Manage a Stripe connection
Review account mappings, test a connection, disconnect Stripe or remove an unused connection.
- Who can do this
- Business owners
- Where
- Settings, then Integrations
- You'll need
- An existing Stripe connection
Review a connection's accounts before importing Stripe activity. Only business owners can use these controls.
Review account mappings
- Open Settings.
- Select Integrations.
- Select Manage Stripe. If no connection is currently connected, this button reads Connect Stripe and opens the same page.
- Select the connection's pencil icon, labeled Edit.
- Review Connection Name and Account Mappings.
| Field | How QixCount uses it |
|---|---|
| Connection Name | Your name for the connection; required, up to 255 characters. |
| Clearing Account | Required active bank-type asset account. Imported charges first post here. |
| Revenue Account (Optional) | Optional revenue account mapping. General refunds use the accounts credited by the original payment instead. |
| Processing Fees Account (Optional) | Active expense account used for processing fees. Importing a fee needs this mapping. |
| Payout Bank Account (Optional) | Active bank account that receives payouts. Importing a payout needs this mapping and the bank account's linked accounting account. |
The Sync Settings area shows options for charges, refunds, fees and payouts. New connections have all four selected. Clear an option and save to turn that import off.
- Select Update Connection to save.
The selected payout bank account is marked as belonging to this Stripe connection. Changing mappings does not rewrite entries already imported.
Test the account
On Stripe Connections, select the activity icon labeled Test Connection. A successful test confirms QixCount can retrieve the Stripe account and marks the connection Connected. A failed test marks it Error and shows the failure message. Testing does not import transactions.
Continue with Sync Stripe transactions.
Disconnect or delete a connection
WarningDisconnecting prevents new manual syncs and new payment-link creation through this connection. Already issued payment links are not removed by this action. Existing imported records remain in your books.
- Select the link icon labeled Disconnect on Stripe Connections.
- Confirm the disconnection.
To remove an unused connection, select Delete after disconnecting it, then confirm. QixCount blocks deletion when the connection has imported transactions. Disconnect it to retain that history.
To authorize the account again, use Connect Stripe.