FIND or CREATE user functionality for Quickbooks

[twshouston]

Quickbooks online duplicate name exists | Zapier Community

I am following the procedure for Zapier to check and see if a new customer exists based on email, and then only create a new customer if that customer does not exist. The script worked fine for a while, and now it’s throwing this error that the customer exists and it’s not proceeding. What could...

community.zapier.com

Zapier has a similar functionality.

How can I create something similar in Pabbly-connect?

I have tried using the router function but I am getting error.

 

[twshouston]

@Supreme Verma
It looks like you have worked on something similar. Any assistance would be much appreciated.

Workflow that creates Quickbooks Sales Receipt upon new Stripe Charge?

I see there is a basic Quickbooks Online integration, but what I need to do is to create a sales receipt upon a new successful Stripe charge. Current steps: New Stripe Charge Retrieve Stripe Customer API to format and trim the extra zeros What needs to happen next (which doesn't currently...

forum.pabbly.com

 

[Supreme]

Hey @twshouston

We have created a similar kind of use case on the QuickBooksOnline on the basis of the presence of a customer in the account, so when the "Find a Customer" action event found a customer you can "Update the Customer " inside the router condition, or else you can create the customer when the customer is not present in you QuickBooks account.

Here is the workflow where you can copy similar steps and the router condition.

Pabbly - Online Marketing & Sales Software

Automate your sales and marketing with Pabbly. Unite email marketing, lead capture, WordPress themes, subscription all at one place.

connect.pabbly.com

Cheers!

 

[twshouston]

Hey @twshouston

We have created a similar kind of use case on the QuickBooksOnline on the basis of the presence of a customer in the account, so when the "Find a Customer" action event found a customer you can "Update the Customer " inside the router condition, or else you can create the customer when the customer is not present in you QuickBooks account.

Here is the workflow where you can copy similar steps and the router condition.

Pabbly - Online Marketing & Sales Software

Automate your sales and marketing with Pabbly. Unite email marketing, lead capture, WordPress themes, subscription all at one place.

connect.pabbly.com

View attachment 4091

Cheers!

Thanks a bunch. I did create something similar to what you have earlier but for some reason the workflow would not process my router.

I'll try again with your version. THANK YOU!!!

This is the workflow that I came up with initially. I'll modify the last few steps to incorporate your router logic.

 

[woodennickel]

@twshouston It seems to me you have connected to QBO successfully? No matter which file I've tried I keep getting fault errors when I send the tests and cannot seem to find solutions to the issue. Did you have to do anything special with your QBO to be able to connect?

 

[twshouston]

Have you tried a simple query like this one?


After connecting via the wizard, as long as my syntax is correct, I can run queries.

Replace the "3. ContactEmails 0..." section with an email address that you know to exist in your QBO environment.

 

[woodennickel]

What I was trying to do was just create an invoice from a google sheet entry ... so I just went 'create invoice' and had all the information in the google sheet row... so are you saying I should a find customer first, and then create an invoice?

The other one I am trying to do is from a google sheet just create a customer... so I have all the data, it imports from a google sheet fine, but then when I try to create a customer I get a 6000 error. I don't imagine that in that one I should need a find customer routine at all?

 

[twshouston]

For create customer, you'll need this if you don't have it already

I added postal code ( needed for tax calculation )

 

[twshouston]

Instead of create invoice create " Sales Receipt"

Fields you need

Customer
(customer ID)

Email
Billing Address Country (USA) for me

Deposit To

Transaction date

Doc Number

 

[twshouston]

One more note on GST via quickbooks

Know more about GST registration type for customers in QuickBooks

For the filing of GSTR1, transactions need to be classified depending on the type of customer to whom the sale is done. To facilitate this, we have introduced a new field as ‘GST registration type’. This field will also enable QuickBooks to fill GSTR1 accurately. Listed below are the customer...

quickbooks.intuit.com

 

[woodennickel]

I think the invoice one was the customer id.. I kept selecting the found name, instead of the found customer ID. Thank you !! I'll play with this some more.

 

[woodennickel]

Creating a customer is still failing. Not a clue why. It seems like it should be simple enough but no luck. Video: Pabbly create new customer in QBO