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

Learn how to automate QuickBooks invoice creation from Tally Forms submissions using Pabbly Connect. Step-by-step guide with detailed instructions. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create QuickBooks invoices on Tally Forms submission, first, you need to access Pabbly Connect. Start by searching for ‘Pabbly.com’ in your browser and navigate to the Pabbly Connect landing page.

On the landing page, you will see options to sign in or sign up. If you are new, click on ‘Sign up for free’ to get started. Existing users can simply sign in. Once logged in, click on ‘Access Now’ to enter your Pabbly Connect dashboard.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the button labeled ‘Create Workflow’. You will be prompted to name your workflow and select a folder for saving it. Name your workflow something like ‘Create QuickBooks Invoice on Tally Forms Submission’.

• Click on ‘Create’ to proceed.
• This will open the workflow window where you set triggers and actions.

In this window, you will define the trigger from Tally Forms and the action to create an invoice in QuickBooks. The trigger is essential as it initiates the workflow whenever a form is submitted.

3. Setting Up Tally Forms as Trigger in Pabbly Connect

Now, select ‘Tally Forms’ as your trigger application in Pabbly Connect. You will need to choose the event that triggers the workflow, which is ‘New Response Received’. This option will activate the workflow upon each form submission.

After selecting the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL as it will be used to connect your Tally account.

• Log into your Tally account and navigate to your form.
• Go to the integrations tab and select webhooks.
• Paste the copied webhook URL and click ‘Connect’.

After connecting, Tally will wait for a webhook response, meaning it is ready to send data to Pabbly Connect whenever a form is submitted.

4. Creating a Customer in QuickBooks via Pabbly Connect

Next, you need to create a customer in your QuickBooks account. In Pabbly Connect, select ‘QuickBooks’ as the action application and choose the action event ‘Create Customer’.

When prompted, either select an existing connection or create a new one by clicking ‘Connect with QuickBooks Online’. After connecting, you will need to fill in the customer details using the data received from the Tally Forms submission.

Map the customer’s first and last name from the Tally response. Enter the email and phone number as required.

Once all required fields are filled, click ‘Save and Send Test Request’ to create the customer in QuickBooks. Upon success, you can verify that the customer has been added to QuickBooks.

5. Creating Invoice in QuickBooks via Pabbly Connect

Finally, to generate an invoice, return to Pabbly Connect and add another action step. Select ‘QuickBooks’ again and choose ‘Create Invoice’ as the action event.

Connect using the existing QuickBooks connection. For the customer field, map the customer ID from the previous step to keep it dynamic for future submissions.

Map the course name and unit price from the Tally response. Set the quantity and amount accordingly.

Once you have filled in all necessary details, click ‘Save and Send Test Request’. After successful creation, check your QuickBooks account to see the new invoice generated automatically after a Tally Forms submission.

Conclusion

By following this tutorial, you can successfully automate the process of creating QuickBooks invoices whenever a Tally Form is submitted. Utilizing Pabbly Connect streamlines your workflow, eliminating manual efforts and ensuring accurate invoicing.