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.
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.
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?
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.
From memory, Stripe usually invoices around 5th of each month, for the previous month’s transactions. So May’s invoice would be issued around 5th June.
They don’t send these to you by email either, you need to download from the Documents area in your Account Settings (on Stripe).
I have just created a zap between QF and Stripe for a client. he already did some of it and struggled to finish it.
I think I have managed to sort it out. However, I don’t see his QF account generate a Stripe Holding account.
When does the stripe holding account is created in QF or do I need to create it?
Or have i gone wrong somewhere…
This is what the stripe home page showing the zap looks like: