You'll be asked to enter your API key on a separate screen
4
Select a trigger event
5
Click on Payment Received
6
Confirm your account is shown correctly
7
Click on Continue
8
Click on Continue with selected record
9
Select QuickBooks for your "Action" step
10
Select Create Payment as the action event
11
Link your QuickBooks account
12
Click on Continue
13
Click on Add search step
14
Click on Add a search step
15
Click on Add a field mapping
16
Click on Customer Email…
17
Check Create QuickBooks Online Customer if it doesn’t exist yet?
18
Enter the customer full name in the full name field (first and last)
19
Enter the customer first name in the first name field
20
Enter the customer last name in the last name field
21
Enter the customer email in the email field
22
Enter the customer phone number in the phone number field
23
Enter property line 1 in the address line 1 field
24
Enter property line 2 in the address line 2 field
25
Enter property city in the Address city field
26
Enter property postal code in the address postal code field
27
Enter property state in the address state code
28
Click on Continue
29
Click on test step
30
Click on Continue
31
Click on Continue
32
Click on Total Amount, required
33
Select payment amount for the "payment amount" field
34
Select payment timestamp for the "transaction date" field
35
Optional: Create a memo linking to the Kopperfield project (Type "Kopperfield project link" and then search for the URL field)
36
Optional: Create a memo noting the payment type (Type "Payment method" and then search for the payment purpose field)
37
Click on Continue
38
Test step
39
Click on Publish
Well done!
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