Pipelines Quickbooks channel help
Hi everyone! Does anyone know how to add multiple lines to a Quickbooks invoice via a pipeline? Is that possible? For example, I have a Job record in Base that generates a Books invoice via a ...
Forum Discussion
Thanks Manny. I've also opened a support case and given them all the info. Hopefully they'll get it corrected soon
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Sam Cole
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Sam Cole
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Hey Sam,
Any update on them adding Rate to the Pipeline for Quickbooks? This is a really ridiculous thing to not be able to do.
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Jessica Feauto
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Any update on them adding Rate to the Pipeline for Quickbooks? This is a really ridiculous thing to not be able to do.
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Jessica Feauto
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I know this is an old post but I am running into an issue. When I follow this, it is creating sequential invoices. It finds the first record and creates an invoice. Then it finds the second record and creates another invoice with both line items, then the third. So if it finds 10 records, it creates 10 invoices.
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Joseph Mahon
------------------------------Hi Joseph, do you by any chance have your "create invoice" step running in the "for each" loop after you query your individual line items?
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Elena Larrabee
------------------------------Yeah I think I do actually now that you say it. I can't figure out how to do it differently though. Because of our set up, I have this pipeline as a few steps. I plan to schedule it. So it will search on the same day every month Here is the set up:
A. Create a record in the invoice table (Parent)
B. Search for records in the child table that have not been invoiced
C. Relate records in step B to newly created parent invoice in step A and mark them as having been created
D. Search for records in step C that are related to the record created in step A. (While writing this, not sure if I need this step)
E. Create Quickbooks Invoice.
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Joseph Mahon
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