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?
Best answer by steph.nView original
@email@example.com - Yes! We have that Action as Create Spreadsheet Row(s) which supports line-item like you mentioned. It will create separate spreadsheet rows in Google Sheets for you. Please give this a try and let us know if it worked for you. Thank you!
Amazing - thank you
@steph.n ! That worked perfectly!
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?
@firstname.lastname@example.org - Oh, I’m so glad that worked for you!
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?
(as an aside, is there anyway to change my username…?)
To change your username, please email us at email@example.com from the email you registered your Zapier.com account from for security and verification purposes before we update your name. Thanks!
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”?