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I can’t seem to get the connection to Create a New Purchase Order in Quickbooks Online, even though I made sure that the only selections that can be made are names that match EXACTLY in QBO.  We have many Vendors that we use for Purchase Orders.  I just want to be able to use a Cognito Form entry to create a PO in QBO.  But it looks like the Zapier connection is looking for a number rather than a Vendor Name???

 

 

Hi @jrlogik 

Good question.

Try adding a QBO Find Vendor step to get the Vendor ID.

 

Thanks Troy, I’ll try that.  In other words, that is a completely separate “Action”?

Troy, I figured it out after your response.  Thanks!

Reply


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