Automatic invoice creation
Collect order details through a Youform and automatically generate a QuickBooks invoice with the correct line items, amounts, and customer information.
PAYMENTS
Youform meets
QuickBooks Online.
Create QuickBooks invoices and customers from Youform submissions. Use Youform as the starting point for a workflow in Zapier, then map your answers to an available QuickBooks Online action.
See how to connectLET’S PUT IT TOGETHER
From an answer
to a next step.
Set up your connection once, then let it become part of the way you work.
Explore Youform on ZapierMake a form for the information you need
Start from a Youform template or build your own. Include the fields your next step needs, such as a name, email address, or project brief.
Choose your connection in Zapier
Connect Youform as your trigger and choose QuickBooks Online as the next app. Select an action supported by the connector and your account.
Map your answers and test the workflow
Match your form fields to the action fields. Check a test result in QuickBooks Online, then activate the workflow when it behaves as expected.
GOOD THINGS YOU COULD SET IN MOTION
A few ideas
to get you started.
Choose an action available in your automation tool, then use these ideas to shape your workflow.
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.
Is this a native Youform integration?
This connection uses Zapier between Youform and QuickBooks Online. You configure the action and field mapping in Zapier.
Which actions can I use?
Choose from the actions currently available for QuickBooks Online in Zapier. Your connected account and the fields required by that action determine what you can send.
What should I check when creating an invoice from form answers?
Map the customer, line items, quantities, amounts, and applicable currency using the supported QuickBooks Online action. Decide whether the workflow should create a draft or send an invoice, and verify tax and account settings.
Does this page cover QuickBooks Desktop?
This workflow is for QuickBooks Online. Check a separate connection approach if your accounting data is in QuickBooks Desktop.
Which plan do I need?
Youform offers unlimited forms and responses on its free plan, within fair usage guidelines. Check the current plans for your chosen features. Any connected app or automation service has its own pricing and usage limits.
