Generate Invoices for Customers with Jotform and QuickBooks
Go to Workflow
AppUnits AI
Description
Generate Invoices for Customers with Jotform and QuickBooks
This workflow automates the entire process of receiving a product/service order, checking or creating a customer in QuickBooks Online (QBO), generating an invoice, and emailing it — all triggered by a form submission (via Jotform).
How It Works
Receive Submission
Triggered when a user submits a form.
Collects data like customer details, selected product/service, etc.
Check If Customer Exists
Searches QBO to determine if the customer already exists.
If Customer Exists:* *Update** customer details (e.g., billing address).
If Customer Doesn’t Exist:* *Create** a new customer in QBO.
Get The Item
Retrieves the selected product or service from QBO.
Create The Invoice
Generates a new invoice for the customer using the item selected.
Send The Invoice
Automatically sends the invoice via email to the customer.
Who Can Benefit from This Workflow?
Freelancers**
Service Providers**
Consultants & Coaches**
Small Businesses**
E-commerce or Custom Product Sellers**
Requirements
Jotform webhook setup, more info here
QuickBooks Online credentials, more info here
This workflow was created by AppUnits AI and shared publicly on the n8n community template library. n8nFind indexes it for discovery — the workflow remains the property of its original creator.