NewPath-Consulting / quickbooks-for-wildapricot

QuickBooks for Wild Apricot - Never miss an entry and have peace of mind knowing your books are always up-to-date with accurate transactions. Reduce stress and errors with automated, categorized entries from Wild Apricot to your QuickBooks accounts.
https://newpathconsulting.com/waqm
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Expand to support Bundle Items in QBO #74

Open thelontx opened 2 years ago

thelontx commented 2 years ago

Request from EOSC - Drew Robinson.

QBO allows a "bundle" of products to be defined as a single product. For example: a) core membership; b) training manual; etc. Adding that single "bundle" has the effect of adding the list of sub-products to an invoice.

For EOSC, this allows them to use a simple invoice from WA and turn it into a complex invoice inside QBO.

From a technical QBO perspective, specifying a "bundle" item (via Make.com / API) requires a slightly different approach than a standard product/item.

Several possible approaches:

  1. Make.com logic that searches each product first to determine the type of product and then adjusting the invoice creation appropriately. CON: this approach increases the operations count for every invoice.
  2. Additional configuration settings to define if the QBO product is a bundle item or standard item. MAke.com scenario uses this setting to adjust the invoice creation logic. CON: changes to config data structure and mapping guide.