QUICKBOOKS
Google Forms + QuickBooks Integration
Create Vendor/ Customer/ Employee in QuickBooks on Google Form submission
What is Form Director?
What is QuickBooks?
Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.
Installation:
It is available in the Google workspace Marketplace.
Please check installation instructions to install the add-on.
QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.
Google Forms to QuickBooks: Use Case(s)
Google Forms
Create entities on Form Submit
Form Director
QuickBooks
list of entities supported
Vendor
Customer
Employee
SETTING UP QUICKBOOKS
Select QuickBooks from the list of applications.
Choose Create from service.
Authorizing with Quickbooks
Authorize with quickbooks
In order to send your form response to QuickBooks you need to authorize form director with QuickBooks
Choose the QuickBooks environment
Click on "Connect to QuickBooks " button
A new browser tab is opened for authorization and you will be asked to authenticate with QuickBooks
Click on Connect to connect form director with QuickBooks.
Verify successful connection with quickbooks
Once you click on connect a message saying "Successfully connected with QuickBooks" appears
Go back to your add on
You will find your authorized company and status of the connection
Setup mapping
Steps for mapping from field with quickbooks fields
Choose the Entity from the list
Click on setup mapping
Choose the form field
choose the app field
click save
Email Template
Send your own customized emails on form submission to your audience.
Attachment
Add attachments to email from file upload in Google Form.
Select the required file to be attached.
Click Pick Drive Files to attach files to Email.
Finish setting up
You are all set to direct your form data to quickbooks
FAQ
I am not able to connect to the sandbox environment. When I tried to connect to the sandbox environment, I got the following error.
Can you help me to resolve this?
Troubleshooting
This means your QuickBooks account does not have any "Sandbox companies". You need to create and configure sandbox company in your QuickBooks account and then try to connect it.
Please check QuickBooks Sandbox Overview for the documentation to create sandbox companies in QuickBooks.
On the other hand, you can directly try with Production environment.