I’m attempting to automate the process of an app I created on a Business Process Management software (KissFlow), summarise all the data in Airtable, and then create an invoice from this summarised data in Quickbooks Online once a month.
To clarify things, here is how the process works:
- My client completes a form on Kissflow ALL GOOD
- Data is transferred to Airtable (Each record belongs to 1 of 4 categories) ALL GOOD
- I would like to create a process that filters by “category” AND “within last month” (there will be multiple records here), and then send this summarised data to an invoice in Quickbooks online. STUCK
I am not quite sure if what i’m trying to do is possible, but so far what I have been able to do is create a new table with the 4 categories as the Main field, and then roll up & link the items in order to get a summary. Problem is I am not able to filter by “within last month” because I have linked records.
Would greatly appreciate any help.