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Question

Lack of Line Item Support in Create Invoice for Quickbooks

  • November 26, 2025
  • 3 replies
  • 14 views

I have an integration between Quickbooks and Salesforce. The integration takes an invoiced opportunity and creates the invoice in QuickBooks and then creates a payment link and writes it back to the salesforce opportunity so my BD team can send it out. However QuickBooks does not allow you to add in the credit card fee. I could just do the math but ideally I would like to use the line item feature to apply the credit card to the main amount so that they would remain separate in QuickBooks. I am trying to use the line item feature but it doesn’t seem to work. The section says “Line Items” but there is no way to add a second item. My plan was to do that and make that the fee. Any thoughts on how to get this working?

 

 

3 replies

AndrewJDavison
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  • Zapier Solution Partner
  • November 26, 2025

@Wally Pinkard 

 

You have to map lists of items into those various Line Item fields (shown by the indented box)

You can use the Formatter > Utilities > Line Itemizer field to create those line item lists.

Here’s a guide that will also help: https://help.zapier.com/hc/en-us/articles/8496275165709-Create-line-items-in-Zaps

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • November 26, 2025

Hi ​@Wally Pinkard 

The Line Items section supports variable values that are arrays.

Help links for how to use line items in Zaps: https://help.zapier.com/hc/en-us/articles/8496277737997-Use-line-items-in-Zaps

 


Sparsh from Automation Jinn
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Hey ​@Wally Pinkard,

It also depends a bit on in which format the data is that you are getting from Salesforce. Also this will only take a fixed amount rather than a percentage but you can do that calculation using Formatter and then pass it as fixed price. You can learn more about formatter here- https://help.zapier.com/hc/en-us/articles/31166267962893-Perform-math-operations-in-Zaps

You probably will have to use Line Itemizer from Formatter depending on Salesforce output. After that you can send that to the QuickBooks action so it can create another service charge for credit card fees.

Hope it helps!