Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

Trying to create multi line item invoice on Quickbooks using parsed data from Docsumo

  • April 30, 2025
  • 5 replies
  • 41 views
K
Forum|alt.badge.img

Hello
I am using Docsumo as an AI solution to parse data from Shopify invoice PDFs. Then I am using Zapier to create a workflow where the parsed data is used to create invoices with multiple line items in Quickbooks. 

I have added two steps: Create Customer and Find Products which are correctly searching for the customer ID and product IDs in quickbooks.

In the Create Invoice step, see the screenshot below for how I filled out the fields. However I am getting an error meesage that says I have an “invalid reference Id” (see screenshot below)

 

What do I do to correct this? I have also tried using Formatter by Zapier to turn the comma separate list into line items which did not work either

 

Best answer by katherineshen

Hi ​@SamB i ended up figuring out that the number of line items from each input was not matching due to one of the products not being found in quickbooks (the product names were showing a line break so I used code by zapier to remove line breaks) then it ended up working once the number of lines was the same and everything was then converted to line item format

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34072 replies
  • May 1, 2025

Hi ​@katherineshen 

Things to check/try:

  • The referenced product/service exists but is not marked as “Can be sold” in QuickBooks.

    • QuickBooks won't allow it to be added to a sales transaction like an invoice.

  • The # of line items returned from Step 3 is different from the # of line item values returned from Zap step 1

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • 9751 replies
  • May 12, 2025

Hi there, ​@katherineshen 👋

Did Troy’s suggestions allow you to fix that “invalid reference Id” error? Or did you find a different solution?

Happy to help if you’re still running into any issues, just let us know! 🙂

K
Forum|alt.badge.img
  • katherineshenBeginner
  • Author
  • Beginner
  • 3 replies
  • Answer
  • May 12, 2025

Hi ​@SamB i ended up figuring out that the number of line items from each input was not matching due to one of the products not being found in quickbooks (the product names were showing a line break so I used code by zapier to remove line breaks) then it ended up working once the number of lines was the same and everything was then converted to line item format

JammerS
Forum|alt.badge.img+6
  • JammerSZapier Staff
  • Zapier Staff
  • 3527 replies
  • May 13, 2025

Hi ​@katherineshen,

 

It's excellent that you resolved the issue with mismatched line items in QuickBooks using Code by Zapier to remove line breaks from product names. Formatting inconsistencies like this can often disrupt workflows, so standardizing data is key. For others facing similar problems, consistent data formatting, error handling, regular testing, and seeking help from the Zapier Community or Support can make troubleshooting much easier.

Feel free to reach out if you have any more questions or need further assistance. We're here to help.

SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • 9751 replies
  • May 13, 2025

Really appreciate you sharing what worked, ​@katherineshen! 🙌 It’ll definitely be useful for others running into similar QuickBooks issues. Thank you so much. Hope to see you posting in the community again soon! 🧡

Terms & ConditionsAccessibility statement