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Best answer

QuickBooks Find Customer “trouble getting a matching customer” error

D

Hi Zapier’s community,

 

My name is David,and I encounter an issue:

 

  1. My Zap connects my “Monday.com” and “Quickbooks”
  1. Monday.com is creating “updates” with context data for Quickbooks

 

  1. Zapier should simply breaks down the Text into Lines & inputs for Quickbooks Online

 

  1. But the “Action” Find Customer in Quickbooks Online is not responding correctly
  1. The Text Format matches exactly my Quickbooks “Display name”( I tried several options like, removing html, split option, line-item, line-item to text, but not success)
  1. And I still get the error message:

7.But if I put the text manually it works

 

 

8.So I tried different options on how to insert the Project # “text” with the given options, but nothing seems to work. Here are some of my attempts:

 Does anybody can advise me on what else should I try?

Best answer by david zap

After days of trying I got the item resolved. I just had to Split the information in a different way & get specific column tags from Monday.com.

 

Thanks for your help.

 

Now the only issue is that my Zaps worked for a few days sending all my data from Monday.com to Quickbooks without issues. AS right now the information gets transfer flawless but I still receive an email saying that there is an error, but I will deal with it later. Right now its working for me as is. Thanks again.

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2 replies

Troy Tessalone
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Hi @david zap 

Make sure there aren’t extra spaces before/between/after the value being mapped.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
D
  • david zapBeginner
  • Author
  • Beginner
  • 2 replies
  • Answer
  • August 29, 2021

After days of trying I got the item resolved. I just had to Split the information in a different way & get specific column tags from Monday.com.

 

Thanks for your help.

 

Now the only issue is that my Zaps worked for a few days sending all my data from Monday.com to Quickbooks without issues. AS right now the information gets transfer flawless but I still receive an email saying that there is an error, but I will deal with it later. Right now its working for me as is. Thanks again.

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