Integration

Connect QuickBooks Online to JotForm

When something happens in QuickBooks Online, your agent does the next thing in JotForm. Describe it in plain language and the automation is built, tested on every branch and kept running.

QuickBooks Online11 triggersQuickBooks Online45 actionsJotForm2 triggersJotForm35 actions

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What do you want QuickBooks Online and JotForm to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with QuickBooks Online and JotForm

Triggers and actions 13 triggers · 80 actions

Trigger
New bill
Polls for newly created bills (accounts payable), most recent first.
Trigger
New customer
Polls for newly created customers, most recent first.
Trigger
New estimate
Fires when a new estimate is created in QuickBooks Online.
Trigger
New invoice
Polls for newly created invoices, most recent first.
Trigger
New or updated customer
Fires when a QuickBooks customer is created or any of its details change.
Trigger
New or updated estimate
Fires when a QuickBooks estimate is created or edited.
Trigger
New or updated invoice
Fires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
Trigger
New or updated item
Fires when a QuickBooks product or service item is created or edited.
Trigger
New or updated vendor
Fires when a QuickBooks vendor is created or any of its details change.
Trigger
New paid invoice
Polls for invoices that are fully paid (Balance = 0), most recently updated first.
Trigger
New payment
Polls for newly created customer payments, most recent first.
Action
Create account
Create an account in the QuickBooks chart of accounts — name, account type, and detail type.
Action
Create bill
Creates a new bill (accounts payable) for a vendor with a single account-based line item.
Action
Create credit memo
Creates a new credit memo for a customer with a single line item.
Action
Create customer
Creates a new customer in QuickBooks Online.
Action
Create estimate
Create a QuickBooks Online estimate (quote) for a customer.
Action
Create expense (purchase)
Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line.
Action
Create invoice
Creates a new invoice for a customer with a single line item.
Action
Create item (product/service)
Creates a new product or service item.
Action
Create journal entry
Create a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
Action
Create payment
Records a customer payment, optionally applied against a specific invoice.
Action
Create refund receipt
Creates a new refund receipt for a customer with a single line item.
Action
Create sales receipt
Creates a new sales receipt for a customer with a single line item.
Action
Create vendor
Creates a new vendor in QuickBooks Online.
Action
Delete bill
Permanently delete a QuickBooks bill by Id.
Action
Delete credit memo
Permanently delete a QuickBooks credit memo by Id.
Action
Delete estimate
Permanently delete a QuickBooks estimate by Id.
Action
Delete invoice
Permanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
Action
Delete sales receipt
Permanently delete a QuickBooks sales receipt by Id.
Action
Find account by name
Look up an account in the QuickBooks chart of accounts by its name.
Action
Find customer by name
Searches for a customer by display name and returns its Id and SyncToken.
Action
Find invoice by number
Look up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
Action
Find item by name
Look up a QuickBooks product or service item by its name.
Action
Find vendor by name
Look up a QuickBooks Online vendor by display name.
Action
Get bill balance
Returns the outstanding balance for a bill by its Id.
Action
Get customer by ID
Retrieves a single customer by its Id.
Action
Get estimate by ID
Retrieve a QuickBooks Online estimate by its ID.
Action
Get estimate PDF
Download the rendered PDF of a QuickBooks estimate by Id.
Action
Get invoice by ID
Retrieves a single invoice by its Id, including its balance.
Action
Get invoice PDF
Download the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
Action
List accounts
List the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
Action
List attachments
List the files attached to a QuickBooks transaction or record, with their download links.
Action
List employees
List employees recorded in QuickBooks Online.
Action
List items
List products and services (items) defined in QuickBooks Online.
Action
Pay bill
Records a bill payment against a vendor bill, paid from the specified bank/credit-card account.
Action
Run query
Runs an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
Action
Send estimate
Email a QuickBooks Online estimate to the customer.
Action
Send invoice
Emails an invoice to the supplied email address (or the invoice's billing email if omitted).
Action
Update customer
Updates an existing customer (sparse update). Requires the customer Id and current SyncToken.
Action
Update estimate
Update an existing QuickBooks estimate by Id, changing only the fields supplied.
Action
Update invoice
Update an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact.
Action
Update item
Update an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
Action
Update vendor
Update an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
Action
Upload attachment
Upload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.
Action
Void invoice
Voids an existing invoice. Requires the invoice Id and current SyncToken.
Action
Void payment
Voids an existing customer payment. Requires the payment Id and current SyncToken.
Trigger
New Form Submission
Polling trigger: fires when a new submission is received for the specified form.
Trigger
New Form Submission (instant)
Fires instantly via a self-registered JotForm webhook whenever the selected form receives a new submission. Instant alternative to the New Form Submission poller — the platform registers the webhook on activation and removes it on deactivation.
Action
Add New Question to Specified Form
Add new question to specified form
Action
Add or Edit a Single Question Properties
Add or edit a single question properties
Action
Add Resources to Label
Add Resources to Label
Action
Add Submissions to the Form
Add Submissions to the Form
Action
Clone Form
Clone an existing form.
Action
Create Folder
Create Folder
Action
Create Form
Create a new form
Action
Create or Replace Form
Create new forms
Action
Create Report
Create report
Action
Create Submission
Add a new submission to a form. Provide answers keyed by submission[<qid>] field names.
Action
Delete a Report
Delete a Report
Action
Delete Folder
Delete Folder
Action
Delete Form
Delete a form (moves to trash).
Action
Delete Form Question
Delete Form Question
Action
Delete Submission
Delete a single submission.
Action
Edit Submission Data
Edit Submission Data
Action
Get Details About a Question
Get Details About a Question
Action
Get Folder
Get details of a specific folder including the forms it contains.
Action
Get Form
Get the details of a specific form.
Action
Get Form Files
List files uploaded to a form's submissions.
Action
Get Form Questions
Get a list of all questions on a form.
Action
Get History
Get History
Action
Get Label Resources
Get Label Resources
Action
Get Report Details
Get Report Details
Action
Get Submission
Get details of a specific submission.
Action
Get User Reports
Get User Reports
Action
List Account Submissions
List all submissions across all forms on the account.
Action
List Folders
Get a list of form folders on the account.
Action
List Form Reports
List all reports for a specific form.
Action
List Forms
List all forms on the account.
Action
List Form Submissions
List submissions for a specific form.
Action
Remove Resources from Label
Remove Resources from Label
Action
Replace Form Properties
Add or edit properties of a specific form
Action
Set Form Properties
Add or edit properties of a specific form
Action
Update Folder
Update Folder

Each app on its own

The other way round: JotForm to QuickBooks Online