Question 1

How does Acodei help with financial integration between Stripe and QuickBooks?

Accepted Answer

Acodei automates the flow of transaction data from Stripe to QuickBooks, ensuring accurate and up-to-date financial records. Sales, refunds, fees, and payouts are all synced seamlessly. You can also enable advanced features like multiple-product mapping and invoice syncing to add greater detail and control to your integration.

Question 2

Can I customize Acodei's functionality?

Accepted Answer

If you need specific features implemented, we can explore building custom functionality for your business. For more information, visit https://docs.acodei.com/docs/adding-custom-features/

Question 3

Do you offer training or onboarding support?

Accepted Answer

Yes, Acodei provides a range of self-serve resources to support your onboarding, including regularly updated guides, documentation at docs.acodei.com, and training videos. If you need additional assistance, feel free to reach out to us directly at support@acodei.com—we’re happy to help!

Question 4

How can I contact customer support?

Accepted Answer

You can contact Acodei’s support team by emailing support@acodei.com. We’re based in the United States and typically respond within 24 hours, Monday through Friday.

Question 5

How often do you sync data?

Accepted Answer

All Acodei plans sync data in real time. However, if your business processes a very high volume of transactions, you might consider using the daily summary sync method. This approach helps prevent your QuickBooks from being overloaded by extensive transaction data, optimizing performance without losing essential details. For more details, please see our Daily Summary documentation. If you'd like personalized assistance or further information about enabling this option, please contact us—we're here to help!

Question 6

Is Acodei compatible with Stripe Connect?

Accepted Answer

Yes. If you're paying outside service providers or managing payments for marketplace users, Acodei integrates seamlessly with Stripe Connect to help track your transactions. To get started and learn more about this integration, please visit our Stripe Connect documentation.

Question 7

Do you support sales tax?

Accepted Answer

Yes, Acodei supports Stripe Tax, which automates the calculation, collection, and reporting of sales taxes, simplifying compliance with tax regulations. To enable this feature, activate Stripe Tax from the Account Mapping section of your account. For detailed setup instructions and additional information, please visit our Sales Tax documentation. If you need further assistance, reach out to us at support@acodei.com.

Question 8

Can Acodei handle multi-currency transactions and accurately reflect them in QuickBooks?

Accepted Answer

Yes. Acodei supports multi-currency transactions in QuickBooks if you have multiple currency balances in Stripe.

Question 9

Does Acodei offer an onboarding process?

Accepted Answer

Yes. After registering with Acodei and connecting your QuickBooks and Stripe accounts, you'll be guided through our onboarding process. This process includes our standard account mapping steps along with helpful tooltips and walkthroughs to answer common questions and make setup straightforward.

Question 10

Are there any transaction or data limits within Acodei, especially for businesses with high transaction volumes?

Accepted Answer

Yes. Acodei offers tiered plans with defined monthly transaction limits to fit businesses of all sizes. Scale Plans support between 100 and 5,000 transactions per month, with options such as Scale100 (100 transactions), Scale250 (250), and up to Scale5K (5,000). Enterprise Plans are designed for high-volume businesses, offering limits from 10,000 to 250,000 transactions per month. Each plan includes features and performance optimizations tailored to your transaction volume, ensuring smooth, reliable syncing. If you approach your plan’s transaction limit, Acodei will notify you by email. You’ll have a 3-day grace period to upgrade and automatically sync any pending transactions. If you don’t upgrade within that window, syncing pauses until the next billing cycle or until you purchase additional historical data to catch up. Transaction limits reset monthly based on your plan start date. For a full breakdown of pricing, limits, and features, visit our Detailed Pricing Documentation here: https://docs.acodei.com/docs/acodei-detailed-pricing/

Question 11

Is it possible to customize and map financial data fields from Stripe to specific accounts in QuickBooks?

Accepted Answer

Yes. Acodei offers tiered plans with defined monthly transaction limits to fit businesses of all sizes. Scale Plans support between 100 and 5,000 transactions per month, with options such as Scale100 (100 transactions), Scale250 (250), and up to Scale5K (5,000). Enterprise Plans are designed for high-volume businesses, offering limits from 10,000 to 250,000 transactions per month. Each plan includes features and performance optimizations tailored to your transaction volume, ensuring smooth, reliable syncing. If you approach your plan’s transaction limit, Acodei will notify you by email. You’ll have a 3-day grace period to upgrade and automatically sync any pending transactions. If you don’t upgrade within that window, syncing pauses until the next billing cycle or until you purchase additional historical data to catch up. Transaction limits reset monthly based on your plan start date. For a full breakdown of pricing, limits, and features, visit our Detailed Pricing Documentation here: https://docs.acodei.com/docs/acodei-detailed-pricing/

Question 12

Does Acodei offer real-time synchronization?

Accepted Answer

Yes, Acodei offers real-time syncing by default. For businesses processing more than 500 transactions per month, we recommend using the daily summary sync method to reduce the volume of individual transactions sent to QuickBooks. This helps improve performance while maintaining accurate financial reporting.

Question 13

How secure is the data integration process between Stripe and QuickBooks? Are customer financial details protected?

Accepted Answer

Acodei prioritizes data security. We undergo a rigorous annual security review with QuickBooks and meet the necessary standards to securely sync with Stripe. If customer data privacy is a concern, Acodei offers options—such as the daily summary method—that allow you to sync financial data without including individual customer details. For more information, please review our Data Processing Agreement here: http://www.acodei.com/dpa

Question 14

Is Acodei compatible with all versions of Stripe and QuickBooks?

Accepted Answer

Acodei is fully compatible with all versions of QuickBooks Online. To connect with Stripe, you'll need admin or developer access to install and authorize the Acodei app for integration.

Question 15

How long does it take to set up Acodei sync?

Accepted Answer

Setting up Acodei typically takes 10 minutes or less. The key to a smooth onboarding is knowing which QuickBooks accounts you want to use for your Stripe mappings. For example, be ready to select accounts for sales, refunds, Stripe payouts, and your Stripe balance. Most users use Undeposited Funds to track their Stripe balance, but you can choose any account that fits your workflow. Having this information on hand will help you complete setup quickly and confidently.

Question 16

Are there any additional costs associated with using Acodei?

Accepted Answer

Besides your regular subscription fees, the only potential extra charge is for historical data pulls. Monthly plans incur an additional fee when accessing historical data, while annual plans include up to 12 months of historical data at no extra cost.

Question 17

Can I cancel my subscription at any time, and what happens to my data if I do?

Accepted Answer

Yes, you can cancel your Acodei subscription at any time. If you cancel, your data will be securely retained for 30 days in case you decide to reactivate your account. After 30 days, all data related to your account will be permanently deleted.

Question 18

Is there a trial period or free version available before committing to a subscription?

Accepted Answer

Yes! All paid plans now include a complimentary 14-day trial, providing you with full access to premium features to thoroughly evaluate the service.

Question 19

What pricing plans and billing options are available?

Accepted Answer

Acodei offers flexible pricing plans built to scale with your business. Our Scale Plans are perfect for growing businesses that need reliable, automated syncing between Stripe and QuickBooks. You can choose a plan based on your monthly transaction volume, starting at just $12/month. All Scale Plans include real-time or daily syncing, advanced transaction mapping, enhanced Stripe integrations (like Capital, Connect, and Tax), and responsive email or Zoom support. Annual subscriptions include credits for historical data, making it easy to bring your books fully up to date. For larger or more complex operations, our Enterprise Plans include everything in Scale, plus priority same-day support, account health monitoring, and hands-on help with custom integrations or multi-company setups. Both monthly and annual billing options are available, and each QuickBooks company connection is billed separately. Additional historical data can be purchased anytime as your needs grow.

Question 20

Do you offer an enterprise tier for large organizations?

Accepted Answer

Yes, Acodei offers Enterprise plans tailored for large organizations with high transaction volumes and complex integration needs. These plans support up to 250,000 transactions per month and include everything in our Scale plans, along with advanced features like custom feature buildout (up to 5 hours), proactive account monitoring, and priority same-day support via email, Zoom, or Slack. They also provide expert assistance for multi-entity setups and advanced data mapping. To learn more, visit our Enterprise pricing page (https://docs.acodei.com/docs/acodei-detailed-pricing/) or contact us at support@acodei.com.

Question 21

What is your refund policy?

Accepted Answer

You can find Acodei’s full refund policy at our Refund Policy page (https://docs.acodei.com/docs/acodeis-refund-policy/). It covers eligibility criteria, timeframes, and instructions for requesting a refund if the service doesn't meet your needs.

Question 22

Do you offer a free trial?

Accepted Answer

Yes, Acodei offers a 14-day free trial on all paid plans, giving you full access to advanced features like invoice sync, product mapping, daily summary sync, and extended Stripe integrations. For a full comparison of plans and features, visit our Detailed Pricing page (https://docs.acodei.com/docs/acodei-detailed-pricing/)

Question 23

How do I cancel my subscription?

Accepted Answer

To cancel your Acodei subscription, visit app.acodei.com and disconnect your QuickBooks company from Acodei. For step-by-step instructions and additional details, refer to our cancellation guide (https://docs.acodei.com/docs/how-to-cancel-your-acodei-subscription/).

Question 24

How does my subscription work?

Accepted Answer

You can upgrade or downgrade your Acodei subscription at any time. To manage your plan, visit app.acodei.com/billing.

Question 25

Can I use Acodei with multiple team members under a single account?

Accepted Answer

Yes! After creating your account, you can invite unlimited team members. Please note that only one user per account has admin rights to manage connections and billing.

Question 26

How do I create an account on Acodei?

Accepted Answer

Visit app.acodei.com/signup and create an account using your email, Intuit account, or Google account.

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