QUICKBOOKS

Google Forms to Quickbooks: Create Vendor/ Customer/ Employee on Google Form submission

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

Troubleshooting

I am not able to connect to sandbox environment. When I tried to connect to sandbox environment from Jivrus Integra for QuickBooks, I get the following error. Can you help to resolve this?

  • This means that your QuickBooks account does not have any "Sandbox companies". You will need to create and configure sandbox company in your QuickBooks account and then try to connect it from the Jivrus Integra for QuickBooks add-on.

  • Please check QuickBooks Sandbox Overview for the documentation from QuickBooks..

  • On the other hand, you can directly try with Production environment from add-on.