Automate QuickBooks Invoicing with Elementor and Pabbly Connect

Learn how to automate QuickBooks invoice creation from Elementor form submissions using Pabbly Connect with this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Invoice Automation

To start automating your QuickBooks invoicing using Elementor, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website. If you don’t have an account, you can sign up for free, which gives you 100 free tasks every month.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect. This will take you to the dashboard where you can create a new workflow. Here, you can name your workflow based on your objective, such as creating QuickBooks invoices from Elementor form submissions.

Setting Up the Trigger with Elementor in Pabbly Connect

In your newly created workflow in Pabbly Connect, the first step is to set up a trigger. This trigger will be the Elementor form submission. Search for Elementor in the trigger application section and select it.

Next, choose the trigger event as ‘New Form Submission’. You will then need to connect your Elementor account with Pabbly Connect. This is done by copying the webhook URL provided by Pabbly and pasting it into the Elementor form settings under the actions after submit section.

• Open your Elementor form and click the pencil icon to edit.
• In the actions after submit section, add a new action and select webhook.
• Paste the copied webhook URL into the webhook URL field.

After saving these settings, your Elementor form will now send data to Pabbly Connect whenever a new submission occurs, allowing you to automate the invoicing process.

Creating Customer in QuickBooks via Pabbly Connect

With the trigger set, the next step involves creating a new customer in QuickBooks based on the form submission data received in Pabbly Connect. In the actions tab, search for QuickBooks and select it as your action application.

Choose the action event as ‘Create a Customer’. You will then connect your QuickBooks account to Pabbly Connect. After connecting, map the relevant customer details from the Elementor form submission to the corresponding fields in QuickBooks.

• Map the first name and last name to create a display name.
• Fill in the email address, phone number, and billing address details.
• Make sure to set the currency as INR for Indian Rupees.

Once all information is mapped correctly, save your settings. This setup ensures that every new form submission results in a corresponding customer being created in QuickBooks through Pabbly Connect.

Creating Invoices in QuickBooks Using Pabbly Connect

After successfully creating a customer, the next step is to create an invoice in QuickBooks for that customer. In the actions tab of Pabbly Connect, again select QuickBooks and set the action event to ‘Create an Invoice’.

Connect to QuickBooks using the existing connection. You will need to map the customer ID from the previous step to ensure that the invoice is associated with the correct customer. Additionally, fill out the invoice details such as due date, product name, quantity, and pricing.

Map the product name and quantity from the Elementor form submission. Use the number formatter tool in Pabbly Connect to calculate the total amount based on quantity and unit price. Ensure to set the currency code as INR for the invoice.

After mapping all necessary fields, save your settings. This process will enable Pabbly Connect to automatically generate invoices in QuickBooks each time a new form submission is made via Elementor.

Conclusion

By following these steps, you can effectively automate the process of creating QuickBooks invoices from Elementor form submissions using Pabbly Connect. This integration not only saves time but also minimizes errors associated with manual data entry, enhancing your business efficiency.