For information on integrating with Xero, see How to integrate Stripe and automate invoice creation in Xero.

If you use Stripe to invoice customers and would like to use ScaleXP to automate your deferred revenue schedule, ScaleXP allows you to replicate Stripe invoices in QuickBooks or, alternatively, to replicate Stripe invoices into ScaleXP and journal in bulk into QuickBooks.

For more information on invoicing to QuickBooks in bulk, see Stripe and ScaleXP integration: Create invoices directly into ScaleXP.

For details on creating invoices directly into QuickBooks, see below.

Connect to Stripe

1. To enable ScaleXP to transfer invoices from Stripe to QuickBooks, go to Load Data (top bar) > Connections (left sidebar) > Stripe > Add integration.

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

3. Return to Load Data > Connections and click Configure on the Stripe card.

The Stripe configuration page opens. It has three sections: Where invoices go, Import options and Mapping. Work through the steps below to complete the setup.

Step 1: Choose where invoices go

Under Where invoices go, set Destination to Accounting system. Stripe invoices will then be created in QuickBooks.

Important: change the destination only before the first import. To import invoices into ScaleXP only, choose ScaleXP instead and follow Stripe and ScaleXP integration: Create invoices directly into ScaleXP.

Step 2: Set the import options

Under Import options, turn on the toggles you need. All of them are off by default except where noted.

• Import documents with zero values – brings across zero-value invoices and credit notes (for example, 100% discounts) instead of skipping them.  This setting locks once turned on.  Note that QuickBooks will not accept zero-value line items, so this will only pick up invoices with offsetting line items adding up to zero, not invoices where all lines are zero.
• Allocate line item discounts by product – discount lines post to the same account as the line they discount, instead of the coupon account. See How to allocate discounts to line item account codes.
• Shorten subscription periods by 1 day – Stripe ends a subscription period on the same day the next one begins, so a monthly invoice issued in March runs from March 1 to April 1 and an annual subscription spreads revenue into a 13th month. Turn this on to end each subscription line a day earlier (March 1 to March 31, for example) so revenue is recognized in the months you expect. Recommended for subscription businesses. See How to shorten Stripe subscription periods by 1 day.

Changes to these toggles are saved automatically and apply to invoices imported from that point on.

Step 3: Map products

The Mapping section lists each type of mapping with an Edit button. A green Mapped tag shows once a mapping has been saved.

1. Click Edit next to Products.
2. Select a Default Account. This is the minimum setup required, and it acts as the on/off switch for the integration: until a default account is set, no Stripe invoices are created at all and they are skipped without an error. any Stripe product that is not mapped individually posts to this QuickBooks item.
3. To map individual products, choose the QuickBooks Item for each Stripe product in the Revenue Code & Description column.
4. Click Save.

Useful tip: unmapped products use the default account. This gives you the flexibility to map the important products and leave the rest on the default, which is very useful if you have many Stripe products.

Note: if you need to change your QuickBooks accounts or items, update them in QuickBooks first, then click Refresh Stripe data (top right of the configuration page) to bring the changes into ScaleXP.

Step 4: Map coupons

1. Click Edit next to Coupons.
2. Select a Default Coupon Account. Any coupon or discount that is not mapped individually posts here.
3. Optionally, select an Applied Balance Account so that any Stripe Applied Balance on an invoice is mapped as a discount line.
4. Map each coupon code to the QuickBooks item you want in the Revenue Code & Description column, then click Save.

To post discounts against the same account as the product line they discount, turn on Allocate line item discounts by product in Step 2 instead. See How to allocate discounts to line item account codes.

View in your accounting system

Invoices appear in QuickBooks as final, so no further action is required. Stripe invoices with nil value are not imported unless Import documents with zero values is on.

Updating for new products

Important: when new products and coupons are added in Stripe, these need to be mapped in ScaleXP before an invoice using them is created in order to capture all the mapping automatically.

Click Refresh Stripe data (top right of the Stripe configuration page), then complete the mapping as outlined in Steps 3 and 4 and click Save.

Note: the ‘last synced’ message on the Stripe card refers to the last sync date for mapping, not invoice syncing. Invoices are synced to ScaleXP or QuickBooks as soon as they are created in Stripe.

Related articles

• Stripe integration overview
• How to integrate Stripe and automate invoice creation in Xero
• Stripe and ScaleXP integration: Create invoices directly into ScaleXP
• How to shorten Stripe subscription periods by 1 day
• How to allocate discounts to line item account codes
• How to review Stripe invoices and find a missing invoice
• Stripe FAQ