We have been using the QBO zapier component on and off for our company. Since the introduction of bundles in QBO, we havent been able to use this automation. Luckily with the new update on the Create Invoice component, we can now send bundles.
I am now running into issues where our company will have both bundle items, and single service items on an invoice. Is there a way to either segregate the bundle from single items prior to the Create Invoice step to set those accordingly in the Create Invoice step, or is this still not currently possible?
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It will depend on how the data is coming in.
For me usually a code block can separate, sort, and manipulate the data as needed. I generally get issues with line items in shopify and I have used python code blocks to sort these out.
Without seeing how the data is coming it I can’t really offer anything more.
Hi
Welcome to the Community.
Thank you , @Badger, for pointing our member in the right direction. Zapier's QuickBooks Online integration can't dynamically differentiate between bundle and single service items in invoices, as all line items are treated uniformly. A workaround involves preparing data with identifiers (for example, tags or naming conventions), using a Filter step to separate items, and employing a Path step to handle bundles and single items differently. While effective, this approach requires meticulous data organization and may not fully address complex scenarios, which could necessitate a more customizable tool or custom-coded solution.
Let us know if you have further questions.
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