How to connect Jotform + QuickBooks Online
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Popular Jotform + QuickBooks Online workflows
Assign prefilled Jotform forms to new QuickBooks Online customers
Assign prefilled Jotform forms to new QuickBooks Online customersPremiumCreate Quickbooks Online invoices upon receiving new submissions in Jotform
Create Quickbooks Online invoices upon receiving new submissions in JotformPremium
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- New SubmissionTriggers when a new submission has been added to a specific form.Trigger
- New Signed DocumentTriggers when a signed document is received.Trigger
- Assign FormInvite assignees to complete your formAction
- Assign Prefilled FormInvite assignees to complete your pre-populated formAction
- Create SubmissionGenerate a new submission for your formAction
- New AccountTriggered when you add a new account.Trigger
- New BillTriggers when a new bill is added.Trigger
- New CustomerTriggered when you add a new customer.Trigger
- QuickBooks Online
Triggered when you add a new estimate.
Scheduled
Trigger
- QuickBooks Online
Triggers when a new expense is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when you add a new invoice.
Scheduled
Trigger
- QuickBooks Online
Triggered when you add a new invoice (with line item support).
Scheduled
Trigger
- QuickBooks Online
Triggered when a new sales receipt is added (with line item support).
Scheduled
Trigger
- QuickBooks Online
Triggered when a payment is received (with line item support).
Scheduled
Trigger
- QuickBooks Online
Triggers when a new purchase order is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when a new sales receipt is added.
Scheduled
Trigger
- QuickBooks Online
Triggered when an existing customer is updated.
Scheduled
Trigger
- QuickBooks Online
Triggered when a new vendor is added.
Scheduled
Trigger
- QuickBooks Online
Create a new bill, optionally tied to a customer.
Scheduled
Action
- QuickBooks Online
Create a new bill, optionally tied to a customer (with line item support).
Scheduled
Action
- QuickBooks Online
Create a new bill, optionally tied to a customer (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new credit memo.
Scheduled
Action
- QuickBooks Online
Adds a new customer.
Scheduled
Action
- QuickBooks Online
Create a new estimate (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new expense using check, cash, or credit card.
Scheduled
Action
- QuickBooks Online
Creates a new product or service.
Scheduled
Action
- QuickBooks Online
Creates a new journal entry.
Scheduled
Action
- QuickBooks Online
Adds a new invoice (with line item support).
Scheduled
Action
- QuickBooks Online
Adds a new sales receipt (with line item support).
Scheduled
Action
- QuickBooks Online
Creates a new payment, optionally linked to an invoice.
Scheduled
Action
- QuickBooks Online
Creates a new purchase order.
Scheduled
Action
- QuickBooks Online
Creates a new refund receipt.
Scheduled
Action
- QuickBooks Online
Send an existing invoice.
Scheduled
Action
- QuickBooks Online
Send an existing sales receipt.
Scheduled
Action
- QuickBooks Online
Creates a new single time activity.
Scheduled
Action
- QuickBooks Online
Updates an existing customer.
Scheduled
Action
- QuickBooks Online
Updates an existing invoice (with line item support).
Scheduled
Action
- QuickBooks Online
Adds a new vendor.
Scheduled
Action
- QuickBooks Online
Find an account by name.
Scheduled
Action
- QuickBooks Online
Find a customer by name or email address.
Scheduled
Action
- QuickBooks Online
Find an invoice by number.
Scheduled
Action
- QuickBooks Online
Find a product by name (with line item support)
Scheduled
Action
- QuickBooks Online
Find a vendor by name.
Scheduled
Action
- QuickBooks Online
Finds or creates a specific customer v2.
Scheduled
Action
- QuickBooks Online
Finds or creates a specific vendor.
Scheduled
Action
How Jotform + QuickBooks Online Integrations Work
- Step 1: Authenticate Jotform and QuickBooks Online.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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