Add a QuickBooks Field to a Form | Zoho Creator Help

Add QuickBooks field

Add a QuickBooks field to a form

  1. Open the form builder.
  2. Add an integration field to the form. (Refer to this  page  to see how to add a field to a form)
  3. Select  Quickbooks  in the dropdown next to  Service .
  4. Select the required choice from the dropdown next to  Connection :
    • All the QuickBooks  connections  added in your Zoho Creator account will be listed here. If you select an existing connection, you'll be taken to step five.
    • If you choose to  Add New Connection , you'll be prompted to name and  Authorize  the connection. Refer to steps 5-8 in this  page  to learn how to add a new QuickBooks connection. 

  5. Select the required  Module  and  Field .
  6. Enter the  Company ID  of the company you want to connect with. Learn  how to find your Company's ID in QuickBooks .

  7. Click  Done .

Once you add a QuickBooks field, the selected connection, module, and field will appear in the  Field Properties > Appearance  section on the right. You will be able to:

  • Switch to any other QuickBooks  connections  added in your Zoho Creator account, by selecting the required one from the dropdown next to  Connection
  • Change the  Field  to any of the available fields in the selected QuickBooks module. Refer to this  table  to view the list of fields in QuickBooks that you can lookup data from.

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