Stripe QuickBooks Integration - Acodei FAQ

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.

If you need specific features implemented, we can explore building custom functionality for your business. For more information, visit https://help.acodei.com/article/12-custom-features-and-functionality

Yes, Acodei provides a range of self-serve resources to support your onboarding, including regularly updated guides, documentation at help.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!

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.

All Acodei plans, including our free tier, sync data in real time. However, if your business processes a very high volume of transactions, our paid plans offer an optional daily summary sync method. This approach helps prevent your QuickBooks from being overloaded by extensive transaction data, optimizing performance without losing important 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!

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.

Yes, Acodei supports Stripe Tax, which automates the calculation, collection, and reporting of sales taxes, simplifying compliance with tax regulations. To enable this feature, ensure you're on a paid plan, then activate Stripe Tax from the Advanced Features 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.

Yes. Acodei supports multi-currency transactions by syncing Stripe transactions in their original currency directly into QuickBooks. If the transaction currency matches the customer's currency in QuickBooks, it links to their existing record; otherwise, a new customer is created. For invoices paid in a different currency, Acodei manages currency conversion provided the invoice currency is decimal-based and the holding account in QuickBooks is an asset account (not "Undeposited Funds"). For further details and setup guidance, please visit our Currency Conversion and Multicurrency documentation here: https://docs.acodei.com/docs/currency-conversion-and-multicurrency/

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.

Yes, Acodei offers tiered plans with specific monthly transaction limits to accommodate businesses of various sizes. Transaction Limits by Plan Free Plan: Allows up to 30 transactions per month. Scale Plans: Range from 100 to 5,000 transactions per month, with options like Scale100 (100 transactions), Scale250 (250 transactions), up to Scale5K (5,000 transactions). Enterprise Plans: Designed for high-volume businesses, offering limits from 10,000 to 250,000 transactions per month. Each plan includes features tailored to the transaction volume, ensuring optimal performance and support. Handling Transaction Limits If you reach your plan's monthly transaction limit: Notification: You'll receive an email alert upon reaching your limit. 3-Day Grace Period: Upgrade within 3 days to automatically sync all pending transactions. No Action: If no upgrade occurs within 3 days, your account reverts to the Free Plan, and syncing pauses. Catching Up: You can purchase historical data to sync missed transactions. Monthly Reset: Transaction limits reset day you started the plan each month. For detailed information on pricing and features, please refer to Acodei's Detailed Pricing Documentation here: https://docs.acodei.com/docs/acodei-detailed-pricing/

Absolutely—customization is one of Acodei’s strengths. You can map Stripe transactions to specific products, income accounts, and balance sheet accounts in QuickBooks. This includes standard transaction types as well as less common ones like disputes, Stripe Capital, Stripe Climate, and more.

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.

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

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

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.

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. If you're on a free plan, you won't incur any charges except when purchasing historical data.

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.

Yes! Acodei offers a free forever tier allowing you to explore basic functionality, including up to 30 transactions per month, without any commitment. Additionally, all paid plans now include a free 14-day trial, giving you full access to premium features so you can thoroughly evaluate the service.

Acodei offers three primary pricing plans tailored to your business needs: 1. Free Tier Monthly Limit: 30 transactions Price: Free Features: Real-time syncing of basic Stripe transactions (sales receipts, refunds, payouts) Email support (48-hour response) Unlimited users and Stripe accounts Option to purchase historical data if needed 2. Scale Plans (for growing businesses) Monthly Limits Available: 100 transactions ($12/month or $120/year) 250 transactions ($20/month or $200/year) 500 transactions ($30/month or $300/year) 1,000 transactions ($50/month or $500/year) 2,500 transactions ($75/month or $750/year) 5,000 transactions ($100/month or $1,000/year) Features Include: Real-time or daily summary sync options Additional transaction types (invoices, payments) Advanced mapping (products, fees, taxes) Enhanced Stripe integrations (Capital, Connect, Tax, coupons, multicurrency, etc.) Email and Zoom support (24-hour response) Unlimited users and Stripe accounts Historical-data credits included with annual plans (equal to monthly limit) 3. Enterprise Plans (for larger businesses with complex needs) Monthly Limits Available: 10,000 transactions ($150/month or $1,500/year) 25,000 transactions ($200/month or $2,000/year) 50,000 transactions ($300/month or $3,000/year) 100,000 transactions ($500/month or $5,000/year) 250,000 transactions ($1,000/month or $10,000/year) Features Include: All Scale plan features Custom feature build-out support (up to 5 hours) Priority same-day support (email, Zoom, Slack) Account-health monitoring Expert assistance for complex integrations or multi-company setups Billing Options: Monthly and annual subscriptions available (Scale and Enterprise plans) Each QuickBooks company connected is billed separately Additional Costs (Historical Data): Historical data pulls beyond your plan’s included credits incur an additional fee based on transaction volume.

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.

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.

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. We also offer a forever free plan that includes core functionality and supports up to 30 transactions per month—perfect for testing the basics with no commitment. For a full comparison of plans and features, visit our Detailed Pricing page (https://docs.acodei.com/docs/acodei-detailed-pricing/)

To cancel your Acodei subscription, visit quickbooks-stripe.acodei.com and disconnect your QuickBooks company from Acodei. Alternatively, you can downgrade to the free tier by going to the Billing page in your Acodei account on the Connections Page. For step-by-step instructions and additional details, refer to our cancellation guide (https://docs.acodei.com/docs/how-to-cancel-your-acodei-subscription/).

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

Yes! After creating your account, you can upgrade your billing plan to invite additional team members. To add users, visit the Company Management tab within the Legacy Acodei app and under Settings ->User Management. Note: Only one team member can hold admin privileges, including management of billing and subscription settings.

You can create your Acodei account in three ways: Option 1: Directly from Acodei 1. Go to quickbooks-stripe.acodei.com. 2. Click Sign Up. 3.Enter your email address and create a password. 4. Follow the prompts to complete the signup. Option 2: From your Stripe account 1. Log in to your Stripe dashboard. 2. Navigate to the Stripe App Marketplace. 3. Search for Acodei. 4. Click Install and follow the prompts to authorize and create your account. Option 3: From your QuickBooks account 1. Log in to your QuickBooks Online account. 2. Go to the Apps section in your QuickBooks navigation menu. 3. Search for Acodei in the app store. 4. Click Get App Now or Install, and follow the instructions provided. After completing any of these methods, your account will be ready for onboarding.