Stripe Payouts - Quickbooks Reconciliations for a Charity

Beginner Questions
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1

:bullseye: What is your goal?

I work for a small happiness research charity. We receive donations across multiple currencies for multiple different charities through Stripe, which then come through as consolidated payouts to Quickbooks, making it really hard to categorise individual transactions to the right accounts. I have to then do manual journal entries to categorise them correctly which is time consuming and not as accurate.

I would like to set up automations so that each payout is broken down into its individual donations + fees and then categorised accordingly to the correct accounts in Quickbooks.

:thinking: What is the problem?

I have 0 experience with automations so I don’t even know where to start. I would really appreciate some guidance. I would also like to find out how much it might cost for someone to set it up for us, although as a charity we don’t have a big budget.

Thanks for your help!

3

Hey Monika,

if you want to build it yourself, then you can start here. Once you get the hang of it, you can find several templates in the Templates section specifically targeting Stripe+Quickbooks to get you started.

And if you are interested in a quote from someone to build it for you, then head over to the hire a pro section. It’s against the community guidelines to offer paid services and quotes in the other sections.

4

Thank you Stoyan will check out the channels!