Forum Discussion
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
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- ElenaLarrabee19 months agoQrew Captain
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
------------------------------ - JosephMahon9 months agoQrew Member
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
------------------------------ - JosephMahon9 months agoQrew Member
I figured it out! Thank you for your help. Sometimes it just takes a little nudging. You were correct. I just needed to move the last two steps out of the "For Each" loop!
Thank you!
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Joseph Mahon
------------------------------ - JosephMahon9 months agoQrew Member
I am now having a hard time trying to update an invoice. I have created an invoice and now have a pipeline to update the invoice but every time the pipeline updates the invoice, it just overwrites the top line.
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Joseph Mahon
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