Combined Reporting: Stripe + QuickBooks
How do you get one set of numbers you can trust? askotter reads Stripe and QuickBooks together and answers it for your business, by text.
How does combined reporting with Stripe and QuickBooks work for a small business?
askotter reads Stripe and QuickBooks side by side so it can combine your accounts into one clean report you can ask questions of. One report covering every connected account, cleaned up and answerable by text.
Read the full answerShow less
The owner asks follow-up questions by text.
- From Stripe
- Payment transactions and revenue, Memberships and recurring plans, Customer payment profiles.
- From QuickBooks
- Income and expense data, Accounts receivable/payable, Cash flow statements.
- Status
- QuickBooks is on the integration roadmap, so the matching described here starts when that connector ships.
- Not for
- Replacing Stripe or QuickBooks. Both keep working exactly as they do now.
How do you get one set of numbers you can trust?
GA4 says one thing, Stripe says another, and your booking system disagrees with both. Matching them by hand takes hours, and the answer is still fuzzy.
How askotter handles it
askotter reads Stripe and QuickBooks side by side, so it can combine your accounts into one clean report you can ask questions of.
A person checks the result before it reaches you. This is part of our Google Ads management work.
How Stripe and QuickBooks records line up
Stripe and QuickBooks both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.
Shared between the two: the customer email address.
What combined reporting uses from each
Combined reporting needs a shared identifier or a shared time grain.
From Stripe that means customer emails and any order ID your checkout writes into charge metadata. From QuickBooks it means customer emails and invoice numbers.
QuickBooks is on the integration roadmap, so the matching described here starts when that connector ships.
What each tool sees on its ownShow less
Stripe on its own
Stripe knows the payment, the amount and the customer's email. It has no record of the ad, search or email that brought the customer in.
Timing. Stripe records each charge, refund and failed payment as it happens. Payouts land on a schedule days later, so charge date and payout date differ.
Access. A restricted, read-only Stripe API key, or Stripe Connect.
QuickBooks on its own
QuickBooks sees what was billed and paid. It has no idea which marketing produced the customer.
Timing. QuickBooks shows revenue when invoices and sales receipts are entered, which can trail the sale in a busy month.
Access. The QuickBooks Online Accounting API with read-only OAuth access.
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Services that use these connections
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Questions about Stripe + QuickBooks
Do I need a developer to connect Stripe and QuickBooks?
How is askotter's Combined Reporting different from what Stripe shows on its own?
Stripe + QuickBooks is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.