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
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?
------------------------------
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.
------------------------------
Joseph Mahon
------------------------------
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!
------------------------------
Joseph Mahon
------------------------------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.
------------------------------
Joseph Mahon
------------------------------
