Quaderno Help & Support

  • How to Get Started with Quaderno on Zapier
  • Popular Things To Do With Quaderno
  • Common Problems with Quaderno on Zapier

How to Get Started with Quaderno on Zapier

The first thing you'll need to do is connect your Quaderno Account to Zapier. After you sign up and start creating the Zap you want, Zapier will ask you to start the process:

Click to connect Quaderno

You’ll now be asked to login into Quaderno (unless you are already logged in):

Login to Quaderno

The Quaderno account that you are logged into will be displayed next asking you to confirm Zapier's access:

Authorize Quaderno on Zapier

After authorizing Zapier to access to your Quaderno account, you'll be redirected back to Zapier and the Account will have been added. If everything is alright you should see this:

Quaderno connection successfull

That’s all, you are ready to start making Zaps.

Popular Things To Do With Quaderno

  • Save new Quaderno invoices to Google Drive

    Quaderno + Google Drive

    Try It
  • Save new Quaderno invoices into Dropbox

    Quaderno + Dropbox

  • Send Slack messages for Quaderno invoices

    Quaderno + Slack

  • Add new Quaderno invoices to Xero as new invoices

    Quaderno + Xero

  • Add a Pipedrive deal as a new Quaderno invoice

    Pipedrive + Quaderno

  • Enroll Quaderno customers to Thinkific courses

    Quaderno + Thinkific

Common Problems with Quaderno on Zapier

Creating invoices or expenses

Multiple line items?

We support creation of invoices or expenses with multiple items if the trigger side supports it. A popular source with valid multiline triggers is Freshbooks.

However, we do not support the creation of non-matching line items yet (creating extra line items without matching line items on the trigger side)

Why are there “Line item total amount” and “Line item unit price”?

If you want to insert a price with taxes included, then using “Line item total amount” is your way to go, on the other hand if your price is taxes excluded using “Line item unit price” is the right choice. “Line item total amount” has preference over “Line item unit price” if both fields are filled.

How can I prevent Quaderno from automatically calculating taxes?

If your invoice is taxes exempt, you can add an explicit 0 as tax rate.

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