Question

Monday to add item then Invoice not generated in QuickBooks Online

  • 12 March 2024
  • 7 replies
  • 36 views

Hello Team,

We have Integrated monday to quickbook invoice create connection. When we add item using monday form  to add item then create invoice in quickbook,  but some how it’s not working so can you please help me.  


7 replies

Userlevel 7
Badge +14

Hi @Eldergrow 

In order for us to have context, we will need to see screenshots with how the steps are outlined and configured along with any encountered errors.

Hello Troy,

Thank you for your response.
Here is the video for complete process for better understanding.

https://www.awesomescreenshot.com/video/25803033?key=c2996e42afbfca29e9dc1e44e2fcd379

Userlevel 7
Badge +14

Hi @Eldergrow 

We would need to see screenshots with how the Zap steps are configured in EDIT mode to have context about the field types and field descriptions.

 Product/Service field likely expects the QBO ID of the product/service.

Help about using dropdown fields: https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zaps

 

Hello @Troy Tessalone 

Here is the screenshort of field mapping.

 

 

Userlevel 7
Badge +14

@Eldergrow 

Looks like the same screenshots was posted a few times.

Hello @Troy Tessalone ,

Which screenshot are you require please guide me? So I’ll share accordingly.
I have already share the whole setup video so please guide me what you need from my end.

Userlevel 7
Badge +14

@Eldergrow 

We would need to see screenshots with how the Zap steps are configured in EDIT mode to have context about the field types and field descriptions.

 Product/Service field likely expects the QBO ID of the product/service.

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