Generate Invoices for Customers with Jotform and QuickBooks

Generate Invoices for Customers with Jotform and QuickBooks

This workflow automates the entire process of receiving a product/service order, checking or creating a customer in QuickBooks Online (QBO) , generating an invoice, and emailing it — all triggered by a form submission (via Jotform).

How It Works

1. Receive Submission

• Triggered when a user submits a form.
• Collects data like customer details, selected product/service, etc.

1. Check If Customer Exists

• Searches QBO to determine if the customer already exists.
• If Customer Exists: Update customer details (e.g., billing address).
• If Customer Doesn’t Exist: Create a new customer in QBO.

1. Get The Item

• Retrieves the selected product or service from QBO.

1. Create The Invoice

• Generates a new invoice for the customer using the item selected.

1. Send The Invoice

• Automatically sends the invoice via email to the customer.

Who Can Benefit from This Workflow?

• Freelancers
• Service Providers
• Consultants & Coaches
• Small Businesses
• E-commerce or Custom Product Sellers

Requirements

• Jotform webhook setup, more info here
• QuickBooks Online credentials, more info here