Title: PrismSync Integration with QuickBooks for Gravity Forms
Author: wpprism
Published: <strong>2026 年 9 月 5 日</strong>
Last modified: 2026 年 9 月 5 日

---

搜尋外掛

![](https://ps.w.org/prismsync-integration-with-quickbooks-for-gravity-forms/assets/
banner-772x250.jpg?rev=3682760)

![](https://ps.w.org/prismsync-integration-with-quickbooks-for-gravity-forms/assets/
icon-256x256.jpg?rev=3682735)

# PrismSync Integration with QuickBooks for Gravity Forms

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

[下載](https://downloads.wordpress.org/plugin/prismsync-integration-with-quickbooks-for-gravity-forms.1.0.0.zip)

 * [詳細資料](https://tw.wordpress.org/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/#description)
 * [使用者評論](https://tw.wordpress.org/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/#reviews)
 *  [安裝方式](https://tw.wordpress.org/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/#installation)
 * [開發資訊](https://tw.wordpress.org/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/#developers)

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

## 外掛說明

**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 can automatically create a Customer, 
Invoice, Sales Receipt, or Payment in your QuickBooks Online account — no manual
data entry required.

#### Features

 * **OAuth 2.0 Authentication** — Secure Intuit OAuth 2.0 connection with automatic
   token refresh.
 * **Sandbox & Production** — Switch between QuickBooks Sandbox and Live environments.
 * **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.
 * **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

#### 1.0.0

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

## 螢幕擷圖

[⌊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.

## 安裝方式

 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. Map your form fields to QuickBooks fields.
 6. Enable **Auto-Create Customer** if needed.
 7. Optionally set **Conditional Logic** for the feed.
 8. Save the feed.

## 常見問題集

### 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.

### 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.

## 使用者評論

這個外掛目前沒有任何使用者評論。

## 參與者及開發者

以下人員參與了開源軟體〈PrismSync Integration with QuickBooks for Gravity Forms〉
的開發相關工作。

參與者

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

[將〈PrismSync Integration with QuickBooks for Gravity Forms〉外掛本地化為台灣繁體中文版](https://translate.wordpress.org/projects/wp-plugins/prismsync-integration-with-quickbooks-for-gravity-forms)

### 對開發相關資訊感興趣？

任何人均可[瀏覽程式碼](https://plugins.trac.wordpress.org/browser/prismsync-integration-with-quickbooks-for-gravity-forms/)、
查看 [SVN 存放庫](https://plugins.svn.wordpress.org/prismsync-integration-with-quickbooks-for-gravity-forms/)，
或透過 [RSS](https://plugins.trac.wordpress.org/log/prismsync-integration-with-quickbooks-for-gravity-forms/?limit=100&mode=stop_on_copy&format=rss)
訂閱[開發記錄](https://plugins.trac.wordpress.org/log/prismsync-integration-with-quickbooks-for-gravity-forms/)。

## 變更記錄

#### 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.

## 中繼資料

 *  版本 **1.0.0**
 *  最後更新 **1 天前**
 *  啟用安裝數 **少於 10 次**
 *  WordPress 版本需求 ** 5.8 或更新版本 **
 *  已測試相容的 WordPress 版本 **7.1**
 *  PHP 版本需求 ** 7.4 或更新版本 **
 *  語言
 * [English (US)](https://wordpress.org/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/)
 * 標籤:
 * [gravity forms](https://tw.wordpress.org/plugins/tags/gravity-forms/)[invoices](https://tw.wordpress.org/plugins/tags/invoices/)
   [payments](https://tw.wordpress.org/plugins/tags/payments/)[quickbooks](https://tw.wordpress.org/plugins/tags/quickbooks/)
   [quickbooks online](https://tw.wordpress.org/plugins/tags/quickbooks-online/)
 *  [進階檢視](https://tw.wordpress.org/plugins/prismsync-integration-with-quickbooks-for-gravity-forms/advanced/)

## 評分

這個項目尚無任何評論記錄。

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

[查看全部使用者評論](https://wordpress.org/support/plugin/prismsync-integration-with-quickbooks-for-gravity-forms/reviews/)

## 參與者

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

## 技術支援

使用者可在技術支援論壇提出意見反應或使用問題。

 [檢視技術支援論壇](https://wordpress.org/support/plugin/prismsync-integration-with-quickbooks-for-gravity-forms/)