Title: PrismSync Integration with QuickBooks for Gravity Forms
Author: wpprism
Published: <strong>Сентябрь 5, 2026-ж.</strong>
Last modified: Октябрь 4, 2026-ж.

---

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# PrismSync Integration with QuickBooks for Gravity Forms

 Автору [wpprism](https://profiles.wordpress.org/wpprism/)

[Жүктөө](https://downloads.wordpress.org/plugin/prismsync-integration-with-quickbooks-for-gravity-forms.1.0.2.zip)

 * [Кенен маалымат](https://ky.wordpress.org/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/#description)
 * [Сын-пикирлер](https://ky.wordpress.org/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/#reviews)
 *  [Орнотуу](https://ky.wordpress.org/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/#installation)
 * [Development](https://ky.wordpress.org/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/#developers)

 [Колдоо](https://wordpress.org/support/plugin/prismsync-integration-with-quickbooks-for-gravity-forms/)

## Сүрөттөө

**PrismSync Integration with QuickBooks for Gravity Forms** connects your Gravity
Forms to QuickBooks Online using the official Gravity Forms Feed Add-On Framework.

When a visitor submits a form, this plugin automatically creates a Customer, Invoice,
Sales Receipt, or Payment in your QuickBooks Online account — eliminating manual
data entry.

#### Smart Auto-Sync & Field Mapping

Setting up accounting feeds used to require tedious manual mapping of dozens of 
fields. PrismSync revolutionizes this with **Smart Automatic Field Mapping**:

 * **Intelligent Form Detection** — When creating a new QuickBooks feed, the plugin
   scans your form and automatically maps Customer fields (First Name, Last Name,
   Email, Phone, Billing Address), Line Items (Product name, quantity, unit price,
   total), Transaction Dates, Document Numbers, and Memos.
 * **One-Click Re-Map** — Need to refresh field mappings after updating your form?
   Simply click the **Auto-Map Fields** button in feed settings to instantly re-
   analyze and populate matching fields.
 * **Instant Auto-Sync** — Once configured, submissions are automatically synced
   in real time to QuickBooks Online upon submission, attaching transaction IDs 
   and audit logs directly to your Gravity Forms entry notes.
 * **Entry Metadata Support** — Seamlessly map standard Gravity Forms entry metadata
   like Entry Date (`date_created`) and Entry ID (`id`) directly to transaction 
   dates and document numbers.

#### Free vs. Premium

PrismSync offers a generous Free tier to test and get started, along with a powerful
Premium tier for growing businesses:

**Free Version Includes:**
 * Up to 50 automated QuickBooks form submissions. * 
All core transaction types: Invoices, Sales Receipts, Payments, and Customer records.*
Smart Automatic Field Mapping for lightning-fast feed setup. * Customer auto-lookup(
searches by email/name and auto-creates if missing). * Multi-line item support with
quantities, unit prices, and descriptions. * Gravity Forms entry metadata mapping(
Entry Date & Entry ID). * Conditional logic per feed. * Sandbox and Production environment
modes. * Live submission counter and usage tracker.

**Premium Version Unlocks:**
 * **Unlimited Submissions** — No 50 submission cap;
automate endless transactions for high-traffic stores and business workflows. * **
Priority Support** — Fast, dedicated email and ticket support directly from the 
WP Prism engineering team. * **Continuous Updates** — Always up to date with the
latest QuickBooks Online API and Gravity Forms releases. * **Instant Activation**—
Activate your license key in one click without re-configuring existing forms or 
feeds.

👉 **[Upgrade to PrismSync Premium on WP Prism](https://wpprism.com/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/)**

#### Video Tutorial

Watch the complete end-to-end YouTube video tutorial to set up the plugin:

#### Features

 * **OAuth 2.0 Authentication** — Secure Intuit OAuth 2.0 connection with automatic
   token refresh.
 * **Sandbox & Production** — Switch between QuickBooks Sandbox and Live environments.
 * **Smart Automatic Field Mapping** — Effortlessly configure feeds with intelligent
   auto-mapping that pre-fills customer info, billing address, line items, quantities,
   transaction dates, and memos.
 * **Auto Customer Lookup & Creation** — Automatically finds an existing QuickBooks
   Customer by email or name. If not found, creates one before creating the transaction.
 * **Invoice & Sales Receipt** — Map form fields to QuickBooks invoices and sales
   receipts with full line item support.
 * **Payment Recording** — Record customer payments from form submissions.
 * **Entry Meta Support** — Map standard Gravity Forms entry metadata like Entry
   Date (`date_created`) and Entry ID (`id`) directly to QuickBooks transaction 
   dates and references.
 * **Per-Form Feeds** — Create one or more QuickBooks feeds per Gravity Form.
 * **Conditional Logic** — Run feeds only when specified form field conditions are
   met.
 * **Entry Notes** — Automatically adds success/error notes to Gravity Form entries
   with QuickBooks transaction IDs.
 * **Secure** — All API credentials stored in WordPress options. Uses WordPress 
   HTTP API for all requests.

#### Requirements

 * PHP 7.4 or higher
 * WordPress 5.8 or higher
 * Gravity Forms 2.5 or higher
 * QuickBooks Online account (any plan)

### External Services

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.

Connection details:
 * **Service Provider:** Intuit Inc. (QuickBooks Online) * **
What data is sent:** Customer name, email, phone number, billing address, line items(
product name, quantity, price), and transaction totals. * **When data is sent:**
Immediately upon successful form submission if a QuickBooks feed is configured and
active for that form. * **Links:** * [Intuit Terms of Service](https://www.intuit.com/legal/terms/en-us/quickbooks/online/)*
[Intuit Privacy Statement](https://www.intuit.com/privacy/statement/)

### Upgrade Notices

#### 1.0.2

Adds intelligent auto-mapping for QuickBooks feeds, Entry Date / Entry ID mapping
support, and performance optimizations.

#### 1.0.0

Initial beta release. Requires Gravity Forms 2.5+ and PHP 7.4+.

## Скриншоттор

[⌊Plugin settings page with OAuth connection.⌉⌊Plugin settings page with OAuth connection
.⌉[

Plugin settings page with OAuth connection.

[⌊Gravity Forms builder showing product fields.⌉⌊Gravity Forms builder showing product
fields.⌉[

Gravity Forms builder showing product fields.

[⌊Form settings dropdown to access QuickBooks integration.⌉⌊Form settings dropdown
to access QuickBooks integration.⌉[

Form settings dropdown to access QuickBooks integration.

[⌊QuickBooks Feeds list for a specific form.⌉⌊QuickBooks Feeds list for a specific
form.⌉[

QuickBooks Feeds list for a specific form.

[⌊Feed configuration mapping form fields to QuickBooks.⌉⌊Feed configuration mapping
form fields to QuickBooks.⌉[

Feed configuration mapping form fields to QuickBooks.

[⌊Generated invoice in QuickBooks Online Sandbox.⌉⌊Generated invoice in QuickBooks
Online Sandbox.⌉[

Generated invoice in QuickBooks Online Sandbox.

## Орнотуу

 1. Upload the `prismsync-integration-with-quickbooks-for-gravity-forms` folder to `/
    wp-content/plugins/`.
 2. Activate the plugin via **Plugins  Installed Plugins**.
 3. Navigate to **Forms  Settings  QuickBooks** to configure.

#### Setup Guide

Watch the complete youtube end to end tutorial to setup:

**Step 1 — Create an Intuit Developer App**

 1. Go to [Intuit Developer Portal](https://developer.intuit.com).
 2. Create or open your App.
 3. Copy your **Client ID** and **Client Secret**.
 4. Add the **Redirect URI** (shown in plugin settings) to your App’s allowed Redirect
    URIs.

**Step 2 — Configure Plugin Settings**

 1. Go to **Forms  Settings  QuickBooks**.
 2. Select **Environment** (Sandbox for testing, Production for live).
 3. Enter your **Client ID** and **Client Secret**.
 4. Click **Save Settings**.
 5. Click **Connect QuickBooks Online** — an authorization popup will appear.
 6. Sign in to QuickBooks Online and grant access.
 7. You will be redirected back with a **Connected** status showing your company name.

**Step 3 — Create a Feed**

 1. Edit any Gravity Form.
 2. Navigate to **Form Settings  QuickBooks**.
 3. Click **Add New** to create a feed.
 4. Select a **QuickBooks Action**: Create Invoice, Create Sales Receipt, or Create
    Payment.
 5. Form fields will be automatically detected and mapped wherever possible (Customer
    details, billing address, line items, transaction dates, and memos). You can adjust
    any mapping as needed.
 6. Enable **Auto-Create Customer** if needed.
 7. Optionally set **Conditional Logic** for the feed.
 8. Save the feed.

## FAQ.KG

### Does this plugin require Gravity Forms?

Yes. Gravity Forms 2.5 or higher is required. This plugin uses the Gravity Forms
Feed Add-On Framework.

### Does this plugin work with QuickBooks Desktop?

No. This plugin only supports **QuickBooks Online** (QBO) via the Intuit REST API.

### What is the difference between the Free and Premium plans?

The Free version includes up to 50 automated QuickBooks submissions with all core
actions (Invoices, Sales Receipts, Payments, and Customers), Smart Automatic Field
Mapping, and Entry Meta support. The Premium version removes the 50-submission limit
for unlimited automated synchronizations and includes priority support from the 
WP Prism engineering team.

### Where can I purchase or upgrade to the Premium version?

You can upgrade to the Premium version directly on the official WP Prism website:

https://wpprism.com/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/

### What happens when I reach the 50 free submission limit?

When your site reaches 50 submissions, automated syncing to QuickBooks will pause
until you upgrade to Premium. All entries remain completely safe and stored in Gravity
Forms. Once upgraded, syncing resumes immediately without any need to reconfigure
your forms.

### How does automatic field mapping work?

When creating a new QuickBooks feed, the plugin automatically inspects your form’s
fields and intelligently selects matching fields for Customer Info (names, email,
phone, billing address), Line Items (Product name, quantity, price), Transaction
Date (pre-mapped to Gravity Forms Entry Date or date field), Reference Numbers, 
and Memos. You can re-trigger auto-mapping anytime using the “Auto-Map Fields” button.

### How does the Auto-Create Customer feature work?

When processing an Invoice, Sales Receipt, or Payment feed, the plugin:

 1. Checks entry meta for an existing QuickBooks Customer ID.
 2. If not found, searches QuickBooks by email.
 3. If still not found, searches by display name.
 4. If still not found, creates a new Customer in QuickBooks.
 5. Attaches the Customer ID to the transaction.

### Can I use Sandbox mode for testing?

Yes. Select “Sandbox” in the environment setting and use your Intuit Sandbox app
credentials. Switch to “Production” when you are ready to go live.

### Where are OAuth tokens stored?

OAuth tokens are stored securely in the WordPress `wp_options` table. Tokens are
automatically refreshed before they expire.

## Сын-пикирлер

There are no reviews for this plugin.

## Contributors & Developers

“PrismSync Integration with QuickBooks for Gravity Forms” is open source software.
The following people have contributed to this plugin.

Мүчөлөрү

 *   [ wpprism ](https://profiles.wordpress.org/wpprism/)

[Translate “PrismSync Integration with QuickBooks for Gravity Forms” into your language.](https://translate.wordpress.org/projects/wp-plugins/prismsync-integration-with-quickbooks-for-gravity-forms)

### Interested in development?

[Browse the code](https://plugins.trac.wordpress.org/browser/prismsync-integration-with-quickbooks-for-gravity-forms/),
check out the [SVN repository](https://plugins.svn.wordpress.org/prismsync-integration-with-quickbooks-for-gravity-forms/),
or subscribe to the [development log](https://plugins.trac.wordpress.org/log/prismsync-integration-with-quickbooks-for-gravity-forms/)
by [RSS](https://plugins.trac.wordpress.org/log/prismsync-integration-with-quickbooks-for-gravity-forms/?limit=100&mode=stop_on_copy&format=rss).

## Өзгөртүүлөр

#### 1.0.2

 * Feature: Added intelligent automatic field mapping when creating new QuickBooks
   feeds (pre-maps customer details, line items, quantity, transaction dates, and
   memos).
 * Feature: Added native support for Gravity Forms entry metadata (Entry Date `date_created`
   and Entry ID `id`) in field mapping dropdowns and feed processing.
 * Enhancement: Added one-click “Auto-Map Fields” button and visual highlight cues
   in feed configuration.
 * Enhancement: Streamlined plan upgrade flow with direct landing page integration.
 * Code Quality: Full WordPress Coding Standards (WPCS) compliance and optimizations.

#### 1.0.0

 * Initial beta release.
 * OAuth 2.0 authorization flow with Intuit.
 * Feed support: Invoice, Sales Receipt, Payment.
 * Auto Customer lookup and creation.
 * Entry notes and meta storage.
 * Conditional logic support per feed.
 * Sandbox and Production environment support.

## Мета

 *  Нуска **1.0.2**
 *  Акыркы жаңыртуу **2 жума мурун**
 *  Активдүү орнотуулар **Fewer than 10**
 *  WordPress нускасы ** 5.8 же андан жогору **
 *  Tested up to **7.1.3**
 *  PHP нускасы ** 7.4 же андан жогору **
 *  Тил
 * [English (US)](https://wordpress.org/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/)
 * Тег:
 * [gravity forms](https://ky.wordpress.org/plugins/tags/gravity-forms/)[invoices](https://ky.wordpress.org/plugins/tags/invoices/)
   [payments](https://ky.wordpress.org/plugins/tags/payments/)[quickbooks](https://ky.wordpress.org/plugins/tags/quickbooks/)
   [quickbooks online](https://ky.wordpress.org/plugins/tags/quickbooks-online/)
 *  [Advanced View](https://ky.wordpress.org/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/advanced/)

## Рейтинг

Азырынча эч кандай сын-пикир жок.

[Your review](https://wordpress.org/support/plugin/prismsync-integration-with-quickbooks-for-gravity-forms/reviews/#new-post)

[See all reviews](https://wordpress.org/support/plugin/prismsync-integration-with-quickbooks-for-gravity-forms/reviews/)

## Мүчөлөрү

 *   [ wpprism ](https://profiles.wordpress.org/wpprism/)

## Колдоо

Комментарийлер барбы? Жардам керекпи?

 [Колдоо форумун көрүү](https://wordpress.org/support/plugin/prismsync-integration-with-quickbooks-for-gravity-forms/)