Available via Zapier & Make
Connect Youform with QuickBooks Online
Connect Youform with QuickBooks Online through Zapier to automatically create customers, invoices, or sales receipts from form submissions. When someone fills out an order form, service request, or client intake form, the financial data flows straight into QuickBooks. Eliminate double data entry and keep your books accurate from the start.
How to connect Youform with QuickBooks Online
Create your form in Youform
Build your form using Youform's drag-and-drop editor. Add any fields you need — text, email, file uploads, and more.
Connect to QuickBooks Online via Zapier
In Zapier, create a new Zap with Youform as the trigger. Select 'QuickBooks Online' as the action app and map your form fields to QuickBooks Online.
Automate your workflow
Every time someone submits your Youform, the data automatically flows into QuickBooks Online. No manual work needed.
What you can do with Youform + QuickBooks Online
Automatic invoice creation
Collect order details through a Youform and automatically generate a QuickBooks invoice with the correct line items, amounts, and customer information.
New customer record creation
When a new client fills out your intake form, automatically create a customer record in QuickBooks with their contact and billing details.
Expense report submission
Let employees submit expense reports through a form and have the data flow into QuickBooks for approval and reimbursement tracking.
Service quote requests
Capture service requests and project details through forms, then create estimates in QuickBooks that you can review and send to the client.
Powered by Zapier & Make
This integration connects Youform to QuickBooks Online through Zapier or Make (formerly Integromat). Youform's Zapier integration is available on the free plan, giving you access to 6,000+ apps without any extra cost.
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Frequently Asked Questions
Yes. You can map form fields like customer name, email, service description, and amount to QuickBooks invoice fields, creating draft or sent invoices automatically.
This integration is specifically for QuickBooks Online. QuickBooks Desktop has limited API access and is not directly supported through Zapier's standard connector.
Yes. If your QuickBooks Online account supports multiple currencies, you can specify the currency in the Zap configuration to match the form submission context.
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