How to Create a Customer with Jotform's QuickBooks Integration

Jotform’s QuickBooks integration makes it easy to streamline your invoicing and accounting. Every time someone submits your form, a new customer is automatically created in your QuickBooks Online account—perfect for onboarding, orders, or registrations. It’s a great fit for small and medium-sized businesses that want to cut down on manual data entry, avoid mistakes, and keep customer records up to date. By simplifying how you collect and sync information, you’ll spend less time on admin and more time growing your business.

Whether you’re setting up a new form or updating an existing one, integrating your form with QuickBooks to create a customer’s record takes no time—here’s how:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
2. In the menu on the left, click on Integrations.
3. Then, search for QuickBooks and click on it.

4. Now, under the Choose an Action section on the right, select Create Customer and then click on Next.

5. Next, under the QuickBooks Mode Type, choose either Production or Sandbox Mode, and then click on Connect to QuickBooks.

6. In the new browser window that opens, log in with your Email or User ID or by Phone.

7. Then, on the next screen, click on Connect to link your QuickBooks account.

7.  If you’ve logged in before, just pick your QuickBooks account from the Dropdown menu, and then click on Next. To use a different one, click on the Use Another Account link.

8. Now, in the Create or Update Customer section on the right, select your QuickBooks fields in the first column and your Form fields in the second to map them accordingly.

9. Once you’re done, click on Save at the bottom.

And that’s it! After saving the integration, you’ll see the list of actions you’ve set up and the Add New Action button on the main page. Hover your mouse over an action and click on the Three Dots icon on the right side of it to access these options:

• See Action Logs — View successful and failed runs, helpful for troubleshooting.
• Rename Action — Change the action’s title.
• Disable Action — Temporarily stop the integration from sending data.
• Delete Action — Remove the action from your form.