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

  • 1 August 2023
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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. 

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Best answer by Troy Tessalone 1 August 2023, 16:14

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Hi @Parade Group 

Good question.

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