I am trying to automate billing from Clickup to Quickbooks. I can successfully create an invoice based on a fixed fee custom field from Clickup to the correct customer. My problem is that I need to change the Item from Sales to an item that is specific to the task. (i.e. Item = Project Payment) Description = Pull from Clickup Task (success) Quantity (always 1) Price = (Pull from clickup task)
Everything is successful but I can’t figure out how to get the item to change.
As you can see from the scenario:
- I capture the list.
- I grab the tasks based on a specific filter
- I can find the item that I want to use for the invoice. (if i remove this, everything works as expected but the invoice item says Sales instead of Project Payment)
- If the customer doesn’t exist in quickbooks I get an email. The customer is matched up via customer ID that is in the clickup Task.
- The invoice will be created but only if I remove the search for items. I can’t figure out what I need to do to change the item.