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PlayArtsAsked 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:
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"
How can I get jotform to locate the match the correct product for the automatic invoice it creates?
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Aravir JotForm SupportReplied 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.
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Aravir JotForm SupportReplied 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:
- In Form Builder, click on Settings in the orange navigation bar at the top.
- Select Integrations on the left side.
- Click on QuickBooks.
- Click the three dots in the action and click on Delete Action.
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.
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PlayArtsReplied 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!