Generate Invoices for Customers with Jotform and QuickBooks

Generate Invoices for Customers with Jotform and QuickBooks This workflow automates the entire process of receiving a product/service order, checking or creating a customer in QuickBooks Online (QBO), generating an invoice, and emailing it — all triggered by a form submission (via Jotform).

How It Works Receive Submission Triggered when a user submits a form. Collects data like customer details, selected product/service, etc.

Check If Customer Exists Searches QBO to determine if the customer already exists. If Customer Exists:* Update* customer details (e.g., billing address). If Customer Doesn’t Exist:* Create* a new customer in QBO.

Get The Item Retrieves the selected product or service from QBO.

Create The Invoice Generates a new invoice for the customer using the item selected.

Send The Invoice Automatically sends the invoice via email to the customer.

Who Can Benefit from This Workflow? Freelancers** Service Providers** Consultants & Coaches** Small Businesses** E-commerce or Custom Product Sellers**

Requirements Jotform webhook setup, more info here QuickBooks Online credentials, more info here