Forum Discussion

ElenaLarrabee1's avatar
ElenaLarrabee1
Qrew Captain
5 years ago

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

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Elena Larrabee
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  • From what I can gather - I think you'd set up to steps after your trigger step.

    1. Search records in that child table, (filtered on the related parent = recordID of the parent / trigger)
    2. a "for each" loop will pop up, and for each item found in #1 - create a record in Books.

    Hope that helps!

    Jacob



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    Jacob MacIntyre
    Manager
    Quick Base
    Portland OR
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    • ElenaLarrabee1's avatar
      ElenaLarrabee1
      Qrew Captain
      Thank you! Except, it seems like the "lines" in Books invoices are child records of an Invoice, but they aren't editable (within Pipelines) as individual records themselves, from what I can tell. You just get the option to import data for one "line" per invoice created or updated, even in a "for each".  Unless I'm missing something. 



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      Elena Larrabee
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