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.
Pipelines QuickBooks channel - invoice lines issue
Hi everyone, I have a pipeline that's been working great for about a year and just recently it's broken down and I'm having a really difficult time getting it figured out. Essentially, it's a pipeline that searches through invoices triggered by a button on my Base record - if an invoice exists it updates it, if it doesn't find one it creates one. I have it set up to search Base for several financial summary fields and insert those records as lines in the Books invoice. This has worked wonderfully for a long time, but now it just will not insert that array of records as lines when an invoice is updated (it still works when creating a new invoice). Has anyone experienced anything similar? I've tried copying the whole pipeline, I've tried deleting the "update invoice" step and recreating it, I've tried turning it off and on again, but it still just isn't working. Here it is successfully finding all 7 financial summary records: Here is the input array (with all seven objects): Here is the output array for the same step: Any help would be greatly appreciated, this is driving me crazy! I don't understand where the breakdown is between the input and output... Thank you! #Pipelines #quickbooks ------------------------------ Elena Larrabee ------------------------------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 pipeline. The Base record has multiple child records that I need to be able to insert as multiple line items in the Books invoice. Thank you! #quickbooks #Pipelines #channels ------------------------------ Elena Larrabee ------------------------------
