How to Create QuickBooks Invoice on Typeform Submission Using Pabbly Connect

Learn how to automate QuickBooks invoice creation from Typeform submissions using Pabbly Connect in this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create QuickBooks invoices automatically from Typeform submissions, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect homepage by typing the URL in your browser.

Once there, you will see options to sign in or sign up for free. If you’re an existing user, click on ‘Sign In’. If you are new, click on ‘Sign Up for Free’ to create an account and receive 100 free tasks monthly to explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to your dashboard. Click on the ‘Create Workflow’ option to start a new automation process. Name your workflow, such as ‘Create QuickBooks Invoice on Typeform Submission’, and select a relevant folder for organization.

• Click on ‘Create’ to initiate the workflow.
• The interface will show you two main sections: Trigger and Action.
• Choose Typeform as the Trigger application and QuickBooks as the Action application.

Understanding the trigger-action relationship is crucial. The trigger initiates the workflow when a new form is submitted in Typeform, followed by the action of creating an invoice in QuickBooks.

3. Connecting Typeform to Pabbly Connect

To set up the connection, select Typeform as your trigger application. Choose the event ‘New Entry’ to initiate the workflow upon form submission. Click on ‘Connect’ to link Typeform with Pabbly Connect.

Since you should be logged into Typeform, you can create a new connection. Click on ‘Add New Connection’ and grant Pabbly Connect permission to access your Typeform data. After successful authorization, select the specific form you want to connect.

• Click on ‘Save and Send Test Request’ to capture the response.
• You will need to submit a test entry in Typeform to finalize the connection.

Once the test submission is complete, you will see the captured data in Pabbly Connect, confirming a successful connection.

4. Setting Up QuickBooks Integration in Pabbly Connect

After confirming the Typeform connection, it’s time to set up QuickBooks. Select QuickBooks as your action application and choose the event ‘Create Invoice’. Click on ‘Connect’ to establish the link between QuickBooks and Pabbly Connect.

Similar to Typeform, you can add a new connection or use an existing one. After authorizing, you will need to fill in the invoice details, including customer ID, email, and service description. Ensure that you map these fields dynamically from the Typeform response.

Map the customer ID from the previous response to ensure it updates automatically. Fill in the transaction date, service description, and unit price as required.

Once all the fields are filled out correctly, click on ‘Save and Send Test Request’ to create the invoice in QuickBooks. You should see a confirmation that the invoice has been successfully created.

5. Finalizing the Integration Process

To finalize the integration process, check your QuickBooks account to confirm that the invoice has been created based on the Typeform submission. You can view the newly created invoice under the invoices section.

Every time a new entry is submitted in Typeform, Pabbly Connect will automatically create a corresponding invoice in QuickBooks, streamlining your invoicing process. This automation not only saves time but also helps you manage your finances more efficiently.

Make sure to test the entire workflow to ensure everything is functioning as expected. You can create multiple workflows for different services using the same approach.

With Pabbly Connect, integrating Typeform with QuickBooks becomes a seamless process, enhancing your business operations.

Conclusion

This tutorial detailed how to use Pabbly Connect to automate the creation of QuickBooks invoices from Typeform submissions. By following these steps, you can streamline your invoicing process and manage your finances efficiently.