Connect Stripe payments by installing the Stripe App

Before you start

• You can sign in to the Stripe account with a role that can install apps, such as Administrator.

Steps

1. 1

   Step 1: In Accountable, open Connections (Settings › Banks, cards and payroll), press Connect an account and pick Stripe payments, then press Connect.

2. 2

   Step 2: Stripe opens and asks you to install Accountable's Stripe App. The screen lists the permissions it asks for, and every one of them is read-only.

3. 3

   Step 3: Pick the Stripe account, if you have more than one, and approve the install.

4. 4

   Step 4: Stripe sends you back to Accountable. The Stripe account appears in Connections and its payouts start posting.

5. 5

   Step 5: To add another Stripe account, press Add another Stripe payments account and approve the install for that account.

What the Stripe App can read

• Payouts: each payout to match to its bank deposit.
• Balance: what Stripe holds for you.
• Balance transaction sources: each charge, fee and refund inside a payout.
• Charges and refunds: gross sales, refunds and who paid.
• Disputes: chargebacks against revenue.
• Account details: the account's name and currency, to label the connection.
• Invoices: plan periods, and the sales tax kept out of revenue.
• Credit notes: credits that reduce revenue still to recognize.
• Checkout Sessions: the sales tax on Checkout and Payment Links payments.
• Payment intents: the rate Stripe settled a payment in another currency at.

What Accountable books from Stripe

• Each payout, matched to the deposit in your bank.
• Gross charges as revenue, with Stripe's fees as an expense and returned payments netted against revenue.
• Disputes and their fees.

Good to know

• The Stripe App only reads. It can't refund, pay out, charge a customer or change anything in Stripe.
• To cut access, uninstall Accountable in Stripe under Settings › Installed apps, or press Disconnect on the account in Accountable. What it already posted stays in your books.
• Stripe accounts connected earlier with a restricted key keep syncing. If Stripe stops accepting that key, Connections says so and Replace key takes a new one for the same account.

Related articles

• Which banks, cards and payroll tools connect
• Link a bank or card through Stripe
• The books don't match the bank balance