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Best answer

Unable to create an invoice in Quickbooks online

AI_hello

i’m trying to get my Zap to create an invoice in Quickbooks online based on a new record in my Airtable base.

i have successfully used a search step to see if the vendor already exists in QB and create it if not.

when i try to create the invoice, it says that i’m using something that’s inactive, but i cannot for the life of me figure out what might be inactive. here are screen shots of my action step:

 

does it matter that my QB online is set up as a nonprofit, so my invoices are called “pledges”?

thanks for any assistance!

Best answer by AI_helloBest answer by AI_hello

oh, i’m dumb! (always best to wait a day to see if you can answer your own darn question, haha)

it was a problem with my search step, i accidentally set it up to find a vendor, rather than a customer.

thank you for your help!!

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4 replies

Troy Tessalone
Forum|alt.badge.img+14

Hi @AI_hello 

Help articles for using QBO in Zaps: https://zapier.com/apps/quickbooks/help

Can you post a screenshot of the “inactive” message to give us context?

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
AI_hello
  • AI_helloBeginner
  • Author
  • 11 replies
  • January 5, 2024

 

AI_hello
  • AI_helloBeginner
  • Author
  • 11 replies
  • Answer
  • January 5, 2024

oh, i’m dumb! (always best to wait a day to see if you can answer your own darn question, haha)

it was a problem with my search step, i accidentally set it up to find a vendor, rather than a customer.

thank you for your help!!

ken.a
1 person likes this
  • ken.a
    ken.a
ken.a
Forum|alt.badge.img+6
  • ken.aZapier Staff
  • Zapier Staff
  • 6388 replies
  • January 8, 2024

No worries at all @AI_hello! It happens to the best of us. We’re glad you were able to figure it out. Remember, no question is too small or silly.

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 🤗

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