On this page
Unleash your genius.
Get genius ideas, actionable tips, and smart solutions in your inbox once a month.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Instantly Send Contracts to New Clients in Quickbooks Online

August 9, 2016
Min Read

Quickbooks is a great accounting tool for your small business where users can easily keep track of customers, invoices, and other billing activities in a centralized location. But if you're generating, managing, and sharing electronic documents such as receipts, invoices, and contracts, you may need a broader workflow.

With Formstack Documents, you can automatically use your Quickbooks data to populate the various documents your customers need. You'll never copy & paste again!

In this example, we're going to show you how to automatically generate a contract for new customers added to Quickbooks.

To get started, we're going to setup the template for our contract using a Word document. Inside our document, we're going to add our boilerplate contract information and then for the spots that we want to add our customer's information, we're going to use merge fields that look like {$FirstName}, {$LastName}, {$Email}, etc.

Here's what our contract template looks like:

Standard Services Agreement Template Screenshot

Once we have our template finished, we need to upload it to Formstack Documents. From the Documents, click New Document, and enter a name. Next, choose Office Document as the document type and then pick the file from your computer. Choose how you want your documents delivered and where your data is coming from. For this example, we're using a third-party integration to bring our data in from Quickbooks.

Formstack Documents Product Screenshot

Formstack Documents Product Screenshot

Formstack Documents Product Screenshot

After you upload your template, you'll be taken to the Settings tab where you can modify different settings like the type of file that is generated and the name of the file. For this example, we're going to generate a PDF and we're going to include the name of our customer in the file name.

Customize Your Settings Formstack Documents Product Screenshot

Now that our document is set up, we're ready to integrate with Quickbooks. To help with the integration, we're going to use our friends over at Zapier. Inside Zapier, we're going to setup a new Zap. For the Trigger, we're going to pick Quickbooks Online as the service and then New Customer as the trigger.

Zapier Quickbooks Integration Product Screenshot

After you authenticate your Quickbooks account, Zapier will load a test customer to make sure everything works correctly. For the Action of our Zap, we're going to choose Formstack Documents as the service and then Create Document Merge as the action.

Once you have authenticated your Formstack Documents account, Zapier is going to load a list of all the documents in your account. Choose the contract document that you setup and Zapier is going to load a list of all the merge fields in your document.

For each of the merge fields in your document, you need to pick the corresponding field from Quickbooks Online. This tells Zapier how to send the data from Quickbooks over to Formstack Documents so that it is populated in the correct spot on your template. After you have matched up all of your merge fields, go ahead and save your Zap.

We're ready for a test! Login to Quickbooks and add a new customer, then Zapier will detect this new customer and send the data over to Formstack Documents. Your contract will be generated and then sent over to DocuSign for signature.

You can now automatically generate all kinds of documents from Quickbooks. Can you think of any other ways that you could use Formstack Documents to simplify your paperwork process?


Formstack '23 Fall Release: Your Questions Answered

We’ve compiled answers to commonly asked questions during the Fall ‘23 Release webinar.
Read more
Formstack is a SaaS company with a mission to help organizations digitize what matters, automate workflows, and fix processes—all without code. A variety of team members come together to compile posts under Formstack's authorship.
More Articles