QuickBooks

Automatically export financial and customer data to your accounting software.

QuickBooks Online is a leading cloud-based accounting software designed for small to medium-sized businesses. This integration enables safe and secure transfer of financial and customer data collected using Cognito Forms.

Automate your workflows from end to end, capturing payments, creating invoices, and updating customer records.

  • Eliminate manual data entry errors
  • Maintain accurate accounting records
  • Avoid manual entry or data exports

Use this integration to:

  • Generate new customer records
  • Create or update invoices and payments

Use this integration when you

Use QuickBooks to manage your business finances and collect payments, customer data, or create invoices with Cognito Forms.

Commonly used on:

How It Works

  1. Set Up a Zap in Zapier
    1. Log in to your Zapier account
    2. Click “Make a Zap”
  2. Configure the Trigger
    1. Choose Cognito Forms as the trigger app
    2. Select “New Entry” as the trigger event
    3. Connect your Cognito Forms account and select the specific form
  3. Configure the Action
    1. Choose QuickBooks Online as the action app
    2. Select the desired action (e.g., “Create Invoice”, “Create Customer”)
    3. Connect your QuickBooks Online account
  4. Map Form Fields to QuickBooks
    1. Align form fields with corresponding QuickBooks fields to ensure accurate data transfer
  5. Test the Integration
    1. Submit a test entry in Cognito Forms
    2. Verify that the data appears correctly in QuickBooks Online
  6. Activate the Zap
    1. Once testing is successful, turn on the Zap to enable automated data transfer

Still need help? Check out our blog.
Accounting