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Walkthrough: verify customers when they are added in QuickBooks

For accounting practices: how the StackGo and QuickBooks integration verifies a client's identity, step by step: one Zap: New Customer starts Create Verification; add the customer in QuickBooks Online; on the client’s phone, a few minutes, nothing to type; stackGo emails your team when the check is complete; the result and the full report in StackGo.
  1. 0:00Start the check in QuickBooks
  2. 0:28The client verifies on their phone
  3. 0:48The result comes back

How a client ID check works with QuickBooks

  1. One Zap: New Customer starts Create VerificationA one-off set-up before your first check: one Zap, built once, runs for every client. Use the API key from StackGo, under Integrations, Zapier.
  2. Add the customer in QuickBooks OnlineIn Customer Hub, add the customer with their name and email, and save.
  3. On the client’s phone, a few minutes, nothing to typeEverything happens on the client’s own phone, from the email StackGo sends.
  4. StackGo emails your team when the check is completeStackGo emails your team the result as soon as the check is complete.
  5. The result and the full report in StackGoThe report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

Setup, the fields written back and common questions are on the QuickBooks integration page.

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