Create and manage contact forms in QuickBooks Online

Learn how to create, customize, publish, and share a contact form in QuickBooks Online. This can help generate leads from your website or a hosted web page.

Prerequisite

Before you create a contact form, check out About contact forms to make sure you’re familiar with how they work.

Requirements for your contact form

• Name field 
• Email field 
• Submit button

Step 1: Create your contact form

1. Select Customer Hub, then select Leads.
2. From the Sources panel, select Create to enter the contact form builder. 

Note: The default contact form includes the Name, Email, Phone number, and Message fields. 

Step 2: Customize your contact form

Use the Outline tab to edit, reorder, or add elements to your contact form. Then, use the Design tab to customize the fonts and colors of your form’s elements. 

Here are a few things to know about customizing your contact form.

• If you have a brand kit set up with QuickBooks, access your brand colors and fonts in the Design tab. 
• If you don’t have a brand kit set up with QuickBooks, select your own design settings for your contact form from the Design tab. You can also create a brand kit.
• You can add images to your contact form that are 5 MB or smaller.  

To customize your contact form, follow these steps. 

1. Click the Outline tab. 
2. To edit a form element, click it, then make your changes. Add optional descriptions, set required fields, or delete elements. 
3. To reorder an element, hover over it, then use the up and down arrows to move the element. In the Outline panel, you can also hover over an element, then click and drag it into a new position.
4. To add a new element to your contact form, click Add element. 
5. After you’re satisfied with the elements of your form, click the Design tab. 
6. Set your design preferences in the Brand, Base styles, Text, Fields, and Buttons sections.

To preview your contact form for desktop and mobile, click Preview, then toggle between views. 

Important: If you exit the builder without saving, your edits will be lost. 

To complete your contact form at another time, select Save & exit. It'll remain in an unpublished state until you’re ready to publish.

Step 3: Set up a confirmation message

A confirmation message is the brief statement that appears after someone completes your contact form. Customize this message to fit your brand, add an image, or set up a button as a next step. 

To set up a confirmation message for your contact form, follow these steps. 

1. In the contact form builder, click Step 2: Confirmation message. 
2. Click the placeholder text that you want to edit, then make your changes. 
3. If you want to add an image, click Add element. Then, select Image and upload your image file. 
4. If you want to add a button, click Add element. Then, select Button and add your URL. 

Step 4: Publish and share your contact form

When your contact form is ready to go live, publish it. Then, add your contact form to your website, or share it with a link.

To publish and share your contact form, follow these steps.

1. Click Publish. 
2. Click the Share tab. 
3. If you want to add your contact form to your website, click Embed, then follow the steps. 
4. If you want to share your contact form with a link, click Share with link, then click Copy link. The link to the contact form can’t be customized.

Important: You can edit your contact form at any time. After you make changes, you need to re-publish your form in the contact form builder. To do this, select Publish changes. After that, your form changes will update automatically on your website or at your custom link. 

Next steps

• After you receive a contact form submission, you’ll receive an email at the address associated with your QuickBooks Online account. This email will include the information that the contact filled out, and it’ll provide you with a direct way to follow up with them. 
• View your contact form submissions in the Sources panel on the Leads page.