Business Payments: How to connect your Stripe

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How to connect your Stripe Account 

Step 1: Stripe Connection


Whether you are setting up your account for the first time (photos #1, #2, #3) or adding another form of payment (start from the photo #4, then you will be redirected to #3) you can connect your Stripe account.

photo #1

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photo #2

Step 2_Connect

photo #3

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photo  №4

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Step 2: Authorization


After pressing onword3 you will be redirected to the Stripe homepage to grant your permission.

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Step 3: Set up your Sales Settings


Now you can set up your Sales settings. 

Please select Stripe Bank Account* created by the app as a Bank account and choose the payment method you prefer (most likely Stripe).

This will customize where your transactions are going to be stored in QuickBooks.

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Step 4: Set up your Product Settings


Step 4 allows you to set up Product settings.

This will affect where the new products are created during the synchronization.

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Step 5: Set up your Tax settings


Step 5 allows you to set up your Tax settings. 

You can enable taxes to be applied from taxable transactions and choose a default tax code.

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Step 6: Set up your Fee settings


Step 6 allows you to set up your Fee settings.

Please select Stripe Bank Account* created by the app as a Bank account and choose the Vendor you prefer (most likely Stripe). Select the account to categorize your Stripe fees under Category field (for example Bank and Credit Card fees).

This will customize where the fees are reflected in Quickbooks.

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Step 7: Set up your Payout settings


Step 7 allows you to enable payouts, simplifying the reconciliation process. Learn more about payouts here.

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Step 8: Set up your General settings


Step 8 allows you to set Auto-sync, Skip feature, and also allow transactions to be applied to the matching unpaid Invoice/Bill transaction.

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Step 9: Finish your set up


Step 9 allows you to finalize the set up by choosing to auto-sync all incoming payments from now on (Start to sync) or importing and subsequently manually syncing old transactions (Import old transactions).

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Congratulations! Your account is set and ready to import and sync.

* Learn more about our recommended setup in this guide

More information on customizing your Business Payments settings can be found here

 

Do you have any questions? We would love to hear from you. Send an email to the address specified in the footer of this page or use our in-app online support chat.

anton.bondar

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