How to Integrate JotForm with QuickBooks?

JotForm is a powerful online tool builder that is widely used for its straightforward interface and ability to create intuitive custom forms. Users do not require any coding knowledge to use JotForm as it features a simple drag-and-drop interface for form creation. It is used by over 70,000 organizations, with most of them being small or medium-sized, typically belonging to the retail, healthcare, or education industry. JotForm allows forms to be created in 16 languages and has over 25 million global users, making it one of the most common online form-building platforms. The platform helps businesses and individuals streamline their data-collection processes, enhancing productivity and elevating decision-making across a slew of fields.

The primary features of JotForm are:

• Drag-and-drop form builder
• Customizable templates
• Conditional logic for on-the-fly form adjustment
• Payment and third-party integrations
• Form Analytics
• Security features including regulatory compliance (HIPAA, GDPR)

These features make JotForm a robust and versatile tool for managing various kinds of data collection and process automation needs. Healthcare and education organizations are among the primary users and beneficiaries of JotForm. These institutions can leverage JotForm’s versatile capabilities to handle complex data collection and management tasks. The following sections of the blog focus on JotForm’s integration with the accounting software QuickBooks and the benefits of connecting them.

Benefits of Integrating JotForm with QuickBooks

By synchronizing the data records in JotForm with QuickBooks, users can transfer financial information like bills and invoices seamlessly from the form builder to the accounting platform. The benefits of integrating the two are

• Automated data transfer from JotForm to QuickBooks, which saves time and manpower.
• Automation also improves the accuracy of records and reduces the chances of manual errors.
• QuickBooks can use the information from the forms to directly create invoices which speeds up the billing process.
• JotForm enables organizations to efficiently collect a variety of data with each form to ensure that all essential client information is collected.
• The integration results in a streamlined workflow which has an overall positive impact on organizational operations.

How to Integrate JotForm with QuickBooks?

This section elaborates on the steps to integrate JotForm with QuickBooks Online. Please note that JotForm currently only integrates with QuickBooks Online and does not support integration with QuickBooks Desktop.

Using JotForm’s QuickBooks integration to add a customer:

1. In your JotForm account create a new form to collect customer information
2. Go to the Settings and click on Integrations.
3. Select QuickBooks from the list of options.
4. Click on Create Customer from the Choose Action menu and click Next.
5. Choose between Production or Sandbox mode and then click Authenticate.
6. Use your QuickBooks Online log in credentials to sign in and install the integration.
7. In the Create or Update customer menu, map the form fields to the corresponding data field in QuickBooks.
8. Click Save after adding all the fields.

These steps will result in QuickBooks reflecting the details that customers fill in the JotForm forms. You can verify the customer information by heading to the Customers and Leads section of QuickBooks.

A similar process exists for using the integration to automatically create invoices in QuickBooks based on form details.

Using JotForm’s QuickBooks integration to create an invoice:

1. Follow the steps for adding customers until step 6. Make sure to click on Create Invoice when you are at step 4.
2. Map the form fields with the relevant data fields in QuickBooks and click Save.
3. You can view the invoices by navigating to the Sales tab in QuickBooks and locating the customer to view the newly created invoice.

Connect with Apps4Rent to Simplify and Streamline Your QuickBooks Integrations

Although seemingly simple, a single misconfiguration of settings is enough to disrupt your JotForm and QuickBooks integration and even has the potential to create inaccuracies in your financial records. By partnering with a trusted service provider like Apps4Rent you can safeguard yourself from these disruptions and enjoy a seamless and accurate integration.

Apps4Rent is an Intuit Authorized Hosting Provider that offers a range of QuickBooks desktop hosting solutions that are bound to suit your needs. Reach out to us today to learn how we can accelerate your JotForm and QuickBooks integration.