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2
Click on the trigger step
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3
Find the Kopperfield app
You'll be asked to enter your API key on a separate screen
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4
Select a trigger event
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5
Click on Payment Received
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6
Confirm your account is shown correctly
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7
Click on Continue
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8
Click on Continue with selected record
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9
Select QuickBooks for your "Action" step
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10
Select Create Payment as the action event
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11
Link your QuickBooks account
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12
Click on Continue
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13
Click on Add search step
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14
Click on Add a search step
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15
Click on Add a field mapping
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16
Click on Customer Email…
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17
Check Create QuickBooks Online Customer if it doesn’t exist yet?
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18
Enter the customer full name in the full name field (first and last)
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19
Enter the customer first name in the first name field
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20
Enter the customer last name in the last name field
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21
Enter the customer email in the email field
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22
Enter the customer phone number in the phone number field
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23
Enter property line 1 in the address line 1 field
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24
Enter property line 2 in the address line 2 field
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25
Enter property city in the Address city field
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26
Enter property postal code in the address postal code field
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27
Enter property state in the address state code
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28
Click on Continue
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29
Click on test step
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30
Click on Continue
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31
Click on Continue
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32
Click on Total Amount, required
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33
Select payment amount for the "payment amount" field
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34
Select payment timestamp for the "transaction date" field
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35
Optional: Create a memo linking to the Kopperfield project (Type "Kopperfield project link" and then search for the URL field)
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36
Optional: Create a memo noting the payment type (Type "Payment method" and then search for the payment purpose field)
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37
Click on Continue
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38
Test step
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39
Click on Publish
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Well done!
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