I am looking to update the Class field for all invoices that were created in the month of August in Quickbooks. So the trigger would be a schedule probably since they are not new. They already exist. But I haven’t figured out how to get Zapier to identify the invoices in that date range and then loop to update them.
Question
Need to update the class field on invoices in Quickbooks that are already created
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+14- Zapier Orchestrator & Solution Partner
Hi
TIP: Try asking ChatGPT for help with the QBO API Request to fetch the invoices.
Zap action: QBO - API Request
Help links for using the Looping Zap app to iterate: https://zapier.com/apps/looping/integrations#help
+14- Zapier Orchestrator & Solution Partner
Another option to explore is to try to use the native AI to help you create a QBO Custom Action.
Help: https://help.zapier.com/hc/en-us/articles/16277139110157-Create-a-custom-action
+11- Community Manager
Hey there
Just came across this and wanted to check how you got on with Troy’s suggestions here? Were you able to update the Class field?
Want to make sure you’re all set, so keep us posted on your progress!
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