Use Cognito Forms (an online form builder) to create a client intake form that collects payment before you start their return. Make routes the completed form and payment confirmation into QuickBooks Online as a new invoice, so your books stay clean automatically.
Build a client intake form in Cognito Forms with a payment field connected to Stripe
Set the form to require payment before submission goes through
Connect Cognito Forms to Make using the Cognito Forms trigger module
Map the client name, service type, and payment amount to a new QuickBooks Online invoice
Set the invoice status to 'Paid' automatically since payment was collected upfront
Create a free account to get the steps written out for your tools, click by click.
Create a free accountEliminate unpaid returns and cut down on manual invoice creation for new tax clients.
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