Issue when creating the QB invoice. For the product, it’s choosing credit 1 instead of matching the product of the opportunity in SF.

Hi @PinMaker 

Good question.

The Product/Service field expects a number, which is the internal QBO ID for the Product/Service, as indicated by the 123 next to the field label.

You may need to add these Zap steps:

Also, your Quantity field has a static 1 before the mapped variable, that you should probably remove.

And, in your example the Amount, which is required, has “No data” for the mapped variable.

Make sure to choose a record from Salesforce that has these values populated.

Help article to change your trigger test data: https://help.zapier.com/hc/en-us/articles/8496310366093

Thank you.

Firstly I didn't see the static “1” - that was easy fix :-)

I added find product in QB (step 4) - and that worked - thank you :-)

Lastly - it still does not populate the Rate field - any suggestions (usually an automatic calculation in QB)

@PinMaker 

We’d need to see updated screenshots with how your Zap steps are configured to have context, thanks.

I left the rate field blank as its usually calcualted

@PinMaker 

Rate field is empty, perhaps that’s why.

I left it blank on purpose as QB usually calculates that (if I enter the quantity and price) when I create an invoice manually

@PinMaker 

Have you tested with a value populated in that field to see if the Rate populates into QBO?

@Troy Tessalone I don't have a rate field on SF opportunity to pass through (I could create one, but seems unnecessary when QB has the functionality built in).

I pass quantity & Amount - rate should be auto calculated/populated by QB i believe

Hey @PinMaker! If the rate isn’t being calculated by Quickbooks, you might try adding a formatter step beforehand to do a calculation of the rate using the price and quantity fields, and then use that result in the “rate” field. Does that sound like something that might work for you?