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Level 1

I would like to send a fillable form to my clients through quickbooks. Is this possible?

When new clients register for my services, I used to hand them a form to fill out, then come home and add their information to my quickbooks client profile. Now I provide only online services, and would like to send this form through quickbooks. Ideally, client responses would be transferred to their profile.
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Best answer 2 weeks ago

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Moderator

I would like to send a fillable form to my clients through quickbooks. Is this possible?

Hello @holly20,

 

As of the moment, there isn't an integrated way to let the system send a document for your customer to fill out and automatically display it into your customer's information.

 

In the meantime, you can email the said document so your customers can fill it out with their information. Once done, you can ask them to send it back to you so you can enter their information into the system.

 

Additionally, you can also browse for the content in this helpful article to get a better view of your customer's list and organize it properly: Manage your customer list.

 

You can always leave a comment below if you have any other questions. I'll be here to lend a hand. Stay safe!

View solution in original post

Highlighted
Level 14

I would like to send a fillable form to my clients through quickbooks. Is this possible?

@holly20 

You need a 3rd app to do so.

View solution in original post

2 Comments
Highlighted
Moderator

I would like to send a fillable form to my clients through quickbooks. Is this possible?

Hello @holly20,

 

As of the moment, there isn't an integrated way to let the system send a document for your customer to fill out and automatically display it into your customer's information.

 

In the meantime, you can email the said document so your customers can fill it out with their information. Once done, you can ask them to send it back to you so you can enter their information into the system.

 

Additionally, you can also browse for the content in this helpful article to get a better view of your customer's list and organize it properly: Manage your customer list.

 

You can always leave a comment below if you have any other questions. I'll be here to lend a hand. Stay safe!

View solution in original post

Highlighted
Level 14

I would like to send a fillable form to my clients through quickbooks. Is this possible?

@holly20 

You need a 3rd app to do so.

View solution in original post

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