Connect Feathery to Quickbooks to automatically create Quickbooks customers and invoices from collected form data. You may set up multiple Quickbooks actions at once.

What you need


QuickBooks is a widely used accounting software package developed and marketed by Intuit. It's designed primarily for small and medium-sized businesses (SMBs) to manage their finances, including invoicing, billing, payroll, tax preparation, and financial reporting. QuickBooks was first released in 1983, and since then, it has become one of the most popular accounting software solutions globally.

Key Features of QuickBooks:

  1. Bookkeeping and Accounting: QuickBooks offers core accounting functionalities, such as recording transactions, managing expenses, tracking income and expenses, and reconciling bank accounts.
  2. Invoicing and Payments: Users can create and customize professional-looking invoices, send them to clients, and track payments. QuickBooks also supports online payments, allowing customers to pay invoices electronically.
  3. Expense Tracking: QuickBooks helps users track business expenses by categorizing transactions, capturing receipts, and reconciling accounts. This feature simplifies expense management and ensures accurate financial records.
  4. Payroll Processing: QuickBooks offers payroll processing capabilities, including calculating paychecks, managing employee benefits, handling payroll taxes, and generating payroll reports.
  5. Financial Reporting: QuickBooks provides a range of financial reports, such as profit and loss statements, balance sheets, cash flow statements, and customizable reports, to help businesses gain insights into their financial performance.
  6. Inventory Management: QuickBooks includes features for tracking inventory levels, managing stock items, recording sales, and generating inventory reports. This functionality is particularly useful for retail and e-commerce businesses.
  7. Tax Preparation: QuickBooks helps businesses prepare for taxes by tracking tax-deductible expenses, organizing financial data for tax reporting, and generating tax reports. Users can also export tax information to tax preparation software.
  8. Bank Reconciliation: QuickBooks streamlines bank reconciliation by automatically importing bank transactions, matching them with corresponding entries in the accounting records, and flagging discrepancies for review.
  9. Integration Ecosystem: QuickBooks integrates with a wide range of third-party apps and services, including payment processors, CRM systems, e-commerce platforms, and industry-specific tools, to extend functionality and streamline workflows.

Common Use Cases for QuickBooks:

  • Small Business Accounting: QuickBooks is widely used by small businesses to manage their day-to-day finances, including invoicing, expense tracking, and financial reporting.
  • Freelancers and Self-Employed Professionals: Freelancers and self-employed individuals use QuickBooks to track income and expenses, invoice clients, and prepare taxes.
  • Retail and E-commerce Businesses: Retailers and e-commerce businesses use QuickBooks for inventory management, sales tracking, and financial analysis.
  • Service-Based Businesses: Service-based businesses, such as consulting firms, law offices, and healthcare practices, use QuickBooks for client billing, time tracking, and project accounting.
  • Accounting Firms and Bookkeepers: Accounting firms and bookkeepers use QuickBooks to manage multiple clients' accounts, streamline workflows, and provide accounting services.

Overall, QuickBooks is a comprehensive accounting solution that helps businesses of all sizes manage their finances more efficiently, make informed decisions, and achieve their financial goals. Its user-friendly interface, robust features, and integration capabilities make it a popular choice among entrepreneurs, accountants, and SMBs worldwide.

How to set up

Navigate to the Feathery form that you want to connect to Quickbooks. Click on the Integrations tab.

Open the Quickbooks integration and choose the Feathery form event to trigger the Quickbooks action. Your options are when someone completes the form, reaches a specific step of the form, or whenever data is received from your end user (partial submissions, data enrichment, etc.)

Authorize and connect your Quickbooks account.

Choose whether you want to create Quickbooks customers or invoices. Map your Feathery fields to the relevant customer or invoice properties that you want to populate.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector


This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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