I am trying to Add New Sales Receipt into QB Online from Field CRM. It appears that the data is flowing out of Fieldd, but when I go to put the cooresponding data into QB Online there are not enough fields and it is specifically missing the tip field. How would I add this? I need that information to make the transactions balance.
Question
Help entering new sales receipts into QuickBooks Online from Fieldd
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+6- Zapier Staff
Hi there
Welcome to the Community! 🎉
Before we dig deeper into this, would you mind sharing a detailed screenshot of how your Zap is configured? Also, please share a screenshot of the “CONFIGURE” section of the action step/s that shows all of its fields?
Please don't include personal information in the screenshot, or be sure blur out any personal information.
Thanks!
Here are two screen shots. You can see that there is a tip field from FIELDD CRM, but no cooresponding option in the QBO Create Sales Receipt list.
This post has been edited by a moderator to remove personally identifiable information (PII). Please remember that this is a public forum and avoid sharing sensitive details.
+6- Zapier Staff
Hi
Welcome to the Community.
You're trying to create a sales receipt in QuickBooks Online from Field CRM via Zapier but are missing the 'tip' field. This may be due to QuickBooks' API limitations. Possible workarounds include using a custom field or adding the tip to the line item description. If these don’t work, contacting QuickBooks support about API support for tips may help.
I hope this helps. Let me know if you have any other questions or need further assistance.
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