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Add a new Quickbooks connection
Add a new Quickbooks connection

Update Quickbook objects, move Form data to QBO records, and keep DataSources up to date with the GoFormz-Quickbook connection.

Updated over 7 months ago

When you add a new GoFormz-Quickbooks connection, you’ll be able to move data between your Forms and Quickbooks (QBO) records.

Additionally, you can create or update existing QBO objects - like customers and invoice, and keep DataSources up-to-date with your QBO data.

If you want to add a Quickbooks connection, you’ll need to contact Pro Services to complete the necessary training. After you’ve completed the necessary training, you’ll have the necessary access.

To add this connection you'll need access to a Quickbooks account. The account used will display as the user who completes any associated actions, so we recommend that you create a 'GoFormz Connection' for exclusive use with this connection.

This connection gives GoFormz access to your Quickbooks account to read and write files, but GoFormz will not have management access for any of your Quickbooks settings.

If you’re doing sandbox testing, then during step 3 below you’ll select Sandbox Authentication Method.

You’ll need to re-authenticate your connection each time you change your Quickbooks account password.

🗒️ Note: If you add your connection using Safari, you may need to allow pop-ups from GoFormz to successfully add your connection.

Navigate to the Workflows tab in the GoFormz web app where you'll access the Workflow Dashboard. Next, follow the steps below to add your new connection.

  1. Click the Manage Connected Apps card.
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    Screenshot displaying the location of the “Manage connected apps” button in the Quicklinks section of the Workflows tab of the GoFormz web app.


    You'll navigate to the Connected Apps page.
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  2. Under the Available Connections option, locate the Quickbooks connection card.
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    Click Add Connection.
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    Screenshot displaying the Quickbooks connection card with an indication to click “Add Connection” in the GoFormz web app.


    The Quickbooks authorization page will launch.

  3. Select your authentication method.
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    If you’re adding a new connection, select Default. This will be the case in most instances, and you’ll know if it’s not true for you.
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    If you’re sandbox testing, select Sandbox Authentication Method.
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    Screenshot displaying the “Start a new connection” window for a new Quickbooks connection in the GoFormz web app.


    Click Next.
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  4. Enter your Quickbooks log-in credentials.
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    Click Sign in.
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  5. Select your company.
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    Screenshot displaying the “Please select your company” window shown when adding a new Quickbooks connection in the GoFormz web app.


    Click Next.
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  6. Review your connection details.
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    Click Connect.
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    Screenshot displaying the Quickbooks connection confirmation window in the GoFormz web app.


    If your connection was successful, you'll find a Quickbooks connection card on the App Connections page listed under My Connections.
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