QuickBooks Integration: Product name is not showing in QuickBooks

  • PlayArts
    Asked on May 10, 2024 at 6:29 AM

    Hello,

    I've created a form using a product list and have connected Quickbooks to create an invoice.Here's how I have it connected:

    QuickBooks Integration: Product name is not showing in QuickBooks Image 1 Screenshot 40QuickBooks Integration: Product name is not showing in QuickBooks Image 2 Screenshot 51

    I've ensured that the product names on the form are listed exactly as they are in quickbooks, but when the invoice gets created, each product item is listed as "General:Sales"

    QuickBooks Integration: Product name is not showing in QuickBooks Image 3 Screenshot 62

    How can I get jotform to locate the match the correct product for the automatic invoice it creates?


  • Aravir JotForm Support
    Replied on May 10, 2024 at 7:06 AM

    Hi PlayArts,

    Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

    In the meantime, let us know if you have any other questions.

  • Aravir JotForm Support
    Replied on May 10, 2024 at 8:09 AM

    Hi PlayArts,

    Thanks for patiently waiting. It appears that the fields on your form are mapped correctly. Please remove the integration and integrate QuickBooks again. Here's how to remove the integration:

    1. In Form Builder, click on Settings in the orange navigation bar at the top.
    2. Select Integrations on the left side.
    3. Click on QuickBooks. QuickBooks Integration: Product name is not showing in QuickBooks Image 1 Screenshot 30
    4. Click the three dots in the action and click on Delete Action. QuickBooks Integration: Product name is not showing in QuickBooks Image 2 Screenshot 41

    You can check our guide on How to Create a Customer with Jotform's QuickBooks Integration.

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

  • PlayArts
    Replied on May 11, 2024 at 11:00 AM

    Thanks! I did try that several times before contacting customer support, but it worked this time. Who knows. Thank you!

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