I noticed that your Line Itemizer (Create/Append/Prepend) Formatter step and your Salesforce setup. Could you please try moving the “Billings” data to another row by clicking on the “+” button. Like so:
More about using the Line Itemizer here: https://help.zapier.com/hc/en-us/articles/8496275165709#line-itemizer-0-3
Also, could you please try removing the typed data on the Salesforce step? Like so:
Please give that a try, and let me know how it goes.
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