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Monday to add item then Invoice not generated in QuickBooks Online

  • March 12, 2024
  • 7 replies
  • 44 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.  

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7 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • March 12, 2024

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.


  • Author
  • Beginner
  • March 14, 2024

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


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • March 14, 2024

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

 


  • Author
  • Beginner
  • March 15, 2024

Hello @Troy Tessalone 

Here is the screenshort of field mapping.

 

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • March 15, 2024

@Eldergrow 

Looks like the same screenshots was posted a few times.


  • Author
  • Beginner
  • March 18, 2024

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.


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • March 18, 2024

@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.