{"id":61750,"date":"2024-02-13T08:07:38","date_gmt":"2024-02-13T13:07:38","guid":{"rendered":"https:\/\/memberpress.com\/docs\/use-zapier-to-create-a-sales-receipt-in-quickbooks\/"},"modified":"2024-02-13T17:18:43","modified_gmt":"2024-02-13T22:18:43","slug":"use-zapier-to-create-a-sales-receipt-in-quickbooks","status":"publish","type":"ht_kb","link":"https:\/\/memberpress.com\/es\/docs\/use-zapier-to-create-a-sales-receipt-in-quickbooks\/","title":{"rendered":"Crear un recibo de ventas en Quickbooks (Zapier)"},"content":{"rendered":"<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-alert\">\n\t<em><strong>Nota<\/strong><\/em>: Para utilizar esta funcionalidad, primero tendr\u00e1 que integrar Zapier con MemberPress: <a href=\"https:\/\/memberpress.com\/es\/docs\/official-memberpress-zapier-integration\/\">https:\/\/memberpress.com\/docs\/official-memberpress-zapier-integration\/<\/a>\n<\/p>\n<p>\n\t En primer lugar, haz clic en el bot\u00f3n \"Crear Zap\" en la parte superior derecha de tu p\u00e1gina Zapier.\n<\/p>\n<p>\n\t Elija MemberPress como aplicaci\u00f3n de activaci\u00f3n.\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-Yseotgg9gs.png\">\n<\/p>\n<p>\n\t Seleccione \"Transacci\u00f3n completada\" como desencadenante y contin\u00fae.\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-Z3ctAOcXyJ.png\">\n<\/p>\n<p>\n\t Seleccione su cuenta MemberPress (puede probar su conexi\u00f3n aqu\u00ed si lo desea) y contin\u00fae\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-5BokoFLjoK.png\">\n<\/p>\n<p>\n\t Pruebe su activador para que Zapier pueda extraer la \u00faltima transacci\u00f3n que se haya completado en su sitio. Contin\u00faa.\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-lMKvTjkhmP.png\">\n<\/p>\n<p>\n\t Elige QuickBooks Online (si no lo ves tendr\u00e1s que a\u00f1adir y vincular la app a Zapier).\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-JvWYJv7jIt.png\">\n<\/p>\n<p>\n\t Buscar la acci\u00f3n - \"Buscar cliente\"\n<\/p>\n<p>\n\t Usted necesita encontrarlos para darles un recibo, y si no est\u00e1n en QuickBooks todav\u00eda, que es probable si usted est\u00e1 comenzando esto, entonces los agregar\u00e1 como cliente tambi\u00e9n.\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-uuFMgk728H.png\">\n<\/p>\n<p>\n\t Conectar o Seleccione su cuenta de QuickBooks Online, continuar.\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-8hz6ZH8Our.png\">\n<\/p>\n<p>\n\t Aqu\u00ed es donde tiene que buscar a su cliente, elija \"Email\" en el campo de b\u00fasqueda\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-OlMClY8C4l.png\">\n<\/p>\n<p>\n\t Haga clic en el campo Valor de b\u00fasqueda\n\t<br>\n\t A continuaci\u00f3n, debe rellenar con todos los campos MemberPress, aqu\u00ed es necesario seleccionar el campo \"Member Email\".\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-BMp1EvefXL.png\">\n<\/p>\n<p>\n\t A continuaci\u00f3n, para que QuickBooks cree un cliente si a\u00fan no hay ninguno en tu sistema, marca la casilla \u201c\u00bfCrear un cliente de QuickBooks Online si a\u00fan no existe?\u201d.\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-IqF38QPfMM.png\">\n<\/p>\n<p>\n\t A continuaci\u00f3n, busque los campos \"Nombre del miembro\" y \"Apellido del miembro\". (Necesitar\u00e1 recoger ambos nombres y apellidos en su registro de miembro ya que es requerido por QuickBooks para crear una cuenta). Elija el \"Member First Name\" y luego un espacio para evitar que se agrupen, luego inserte el campo \"Member Last Name\".\n<\/p>\n<p>\n\t Esto es todo lo que se necesita para crear un usuario, pero no dude en a\u00f1adir tantos campos como desee siguiendo los mismos pasos. Una vez que haya recopilado toda la informaci\u00f3n, pulse Continuar.\n<\/p>\n<p>\n\t La p\u00e1gina siguiente le permitir\u00e1 probar su configuraci\u00f3n.\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-uJgzBbXSSP.png\">\n<\/p>\n<p>\n\t<br>\n\t Pruebe la acci\u00f3n, si tiene \u00e9xito ver\u00e1 esta pantalla.\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-DL6sgC9iGA.png\">\n<\/p>\n<p>\n\t<br>\n\t Continuar con la acci\u00f3n final\n<\/p>\n<p>\n\t Haga clic en el bot\u00f3n \"+\" de nuevo como antes y elegir la \"acci\u00f3n\" a continuaci\u00f3n, elija \"QuickBooks Online\", pero esta vez va a elegir \"crear un recibo de ventas\"\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-2Z0Esu7t1W.png\">\n<\/p>\n<p>\n\t<br>\n\t Conecte de nuevo su cuenta QuickBooks y contin\u00fae.\n<\/p>\n<p>\n\t Busque el cliente que cre\u00f3 en el Paso 2 seleccionando la pesta\u00f1a \"Personalizado\" en el men\u00fa desplegable Cliente\n<\/p>\n<p>\n\t En la pesta\u00f1a \"Personalizar\", elija QuickBooks del paso 2 y, a continuaci\u00f3n, seleccione el campo \"ID\" en el men\u00fa desplegable.\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-IO82LQHJI4.png\">\n<\/p>\n<p>\n\t Puede dejar en blanco el campo \"Buscar cliente por nombre\/correo electr\u00f3nico\".\n<\/p>\n<p>\n\t Haga clic en el campo \"Correo electr\u00f3nico\n<\/p>\n<p>\n\t Seleccione la opci\u00f3n \"1. Transacci\u00f3n completada en MemberPress\" y, a continuaci\u00f3n, seleccione la opci\u00f3n \"Correo electr\u00f3nico del miembro\".\n<\/p>\n<p>\n\t Rellene los campos opcionales que desee y, a continuaci\u00f3n, vaya a la secci\u00f3n \"Partidas\".\n<\/p>\n<p>\n\t Siguiendo los mismos pasos que antes, seleccione la l\u00ednea \"Importe\" del primer paso, \u00e9sta es obligatoria as\u00ed que no se la salte.\n<\/p>\n<p>\n\t A continuaci\u00f3n, busque y a\u00f1ada cualquier otra informaci\u00f3n que desee incluir en el recibo\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-q3usGOqX7n.png\">\n<\/p>\n<p>\n\t Una vez que haya a\u00f1adido su informaci\u00f3n, haga clic en Continuar.\n<\/p>\n<p>\n\t A continuaci\u00f3n, pruebe su acci\u00f3n haciendo clic en el bot\u00f3n \"Probar acci\u00f3n\".\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-2Fr4l495SH.png\">\n<\/p>\n<p>\n\t Si todo va bien, ver\u00e1 este mensaje\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-irxsPIZZMH.png\">\n<\/p>\n<p>\n\t Por \u00faltimo, deber\u00eda ver un recibo como \u00e9ste en su cuenta de QuickBooks\n<\/p>\n<p>\n\t<img decoding=\"async\" src=\"https:\/\/memberpress.com\/wp-content\/uploads\/2024\/02\/file-Ekms0wOIud.png\">\n<\/p>","protected":false},"excerpt":{"rendered":"<p>First, click the \u201cCreate Zap\u201d button on the top right of your Zapier page. Choose MemberPress as your Trigger App. Select \u201cTransaction Completed\u201d as your trigger and continue. Select your MemberPress account (you can test its connection here if you wish) and continue Test your trigger so that Zapier can pull in the latest transaction [&hellip;]<\/p>\n","protected":false},"author":62252,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_strive_editorial_status":"not-started","_strive_copy_of":0,"inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","_FSMCFIC_featured_image_caption":"","_FSMCFIC_featured_image_nocaption":"","_FSMCFIC_featured_image_hide":"","_strive_checklists":"\"\"","_strive_active_checklist":"62291e2bb2422","footnotes":""},"ht-kb-category":[1317],"ht-kb-tag":[],"class_list":["post-61750","ht_kb","type-ht_kb","status-publish","format-standard","ht_kb_category-zapier-integrations","entry","has-post-thumbnail"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.2 - aioseo.com -->\n\t<meta name=\"description\" content=\"Note: In order to utilize this functionality, you will first need to integrate Zapier with MemberPress: https:\/\/memberpress.com\/docs\/official-memberpress-zapier-integration\/ First, click the \u201cCreate Zap\u201d button on the top right of your Zapier page. Choose MemberPress as your Trigger App. Then it should populate with all your MemberPress Fields, here you need to select the &quot;Member Email&quot; Field\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Nikola M\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/memberpress.com\/es\/docs\/use-zapier-to-create-a-sales-receipt-in-quickbooks\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO Pro (AIOSEO) 5.0.2\" \/>\n\t\t<meta property=\"og:locale\" content=\"es_ES\" \/>\n\t\t<meta property=\"og:site_name\" content=\"MemberPress\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Create a Sales Receipt in Quickbooks (Zapier) | MemberPress\" \/>\n\t\t<meta property=\"og:description\" content=\"Note: In order to utilize this functionality, you will first need to integrate Zapier with MemberPress: https:\/\/memberpress.com\/docs\/official-memberpress-zapier-integration\/ First, click the \u201cCreate Zap\u201d button on the top right of your Zapier page. 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