Automate QuickBooks Invoices Using Pabbly Connect and Paper Form

Learn how to automate QuickBooks invoices with Pabbly Connect using Paper Form submissions. Step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate QuickBooks invoices using Pabbly Connect, the first step is accessing the platform. Visit the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free, which allows you to execute 100 tasks each month.

Once logged in, you will see all available applications in front of you. Click on the ‘Access Now’ button next to Pabbly Connect to enter the dashboard where you can start creating your workflow.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to link Paper Form submissions to QuickBooks invoices using Pabbly Connect. Click on the ‘Create Workflow’ button located in the top right corner of the dashboard. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow: ‘Create QuickBooks Invoice on Paper Form Submission’.
• Select a folder: Choose ‘QuickBooks Automations’ from the dropdown menu.

After entering the workflow name and selecting the folder, click on the ‘Create’ button. This will set up your workflow, which consists of a trigger and an action. The trigger is the event that starts the automation, while the action is what happens in response.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow in Pabbly Connect. For our case, we will select ‘Paper Form’ as the trigger application. This is crucial as it captures the submission data from the form created for your clients.

• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Paper Form settings, navigate to the ‘After Submission’ button, and select the ‘Integrations’ option. Here, paste the copied webhook URL into the ‘Add Webhook’ section and set it to trigger on new submissions. Click ‘Create’ to finalize the webhook setup.

4. Creating an Invoice in QuickBooks

Now that we have our trigger set up, we need to create an invoice in QuickBooks using Pabbly Connect. For this, add a new action step in your workflow and select ‘QuickBooks Online’ as the action application. The action event should be set to ‘Create Customer’ first.

Connect to your QuickBooks account through Pabbly Connect. Map the customer data from the previous Paper Form submission.

After mapping the necessary fields such as first name, last name, email, and phone number, click on the ‘Save and Send Test Request’ button to create the customer in QuickBooks. Once confirmed, proceed to add another action step to create an invoice for that customer.

5. Finalizing Invoice Creation in QuickBooks

In the final step, we will create an invoice for the customer we just added using Pabbly Connect. Select ‘QuickBooks Online’ again as the action application, and this time choose ‘Create Invoice’ as the action event. Connect to your QuickBooks account if not already done.

Map the customer ID from the previous step. Fill in the invoice details such as product description, quantity, and price.

After entering all the required fields, click on the ‘Save and Send Test Request’ button. This will create the invoice in your QuickBooks account. You can check the invoices section in QuickBooks to ensure the new invoice has been successfully created.

Conclusion

In this tutorial, we demonstrated how to automate QuickBooks invoices using Pabbly Connect with Paper Form submissions. This integration streamlines the invoice creation process, saving time and ensuring accuracy in your financial records.