Amanda Wong
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Sales line holds information for a sales item, including the amount.
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Description line holds annotation information. There is no amount or other data associated with this type of line.
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Group line holds information for an item bundle. Items that are often sold together can be grouped into bundles on QuickBooks so they can be added all at once to a transaction.
If you are looking to create an invoice with one line with an amount specified, you should use Sales line.
I have been working on new recipe on Salesforce integration with Quickbooks. Salesforce opportunities/payments are to be brought into Quickbooks sales receipt. I am using "Create sales receipt with a multi line item in QB" step and need to know what information to be passed to Sales Line and Group Line fields (mentioned below) from Salesforce. I could not find any documentation around the fields. Do you have any samples I can look at?
Sales Line
- Sales line Source list
- Class Id
Group Line
- Group Line source list
- Group item id
Line
- Line source list
Patricia Andrea Guevarra
Hi Jeane,
For the Line Source List fields, you can refer to this documentation: https://support.workato.com/solution/articles/1000240753-quickbooks-online-working-with-line-items
The main idea is that you should use the pill that has the array or list of line items you want to add to the Invoice. For the ID fields, in general, you'll need to do a Search action first. For the Class ID, you can do a Search Class action, for the Item ID, you can do a Search Item action.
We hope this helps! Let us know if you have further questions.
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Saul Macht
Quickbooks Online: Create Invoice Action
I want to create a simple invoice with one line item.
I see this in the action hint box: "To create Invoice, at least one of the Sales line, Group line or Description line is required."
What are the differences between each of these?
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