Zapier guide: Kopperfield + QuickBooks
Open Zapier (create new account if needed)
1. Name your Zap for easy reference
2. Click on the trigger step
3. Find the Kopperfield app
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
