Hi All
If anyone can help I would be highly Grateful
I am integrating My app with Quickbooks online via Zapier how do I expose the my line item product detail ie Product Name etc to Quickbooks at present I can show a Unique ID
Is there something specific you need help with?
Well that depends on your database structure.
You must have a Line Item data type - you should be able to use data from that thing in Zapier from the Zap creator/studio whatever they call it now. Your Line Item should include the quantity and amount so you can use that in Zapier to create an entry in Quickbooks if that’s what you’re looking to do.
Hi George
Thank you for your reply
The invoice Fields are showing fine Customer Name ,address invoice number etc,
the product details are separate Data type this will expose unique id only when mapping fields with QB
Yes, but for your invoice (in almost all cases) you should have:
Data type called Invoice
- reference
- User/Organization
- address details
- etc etc
- List of Line Items
Data type Line Item
- quantity
- amount
- description
- possibly currency
How are you tracking the line items/the total amount payable for the invoice? If your invoice data type just has the product details, then any time someone updates the price of the relevant product, the values of all invoices containing that product would be updated even if they’re in the past…
I’m not that well versed in Zapier but as far as I know it only allows you to deal with one Thing (not a Thing’s Thing, unless maybe you have another step in the Zap that searches the DB for the Thing’s Thing to retrieve it and use in the Zap).
Yes Structure is correct i think you are correct regarding Zapier
Do you know if the Quickbook plugin could Support my requirement
I’ve never used it but I’d assume so… or you can save yourself the $70 and use the API connector, although it’s just a bit fiddly because OAuth 2.0.
I will give it a try
Thank you for your help
This topic was automatically closed after 70 days. New replies are no longer allowed.