I am using stripe and have a bank feed as well as Stripe feed setup.
From the Stripe feed - Payment amount is tagged to Client invoice, stripe fees are tagged to bank fees, and the net amount tagged as transfer back to bank feed. the problem i am having is a lot of the payouts are over the standard 5 day period in quickfile. This means when tagging to the main bank feed, matching entries in bank feed are not found and therefore it creates a new and duplicate entry. is there somewhere to change the setting to be longer than 5 days? or what is the best way around this?
Many thanks
Go to stripe account in quickfile and click option.then on settings. Tick box ‘ignore payouts’
Then when stripe sends you the money to your account, your current bank account feed will pick up this amount and you can see it in quickfile ( current bank account). Click ‘tag’ and choose transfer between accounts and choose stripe. Also click ‘auto rule’ and quickfile will do the tagging part for you the next time and thereafter.
Would seem to make more sense in having a 10 day window and being able to tag all stripe amounts from one place in the Stripe feed.
but that said…
Brilliant - thank you! at least there is a solution
