Hello! Hope you are well.
I am facing an issue when generating an estimate on Quickbooks. I have multiple Line Amount, but only one Line Item/Product.
So when the document is generated, the Line Item/Product(after the first one) become the one by default.
Does anyone know how to resolve that? I have tried putting more Line Item/Product manually in my Zap, but it didn’t work.
Thank you,
Answer
QuickBooks Online estimate generates incorrect line items for multiple line amounts.
- Beginner
Best answer by Elodiew
Hi Troy,
Sorry I forgot to reply 😅
I actually solved my problem by creating a Python Library with Code by Zapier (AI). I will leave the code here if anyone has the same issue in the future.
Thank you!
# Split the item_list string into a list of items using comma as the separator
item_list = input_data["item_list"].split(",")
# Get the service type from the input data
service_type = input_data["service_type_quickbooks"]
# Create a dictionary with the service type as the key and the item list as the value
output = {service_type: item_list}
# Create a list with the service type repeated for each item in the item list
output_list = [service_type] * len(item_list)
# Create a dictionary to store the output list
output = {"output_list": output_list}
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+14- Zapier Orchestrator & Solution Partner
Hi
Good question.
In your example, are you saying you want the QBO Estimate to have 3 line items or just 1?
- Beginner
Hi Troy,
Thanks for your reply 😄
I don’t really have a preference, I would go for the one that works. My goal would be that all the Line Item/Product have the same name.
Thanks again,
+14- Zapier Orchestrator & Solution Partner
Please clarify what you mean by this:
My goal would be that all the Line Item/Product have the same name.
- Beginner
Hi Troy, thanks for your reply.
On Quickbooks, for the “PRODUIT/SERVICE” column, the first row is “Product”, while the second and third rows are “Analytics”. (cf : image called “To get this result?”).
I think this happens as on Zapier, the “Line Amount” and the “Line Description” are composed of several elements, while the “Line Item/Product” contains only one. (cf : image called “What should I add here?”).
Do you know what I should do on Zapier so that the “PRODUIT/SERVICE” column on Quickbooks is consistent?
Thank you!
+14- Zapier Orchestrator & Solution Partner
Can you post screenshots with an overview of how all your Zap steps are ordered?
- Beginner
- Answer
Hi Troy,
Sorry I forgot to reply 😅
I actually solved my problem by creating a Python Library with Code by Zapier (AI). I will leave the code here if anyone has the same issue in the future.
Thank you!
# Split the item_list string into a list of items using comma as the separator
item_list = input_data["item_list"].split(",")
# Get the service type from the input data
service_type = input_data["service_type_quickbooks"]
# Create a dictionary with the service type as the key and the item list as the value
output = {service_type: item_list}
# Create a list with the service type repeated for each item in the item list
output_list = [service_type] * len(item_list)
# Create a dictionary to store the output list
output = {"output_list": output_list}
+6- Zapier Staff
This is awesome
This will be helpful to our other Community members who might run into a similar issue. 🤗
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