Jotform with Google Sheets and Quickbooks Integration

Good Evening,

We are considering switching from Google sheets to quick books, but want to see if quick books will pull in data the same way as google sheets. Where the payment, the person, the items and everything that shows up when integrated with google sheets, will show up when integrated with QB. I did a test, and all that pulled in was the new customer and the amount, none of the item information. Can you help me ?

Hi Deb,

Thank you for reaching out to Jotform Support. You can use both Google Sheets and Quickesbooks as an integration on your form. With Quickbooks, you can create a customer or create an invoice. Can you share the form that you are trying to QuickBooks? Also, what information is not passed on to QuickBooks?

Once we hear back from them, we'll be able to move forward with this.

Hey,

So when we pull in from Google Sheets, this is what we get. (link). - The athlete, the item, the amount and how they paid- But when it pulled into QB, it only pulls in the client, and the amount. Unless I am missing something,

Than you

Hi Deb,

Thanks for getting back to us. When I checked your form, I saw that it was not integrated with Quickbooks:

Perhaps you've removed the integration? If not, can you please tell us how you're passing the form data to your QuickBooks account? In the meantime, you can check this guide that will show you how to create an Invoice with Jotform’s QuickBooks Integration.

After we hear back from you, we’ll have a better idea of what’s going on and how to help.

Good Afternoon,
I was in a different account than the one you were looking at. So here is
an account that has QB integrated, and I found where you can create the
invoice when it pulls, can it pull the items breakdown, or does it just say
total? I am looking at the breakdown on what comes into google sheets and
what comes in to QB
2024 Banquet Ticket Purchase Form- is the jot form
https://docs.google.com/spreadsheets/d/1tNajSqPDiMB07tmajpPjiBYqELly96sNdv3CjozWPaw/edit#gid=466010983
But when I am looking at the QB and it asks to set up it is asking to match
line items with QB and JOtform.. but it is not giving me the options. I
guess I might need someone to walk me through what I am trying to do?
Sent from a mobile device
...

Hi Deb,

Thanks for getting back to us. Can you send me the link to your form that is integrated with Google Sheets and Quickbooks, so I can take a look at it for you? Also, when you create an invoice in Quickbooks, what information gets passed on?

After we hear back from you, we’ll have a better idea of what’s going on and how to help.

Ok, I know what I am trying to say in my head, but can't get it to come across.

When I do the integration from Jotform into QB- I select the "Create Invoice" option- because we would already have the customers in QB, so we would not need to create customer records.

1) I select "Create Invoice"- Using the 2024 Banquet Ticket Purchase Form

2) then I have the QB Customer Display name-> athlete name for jot form

3) Then I go to Line item 1, and select the field for the item name

4) Quanity- it wants me to select a number, but the number varies on what the person puts in?

5) The price- I selected the field from the jot form

but even if I select that, it still does not save.

But if I do the customer integration, it just pulls in the customer and has a price.

Below is the image from the Jot form and quick books

3)

Hi Deb,

Thanks for getting back to us. It seems like you're setting up the integration incorrectly. The Item name, quantity, and price data should be obtained from the My Product field as what is set up on your form. Can you please try setting up the QuickBooks (create invoice) integration the same as what is showing in the screenshot below to see if that would solve the issue:

Give it a try and let us know if you need any other help.

That is what I tried, but because I don't have a specific "my product" or something, it is giving me a predefined option.

See below

Hi Deb,

Thanks for getting back to us. When I checked and tested your form integration, I saw that the My Product - Quantity is showing there:

It should be below the 5th predefined option, under the Form Fields. As shown on your screenshot, you just have to scroll down within the dropdown menu.

Give it a try and let us know if you need any other help.

Ok, so that worked, and it let me save the integration- but when I did the
order through jot form, and then went to look at the action logs I got this

...

Hi Deb,

Thanks for getting back to us. Unfortunately, the screenshot did not come through. Can you try to send it again? This guide will show you how to do that.

Once we hear back from you, we'll be able to help you with this.

Hi Deb,

Thanks for getting back to us. When you map the items from your QuickBooks to your form, you have to make sure that the values match from the Product & Services from QuickBooks to the items specified in the product list. Since you are using the product lit field, you must list all the services listed as options from the product list field to the products and services tab on your Quickbooks.

It must be an exact match in the Product & Services from QuickBooks. Once you added all the services from the form, the invoice will be generated.

Once the user submits, the invoice is automatically created in your Quickbooks account.

Keep us updated and let us know if you need any more help.