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Customer Name not appearing in bill & ship address in QB online


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I want to troubleshoot a problem I have from Salesforce to QuickBooks Online.

Most of the process works great except for getting the customer name to appear on the invoice before the billing and shipping addresses.

Here are the relevant process steps

  • Once I have the record in Salesforce that I want to pass it moves to step three in the zap “find customer and QuickBooks Online” - it's searching on the customer name.
  • If it finds the customer name it moves to step four
  • if it does not find the customer name I ask it to create the customer - pulling all the data from Salesforce for the billing and shipping address

 

  • It then moves to step four which is to update the customer. So this is when it finds the customer in QuickBooks, it will update that customer detail with anything from Salesforce, as that's where the most current data is held 

     

  • Step 5 is finding the products and that's working fine

Step 6 is creating the invoice. 
 - You can see here that the billing address line 1, and that contains the customer name
 - billing address line 3 is mapping to the company name
 - billing address line 4 is the first line of the address, street address Etc
 - so in this View everything looks good 

But when I go in to look at the invoice in QuickBooks I see that the customer name is not in the bill to and ship to field. It just starts with the first address line.

 

How can I get the customer name to appear as the first line?

Best answer by Troy TessaloneBest answer by Troy Tessalone

@PinMaker 

I think you need to map other fields before the Bill/Ship Addr Line 1 in each field.

You would map 2 more variables before:

  • Customer Name
    • From Zap step 4
  • Company Name
    • From Zap step 4

 

I still recommend you map variables any QBO Customer variables from Zap step 4 to Zap step 6.

 

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5 replies

Troy Tessalone
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Hi ​@PinMaker 

The values for the mapped vars are redacted so we are unable to see the claims you make about the values for each of the variables in Step 6.

 

For Zap step 6, you want to map the vars from Zap step 4 (not step 3) since you are updating the QBO Customer.

 

Things to check…

  • In the QBO step
    • the Billing Address is missing Line 2
      • Unsure if that matters
    • the Shipping Address is missing Line 3
      • Unsure if that matters
    • the Shipping Address has a “Bill Addr Line 4” mapped
      • Unsure if that should be “Ship Addr Line 4” instead

 


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  • Author
  • Beginner
  • 19 replies
  • February 21, 2025

OK - thanks for your help - trying again :-) with a different data set (new customer not in QB) and less redaction, so each line can be identified!

Most of the process works great except for getting the customer name and company name to appear on the invoice before the billing and shipping addresses.

Here are the relevant process steps

  • Once I have the record in Salesforce that I want to pass it moves to step three in the zap “find customer and QuickBooks Online” - it's searching on the customer name.
  • here is what it looks like in SF 

     

  • If it finds the customer name it moves to step four
  • if it does not find the customer name I ask it to create the customer - pulling all the data from Salesforce for the billing and shipping address. 
  • This example is a new customer, so its a CREATE Customer
  • It then moves to step four which is to update the customer. So this is when it finds the customer in QuickBooks, it will update that customer detail with anything from Salesforce, as that's where the most current data is held 

     

  • Step 5 is finding the products and that's working fine

Step 6 is creating the invoice. 
 - You can see here that the billing address line 1, and this time it does not have cust name- it has first line of the address
 - billing address line 3 and 4 are blank ( i think thats ok - as there is only 1 address line - as per SF record)
 

But when I go in to look at the invoice in QuickBooks I see that the customer name is not in the bill to and ship to field. It just starts with the first address line.

How can I get the customer name to appear as the first line?


Troy Tessalone
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  • Zapier Expert
  • 30897 replies
  • Answer
  • February 22, 2025

@PinMaker 

I think you need to map other fields before the Bill/Ship Addr Line 1 in each field.

You would map 2 more variables before:

  • Customer Name
    • From Zap step 4
  • Company Name
    • From Zap step 4

 

I still recommend you map variables any QBO Customer variables from Zap step 4 to Zap step 6.

 


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  • Author
  • Beginner
  • 19 replies
  • February 22, 2025

Thank you Troy - I haven't fully understood before the sequencing. I can see how using fields from step 3 (not step 4) in Step 6 was causing an issue. Its resolved now with your help! thnaks again.


SamB
Community Manager
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  • Community Manager
  • 7427 replies
  • February 24, 2025

Great to hear you got it sorted, ​@PinMaker! And a big thank you to Troy for helping out here 🎉 I’ll get Troy’s latest reply marked as the best answer to help surface it to others running into the similar issues.

If there’s anything else we can help with, feel free to reach out. In the meantime, Happy Zapping! ⚡