Trouble Creating Zap to link Quickbooks Data with PandaDocs Template

  • 25 January 2023
  • 1 reply

My Boss has tasked me with connecting our Intuit Quickbooks invoices (and their product and billing info) with our PandaDoc template so that the data will appear on our custom invoice document. This is necessary because we must display lengthy terms and conditions on our invoices to customers. We also want to centralize and organize our invoices with QB, so that the data can be auto-filled into the PandaDoc Template for future transactions. I have built out the ZAP as shown in the attached screenshots, yet the ZAP does move or do anything with PandaDoc after I press New Invoice on Quickbooks. How do I remedy this?

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1 reply

Userlevel 6
Badge +8

Hi @GrantCoder,

That’s a live Zap, so I think you’ll need to click on the big purple Edit Zap button in order to get the editor to respond to your clicks there.

Hope that helps!

Let us know if you have any more questions