Can I sync invoices from QuickBooks to Stripe?
Connex can sync invoices to Stripe and Stripe will send electronic payment instructions to customers. Once the customer pays the invoice, Connex will sync the payment to QuickBooks. For more info, read this article.
Can Connex automatically match sales and deposits?
Each morning, Connex will locate sales from Stripe that Connex synced to QuickBooks. Each sale Connex syncs contains the Stripe reference number. Connex will add the fees to each deposit. To enable this feature, select match deposits on the left of the configure page. For more details, read this article.
Connex can add credit card fees on each order. For more details, read these instructions.
Should I sync with Stripe or my website?
In some cases, our client's website is missing code to send Stripe order details. We recommend syncing with your website directly if it is one of our supported platforms.
As a workaround, you can map the unit price to the name field in QuickBooks.
How do I test with Stripe?
Connex can sync no transactions made in the Stripe testing mode. Create some live transactions for a dollar. Do not cancel them.
Do I need an admin Stripe account?
Yes, you must pair with the admin Stripe account. When you login, click your email on the top right. Click account settings. The screen should look like this image.
You must login to Stripe through our app, then configure your settings. Here are the steps:
- Login to https://www.connexonlinesync.com/intuitoauth2.
- On the my connections page, choose Stripe.
- Click the submit button
- In the dialog window, click continue.
- In the new window, click the blue button:
- You will be redirected to the configure page.
- Complete the settings, then click save and sync.
In many cases, Stripe fails to receive the SKUs on an order. As a result, Connex has no order details. You will see a line item called StripeTotal in QuickBooks. Here is what our system receives:
- Order Item Total
- Order Total Tax
- Order Billing and Shipping Address
- Card Holder Name
If you need order details, we recommend syncing with your online store directly. Here is a list of our supported platforms.
If your website is custom, you can customize the Stripe API invoice object to send the SKUs. You could also change the description on the order. Our tool can map products by description or price:
- Stripe charge object contains the invoice: https://stripe.com/docs/api#charge_object
- Map QuickBooks Description to QuickBooks item name.
Let me know if you need more help.
You can easily map the Stripe order description field to the QuickBooks Online location area. At the configure page, go to the field mapping tab. Choose description.
Can I sync invoices from Stripe?
Yes, you can sync the invoices instead of the credit card charges:
- Login to Connex.
- Click configure.
- Expand sync orders from QuickBooks.
- In the order status field, enter invoiced.
- Click sync now.
Login to Connex and click configure at my connections. Click the order export to QuickBooks tab. In the order status field, select all and bank_account.