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Payments / Pipelines

  • October 21, 2020
  • 0 replies
  • 39 views
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We are trying to connect our Quick Base to Quick Books through Pipelines, so that we can receive a payment in Quick Base and it pushes across and reflects in Quick Books. Looking at the Pipeline options, including the new options, I do not see a receive payments option.  Can anyone let me know how they collect payments in Quick Base?

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Andrea
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  • BarryDolan1
  • Registered
  • December 30, 2020

Apparently this wasn't thought out to far. I have the same issue. I can create the invoice in Base and the pipeline to create the invoice in Books works flawlessly - but how am I supposed to apply payments? 

I've got an open support case with Base and they've simply stated, "I will reach out to the Pipelines team to see if there is a way to interact with the Payments aspect of an invoice within Quickbooks. Once I have more information I will let you know!"

Seems odd to me; like paying $20 for a $16 item and not getting any change back. They go hand-in-hand.



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Barry Dolan
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  • BlakeHarrison
  • Registered
  • December 30, 2020
At the moment, Quick Base doesn't have their QBO connector fully fleshed out. If you need to do Payments, you may want to use Zapier until the Pipelines connector is able to accommodate them.

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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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