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Question

Using Zapier to duplicate a quote from Quotient into Quickbooks

  • February 15, 2024
  • 5 replies
  • 35 views

Hiya!

I am stuck on an error when testing a Zap. I believe it is to do with the “customer” action field but could be wrong. Screenshots attached.

 

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5 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • February 15, 2024

Hi @Stephen TCC 

Based on the error message, you need to take action in QBO for the Customer with the ID you are testing with.

 

 


  • Author
  • Beginner
  • February 15, 2024

Thanks for your reply @Troy Tessalone,

 

I am stumped on what that action is to be. A “customer” is not a billable expense and it is not possible to associate an income account with a customer contact file in QBO. 


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • February 15, 2024

@Stephen TCC 

The Zap step returning the errors is trying to “Create Estimate” for Customer ID 614 in the screenshot.

 

Possible guidance from ChatGPT:

 


  • Author
  • Beginner
  • February 15, 2024

Thanks again @Troy Tessalone 

 

The problem with the above suggestion is that “customer” is not a billable expense.

Products and services have income accounts associated with them.

Customers do not.

 

The Zap requires the customer info file from QBO to populate the duplicated estimate. For some reason the Zap is seeing the customer as a product or service.


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • February 15, 2024