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Zapier makes it easy to integrate Gravity Forms with QuickBooks Online - no code necessary. See how you can get setup in minutes.
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Gravity Forms
Gravity Forms
1. Choose trigger event
QuickBooks Online
QuickBooks Online
2. Choose action
1. Select the event
Setup
Test
Gravity Forms
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects Gravity Forms and QuickBooks Online, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Vendor
Required
Terms
Transaction Date
Due_date
Bill Number
Department
Global_tax_calculation
Product/Service
Description
Qty
Rate
Amount
Required
Billable?
Customer
Line_class
Tax_code
AP Account
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Primary Email Address
Given Name
Required
Family Name
Required
Middle Name
Employee Phone Number
Birth Date
Billable Time
Active
Release Date
Cost Rate
Employee Mobile
Gender
Hired Date
Organization
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Full Name
Required
Display_name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Notes
Currency
Taxable
Tax_code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred_payment_method
Preferred_delivery_method
Terms
Customer_type
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Payee_type
Required
Payment_type
Required
Bank/Credit Account
Required
Payment Date
Payment_method
Reference Number
Print Later?
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Memo
Tax_code
Total_tax
Tax_calculation
Department
Location
Currency
Exchange Rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Journal Date
Journal_number
Auto Generate Journal Entry Number
Account
Required
Debit_amount
Required
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Account
Required
Credit_amount
Required
Description
Customer Name
Vendor Name
Employee Name
Department
Class
Memo
Currency
Exchange_rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line_amount
Required
Service_date
Line_description
Product/Service
Line Item Quantity
Line Item Unit Price
Line_item_tax_code
Line_item_class
Transaction Date
Total_discount
Payment_method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Currency
Exchange_rate
Class
Tax_code
Total_tax
Tax_calculation
Shipping_tax
Shipping Cost
Department
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Vendor
Required
Purchase Order Status
Mailing_address
Shipping_address
Purchase Order Date
Ship Via
Purchase Order Number
PO Email
Account
Description
Amount
Customer
Class
Product/Service
Required
Description
Quantity
Required
Rate
Amount
Required
Customer
Class
Your Message to Vendor
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Estimate Id
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales_receipt
Required
Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Bill ID
Required
Vendor
AP Account
Transaction Date
Due Date
Line ID
Amount
Description
Account
Customer
Class
Tax Code
Billable Status
Currency
Exchange Rate
Private Note
Global Tax Calculation
Total Amount
Sales Terms
Department
Document Number
Include in Annual TPAR
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Estimate ID
Required
Customer
Transaction Date
Shipping Date
Detail Type
Amount
Description
Item
Unit Price
Quantity
Tax Code
Discount Percent
Print Status
Email Status
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Class
Sales Terms
Shipping Method
Tracking Number
Document Number
Accepted By
Accepted Date
Exchange Rate
Department
Apply Tax After Discount
Private Note
Customer Memo
Expiration Date
Transaction Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Item
Required
Name
Type
SKU
Sales Tax Included
Sales Tax Code
Class
Source
Purchase Tax Included
Description
Sub Item
Taxable
Purchase Description
Active
Purchase Cost
Unit Price
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Sales Receipt ID
Required
Customer
Transaction Date
Shipping Date
Info
Detail Type
Amount
Description
Item
Unit Price
Quantity
Discount Percent
Total Amount
Print Status
Email Status
Payment Reference Number
Deposit To Account
Payment Method
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address State/Province
Shipping Address Postal Code
Shipping Address Country
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address State/Province
Billing Address Postal Code
Billing Address Country
Tracking Number
Class
Department
Private Note
Customer Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Full Name
Required
Phone
Email
Website
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Company__name
Vendor__1099
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Account Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Field
Required
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
ID
Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
ID
Display Name
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Product Name
SKU
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Product Name
SKU
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Field
Required
Search Value
Required
Full Name
Required
Display_name
Title
First Name
Middle name
Last Name
Company
Email
Phone
Mobile
Fax
Other
Website
Active
GST Registration Type
GSTIN
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Notes
Currency
Taxable
Tax_code
Tax Registration Number
Tax Resale Number
Job/Parent Customer
Bill with Parent?
Preferred_payment_method
Preferred_delivery_method
Terms
Customer_type
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search By
Required
Info
Customer
Find Customer by Name/Email
Email
Send Later?
Note
Message
Line_amount
Required
Service_date
Line_description
Product/Service
Line Item Quantity
Line Item Unit Price
Line_item_tax_code
Line_item_class
Transaction Date
Total_discount
Payment_method
Payment Reference Number
Deposit To Account
Sales Receipt Number
Auto Generate Sales Receipt Number
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Address__country
Shipping_address__line1
Shipping_address__line2
Shipping_address__city
Shipping_address__state_code
Shipping_address__zip_code
Shipping_address__country
Currency
Exchange_rate
Class
Tax_code
Total_tax
Tax_calculation
Shipping_tax
Shipping Cost
Department
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Full Name
Required
Phone
Email
Website
Address__line1
Address__line2
Address__city
Address__state_code
Address__zip_code
Company__name
Vendor__1099
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Gravity Forms and QuickBooks Online with AI agents and code
Beyond Zap workflows. Call Gravity Forms and QuickBooks Online actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Gravity Forms and QuickBooks Online actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Entry
Attach File(s) or Note
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Gravity Forms and QuickBooks Online
Track customer data after form submissions
When a form is submitted in Gravity Forms, Zapier automatically creates a new customer in QuickBooks Online. This eliminates the manual work of transferring customer data, reduces entry errors, and ensures your accounting records are immediately updated after every form submission.
When a new vendor is added in QuickBooks Online, Zapier automatically creates an entry in a Gravity Form used for IT tracking. This keeps IT teams aligned with vendor changes and avoids missed updates, boosting team efficiency.
When a form is submitted in Gravity Forms for a marketing expense, Zapier automatically logs the expense in QuickBooks Online. This ensures accurate financial tracking for every campaign and minimizes manual administrative work for the marketing team.
Learn how to automate Gravity Forms on the Zapier blog
Learn how to automate QuickBooks Online on the Zapier blog
Make work flow with AI
Level up your Gravity Forms to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Gravity Forms + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gravity Forms and QuickBooks Online
How do I connect Gravity Forms to QuickBooks Online?
To connect Gravity Forms to QuickBooks Online, you'll first need to use a third-party integration platform like ours. You'll set up a 'trigger' in Gravity Forms—such as a new form submission—and an 'action' in QuickBooks Online, such as creating a new customer or invoice. Once both applications are connected through our platform, each form submission will automatically execute the desired action in QuickBooks.
What triggers are available for Gravity Forms?
Available triggers for Gravity Forms include new form submissions. These triggers can be customized further with conditional logic based on the specific fields filled out in the form.
What actions can I perform in QuickBooks Online from a Gravity Form submission?
From a Gravity Form submission, you can trigger actions in QuickBooks Online such as creating or updating contacts, generating invoices, and recording sales receipts. The exact action will depend on how you configure your integration through our platform.
Can I update existing contacts in QuickBooks from Gravity Forms submissions?
Yes, it's possible to update existing contacts in QuickBooks Online via a form submission from Gravity Forms. By using our integration tools, you can set an action that matches incoming data with existing contact records and updates them accordingly.
Do I need any technical skills to integrate Gravity Forms with QuickBooks Online?
You don't need advanced technical skills to set up this integration. Our platform provides an intuitive interface for selecting triggers and actions between the two applications and handles the complex tasks behind the scenes.
Are there any limitations when integrating Gravity Forms with QuickBooks Online?
While most standard use cases are supported, certain advanced workflows might require custom solutions or additional steps within our platform. Some highly complex scenarios may also involve certain field mappings not directly supported by default.
How do I test my integration between Gravity Forms and QuickBooks Online?
Testing your integration is crucial to ensure that everything works smoothly. After setting it up on our platform, you can submit test data through your forms which will simulate real entries being processed into your QuickBooks account as per your configured actions.
About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
