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Question

Line Items from PDF.co to Quickbooks Bill Items Error

  • November 14, 2024
  • 6 replies
  • 36 views

I’m trying to take PDF invoices from vendors received via email and put them into Quickbooks Online as an itemized bill. I’m using PDF.co’s AI Invoice Parser to parse the pdf invoice and then linking those values to the Quickbooks bill. Everything seems to work smoothly except line items. The PDF line items are parsed properly by PDF.co but Quickbooks doesn’t seem to recognize the separate line items. It either only accepts the first line, or it gives an error. 

The results of the parsed PDF are below. Note that lineItem2 and lineItem3 are the parameters for each group, but there is no actual value (lineItem: 1, 2, 3, etc). 

PDF.co AI Invoice Parser

Once I continue to the Quickbooks Create Bill action, I get the error of “required param missing...” and the “line_item” parameter has no value. 

 

Quickbooks Create Bill Error

How would I go about correcting this.

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6 replies

ken.a
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  • Zapier Staff
  • 6380 replies
  • November 15, 2024

Hi there ​@instratus,

Welcome to the Community! 🎉

Before we dig deeper into this, could you please share a screenshot of the “CONFIGURE” section of the QuickBooks Online step ensure that all of the fields are visible in the screenshot:

6f69606e724580f6711e3b8dd0093ee1.png
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Thanks!


  • Author
  • Beginner
  • 3 replies
  • November 15, 2024
ken.a wrote:

Hi there ​@instratus,

Welcome to the Community! 🎉

Before we dig deeper into this, could you please share a screenshot of the “CONFIGURE” section of the QuickBooks Online step ensure that all of the fields are visible in the screenshot:

Ken.a,

Happily. See below. My thought is there needs to be an ID number in the Line Item Product/Service field. But that’s just a guess.

 


ken.a
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  • Zapier Staff
  • 6380 replies
  • November 18, 2024

Hi ​@instratus,

Thanks for the screenshots!

The “Product/Services” field is not a required field so we can cross out that as the issue. However, I believe the issue here is in the “Terms” field. The “Terms” field looks for the Terms ID. You’d need to utilize the lookup table to transform the text into the required ID.

7e7d359c4677ae8113606673757e8d10.png
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You can learn more about the lookup table here: 

Hopefully, this helps.


  • Author
  • Beginner
  • 3 replies
  • November 18, 2024

@ken.a ,

I appreciate the guidance on using a lookup table to take the “Net 30” and convert it into the id value for Quickbooks. However I still receive the same error. Note that I did setup a lookup table, but to test the step I used the static term options provided from Quickbooks. Configuration, term setting, and test results are shown below. 

 

 


  • Author
  • Beginner
  • 3 replies
  • November 18, 2024

Additional troubleshooting screenshot:

 


ken.a
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  • Zapier Staff
  • 6380 replies
  • November 19, 2024

Thanks for the update ​@instratus,

I don't see any issues with the mapping in your QuickBooks Online step at the moment. However, we may need to check the logs to understand what's happening. I recommend contacting our Support Team for a closer look, as they have the necessary tools to investigate this issue further.

You can reach our Support Team here: https://zapier.com/app/get-help

I appreciate your patience and understanding.