Jotform and Quickbooks Integration: How to set up your quickbooks and integrate to Jotform

  • info465_info
    Asked on April 29, 2024 at 1:34 PM

    Why do I need to build a new company to build this integration?


    Jotform Thread 14371571 Screenshot
  • Eldrex JotForm Support
    Replied on April 29, 2024 at 2:36 PM

    Hello Todd,

    Thanks for reaching out to Jotform Support. It is not needed to create new company when you integrate Quickbooks to Jotform. All you need to do is enter your Quickbooks account. Let me show you how:

    1. In Form Builder, click Settings in the orange navigation bar at the top.
    2. Click Integrations and Search for Quickbooks.
    3. After setting up the Integration, a window will pop up for you to login. Jotform and Quickbooks Integration: How to set up your quickbooks and integrate to Jotform Image 1 Screenshot 20

    We also have a guide here to help you.

    Give it a try and let us know how it goes.