Zapier apps not providing full functionality when integrating with Quickbooks
We were delighted to find Write that would help us create projects (we used this to log our clients), we could then create tasks that we could time. We could most importantly create repeating tasks.
We were then delighted that we could integrate it with Quickbooks.
But zapier exports each task which is impossible to use. We cannot send a client a separate invoice for each task.
This is so disappointing. We should be able to send one invoice for tasks completed within a period of time for each client.
Hi Jennifer, thanks for posting!
Just so I'm clear, you're currently using the Zapier integration to link Wrike Folders to Client Folders in Quickbooks (very cool idea, by the way). Then you complete the Project in Wrike. I'm thinking then you want to move the job back to Quickbooks so it creates an invoice.
When you're looking to create an invoice, you will need to create a new task in Wrike, this new task you create then creates the Invoice in Quickbooks.
I've limited experience working directly with Quickbooks, so please let me know if I've missed something here! 👍