Best answer

new customer

  • 19 July 2020
  • 3 replies
  • 404 views

 

When making a link to issue a new bill through the QuickBooks online , I cannot make the link and cannot identify the new customer

 

Thank you

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Best answer by AndrewJDavison_Luhhu 19 July 2020, 20:56

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3 replies

Userlevel 7
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Thanks, @mohammad1987 

Just be careful sharing sensitive contact details in the screenshot.

In terms of this issue, rather than inputting the name in the customer field, you need to set that field to “Custom” and then select the ID from the step where you find/create a Quickbooks customer.

 

This post has been edited by a Moderator to obscure private information.

Userlevel 7
Badge +10

Hi @mohammad1987 

Can you show us some screenshots of how you have your zap setup already?