To enable ScaleXP to create invoices directly in ScaleXP and then transfer in bulk to Xero or QuickBooks, just go to Load Data (top bar)>Connections (left side bar) >Stripe>Add integration.

Select the Stripe account linked to your company and scroll down to Connect.

Return to Load Data>Connections.  Select Configure in the Stripe box.

Once the connection has been created, follow Steps 1 - 5 below to complete the setup process.   Then use the ScaleXP Stripe Journal report as part of your month end journal process.

STEP 1: In the top dropdown menu, "Import Stripe Invoices to:" select "ScaleXP".

1a. Select the account to which to map Stripe receivables 

1b. Select the account to which to map your tax liabiilties.

STEP 2: Select Map Products (top button).

Select a Default Account/Product (dropdown menu, top left) and then Save (bottom right button).

The default product mapping is required as a minimum setup.  Once mapped, any new Stripe invoices will go to this account/product unless otherwise mapped (see below).

Next, map each individual Stripe product to the Xero account or QuickBooks Item Code, using the drop down menus.

Make sure to Save (using the button in the bottom right corner of the screen).

Useful Tip: Unmapped accounts will use the default account.  This gives you the flexibility to map the important accounts and leave others to use the default.  This can be very useful if you have many Stripe products.

Note: If you need to change your Xero accounts or QuickBooks items, go to that platform to update them.  Once that is done, just Sync the changes into ScaleXP.

STEP 3:  Select Map Tax Rates.  Match each of your Stripe tax rates to a Xero/QuickBooks tax rate.

STEP 4:  Quickly check the Error Log to view any errors such as new products set up in Stripe which are not yet matched to accounts in Xero or items in QuickBooks.

Once Steps 1 - 4 are complete, your new invoices in Stripe will be imported into Xero or QuickBooks.

Invoices which are already in Stripe will not transfer. If you need to import historical data, just reach out to the support team using the chat functionality or at support@scalexp.com.

STEP 5:  Invoices will appear in Xero as 'Draft', meaning that they must be reviewed and approved.  

Invoices will appear in QuickBooks as final so do not require approval.

Once these five steps are complete, the setup process is finished- well done!

Note that Stripe invoices with nil value are not imported into Xero or QuickBooks.

Finally, it is worth mentioning that when new products are added in Stripe, these need to be  mapped in ScaleXP.  Just select Refresh Products (top right).  Complete the mapping as outlined in Step 1 and Save. 

Note that the "last synced" message on the Stripe integration refers to the last sync date for mapping, not invoicing syncing. Invoices will be synced to ScaleXP as soon as created in Stripe.

At month end, use the Stripe Journals report to journal Stripe invoiced revenue into Xero or QuickBooks. Go to Journals>Post Stripe journals.