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Generate invoices for customers with Jotform and QuickBooks

Workflow preview

Generate invoices for customers with Jotform and QuickBooks preview
Open on n8n.io

Important notice

This workflow is provided as-is. Please review and test before using in production.

Overview

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

  1. Receive Submission
  • Triggered when a user submits a form.
  • Collects data like customer details, selected product/service, etc.
  1. 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.
  1. Get The Item
  • Retrieves the selected product or service from QBO.
  1. Create The Invoice
  • Generates a new invoice for the customer using the item selected.
  1. 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