Handling Multi-Line Items in Quickbooks Online via Zapier Webhooks

Other Questions Zapier
1

I’m stuck trying to add invoices with multiple line items to Quickbooks Online through Zapier. The webhook feature looks promising but I can’t figure out how to make it work right.

Here’s what I’ve tried:

  1. Sending the invoice as an array: This creates separate invoices for each line item. Not what I want!

  2. Using nested JSON: I tried this format:

{
  "invoice_number": "INV12345",
  "customer": "ACME Corp",
  "date": "2023-05-15",
  "items": [
    {"description": "Widget A", "quantity": 5, "price": 10.00},
    {"description": "Widget B", "quantity": 2, "price": 15.00}
  ]
}

But Zapier treats the whole ‘items’ array as one big string.

Does anyone know how to structure the data so Zapier can handle multiple line items in a single invoice? I’m really scratching my head here. Any tips would be super helpful!

2

I’ve dealt with this exact problem before. The key is to use Zapier’s ‘Line Itemizer’ within a Formatter step. Start by adding a Formatter step after your trigger, selecting ‘Utilities’ and then ‘Line Itemizer’. Map your fields—such as description, quantity, and price—to create proper line items. Next, in your QuickBooks Online action, map these line items accordingly, ensuring that you calculate the amount as unit price multiplied by quantity and include the required ‘SalesItemLineDetail’ field. Finally, test your setup thoroughly to avoid errors.

3

I’ve been using Zapier with QBO for a while now, and I’ve found a solution that works well for multi-line invoices. Here’s what you need to do:

First, set up a Formatter step in your Zap and use the Line Itemizer. This is crucial for handling multiple items. Map your item details (description, quantity, price) to the Line Itemizer fields.

Next, in your QBO action, map these newly created line items to the corresponding invoice fields. Make sure you’re calculating the amount correctly (quantity * unit price) for each line.

One thing to watch out for: QBO requires a ‘SalesItemLineDetail’ field for each line item. Don’t forget to include this, or you’ll get errors.

Also, double-check that your data types match QBO’s requirements. I’ve had issues with number formats before.

Lastly, test your Zap thoroughly before going live. It’s easy to miss small details that can cause big headaches later.

Hope this helps you get your invoices flowing smoothly!

4

hey there, i had a similar issue. try using the ‘line itemizer’ in zapier’s formatter. it lets u create multiple line items from your data. then map those to the qbo fields. make sure to match the amount calculation (unitprice * quantity) and include all required fields. good luck!