How to Create a Customer with Jotform's QuickBooks Integration

July 19, 2025

Jotform now has a direct integration with QuickBooks. You used to need to take the extra step of creating a Zap in Zapier to integrate your forms with QuickBooks. Keep on reading to learn how to integrate QuickBooks with Jotform in a few steps. 

  1. Go to the integrations tab in the Form Builder. Search and click the QuickBooks tile.
How to Create a Customer with Jotform's QuickBooks Integration Image-1
  1. Click Create Customer, and click Next.
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  1. Choose QuickBooks Mode Type and click the Connect to QuickBooks button, and log in to your QuickBooks account to authenticate.
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  1. Match your customer records to your submission data. Add fields as necessary. Click Save when you’re done. Please note if you’re updating an existing customer, make sure the Customer Display Name matches exactly, or else QuickBooks will automatically create a new customer.
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And that’s it! Now you can use QuickBooks with Jotform to automate your accounting processes.

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