Trying to add to a current month invoice in Quickbooks

Question

I’m attempting to figure out a way to add a line item to the current monthly invoice for each of our clients.

Roughly, the Zap that I have is already doing several things - simplified, here are the steps:

Trigger - New submission from Paperform
Create Airtable Record
Create Trello Card

What I would also like to do is to add a line item for each submission to the client’s monthly QB invoice. My current strategy is to have each monthly invoice have an expected naming scheme so I can find it (<Client Abbr>-<Current Month and Year>).

Is there an easy way I can have the <Current Month and Year> in a zap? Is this the best approach to accomplish this?

Troy Tessalone · Accepted Answer

@HalYou can use the ‘CUSTOM’ option to specify any date format you’d like.https://zapier.com/help/create/format/modify-date-and-time-formats-in-zaps#date-time-custom-value-table

Troy Tessalone · Answer

Hi@HalCheck out using the Formatter > Date / Time options: https://zapier.com/help/doc/how-get-started-formatter-zapier#date-timePLUS, you can insert the timestamp of when a Zap step runs: https://zapier.com/help/create/customize/insert-the-time-your-zap-runs-into-a-field

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