Signing up for Mailform's QuickBooks integration

Mailform connects to QuickBooks Online through Intuit's standard OAuth flow. The whole connection takes about a minute. This article walks you through the two paths — whether or not you already have a Mailform account.

• A QuickBooks Online account that you can log into. (We don't currently support QuickBooks Desktop.)

• Permission in QuickBooks to install apps. Most account owners and admins have this; if you're a regular user, your QuickBooks admin may need to approve the connection.

• An email address — for new Mailform accounts, this is what you'll use to sign in.

You can create one and connect QuickBooks in a single flow.

1. Go to mailform.io/quickbooks.

2. Click Connect to QuickBooks.

3. You'll be redirected to Intuit's sign-in screen. Log in with your QuickBooks credentials.

4. Review the permissions Intuit shows you. Mailform requests access to your QuickBooks accounting data — we explain exactly what we read in What data Mailform can see.

5. Click Connect on the Intuit consent screen.

6. You'll land on your new Mailform account dashboard, with QuickBooks already wired up. The first time you arrive, your customer list and recurring invoice templates will sync from QuickBooks automatically.

That's it. No separate Mailform sign-up step is needed — the OAuth flow creates your account using the email and name on your QuickBooks profile.

If you've used Mailform for one-off mailing, certified mail, or address books, you can add QuickBooks to your existing account.

1. Sign into Mailform at mailform.io.

2. Go to Integrations in the main navigation, or visit mailform.io/quickbooks directly.

3. Click Connect to QuickBooks.

4. Log into Intuit and approve the permissions, just like the new-user flow above.

5. You'll be returned to your Mailform dashboard. Your QuickBooks company is now linked to your existing Mailform account, and your QuickBooks customer list and recurring profiles will sync.

If you manage multiple QuickBooks companies — for example, you're a bookkeeper or accountant working across clients — you can connect them all to one Mailform account. Repeat the connection flow for each company; you'll be prompted to switch QuickBooks companies during the Intuit sign-in step. Each connected company shows up as its own tab in your Mailform integration dashboard, and settings are kept separate per company.

The first sync runs automatically. You'll see:

• Customers — your full QuickBooks customer list, with addresses pulled from each record.

• Recurring Invoice Profiles — every active recurring invoice template in your QuickBooks account.

• Mail Invoices — a list of recent invoices you can mail on demand.

• Settings — defaults that apply to new recurring profiles and the global on/off switch for automatic mailing.

You're ready to mail. See Sending an invoice for the manual flow, or Recurring invoices to set up auto-mailing.

• "App not approved" or admin-approval required. Some QuickBooks accounts require an admin to approve third-party apps. If you hit this, ask your QuickBooks admin to install the Mailform app from the Intuit App Store or to authorise the connection on your behalf.

• You're connected but don't see your customers/invoices. Refresh the page once. The first sync runs in the background and finishes within a few seconds for most accounts; very large customer lists may take up to a minute. If the lists are still empty after that, contact support@mailform.io and we'll investigate.

• Wrong QuickBooks company. If you connected the wrong company, go to Settings in the Mailform QuickBooks tab, click Disconnect, and run through the connect flow again — choosing the correct company on Intuit's sign-in screen this time.