I currently have a zap that creates a new spreadsheet row in a Google Sheet anytime an expense is recorded in Quickbooks Online. However, if the expense has multiple line items in QBO, it doesn’t created multiple rows in the Google Sheet; rather, the zap combines all components of the expense onto the single row. Is there a way to have the zap create separate spreadsheet rows in Google Sheets for each line item of a journal entry in QBO?
Hi there
Amazing - thank you
Is there also a way to exclude certain lines of the journal entry?
For example: I create a journal entry in QBO that splits an expense into three different accounts (1001, 1002, and 1003). I’d like to create rows in a google sheet for account 1001 only (in other words, I’m hoping to exclude any transactions linked to 1002 and 1003 from the google sheet). Is there a filter setup so the zap only pulls certain lines of the journal entry and excludes others?
Thanks again!
Hi
Yes, you may use Filter by Zapier to exclude certain lines or even data from your journal entry.
This topic also exists on our community:
For example, let’s say I make this journal entry in QBO to classify a credit card transaction:
My hope is to record the “8401 Auto Expense” line item of that journal to a Google Sheet, so I set up a Filter:
This triggers these rows on the Google Sheet:
The first line is perfect, but I’m hoping that the “6302 Office Expenses” line item is excluded. Is there a filter set-up to achieve this?
Thanks!
(as an aside, is there anyway to change my username…?)
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It should look green like this if it worked:
Is there a way to set up a step to delete a row in a google sheet IF it doesn’t contain certain data? In other words, could I create a next step in the zap that then searched the spreadsheet rows, and, if the row did not contain “8401”, the row would be deleted?
Is there a way to set the Row value to be such that it only deletes rows that do not contain “8401”?
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