In the Integration details section, check the box to Push payouts and fees. To start syncing payouts and fees to QuickBooks, navigate to your QuickBooks sync and settings page by going to the QuickBooks icon > Sync & Settings. Loan Fees: Fees associated with Stripe Capital loans are allocated to this account.Loan: If you have a loan through Stripe Capital, payouts containing loan disbursements are allocated to this account.Allowance for Disputed Jobber Payments: If a client ever disputes a payment, the funds will be allocated to this account.
Refunds Clearing: When a client is refunded, their refund is deducted from the deposit in the Checking account and allocated to the Refunds Clearing account instead.Instant Payout Clearing: This is the account that the total amount of an instant payout is allocated to initially.Undistributed Tips: When a payout includes a tip, the tip portion of the payout is synced to this account.Jobber Payments Fees: The fees from each payout are removed from the deposit into your Checking account and are allocated to this account which shows the total amount of all the fees.Checking: Once funds have been deposited into your bank account, they are transferred into this account.Once the funds have been deposited, funds are transferred out of this account. Undeposited or Unapplied Funds: This is the account that payments initially sync to before the funds are deposited into your bank account as indicated by a Jobber Payments payout syncing to QuickBooks.As part of the sync, accounts are created in QuickBooks to map each transaction to, however, these accounts are created as needed so they won’t exist until there is a transaction that should be allocated to that account. Payments (including invoice payments and quote deposits)įees from each of these transactions are also synced to QuickBooks and are allocated to an account for Jobber Payments Fees.Each payout in “paid” status is flagged to sync to QuickBooks and depending on the types of transactions that make up the payout, the transactions are allocated to the appropriate account in QuickBooks. Save time on reconciling your payments by syncing Jobber Payments payouts to QuickBooks Online, including the fees. If you have any questions about your plan's features or pricing, our support team is here to help! To check what plan you're on, navigate to the Gear Icon > Account and Billing. The QuickBooks Online integration is available on select plans.
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