Skip to main content
Best answer

How to automate customer lookup in QuickBooks Online before creating invoice with Jotform?

  • August 1, 2023
  • 1 reply
  • 71 views

Parade Group

I have a Jotform “form” that creates a Quickbooks Online invoice.  My issue is that I can create an invoice but what if they are not already a customer iN QBO? I’m thinking a zap of some type might be needed. Would I need a “lookup customer in QBO” zap first and conditionally add one if it didn’t exist? Then proceed with jotform invoice creation if customer did exist?

 

This is “product based,” not a subscription. A one-time purchase. 

Best answer by Troy Tessalone

Hi @Parade Group 

Good question.

Try this Zap action: QBO - Find Customer (else Create Customer via the checkbox)

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • Answer
  • August 1, 2023

Hi @Parade Group 

Good question.

Try this Zap action: QBO - Find Customer (else Create Customer via the checkbox)