Integrate Gravity Forms with QuickBooks Online to automate your work

To connect Gravity Forms to QuickBooks Online, you'll first need to use a third-party integration platform like ours. You'll set up a 'trigger' in Gravity Forms—such as a new form submission—and an 'action' in QuickBooks Online, such as creating a new customer or invoice. Once both applications are connected through our platform, each form submission will automatically execute the desired action in QuickBooks.

Available triggers for Gravity Forms include new form submissions. These triggers can be customized further with conditional logic based on the specific fields filled out in the form.

From a Gravity Form submission, you can trigger actions in QuickBooks Online such as creating or updating contacts, generating invoices, and recording sales receipts. The exact action will depend on how you configure your integration through our platform.

Yes, it's possible to update existing contacts in QuickBooks Online via a form submission from Gravity Forms. By using our integration tools, you can set an action that matches incoming data with existing contact records and updates them accordingly.

You don't need advanced technical skills to set up this integration. Our platform provides an intuitive interface for selecting triggers and actions between the two applications and handles the complex tasks behind the scenes.

While most standard use cases are supported, certain advanced workflows might require custom solutions or additional steps within our platform. Some highly complex scenarios may also involve certain field mappings not directly supported by default.

Testing your integration is crucial to ensure that everything works smoothly. After setting it up on our platform, you can submit test data through your forms which will simulate real entries being processed into your QuickBooks account as per your configured actions.