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.
- Go to the integrations tab in the Form Builder. Click the QuickBooks tile.
- Click Create Customer, and click Next.
- If you’re integrating with QuickBooks for the first time, you’ll be taken to QuickBooks’ authentication page to log into your account. If you’re already logged in, click Add Action.
- 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.
And that’s it! Now you can use Quickbooks with Jotform to automate your accounting processes.
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7 Comments:
294 days ago
would like to implement a form for salespeople to request the creation of an invoice. Given that pricing can vary with each deal, I need a workflow where another team member can approve or edit the pricing on the same invoice. Additionally, can the product fields be dynamic, updating based on options from QuickBooks? Furthermore, can we generate a work order form from this invoice, excluding pricing details, and allow someone to approve or edit the information before it is sent to our fulfillment office? Is this possible without using zappier or third apps
322 days ago
can i use it on desktop?
More than a year ago
Will you be able to use with Desktop?
More than a year ago
If we create an employment applications in Jotform, can we integrate with Quickbooks to create a new employee file?
More than a year ago
Still want to know if you need to create two jotforms - a Create a Customer and Create an Invoice. If the customer is already on QBO, I just need an invoice created... However, if they are not yet a customer I need to create one.
More than a year ago
I really appreciate you integrating Quickbooks with Jotform. It will be a real time saver for my. However, I have followed the instructions on the video and set up the customer file matching form data with Quickbooks fields. I did a test submission of the form but the new costomer profile does not show up in my client files in Quickbooks. When I do a search, it does not show up either. Both Quickbooks and Jotform show my accounts linked.
More than a year ago
It worked for us