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?
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 Source list
- Class Id
- Group Line source list
- Group item id
- Line source list
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.
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