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dcolley / integromat-facebook-support

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Hi, I'm struggling to create an invoice on Quickbooks from Airtable through... #109

Open dcolley opened 3 years ago

dcolley commented 3 years ago

Source: copied from https://www.facebook.com/groups/integromat/permalink/3973671082743495/

Hi, I'm struggling to create an invoice on Quickbooks from Airtable through Integromat. On Airtable I have 3 tables: Projects, Rooms and Items. A project has multiple rooms, and each room has multiple items(that is how they are linked as well). Now I want to create an invoice for all the items in a particular project(which I'm struggling with because Projects and Items are not directly linked).

Any suggestions on how I can achieve this?

dcolley commented 3 years ago

Comment ID: 3973696626074274 You have to search for records for particular project or for particular room and then create invoice.

Post screenshot here for your particular doubt or you outsource it.

dcolley commented 3 years ago

Comment ID: 3973870712723532 You can probably use lookup fields : in your item table you can add a lookup field "project record id" that looks in the Room table for the linked project id.

Then for example if you want the list of items for a given project, all you have to do is put a "get record" module with a condition on the "project record id" field you previously created.