I’m trying to create a Zap to create estimates in QBO. I can get it to create one, but I’m having two problems:
- The Customer field has two options: Static and Custom. Static doesn’t do me a lot of good as most new estimates will be for a different, or at times new to us/QBO, client. For my test Zap i have a current client name in the sheet it’s pulling from, but when I test it it gives me an error. I also tried with a name not currently in QBO and it does the same thing. What can I do to fix this?
- I have my Product/service list in QBO set up so that one of my Product/services has a bunch of “hidden” (to the client) things under it. We enter estimate/invoice details in the hidden Product/services, and then they roll up to a Product/service called Bundle. Neither the hidden nor the bundle are showing up in Zapier on the list it’s pulling from QBO. All other Product/services are showing up. Is there a way to get the hidden ones to who up, and roll up into the Bundle?
