Stripe Integration - Importing Transactions

Ah! That’s a bit odd.

Opening the CSV file in notepad is actually showing:

41708,tr_103xxxxxxxxxxxxxx,STRIPE TRANSFER,pending,gbp,4.68,0,SOME BANK,1234,GB,1,5,0.32,4.68,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,1,5,0.32,4.68

No sign of any odd characters at all, but still not importing. Opening the sheet in Excel defaults it to currency (actually shows the £ in the cell), but when editing the value it’s simply a number (no symbols or other characters at all).

When I look in notepad I still see those characters. Definitely some weird encoding problem there?

I’ve just downloaded the version that was uploaded. Those weird symbols are actually “£”.
However, very oddly, they’re not on the original version saved to the computer!

Maybe this one would be better?
transfers.csv (785 Bytes)

[edit]
Noticed an issue with the Date. Corrected this, and it’s worked.

Maybe the forum switched the encoding when it was uploaded?

The date format does appear to have 00:00:00 appended so yes this must be causing the problem. We’ll use your latest CSV and see if we can circumvent this in the code.

are you trying to export csv from balance history screen

@Parker1090 I know I mentioned this to you previously, we are now beta testing our integration with Zapier. This should allow you to automatically feed in your new sales on Stripe to QuickFile.

https://zapier.com/zapbook/stripe/

If anyone is interested in setting this up please reply here or send me a private message on the forum and I will provide further instructions.

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Go for it - no harm in trying! :slight_smile:

I’d like to try that Zapier (or any other) integration with Stripe, please. Let me know what to do. Thank you!

I believe our Zapier integration is now in Beta mode (No longer requiring an invite).

Can you please first register a new Zapier account and try to create a Zap with Stripe (New Charge) set as the trigger and QuickFile (New Bank Entry) as the action.

Our Zapier integration is available only on Power User accounts, so you would also need to obtain a subscription first before you can link to Zapier.

Let me know if you get stuck with anything.

Thanks! I’m not planning to upgrade to Power User yet, so for for the time being I’ll be dealing with Stripe manually…

Hi
I would be very interested in setting up an auto feed from stripe please
thanks
mandy

Hi @HHHtreasurer

Zapier is available to all power user accounts now. You can sign up here: http://www.zapier.com/zapbook/quickfile.

It will guide you through the steps to connect both your stripe and QuickFile account, and also through the steps of the ‘zap’ itself.

I hope that helps, but please let us know if you need further help

Hello Glen

are you planning on creating an auto integration with Stripe dashboard as this would be a usefull feature.

Hi @Zcarsglobal

Do you mean like a feed, similar to the one offered by PayPal, or more of an overview of your Stripe account within QuickFile?

We would like it to work similar to the way the bank feed works with our account now at Lloyds it automatically updates into quickfile with new entries.

therefore the dashboard would show the current balance at any time.

As far as I’m aware the situation with Stripe remains the same as @Glenn’s post above:

However, can you achieve a feed like setup through Zapier.

We were asking if you are going to create an automated feed for the stripe account similar to the lloyds account

The bank feeds are provided by Yodlee, who are a third party service. We’re not aware of them adding a feed for Stripe as they mainly support the banks and building societies here in the UK and further afield.

We have no plans for a direct feed either unfortunately. If Stripe were to add an automated way of pulling in transactions similar to PayPal, then we could certainly revisit this.

But as I mentioned above, Zapier can almost offer you a live feed if you set it up correctly, as this can just pick up transactions as they happen and create a new bank record.

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Hi
I have set up the zap, all working well just had a question… how do I reconcile the payment received with my main bank account?

I guess I should use the Transfer between accounts option from the Stripe holding account to automatically move these over but how are the fees recorded? The fee data comes over with the zap should this not also create a transaction in the holding account?

Thanks

John

With Stripe they give me a tax invoice once a month detailing the total fees deducted that month, and I make a purchase in QuickFile from that and mark it paid from the holding account. I don’t list each separate transaction fee individually.