QuickBooks Integration: Ability to create bills

  • djmistretta1
    Asked on July 27, 2023 at 4:17 AM

    Y'all should make this available to create bills!!!

  • Nozomi_K JotForm Support
    Replied on July 27, 2023 at 8:45 AM

    Hi djmistretta1,

    Thanks for reaching out to Jotform Support. Recently, as a new feature, Jotform now offers Quickbooks integration to its users. You may want to check out our guide on How to Create a Customer with Jotform’s QuickBooks Integration and How to Create an Invoice with Jotform’s QuickBooks Integration to learn more.

    Can you explain a bit more about the concern so I can get a better idea of what's happening? Also, can you also explain further what you're trying to achieve? By giving us more details, it will guide us to give detailed steps as well.

    Once we hear back from you, we'll be able to move forward with a solution.

  • dboulet
    Replied on July 27, 2023 at 10:25 AM

    Hey Nozomi_K. I'll explain because I have the same request.

    Business send invoices to collect money from others. Businesses receive bills as notice they owe people money.

    Jotform example for bill creation: employee expense claim. Employee completes the form, attaches receipts and that creates a BILL in Quickbooks signalling something needs to be paid.

  • Nozomi_K JotForm Support
    Replied on July 27, 2023 at 11:29 AM

    Hi dboulet,

    Thanks for reaching out to Jotform Support. To clarify, the feature request would be that you would like Jotform to create bills in Quickbooks instead of invoices. While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform.

    After we hear back from you, I've gone ahead and escalated your request to our Developers.

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

  • dboulet
    Replied on July 27, 2023 at 11:45 AM
    Well, to be precise Bills should be an option in addition to invoices and customers Daniel BouletSent from my iPhoneOn Jul 27, 2023, at 11:29, Jotform <noreply@jotform.com> wrote:




    ...
  • djmistretta1
    Replied on July 27, 2023 at 12:05 PM

    Yes, that would make this integrations way better and add more value to customers if the ability to create bills/vendors/customers/invoices was an option.

  • djmistretta1
    Replied on July 27, 2023 at 12:07 PM

    It does seem the bill part is in development already as the description for the integrations is:

    QUICKBOOKS

    Turn submissions into QuickBooks bills, customers, and more

  • Gilbert JotForm Support
    Replied on July 27, 2023 at 2:47 PM

    Hi djmistretta1,

    At the moment, our QuickBooks integration only allows you to either create a customer or an invoice. Hopefully, our developers can also add another action to create bills as well. But, in the meantime, you can use Zapier for this as it also has an integration between Jotform and QuickBooks and they allow the creation of bills on QuickBooks. You can go to this page in Zapier for more details:

    QuickBooks Integration: Ability to create bills Image 1 Screenshot 20

    Let us know if you have any other questions.

  • sleighty21
    Replied on August 2, 2023 at 12:39 PM

    Unfortunately, the Zapier integration requires a paid subscription because QBO is a "premium" app. So, this is not a great solution. A direct integration with JotForm would be awesome. But, at the very least, the description of the integration on the JotForm platform should remove the word "bill" because it does not currently work for bills.

  • Ryan JotForm Support
    Replied on August 2, 2023 at 2:00 PM

    Hi djmistretta1, 

    Sorry for the inconvenience. While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform.

    I've gone ahead and escalated this as a feature request to our Developer Team. When or if it's developed depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know.

    In the meantime, let us know if there’s anything else we can help you with. 

  • Sarah_Koons
    Replied on August 5, 2023 at 11:33 AM

    Please let us know when the bills feature is added. That would be an ultimate timesaver for many people. Thank you!

  • midtowncolumbia
    Replied on September 21, 2023 at 3:26 PM

    To add to this, it would be great if Jotform could also create a check in Quickbooks based on a form submission. I've checked Jotform and Zapier, but I can't find an integration that does something like that. It would save us a ton of time in not having to input reimbursement requests that we pay out via check.