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Create Line Items

Description

This activity creates Category / Line items inside the supported entities.

note

You can only use this activity inside the QuickBooks Online Context activity.

Usage

The Category / Line items inside QuickBooks Online entities hold information about the individual item details. These details have predefined Properties as listed below.

PropertyDescription
CategorySpecify the category to which this item belongs. The specified value should match a list of Categories populated inside your QuickBooks Online configuration.
ProductSpecify the product name. The specified value should match one of the existing records under the Product & Services Entity.
DescriptionDescription of this line item.
AmountSpecify the amount associated with this line item
QuantitySpecify the quantity associated with this line item
  • Create a DataTable with Columns holding values for one or more of the above properties.
  • Create one or more rows depending upon the number of line items needed to insert.
  • Specify the entity name from the drop-down
  • Based on the entity selection, if the Entity supports multiple line items like Item Details and Category details, we bring a drop-down to select the type of Line Item, i.e., 'Item Details' or 'Category Details.'
  • Map the DataTable Columns to the line item properties:
    • Choose the property from the drop-down containing a predefined list of names in the LHS of multi-assign control.
    • Specify the appropriate data table column name in RHS.

Create Line Items Design

Properties

Input

  • Data Table - Specify the DataTable variable from which it imports the data.

Misc

  • DisplayName – The display name of the activity.

  • Private – Logs the variable and argument values at the Verbose level when unchecked.

Optional

  • Continue On Error – It Specifies whether the automation should continue even when the activity throws an error. If True, the activity continues without throwing any exceptions. If False, the activity throws an exception. The default value is False.
    note

    Catches no error if this activity is present inside the Try-Catch block and the value of this property is True.

Output

  • Line Items - Returns the created line items as an array.

Example

Download Example

Create Line Item

The spreadsheet containing line items data: Input Excel File