Hi there. Does someone have succesfully conected to Quickbooks Online for accounting purposes?
I have some companies that uses simplero and collect money with Stripe, but so far we could no find a way to sync data between Simplero, Stripe, and bank statements to register in QuickBooks.
Downloading Stripe reports I found that thay list the purchase number from Simplero, but looking in Simplero reports for purchases and receipts, when I downloaded them, there is no "purchase id" data in there, Simplero shows "transaction id" data. So we cant link records and transactions.
Can someone here help with this?
Regards,
Juan Cruz
Hi there. Does someone have succesfully conected to Quickbooks Online for accounting purposes?
I have some companies that uses simplero and collect money with Stripe, but so far we could no find a way to sync data between Simplero, Stripe, and bank statements to register in QuickBooks.
Downloading Stripe reports I found that thay list the purchase number from Simplero, but looking in Simplero reports for purchases and receipts, when I downloaded them, there is no "purchase id" data in there, Simplero shows "transaction id" data. So we cant link records and transactions.
Can someone here help with this?
Regards,
Juan Cruz
This would be very useful. Is there any way the connection can be automated - I have seen it done and it’s a huge time saver not to speak of being more accurate - would also assist with the ongoing need for pdf invoices for B2B
Any update on this question? Thanks
Hey Mentee! Beth shared how we do it on our end if that's helpful.
Hi Juan! Let me preface this by saying I am not a bookkeeper. 😇 However, I asked one, and was told that we copy the Stripe payout amount from Simplero, per product, and add it to Quickbooks.
I'll see if I can get someone on the team to share about how we handle this. We also use Quickbooks Online.