General
Auto-import
Import frequency
Auto-sync
Sync schedule
ℹAll new imported transactions will be synced to QuickBooks automatically.
Skip duplicate transactions
ℹTransactions already existing in your books will be skipped during synchronization.
Process transactions in multiple currencies
Exchange gain/loss account
ℹIf disabled, only transactions matching your home currency (USD) will be synced.
Archive Pending transactions
ℹAutomatically archive transactions that remain in Pending status longer than the specified period.
Apply location
↑ Upgrade to use
Default location
ℹAssign a QuickBooks location to each synced transaction.
Sync payments without invoices as
ℹPost Stripe payments not linked to invoices as Sales Receipts or Deposits. Learn more »
Balance Reserve account
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ℹStripe reserves are funds withheld from payouts. Learn more »
Timezone
ℹMatch this with your Stripe account timezone for accurate reconciliation.
Sales
Clearing account
ℹWhere funds land before being deposited to your bank.
Income account
ℹThe income account where sales revenue will be posted.
Use generic customer
Generic customer name
ℹAll transactions will be posted under one customer name instead of individual names.
Create new customers automatically
Customer name format
ℹNew customers from Stripe will be created in QuickBooks automatically.
Bank account
ℹWhere Stripe payouts will be deposited.
Accounts receivable account
ℹUsed for invoice-based transactions to track amounts owed.
Record discounts
Discount account
ℹPost Stripe coupon and discount amounts to a dedicated account.
Apply class
↑ Upgrade to use
Default class
ℹAssign a QuickBooks class to all synced transactions for department-level reporting.
Taxes
Include sales tax
Tax handling
Tax liability account
ℹWhen enabled, sales tax will be posted separately to the tax liability account.
Use Stripe Tax rates
Tax code mapping
ℹPull tax rates directly from Stripe Tax and map them to QuickBooks tax codes.
Zero-rate tax code
ℹApplied to transactions that are tax-exempt or zero-rated.
Fees
Track fees separately
Fee expense account
Fee payment account
ℹCreate separate expense entries for Stripe processing fees.
Net amount only (exclude fees)
ℹWhen enabled, only the net amount after fees is synced. Fees are not tracked.
Stripe Connect fees (platform)
ℹTrack Stripe Connect application fees charged to your platform.
Payouts
Payout bank account
ℹThe bank account to debit when Stripe payouts are received.
Record individual payout transactions
Payout memo format
ℹCreate a journal entry for each Stripe payout to your bank account.
Payout offset account
ℹThe account that offsets the payout (should match your clearing account).
Invoices
Sync Stripe invoices
Invoice status to sync
ℹSync Stripe invoices as QuickBooks invoices or sales receipts.
Auto-apply credits to invoices
ℹAutomatically apply credit memos to open invoices when a refund is issued.
Invoice due date handling
Products / Services
Default product/service
ℹUsed when no SKU-level product mapping exists.
Create new products automatically
New product type
Link to income account
ℹAuto-create a QuickBooks product/service when a new Stripe product is found.
Group by product/SKU
ℹCreate separate line items per SKU instead of grouping all products together.
Product mapping
Map Stripe products to QuickBooks products/services for line-item accuracy.
Application Fees
Track application fees
Application fee account
ℹTrack fees collected from connected Stripe accounts (Stripe Connect platforms).
Expenses
Sync Stripe payouts as expenses
Expense account
Payee
ℹCreate QuickBooks expense entries for Stripe payouts (alternative flow to journal entries).
Multicurrency
Home currency
ℹYour QuickBooks home currency. Foreign transactions will be converted at the exchange rate on the transaction date.
Exchange rate source
Record exchange gain/loss
Gain/loss account
ℹPost currency conversion gains and losses to a dedicated account.