Currently, Workato can pull the shipping tracking number off of an estimate, but not off an Invoice. Not sure if this is an oversight or if this is a limitation of the API.
Could you please add the ability to grab from that field from the Invoice in QBO?
You can delete this. While it doesn't provide the option above, I figured out a workaround.
It is a preconfigured field in QBO.
I would like to see the ability to search invoices and search custom fields. I do not believe Workato is doing that (even though it is possible).
Do I need to add a separate post to get ability to search custom fields?
Hi Marshal! Since you are requesting for enhancements in the same application which is Quickbooks Online, it is not necessary to create another post. Let me just summarise again that you are requesting for the following actions:
In case you haven't seen it yet, we are able to search for the Quickbooks invoice and we can retrieve the tracking number from there. However, we still do not support custom fields in Quickbooks. We will update you once the engineers get to push this feature out to production.
Send us a ticket, we will try our best to assist you with your problem