How to Setup my automation

Let's now dive into the details of configuring your synchronization.

1. Synchronization date selection: Let us know if you want to synchronize only future transactions or also past transactions (and from which date!).

2. Customer creation: The charges are most of the time linked to a customer. You can choose to create your customers in QuickBooks, or use a single customer with a generic name like 'Stripe Customer'. That could depend on your analytical needs or legal obligations.

3. Bank account selection: To help you reconcile the transfers from Stripe in QuickBooks, we need to know the bank account where you receive these transfers. This will greatly simplify your accounting later on.

4. Revenue account selection: If you already have a revenue account that you would like to use, specify it; otherwise, we will automatically create a specific revenue account for Stripe.

5. Expense account selection: This is the expense account where Stripe fees will be recorded. If you already have an expense account you'd like to use, specify it; otherwise, we will automatically create a specific expense account for Stripe.