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Quickbooks Online Multiple Line Invoice Product / Service Mapping from Cognito Forms


We use an insertion order in Cognito Forms to trigger a Quickbooks Online Invoice.  We’ve been able to pass the multiple line item details to QBO with the proper description and amounts, however we are unable to map the corresponding Product / Service to the invoice line items and all line items are defaulting to “Service”. We’ve stored the QBO product ids as a value in the form and are passing them to the QBO step using Formatter, however we are receiving an error on QBO invoice creation because the Zap is not reading the values as an array, but instead is removing the comas and combining the values into a single string. 

Here is the input to formatter.
 

Here is the output from formatter.

Here is the input to the line item details in QBO.

Here is the QBO output and error message on invoice creation.

As you can see above, we are passing csv and the error message looks like it is removing the commas and converting the array of QBO product ids into a single numeric string which is not a valid product in QBO and triggers the error.  The other line item details for description, and amount are properly parsed and generate a new line on the invoice, but the product mapping is failing.  Any help or insight is appreciated.  Thanks in advance.

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6 replies

JammerS
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  • Zapier Staff
  • 2719 replies
  • April 4, 2025

Hi ​@ZapProjects,

 

Welcome to the Community.

To troubleshoot the issue with mapping the Product/Service field from Cognito Forms to QuickBooks Online (QBO) Invoice line items, ensure that product IDs are captured as an array, not a single string. In your Zap, keep product IDs as separate fields or a list of items in Cognito Forms, then map them directly to the 'Product/Service' field in QBO without using a Formatter step. This will allow each line item to associate with its corresponding product ID correctly. If issues persist, providing more details about your setup will help refine the solution.

I hope this helps. If you have any other questions or need further clarification, please don't hesitate to ask.


  • Author
  • Beginner
  • 2 replies
  • April 4, 2025

Thanks for the feedback.  The values for the product ids are stored as separate fields in Cognito Forms and I mapped them directly from Cognito Forms to the QBO step in Zapier, however I am still receiving an error message.  

It is worth mentioning that if I remove that mapped field, the invoice generates properly for line item descriptions and amounts.  It is only the line item product id that is causing an error.


ken.a
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  • Zapier Staff
  • 6566 replies
  • April 7, 2025

Hi there ​@ZapProjects,

The “Product/Service” field in QuickBooks Online looks for the Product/Service ID. Does the mapped data on that field matches the ones on QuickBooks Online?

I'll be keeping an eye out for your response!


  • Author
  • Beginner
  • 2 replies
  • April 7, 2025

Yes.  The product ids from QBO are what is being passed, but for some reason, Zapier is not reading them in the same way as the impressions, description, and price values.  I suspect that I may need to inject some additional formatting, but I cannot tell what is needed to get Zapier to properly read the array.


ken.a
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  • Zapier Staff
  • 6566 replies
  • April 8, 2025

Hi ​@ZapProjects,

Thanks for the update!

Could you please send a screenshot of the “Product/Service” dropdown field? This will help me take a closer look at the issue.

Please don't include personal information in the screenshot, or be sure blur out any personal information.

I'll be keeping an eye out for your response!


SamB
Community Manager
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  • Community Manager
  • 7859 replies
  • April 9, 2025

Hey there, ​@ZapProjects 👋

Just came across this and wanted to add that if the product ids are definitely correct but it’s still giving that “invalid reference Id line.SalesItemLineDetail.ItemRef” error, perhaps one of the ID’s is inactive in QuickBooks. 🤔

Can you search for each of those IDs within QuickBooks directly to check if there’s any with the status of Inactive? For any inactive products can you reactivate them and then test the Create Invoice action again to see if it then goes through successfully?

If all the products are already active, and their IDs match the ID values that appear in the Product/Service field then I’d recommend getting our Support team to investigate further. I see you’ve already got a ticket open with them about this so would be best to continue the conversation with them there. They’ll be able to dig into the error logs to better see whether you’re running into a bug. And if the issue is caused by a bug then they can open up a bug report for our engineers to fix.

Keep us posted on how you get on! 


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