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Best answer

Leveraging Cognito Form to Submit New Invoice in Quickbooks

  • April 19, 2020
  • 3 replies
  • 134 views
T

I am having an issue where my cognito form entries are not mapping properly into Quickbooks when I attempt to create a new invoice. The product item name isn’t changing at all. It stays the same no matter what. And the descriptions are not mapping over consistently. The only item appearing to map properly is the amount. I have a mix of field types on my form (yes/no, choices). An invoice will have multiple entries on most submissions.

Here is a link to my form.

https://www.cognitoforms.com/BlackDataProcessingAssociates/BDPACorporateSalesForm

I appreciate any help. Thanks!

Best answer by AndrewJDavison

@tmorr16 

In terms of managing line items in your zaps, you’ll probably find these useful:

https://zapier.com/help/create/format/create-line-items-in-zaps

https://zapier.com/help/create/basics/use-line-items-in-zaps

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

3 replies

Liz_Roberts
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  • Liz_RobertsZapier Staff
  • Zapier Staff
  • April 21, 2020

Hi @tmorr16 ,

Thanks for reaching out! 

I am escalating this to Support as they can dig in and look at your specific Zap to troubleshoot. Sit tight and they will be in touch just as quickly as they can!

T
  • tmorr16Beginner
  • Author
  • Beginner
  • April 28, 2020

Hey Liz. I am getting closer. I can only submit one product at a time on the invoice when our form allows or multiple product selections.

Would appreciate any assistance.

AndrewJDavison
Forum|alt.badge.img+11
  • AndrewJDavisonZapier Solution Partner
  • Zapier Solution Partner
  • Answer
  • May 1, 2020

@tmorr16 

In terms of managing line items in your zaps, you’ll probably find these useful:

https://zapier.com/help/create/format/create-line-items-in-zaps

https://zapier.com/help/create/basics/use-line-items-in-zaps

Find out more and hire me: https://zapier.com/partnerdirectory/andrewjdavison (andrew@andrewjdavison.com)
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