[Quickbooks] + [Salesforce] Create Invoice from Quickbooks to Salesforce Opportunity with Multiple Lines
Im trying to create an invoice that gets pushed to salesforce that will retain multiple lines...
Best Answer
A
Adam Goh
said
almost 3 years ago
Hi Jeff, You can create what we call Repeat action that loops through every line items in the QuickBooks. Then, for each line item in your QuickBooks invoice, you may add a new line item. Check out this article which deals with Salesforce opportunity Products. https://support.workato.com/support/solutions/articles/1000221839-adding-line-items-between-your-applications-
Answer
Adam Goh
said
almost 3 years ago
Hi Jeff, You can create what we call Repeat action that loops through every line items in the QuickBooks. Then, for each line item in your QuickBooks invoice, you may add a new line item. Check out this article which deals with Salesforce opportunity Products. https://support.workato.com/support/solutions/articles/1000221839-adding-line-items-between-your-applications-
Jeff Crump
[Quickbooks] + [Salesforce] Create Invoice from Quickbooks to Salesforce Opportunity with Multiple Lines
Hi Jeff, You can create what we call Repeat action that loops through every line items in the QuickBooks. Then, for each line item in your QuickBooks invoice, you may add a new line item. Check out this article which deals with Salesforce opportunity Products. https://support.workato.com/support/solutions/articles/1000221839-adding-line-items-between-your-applications-
Adam Goh
Hi Jeff, You can create what we call Repeat action that loops through every line items in the QuickBooks. Then, for each line item in your QuickBooks invoice, you may add a new line item. Check out this article which deals with Salesforce opportunity Products. https://support.workato.com/support/solutions/articles/1000221839-adding-line-items-between-your-applications-