Can I sync invoices from QuickBooks to Stripe?
Cloud Cart can sync invoices to Stripe and Stripe will send electronic payment instructions to customers. Once the customer pays the invoice, Cloud Cart will sync the payment to QuickBooks. For more info, read this article.
Can Cloud Cart automatically match sales and deposits?
Each morning, Cloud Cart will locate sales from Stripe that Cloud Cart synced to QuickBooks. Each sale Cloud Cart syncs contains the Stripe reference number. Cloud Cart will add the fees to each deposit. To enable this feature, select match deposits on the left of the configure page. For more details, read this article.
Cloud Cart can add credit card fees on each order. For more details, read these instructions.
Should I sync with Stripe or my website?
In some cases, our client's website is missing code to send Stripe order details. We recommend syncing with your website directly if it is one of our supported platforms.
As a workaround, you can map the unit price to the name field in QuickBooks.
How do I test with Stripe?
Cloud Cart can sync no transactions made in the Stripe testing mode. Create some live transactions for a dollar. Do not cancel them.
Do I need an admin Stripe account?
Yes, you must pair with the admin Stripe account. When you login, click your email on the top right. Click account settings. The screen should look like this image.
You must login to Stripe through our app, then configure your settings. Here are the steps:
- Login to cloudcartconnector.com.
- On the my connections page, choose Stripe.
- Click the submit button
- In the dialog window, click continue.
- In the new window, click the blue button:
- You will be redirected to the configure page.
- Complete the settings, then click save and sync.
In many cases, Stripe fails to receive the SKUs on an order. As a result, Cloud Cart Connector has no order details. You will see a line item called StripeTotal in QuickBooks. Here is what our system receives:
- Order Item Total
- Order Total Tax
- Order Billing and Shipping Address
- Card Holder Name
If you need order details, we recommend syncing with your online store directly. Here is a list of our supported platforms.
If your website is custom, you can customize the Stripe API invoice object to send the SKUs. You could also change the description on the order. Our tool can map products by description or price:
- Stripe charge object contains the invoice: https://stripe.com/docs/api#charge_object
- Map QuickBooks Description to QuickBooks item name.
Let me know if you need more help.
You can easily map the Stripe order description field to the QuickBooks Online location area. At the configure page, go to the field mapping tab. Choose description.
Can I sync invoices from Stripe?
Yes, you can sync the invoices instead of the credit card charges:
- Login to Cloud Cart Connector.
- Click configure.
- Expand sync orders from QuickBooks.
- In the order status field, enter invoiced.
- Click sync now.
Login to Cloud Cart and click configure at my connections. Click the order export to QuickBooks tab. In the order status field, select all and bank_account.
Here is a demo of the integration: