How to Create QuickBooks Invoice on Google Forms Submission Using Pabbly Connect

Learn how to automate QuickBooks invoice creation from Google Forms submissions using Pabbly Connect in this detailed tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Google Forms and QuickBooks Integration

To create QuickBooks invoices on Google Forms submission, you first need to access Pabbly Connect. This platform will facilitate the integration between Google Forms and QuickBooks seamlessly.

Open your browser and search for Pabbly Connect. If you do not have an account, click on ‘Sign Up for Free’ to create one. Existing users can simply sign in. Once logged in, navigate to the Pabbly Connect dashboard to start setting up your workflow.

2. Creating a New Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you need to create a new workflow that connects Google Forms with QuickBooks. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create QuickBooks Invoice on Google Form Submission’.

Next, select the folder where you want to save your workflow and click ‘Create’. This action will take you to the trigger and action setup window. Here, you will first set up your trigger application, which will be Google Forms. Choose ‘New Response Received’ as the trigger event to initiate the workflow.

• Click on ‘Create Workflow’.
• Select ‘Google Forms’ as the trigger application.
• Choose ‘New Response Received’ as the trigger event.

After setting up the trigger, you will need to connect Google Forms with Pabbly Connect using a webhook URL provided by the platform. Copy this URL to use it in the next steps.

3. Connecting Google Forms with Pabbly Connect

To connect Google Forms with Pabbly Connect, you will need to paste the copied webhook URL into your Google Form settings. This URL will allow Pabbly Connect to receive data whenever a new form submission occurs.

Go to your Google Form, click on the responses tab, and connect it to Google Sheets. This step is essential as it will store all the responses. After connecting, access the Google Sheets and navigate to the Extensions menu. Here, select Pabbly Connect Webhooks for the initial setup.

• Open Google Sheets and go to Extensions.
• Select Pabbly Connect Webhooks.
• Paste the webhook URL in the setup window.

After pasting the URL, define the trigger column where new data will be added. This setup ensures that every new form submission sends data to Pabbly Connect.

4. Setting Up QuickBooks Action to Create Invoices

Now that your Google Forms are connected, the next step is to set up the action in Pabbly Connect to create invoices in QuickBooks. Select QuickBooks as your action application and choose ‘Create Customer’ as the action event.

Connect your QuickBooks account with Pabbly Connect by clicking on ‘Connect’. Once connected, map the customer details from the Google Form responses to the required fields in QuickBooks. This mapping allows Pabbly Connect to dynamically create customer profiles based on the submitted form data.

Select ‘Create Customer’ as the action event. Map customer details from Google Forms to QuickBooks fields. Test the connection to ensure successful data transfer.

After creating the customer, set up another action in Pabbly Connect to create an invoice using the same customer details. Choose ‘Create Invoice’ as the action event and map the necessary fields such as product name, quantity, and price.

5. Testing the Integration and Finalizing the Workflow

With the actions set up, it’s time to test your workflow. Submit a test order through your Google Form to see if the data is correctly transferred to QuickBooks via Pabbly Connect. Ensure that a new customer is created and an invoice is generated automatically.

Check your QuickBooks account to confirm that the invoice reflects the details from the Google Forms submission. If everything works as expected, finalize your workflow in Pabbly Connect and save your settings. This automation will now streamline your invoicing process, allowing you to focus on your business.

By following these steps, you have successfully set up a connection between Google Forms and QuickBooks using Pabbly Connect. This integration simplifies the process of invoice creation and enhances your workflow efficiency.

Conclusion

In this tutorial, we explored how to create QuickBooks invoices automatically from Google Forms submissions using Pabbly Connect. This integration streamlines your invoicing process, saving you time and effort.