About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

How do I use a lookup field to connect Airtable and QuickBooks Online?

  • 18 November 2023
  • 6 replies
  • 134 views
C
Userlevel 1

I’m trying to create a zap for a connection between Airtable and Quickbooks Online.

 

I need to search Customer in Quickbooks from the Airtable record. In Airtable, the company field is a lookup field from another table. When searching Quickbooks by this field in Zapier, it’s recognizing customer as a number and not successfully finding a match

Note: I confirmed the customer is formatted and spelt exactly the same in Quickbooks Online so the only thing I can think of is the lookup field is not formatted in the method that the search field needs?

icon

Best answer by Troy Tessalone 20 November 2023, 21:02

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

6 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @ccamm086 

Good question.

The Search Value is the record ID from Airtable.

You would need to map a variable that has a value of the company name.

You may need to add a Lookup Field to the Zap table to bring over the Company Name from a different table.

 

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

Hi… the current setup is mapped to the company (previous screenshot) is a lookup field..

Troy Tessalone
Userlevel 7
Badge +14

@ccamm086

Can you show screenshots of the matching QBO Display Name that has a value of “recMsbs14XHWCvsAE”?

 

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

That’s the issue I was trying to explain (Airtable is showing the company as numbers when using the lookup field and not the actual data)

Attaching screenshot from Airtable and QB

3 Attachments
Troy Tessalone
Userlevel 7
Badge +14

@ccamm086 

In Airtable, the Company is a LINK field type.

 

 VS (as an example) the Billing Contact field is a LOOKUP field type, which looks up fields from a linked record.

 

In Zaps, linked record fields show the internal Record ID from Airtable.

In Airtable, you would need to add a Lookup Field to pull over Company Name.

Then you can search by the Company Name value in the QBO step.


 

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

Yes, that worked. Didn’t realize it was a linked record and not lookup field. I feel dumb🤣

Terms & Conditions