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Glenn ByerlyAsked on July 27, 2023 at 4:19 AM
Would like to see the ability to add a vendor’s bill from Jotform to a QuickBooks Online company file.
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Lorelie Enterprise SupportReplied on July 27, 2023 at 8:42 AM
Hi Glenn,
Thanks for reaching out to Jotform Support. You can integrate your form into QuickBooks to create an invoice or to create a record from your submissions. Let me show you how:
- In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
- In the Settings menu, click on the Integrations option on the left side of the screen.
- Select the Quickbooks.
- Then, choose to Create Invoice or Create Customer and click Next to Authenticate your Quickbooks account.
Let us know if you need any more help.
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Glenn F ByerlyReplied on July 27, 2023 at 10:24 AM
Isn't an invoice what you create to bill a customer? If so, I am not referring to that. As stated in my original post, I "Would like to see the ability to add a vendor’s bill from Jotform to a QuickBooks Online company file.
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Lorelie Enterprise SupportReplied on July 27, 2023 at 11:00 AM
Hi Glenn,
Thanks for getting back to us. You can create a form for your vendor's bill and integrate it into Quickbooks. You'll just need to match the field for your vendors to be able to create a bill. You might also want to check out this guide about How to Create a Customer with Jotform’s QuickBooks Integration.
Let us know if you need any more help.