Question

How do I create a new invoice in QuickBooks Online with multiple line items from different sources?

  • 26 July 2023
  • 4 replies
  • 165 views

Create new Invoice in QBO

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

         

Not what I am looking for.

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


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4 replies

Userlevel 7
Badge +6

Hi there @Mercy,

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.

46dd6c0979e3d815d621b8da43084ef1.png
(view larger)

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. 

 

Userlevel 7
Badge +6

Hi @Mercy,

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:

1d22c92a5c75f8a8d5ce994d19747f6b.png
(view larger)

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:

ef4072f482ac958721ffb86721c0fb04.png
(view larger)

Please give that a try, and let me know how it goes.