{"id":357694,"date":"2026-09-05T18:31:47","date_gmt":"2026-09-05T18:31:47","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/quickbooks-addon-for-gravity-forms\/"},"modified":"2026-09-05T18:57:42","modified_gmt":"2026-09-05T18:57:42","slug":"prismsync-integration-with-quickbooks-for-gravity-forms","status":"publish","type":"plugin","link":"https:\/\/da.wordpress.org\/plugins\/prismsync-integration-with-quickbooks-for-gravity-forms\/","author":23490139,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.0.0","stable_tag":"1.0.0","tested":"7.1","requires":"5.8","requires_php":"7.4","requires_plugins":null,"header_name":"PrismSync Integration with QuickBooks for Gravity Forms","header_author":"WP Prism","header_description":"Seamlessly integrate Gravity Forms with QuickBooks Online. 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Sandbox."}],"raw_content":"<!--section=description-->\n<p><strong>PrismSync Integration with QuickBooks for Gravity Forms<\/strong> connects your Gravity Forms to QuickBooks Online using the official Gravity Forms Feed Add-On Framework.<\/p>\n\n<p>When a visitor submits a form, this plugin can automatically create a Customer, Invoice, Sales Receipt, or Payment in your QuickBooks Online account \u2014 no manual data entry required.<\/p>\n\n<h4>Features<\/h4>\n\n<ul>\n<li><strong>OAuth 2.0 Authentication<\/strong> \u2014 Secure Intuit OAuth 2.0 connection with automatic token refresh.<\/li>\n<li><strong>Sandbox &amp; Production<\/strong> \u2014 Switch between QuickBooks Sandbox and Live environments.<\/li>\n<li><strong>Auto Customer Lookup &amp; Creation<\/strong> \u2014 Automatically finds an existing QuickBooks Customer by email or name. If not found, creates one before creating the transaction.<\/li>\n<li><strong>Invoice &amp; Sales Receipt<\/strong> \u2014 Map form fields to QuickBooks invoices and sales receipts with full line item support.<\/li>\n<li><strong>Payment Recording<\/strong> \u2014 Record customer payments from form submissions.<\/li>\n<li><strong>Per-Form Feeds<\/strong> \u2014 Create one or more QuickBooks feeds per Gravity Form.<\/li>\n<li><strong>Conditional Logic<\/strong> \u2014 Run feeds only when specified form field conditions are met.<\/li>\n<li><strong>Entry Notes<\/strong> \u2014 Automatically adds success\/error notes to Gravity Form entries with QuickBooks transaction IDs.<\/li>\n<li><strong>Secure<\/strong> \u2014 All API credentials stored in WordPress options. Uses WordPress HTTP API for all requests.<\/li>\n<\/ul>\n\n<h4>Requirements<\/h4>\n\n<ul>\n<li>PHP 7.4 or higher<\/li>\n<li>WordPress 5.8 or higher<\/li>\n<li>Gravity Forms 2.5 or higher<\/li>\n<li>QuickBooks Online account (any plan)<\/li>\n<\/ul>\n\n<h3>External Services<\/h3>\n\n<p>This plugin connects to QuickBooks Online APIs (provided by Intuit Inc.) to synchronize form submission data (such as customer details, invoice information, payments, and sales receipts) to your QuickBooks Online accounting account.<\/p>\n\n<p>Connection details:\n* <strong>Service Provider:<\/strong> Intuit Inc. (QuickBooks Online)\n* <strong>What data is sent:<\/strong> Customer name, email, phone number, billing address, line items (product name, quantity, price), and transaction totals.\n* <strong>When data is sent:<\/strong> Immediately upon successful form submission if a QuickBooks feed is configured and active for that form.\n* <strong>Links:<\/strong>\n  * <a href=\"https:\/\/www.intuit.com\/legal\/terms\/en-us\/quickbooks\/online\/\">Intuit Terms of Service<\/a>\n  * <a href=\"https:\/\/www.intuit.com\/privacy\/statement\/\">Intuit Privacy Statement<\/a><\/p>\n\n<h3>Upgrade Notices<\/h3>\n\n<h4>1.0.0<\/h4>\n\n<p>Initial beta release. Requires Gravity Forms 2.5+ and PHP 7.4+.<\/p>\n\n<!--section=installation-->\n<ol>\n<li>Upload the <code>prismsync-integration-with-quickbooks-for-gravity-forms<\/code> folder to <code>\/wp-content\/plugins\/<\/code>.<\/li>\n<li>Activate the plugin via <strong>Plugins \u2192 Installed Plugins<\/strong>.<\/li>\n<li>Navigate to <strong>Forms \u2192 Settings \u2192 QuickBooks<\/strong> to configure.<\/li>\n<\/ol>\n\n<h4>Setup Guide<\/h4>\n\n<p>Watch the complete youtube end to end tutorial to setup:<\/p>\n\n<p>https:\/\/youtu.be\/cSPIaxMDh60?si=TjjSC_axPl8AJEXA<\/p>\n\n<p><strong>Step 1 \u2014 Create an Intuit Developer App<\/strong><\/p>\n\n<ol>\n<li>Go to <a href=\"https:\/\/developer.intuit.com\">Intuit Developer Portal<\/a>.<\/li>\n<li>Create or open your App.<\/li>\n<li>Copy your <strong>Client ID<\/strong> and <strong>Client Secret<\/strong>.<\/li>\n<li>Add the <strong>Redirect URI<\/strong> (shown in plugin settings) to your App's allowed Redirect URIs.<\/li>\n<\/ol>\n\n<p><strong>Step 2 \u2014 Configure Plugin Settings<\/strong><\/p>\n\n<ol>\n<li>Go to <strong>Forms \u2192 Settings \u2192 QuickBooks<\/strong>.<\/li>\n<li>Select <strong>Environment<\/strong> (Sandbox for testing, Production for live).<\/li>\n<li>Enter your <strong>Client ID<\/strong> and <strong>Client Secret<\/strong>.<\/li>\n<li>Click <strong>Save Settings<\/strong>.<\/li>\n<li>Click <strong>Connect QuickBooks Online<\/strong> \u2014 an authorization popup will appear.<\/li>\n<li>Sign in to QuickBooks Online and grant access.<\/li>\n<li>You will be redirected back with a <strong>Connected<\/strong> status showing your company name.<\/li>\n<\/ol>\n\n<p><strong>Step 3 \u2014 Create a Feed<\/strong><\/p>\n\n<ol>\n<li>Edit any Gravity Form.<\/li>\n<li>Navigate to <strong>Form Settings \u2192 QuickBooks<\/strong>.<\/li>\n<li>Click <strong>Add New<\/strong> to create a feed.<\/li>\n<li>Select a <strong>QuickBooks Action<\/strong>: Create Invoice, Create Sales Receipt, or Create Payment.<\/li>\n<li>Map your form fields to QuickBooks fields.<\/li>\n<li>Enable <strong>Auto-Create Customer<\/strong> if needed.<\/li>\n<li>Optionally set <strong>Conditional Logic<\/strong> for the feed.<\/li>\n<li>Save the feed.<\/li>\n<\/ol>\n\n<!--section=faq-->\n<dl>\n<dt id=\"does%20this%20plugin%20require%20gravity%20forms%3F\"><h3>Does this plugin require Gravity Forms?<\/h3><\/dt>\n<dd><p>Yes. Gravity Forms 2.5 or higher is required. This plugin uses the Gravity Forms Feed Add-On Framework.<\/p><\/dd>\n<dt id=\"does%20this%20plugin%20work%20with%20quickbooks%20desktop%3F\"><h3>Does this plugin work with QuickBooks Desktop?<\/h3><\/dt>\n<dd><p>No. This plugin only supports <strong>QuickBooks Online<\/strong> (QBO) via the Intuit REST API.<\/p><\/dd>\n<dt id=\"how%20does%20the%20auto-create%20customer%20feature%20work%3F\"><h3>How does the Auto-Create Customer feature work?<\/h3><\/dt>\n<dd><p>When processing an Invoice, Sales Receipt, or Payment feed, the plugin:<\/p>\n\n<ol>\n<li>Checks entry meta for an existing QuickBooks Customer ID.<\/li>\n<li>If not found, searches QuickBooks by email.<\/li>\n<li>If still not found, searches by display name.<\/li>\n<li>If still not found, creates a new Customer in QuickBooks.<\/li>\n<li>Attaches the Customer ID to the transaction.<\/li>\n<\/ol><\/dd>\n<dt id=\"can%20i%20use%20sandbox%20mode%20for%20testing%3F\"><h3>Can I use Sandbox mode for testing?<\/h3><\/dt>\n<dd><p>Yes. Select \"Sandbox\" in the environment setting and use your Intuit Sandbox app credentials. Switch to \"Production\" when you are ready to go live.<\/p><\/dd>\n<dt id=\"where%20are%20oauth%20tokens%20stored%3F\"><h3>Where are OAuth tokens stored?<\/h3><\/dt>\n<dd><p>OAuth tokens are stored securely in the WordPress <code>wp_options<\/code> table. Tokens are automatically refreshed before they expire.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.0.0<\/h4>\n\n<ul>\n<li>Initial beta release.<\/li>\n<li>OAuth 2.0 authorization flow with Intuit.<\/li>\n<li>Feed support: Invoice, Sales Receipt, Payment.<\/li>\n<li>Auto Customer lookup and creation.<\/li>\n<li>Entry notes and meta storage.<\/li>\n<li>Conditional logic support per feed.<\/li>\n<li>Sandbox and Production environment support.<\/li>\n<\/ul>","raw_excerpt":"Seamlessly integrate Gravity Forms with QuickBooks Online. 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