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juma1
Level 2

My customers provide credit card info on docusign contract. Can i integrate docusign w/qbo so that customer a/c is automatically created in qbo using data in docusign?

I currently copy over data in docusign over to qbo to create customer account and it is very time consuming and prone to errors. Would like to streamline.
2 Comments 2
MichelleBh
Moderator

My customers provide credit card info on docusign contract. Can i integrate docusign w/qbo so that customer a/c is automatically created in qbo using data in docusign?

Hello, @juma1.

 

QuickBooks Online (QBO) lets you integrate a lot of the third-party applications that you can use in your account. You can do this within your QBO account or on our QuickBooks App website. 

 

Here's how for inside QBO: 

 

  1. Go to the Apps on the left side. 
  2. Type a keyword (Docusign) in the search box. 
  3. Click the Get App Now.

 

For the QBO App website, here's how:

 

  1. Visit this link: https://quickbooks.intuit.com/app/apps/
  2. Make sure to select the correct country in the Country drop-down. 

 

       3. Type a keyword (Docusign) in the field, then enter. 

       4. Hit the app, then tap the Get App Now

 

If you have found the app you're looking for, I'd suggest contacting the DocuSign support so they can guide you on how to connect the app into QBO. 

 

If you're unable to find the specific app in QuickBooks, you can look for the most compatible software that you can connect with QuickBooks. 

 

Also, QBO has a feature that lets you insert a signature on a document without any hassles. For more information, check out this article: What is an Electronic Signature?

 

Additionally, browse through this article that you can use in the future about how to delete, merge, and restore customer in QBO. 

 

 

Let me know if you have a follow-up question by clicking the Reply button. I'm always here to help. Take care!

Fiat Lux - ASIA
Level 15

My customers provide credit card info on docusign contract. Can i integrate docusign w/qbo so that customer a/c is automatically created in qbo using data in docusign?

@juma1 

Explore these connectors

https:// automate.io?ref=quickbooks

https://www. integromat.com/?pc=quickbooks

 

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