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Question

Locating Customers in QuickBooks Online with field other than display name/email

  • 25 January 2024
  • 1 reply
  • 43 views

Hi all -

I am creating a Zap that is triggered when a form is received and generates an invoice in QBO. We have unique alphanumeric identifiers for our customers, stored in the “other” field in QBO, and I wanted to use this as the search field for the step “Find Customer in QBO.” Unfortuantely, I see the only search fields offered are “Display Name” and “Email.”

Is there anywork around to use another field as the search field?

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1 reply

Userlevel 7
Badge +14

Hi @ICM 

You would have to use an advanced approach with the QBO API via one of the actions below.

QBO API: https://developer.intuit.com/app/developer/qbo/docs/develop