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kellison3205's avatar
kellison3205
Qrew Member
6 months ago

Getting invoice data from Quickbooks

I want to get invoice data from Quickbooks and put the invoices and associated line items into a Quickbase tables called 'Invoices' and its child table called 'Line Items'. I can get the invoices using the Quickbooks channel Search Invoices step, and the 'Lines' list field is shown as one of the fields of the Search Record from that step. See attached screenshot. I can loop through the Invoices to populate the 'Invoices' table but there seems to be no way to iterate through the 'Lines' list of each Invoice to populate the child table. Customer support tried but their suggestions didn't work. The only example I found is to go the other way: creating a Quickbooks invoice from the above mentioned Quickbase tables.

quickbooks

3 Replies

  • kellison3205's avatar
    kellison3205
    Qrew Member
    6 months ago

    I discovered that I can get invoices and their line items using connected tables instead of a pipeline. The only thing I can't seem to do is to post a payment from an external system into Quickbooks using pipeline steps or connected tables.  I can connect to the Quickbooks payment table but it looks like you can't add records to a connected table

  • GeorgiPeev's avatar
    GeorgiPeev
    Quickbase Staff
    4 months ago

    Hey folks, I published a blogpost yesterday on dealing with nested arrays/lists. Would be very grateful if you glance over it and check if I'm missing some corner cases.

    Thank you!

    • kellison3205's avatar
      kellison3205
      Qrew Member
      4 months ago

      My use case is slightly different. I use a Quickbooks trigger step to get the invoice data, not a .pdf file. So I don't need the AI step to extract the data. My jinja is therefore slightly different. I used {%- set _src = a|to_json | default({}) -%} to set the source. I made a couple of other minor changes since the array name is different and the line items included a total line. I've attached my jinja.  Also,a tip for testing: I used a search as the first step and saved the a|to_json in a temporary table so I could see it.