QuickBooks Integration: Use the same data from the form and import it to Quickbooks

  • Arizona Dragon Boat Association
    Asked on November 25, 2023 at 5:59 AM

    Thanks for the integration, but why can't we just use the same data from the form and import to QuickBooks like we do when transferring data from one field to another. I do to many calculations and the calculation widget is critical for my forms build. So when can you make that happen?

    Page URL: https://www.jotform.com/help/how-to-create-an-invoice-with-jotforms-quickbooks-integration/
  • Victorino_S Support Team Lead
    Replied on November 25, 2023 at 10:01 AM

    Hi Arizona Dragon Boat Association,

    Thanks for reaching out to Jotform Support. I'm sorry but can you explain a bit more so I can get a better idea of what you are trying to achieve?

    Are you perhaps referring to the previously submitted form data to automatically import into QuickBooks? If so, the QuickBooks integration will trigger specific actions in your QuickBooks account for each new form submission only.

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better? 

    Let us know if you need any more help.