What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Do you have any crm integration, Quick Books?

    Asked by championgloves on December 14, 2012 at 02:52 PM
    CRM CRM Integration Solve360 Integration Zoho CRM Integration Highrise CRM Salesforce
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    JotForm Support

    Answered by Mike_T on December 14, 2012 at 03:38 PM

    Thank you for contacting us.

    We do not have a direct integration with QuickBooks Online, but we have a Zapier integration. It allows you to send the data to a lot of web services.

    In other words, you can set up something like JotForm -> Zapier ->  QuickBooks Online.

    Also, we have native integrations with Solve360 CRM, Zoho CRM, Highrise CRM and Salesforce.

    If you are interested in native Jotform -> QuickBooks Online integration, please let us know. We may place a feature request ticket.

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    Answered by keelercpa on February 21, 2014 at 10:11 PM

    I am very interested in a QBO integration. Specificaly if our clients could log into quickbooks online from our website.

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    JotForm Support

    Answered by NeilVicente on February 22, 2014 at 12:50 AM

    Specificaly if our clients could log into quickbooks online from our website.

    I am not sure if that last line concerns Jotform at all, but I have added QuickBooks integration to our feature request list. We cannot promise a date as to when it will be implemented though, if at all.

    Anyway, if you have other questions or concerns, please open a new thread so we can properly assist you.

    Cheers!

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    Answered by Aisha  on April 13, 2015 at 04:47 AM

    Hi All,
    I would like to introduce one more native appexchange app – SynQ. With SynQ, you can look at your Quickbooks online financial information right within Salesforce. Few Features:
    1. It maps any Custom Field in Salesforce Object to Quickbook Online
    2. Syncs customer details with Account
    3. You can see all the invoices related to an Account. You can also drill down into the specific invoice details and invoice line details too.
    4. You can see all the payments related to an Account. You can also drill down into the specific payment details and the related invoice details too.
    Here is the Appexchange link:
    https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5eTfEAJ