Trying to create a zap from JotForm to Quickbooks Online

Hi @KeyLewy

Welcome!

Can you explain what issues you're seeing? If possible, please send some screenshots.

Hi @KeyLewy! I'm sorry that you're having some trouble with your Zap - QuickBooks can be tricky because it needs information to be in a very specific format. As @AndrewJDavison_Luhhu said, if you can explain a bit more about what you're seeing, (are you getting an error message for example) and possibly share a screenshot, that would be super helpful!

Thank you AndrewJDavison_luhhu and for your response. It is when I'm trying to "customize invoice" and run a test I get the attached message. I'm sure fields in both apps. have to match I'm just trying to work thru step by step. Any advice you have on this would be more then welcome.

Hi Danvers and thank you for your response. Ok since I have read your post I have tried to make my JotForm information pair up with my QB information. The steps I need after a JotForm is created I need QBO to 1. Find an existing customer in QBO 2. Create a new invoice in QB with customer information and use information in JotForm to pull Billing address (from QB), add Net 15=Terms, Invoice Date (can be current), we have 9 different SKU'S of product that maybe ordered through JotForm and I have made there names sync to avoid confusion. Oh and I need the total that is on JotForm moved to the total of QB invoice. I can send you link of my JotForm doc if that would help you. Thank you.

Hi @KeyLewy

I think this one is going to be a little tricky to solve in the Community as there are lots of pieces that will need to line up. Given that, I think it's best if someone from the Support Team handles this so that they can look at your Zap and walk you through it.

I've escalated this thread to the Support queue (so you don't need to send a separate message) and one of the team will be in touch via email to help you with it as soon as possible.