QuickBooks and Fillout Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Automatically create QuickBooks invoices from Fillout form submissions, ensuring accurate data entry with Latenode's visual editor and affordable pay-per-execution pricing that scales as you grow.

Swap Apps

QuickBooks

Fillout

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect QuickBooks and Fillout

Create a New Scenario to Connect QuickBooks and Fillout

In the workspace, click the β€œCreate New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a QuickBooks, triggered by another scenario, or executed manually (for testing purposes). In most cases, QuickBooks or Fillout will be your first step. To do this, click "Choose an app," find QuickBooks or Fillout, and select the appropriate trigger to start the scenario.

Add the QuickBooks Node

Select the QuickBooks node from the app selection panel on the right.

+
1

QuickBooks

Configure the QuickBooks

Click on the QuickBooks node to configure it. You can modify the QuickBooks URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

+
1

QuickBooks

Node type

#1 QuickBooks

/

Name

Untitled

Connection *

Select

Map

Connect QuickBooks

Sign In
⏡

Run node once

Add the Fillout Node

Next, click the plus (+) icon on the QuickBooks node, select Fillout from the list of available apps, and choose the action you need from the list of nodes within Fillout.

1

QuickBooks

βš™

+
2

Fillout

Authenticate Fillout

Now, click the Fillout node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Fillout settings. Authentication allows you to use Fillout through Latenode.

1

QuickBooks

βš™

+
2

Fillout

Node type

#2 Fillout

/

Name

Untitled

Connection *

Select

Map

Connect Fillout

Sign In
⏡

Run node once

Configure the QuickBooks and Fillout Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

QuickBooks

βš™

+
2

Fillout

Node type

#2 Fillout

/

Name

Untitled

Connection *

Select

Map

Connect Fillout

Fillout Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

⏡

Run node once

Set Up the QuickBooks and Fillout Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
5

JavaScript

βš™

6

AI Anthropic Claude 3

βš™

+
7

Fillout

1

Trigger on Webhook

βš™

2

QuickBooks

βš™

βš™

3

Iterator

βš™

+
4

Webhook response

Save and Activate the Scenario

After configuring QuickBooks, Fillout, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking β€œRun once” and triggering an event to check if the QuickBooks and Fillout integration works as expected. Depending on your setup, data should flow between QuickBooks and Fillout (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect QuickBooks and Fillout

Fillout + QuickBooks + Slack: When a new submission is received in Fillout, create a new customer in QuickBooks if one doesn't already exist. Then, create an invoice for the new customer in QuickBooks and notify a sales team in Slack about the new invoice.

Fillout + QuickBooks + Google Sheets: When a new form submission is received in Fillout, find the customer in QuickBooks. If the customer exists, update their information. If not, create a new customer in QuickBooks, then add the submission data as a new row in Google Sheets.

QuickBooks and Fillout integration alternatives

About QuickBooks

Use QuickBooks within Latenode to automate accounting tasks. Sync invoices, track payments, and manage customer data across platforms. Automate data entry and reporting with no-code tools or custom JavaScript. Connect QuickBooks to your CRM, e-commerce, or payment gateways for streamlined financial workflows that scale easily.

Similar apps

Related categories

About Fillout

Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.

See how Latenode works

FAQ QuickBooks and Fillout

How can I connect my QuickBooks account to Fillout using Latenode?

To connect your QuickBooks account to Fillout on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select QuickBooks and click on "Connect".
  • Authenticate your QuickBooks and Fillout accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate invoice creation from form submissions?

Yes, you can! Latenode's flexible workflow editor lets you trigger QuickBooks invoice creation from new Fillout submissions. Save time and ensure accurate, automated billing.

What types of tasks can I perform by integrating QuickBooks with Fillout?

Integrating QuickBooks with Fillout allows you to perform various tasks, including:

  • Automatically creating QuickBooks customers from new Fillout form entries.
  • Generating invoices in QuickBooks when a Fillout order form is submitted.
  • Updating customer details in QuickBooks based on Fillout profile updates.
  • Triggering payment reminders in Fillout based on QuickBooks invoice statuses.
  • Syncing product or service information between QuickBooks and Fillout forms.

Can I use custom fields from QuickBooks inside my Fillout forms?

Yes! Latenode's advanced data mapping allows you to dynamically populate Fillout forms with custom fields pulled directly from your QuickBooks account.

Are there any limitations to the QuickBooks and Fillout integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex QuickBooks custom field logic might require custom JavaScript code.
  • High volumes of transactions may require optimization for performance.
  • Fillout attachment sizes are limited by the Fillout platform.

Try now