If you have defined customer fields for your Quickbooks Sales and the fields are not showing up when you are using the create invoice action in Workato, the reason could be that you have not refreshed schema.
In the screenshot below, there are two defined custom fields called SalesCustom1 and SalesCustom 2 in Quickbooks.
Once you have saved it. A schema refresh is a must. It is located at the bottom of the recipe page:
You will now be able to see the custom fields you have added when you click the "Add optional fields" in your action.
If a schema refresh does not work, try disconnecting and reconnecting your Quickbooks instance in Workato.
If you are still unable to see your custom fields, reach out to us by emailing us at email@example.com