When a client fills out your job completion form in Cognito Forms (an online form builder), Make pulls their responses and creates a matching invoice in QuickBooks Online instantly. No copy-pasting client details or service descriptions ever again.
Build a job completion form in Cognito Forms with fields for client name, address, services performed, and total hours
Connect Cognito Forms to Make using a webhook (a real-time data connection between two apps)
Connect QuickBooks Online to Make
Map each Cognito Forms field to the matching QuickBooks invoice field
Add a step to look up the existing client in QuickBooks or create a new one if they don't exist yet
Set the invoice to send automatically or land in drafts for your review
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut the time you spend creating each invoice and send it to your customer as soon as you finish the job.
Grab a 15-minute chat. We don't sell software, so we have no stake in which one you use.
Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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