QUICKBOOKS

What is Form Director?

What is QuickBooks?

Form Director is a G Suite 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 G Suite Marketplace and Chrome Web Store. 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


Finish setting up

You are all set to direct your form data to quickbooks