Hello,
Hope everyone is well!
I am facing a challenge today. I am trying to set up a Zap that would retrieve information from a bill in Quickbooks, and then put this info in Monday.
To do so, I’ve chosen the trigger called “New Bill in Quickbooks Online”. I can see all the info (i.e. the doc number, amount invoiced, description, due date etc.) about the bill, except for its PDF. Does anyone know why?
Thank you!
Best answer
Can I retrieve the PDF of a bill in Quickbooks?
- Beginner
Best answer by SamB
Hi there
I took a quick look at the fields available for the bill object via the QuickBooks API and couldn’t see any file attachment returned which may explain why it’s missing from fields returned by the New Bill trigger.
The PDF in the screenshot appears to be an invoice, so I’m wondering if you’d be able to use a Find Invoice action to find it. Do you think that could work?
If you’d be willing to give that a try, for the Invoice Number field on the Find Invoice (QuickBooks Online) action, you’d likely want to use the DocNumber that’s output by the New Bill trigger. Can you give that a try and let us know if it works?
If that doesn’t work perhaps you could use the QuickBooks Online app’s API Request (Beta) action to search for the file attachment? It’s a more advanced option as you’d need to set up the API request by following QuickBook’s API documentation (the Query an attachable looks like the one you’d need to use here). If that’s something you’d be interested in exploring you can learn more about how to set up that type of action here: Create an API Request in your Zaps
Hope that helps. Please do keep us updated on how you get on!
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
+14- Zapier Expert
Check if the data returns a file URL or a file object.
File URL would be a link.
File object would look something like File (Exists but not shown).
- Beginner
Hi Troy,
Funnily enough, there is no file URL or file object in the returned data...
Thank you again,
+11- Community Manager
Hi there
I took a quick look at the fields available for the bill object via the QuickBooks API and couldn’t see any file attachment returned which may explain why it’s missing from fields returned by the New Bill trigger.
The PDF in the screenshot appears to be an invoice, so I’m wondering if you’d be able to use a Find Invoice action to find it. Do you think that could work?
If you’d be willing to give that a try, for the Invoice Number field on the Find Invoice (QuickBooks Online) action, you’d likely want to use the DocNumber that’s output by the New Bill trigger. Can you give that a try and let us know if it works?
If that doesn’t work perhaps you could use the QuickBooks Online app’s API Request (Beta) action to search for the file attachment? It’s a more advanced option as you’d need to set up the API request by following QuickBook’s API documentation (the Query an attachable looks like the one you’d need to use here). If that’s something you’d be interested in exploring you can learn more about how to set up that type of action here: Create an API Request in your Zaps
Hope that helps. Please do keep us updated on how you get on!
- Beginner
Hi Sam,
Thank you for your answer! I understand the situation better now.
I have tried the Find Invoice action, but it did not work. I think the correct action would be Find Bill, but it doesn’t exist yet.
Thank you for the links to the documentation, I’ll check it out!
+11- Community Manager
Sorry the Find Invoice action wasn’t able to locate it as hoped,
As there isn’t a Find Bill action available I’d recommend reaching out to our Support team to request that they open up a feature request on your behalf for that to be added. You can do that here: https://zapier.com/app/get-help
Keen to make sure you’re all set here so please do keep us in the loop on how it goes! 🙂
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