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Level 2

When integrating QB to a CRM (Zoho) using Integromat, how can Integromat pull the laltest Invoice number to be able to auto-generate an invoice?

We are in the process of integrating QB into my CRM (Zoho) using Integromat to autogenerate invoices. The problem is, it generates the invoice, but without a number. We need Integromat to be able to get the latest invoice number from QB. Has anybody done this? 

3 Comments
QuickBooks Team
QuickBooks Team

When integrating QB to a CRM (Zoho) using Integromat, how can Integromat pull the laltest Invoice number to be able to auto-generate an invoice?

Let me route you to the right support to help you integrate QuickBooks Online (QBO) to a CRM (Zoho), donna94.

 

You'll want to post this question directly to our Intuit Developers website. Our developers will be able to assist you in integrating QBO into your CRM (Zoho) using Integromat to autogenerate invoices. This is where developers engage with others to discuss programming concerns. Here's how:

  1. Go to this link: https://help.developer.intuit.com/s/.
  2. Choose QuickBooks Online under What do you need help with?
  3. Tick Ask a Question
  4. Log into your existing Intuit Developer Account or create a new one. 
  5. Enter your concern. 
  6. Click Ask

You can also utilize the API Docs & Tools menu on the Intuit Developer's page to possibly execute the said process in QuickBooks. Feel free to visit our Bring in your data page for more insights about importing our data.

 

Keep me posted if you need a hand with customizing your sales forms or any QBO related. I'm always here to ensure your success. Have a great day ahead.

Level 2

When integrating QB to a CRM (Zoho) using Integromat, how can Integromat pull the laltest Invoice number to be able to auto-generate an invoice?

Hi,

 

It's asking mwe to create a Developer account and then when I log in it keeps looping me around. I am not a developer, I just need an answer to this question - can anybody help?

QuickBooks Team

When integrating QB to a CRM (Zoho) using Integromat, how can Integromat pull the laltest Invoice number to be able to auto-generate an invoice?

Not to worry, donna94. I'm here to make sure you can get the answers you need right away.

 

Issues like this are usually the result of outdated or corrupt cache files in your web browser. Browser caches help speed up basic browsing that allows you to save more time when loading repetitive images or information. However, it can impact processes and cause this unexpected behavior when your browser accumulates too much historical data. Not to worry, you can clear them in just a few easy steps.

 

In the meantime, we can start by accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

 

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P
  • Safari: Command+Shift+N

 

If it's responsive, I recommend that you clear it's cache. By clearing the browser's cache, you can remove that historical data and access QuickBooks with a clean slate.

 

Please feel free to reach out to us here with all of your questions and concerns. I'm determined to ensure your success.

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