We’ve built Zapier automations to record bills, deposits, expenses and journal entries from emails or Sharepoint into QuickBooks Online. Last year, QBO added the ability to attach files for a few transactions, but for some reason excluded many more. The list only includes: items, journal entries, bills and invoices. That’s it. I don’t understand why this is limited to those transactions. It seems to me the same attachment option should exists for other high-volume transactions - specifically: checks, expenses and deposits.
I have no idea how to get this in front of the right people, so any help anyone can provide on pushing this as an app “upgrade/improvement” would be most appreciated.
Thanks,
Chuck
Best answer by Troy Tessalone
Hi @Chuck Underwood
Most Zap apps are created and managed by the app developer (not Zapier) using the Zapier Developer Platform.
For bigger and more critical app integrations, Zapier usually owns those. (e.g. QBO)
You can try opening a ticket with Zapier Support to ask questions or submit a feature request to be logged for consideration: https://zapier.com/app/get-help
Sometimes workarounds involving advanced approaches are needed, such as using app webhook events or API endpoints.
Most Zap apps are created and managed by the app developer (not Zapier) using the Zapier Developer Platform.
For bigger and more critical app integrations, Zapier usually owns those. (e.g. QBO)
You can try opening a ticket with Zapier Support to ask questions or submit a feature request to be logged for consideration: https://zapier.com/app/get-help
Sometimes workarounds involving advanced approaches are needed, such as using app webhook events or API endpoints.