Integromat's QBO Sales Receipt (Donation Payment) modules only support Class at the header level

[thelontx]

CCDA uses Donations. The Class was submitted by WAQM when creating a Sales Receipt at the header. However, the resulting Sales Receipt does not have a Class.

Research:

• The Integromat QBO modules for Sales Receipt only support Class at the header level.
• Quickbooks, API documentation shows that Class can exist at the Line Item level of a Sales Receipt.
• Quickbooks has an Account level setting that requires a client to choose the Assignment of Classes at the transaction level or the line item level. It cannot be both.

I found an Integromat "Make Request" submission for this same issue on Quickbooks Sales receipts. I added a supporting comment and voted for it.

Recommended fix: Update the WAQM Donation scenario to use an API call instead of the default Create Sales Receipt module. This will be a little more involved. I'm not sure how long this will take.

[thelontx]

API call allows Class to be sent at both Line and at Transaction level. It is properly interpreted by QBO depending on the setting.

[thelontx]

v0.7 working for PBC. PBC does not use Donations. Will check with next client.

[thelontx]

Response from Make.com - Quickbooks Sales Receipt module updated to support Class. Can refactor and use standard module instead of API call if desired. Low priority.