Automate Stripe Revenue Recognition in QuickBooks

1. 1

   Connect Zapier to Stripe trigger: new charge succeeded

2. 2

   Filter for charges over $500 (adjust for your reporting threshold)

3. 3

   Use Zapier Formatter to map Stripe metadata to QuickBooks fields

4. 4

   Create invoice in QuickBooks with payment marked as received

5. 5

   Tag transaction with Stripe charge ID for reconciliation

Template outline

The structure to recreate in your own workspace. Field names and thresholds are starting points.

Zapier Configuration:
1. Trigger: Stripe > Charge Succeeded
2. Filter: Amount > 50000 (cents)
3. QuickBooks: Create Invoice
   - Customer: {{stripe.customer.name}}
   - Amount: {{stripe.amount}}
   - Description: {{stripe.description}}
   - Memo: Stripe ID {{stripe.id}}
4. QuickBooks: Create Payment linked to invoice