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April 7, 2020
Question

Can I create a fillable form for a contract that populates with client info and stays in customer information file in QB?

  • April 7, 2020
  • 1 reply
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1 reply

April 7, 2020

Hi clester_ssel,

 

QuickBooks is all about saving you time, so I'm happy to see you're looking to further streamline how your customer information is managed. Creating fillable forms that automatically upload into your company file isn't something that's officially supported at this time, but you can unlock incredible possibilities thanks to integrations with third-party apps. Check out our App Store online if you're interested. 

 

If this is something you think should be included in future versions of QuickBooks Online, feel free to submit feedback directly to our engineers. Customer comments help us concentrate on the enhancements most important to you, and they serve as the foundation for future development.

 

Hope this helps! Feel free to reach out any time.