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Best answer

Trying to add to a current month invoice in Quickbooks

  • 8 October 2021
  • 4 replies
  • 198 views
H
Userlevel 1

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?
 

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Best answer by Troy Tessalone 8 October 2021, 22:57

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Hal 

Check out using the Formatter > Date / Time options: https://zapier.com/help/doc/how-get-started-formatter-zapier#date-time

 

PLUS, 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

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
H
Userlevel 1

@Troy Tessalone Thanks for the reply!

I was looking at the formatter - one thing that was stopping me there is that an option of formatting the current timestamps as:

MMMYY

That wasn’t there. All of the formats supplied included the day field in some fashion. Or maybe I’m not using the tool properly?

Troy Tessalone
Userlevel 7
Badge +14

@Hal

You 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 - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
H
Userlevel 1

Dang it. I see that now. 

Thanks!

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