Forum Discussion

KenishaTerry's avatar
KenishaTerry
Qrew Member
4 years ago

Multiple Line Invoicing

I am needing help with generating a report that I can display multiple lines that I invoice with. I have two lines and I want to export them that way to put the into Quickbooks. Is this an option?

Also, 
Can someone assist me I have tried reaching out to technical support and no one answers the phone. When I try to filter my reports out by date the screen freezes and times out.

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Kenisha Terry
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    4 years ago
    There is a Pipelines Channel which allows a no code method to create an invoice with invoice lines in Quickbooks online (ie not the desktop version).  Your Quickbase record would need to know the Customer name spelled exactly or the Quickbooks customer number in order to have the invoice associated with the correct Customer in Quickbooks. 

    If you have not worked with pipelines before or not with that Quickbooks Channel you may ned some paid consulting help to get that working.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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