Create Better Instructions for Stripe Integration

mattbroffman
mattbroffman Member ✭✭

It just says to enable ACH.

You can set up many ACH payments. I have enabled them all, but it still says in Quicken that they're not enabled.

When you enable in Stripe, you can do so under different "Payment configurations." I enabled in my default. Quicken created a separate "Quicken" configuration. But it shows as:

Quicken Inc is managing payment methods for you

Quicken Inc has not enabled you to manage payment methods from the dashboard.

Tagged:

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @mattbroffman, thanks for posting to the Community!

    The documentation we have on Stripe can be found here: https://support.simplifi.quicken.com/en/articles/10186250-invoices#h_71d77de04c

    Let us know if this helps! Otherwise, please provide more details so we can get a clearer picture of what's going on.

    -Coach Natalie

  • mattbroffman
    mattbroffman Member ✭✭

    Thank you for updating this week. However I think this is the ambiguous step: Visit Stripe to review your accepted payment methods.

    It used to say that we had to manually enable ACH in stripe. Is that still the case? If so how do we do that?

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited January 8

    @mattbroffman, thanks for the reply!

    I don't see anything in the article that states ACH has to be enabled with Stripe. Based on the "things to note", it looks like the payment methods are ACH and Card, though I don't have a Stripe account myself to check. Have enabled ACH with Stripe directly? If not, you may want to get with them to learn how to do so to see if that helps your situation in QBP.

    Let us know!

    -Coach Natalie

  • mattbroffman
    mattbroffman Member ✭✭

    Sigh..you all updated the docs this week. Prior to this week it said we had to have ACH enabled as a payment method on stripe. For the last week I've been asking for specifics on what that means because Stripe shows that quicken controls the payment methods. For some reason instead of someone at Quicken support telling me that there's actually nothing I need to do on the Stripe side, you all updated the help docs and removed the reference. No one even got back to me but when I reached back out I was asked for screenshots of my stripe setup. It's not clear to me why I can't get a clear answer from Quicken now two weeks later on a) is there anything I need to setup in in stripe b)if so, tell me specifically what I need to setup. I imagine someone at Quicken has a stripe login and can tell me. Not sure why this takes two weeks.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @mattbroffman, thanks for posting back!

    Unfortunately, I'm not aware of what the support article stated prior, only what it states now. Since Quicken Simplifi Business & Personal is a brand new product, we are still learning it from our end as well. I'm assuming that most or all of the front-line support agents would not personally use Stripe, so we are also unfamiliar with that end of things. I apologize for the frustration.

    I'm sure that there is someone within the product team who has access to Stripe and the info you need, but we would have to gather data and escalate the issue you're experiencing to get it in front of them and gain more insight for you. Based on your description, it sounds like this is what Chat Support is attempting to do. Have you tried reaching back out to the agent who gathered that data from you via 'Messages' in the Help Center?

    Let us know!

    -Coach Natalie

  • Coach Tara
    Coach Tara Member, Administrator, Moderator admin

    @mattbroffman Thank you for letting us know about this issue. We're currently trying to reproduce this issue in order to fix it. I'll report back when the issue is fixed.

  • mattbroffman
    mattbroffman Member ✭✭

    Just sucks…a week later and no update from support. I have to keep reaching out why?

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @mattbroffman, it looks like @Coach Tara will let you know when there's an update, so you can follow along here moving forward. 🙂

    -Coach Natalie

Leave a Comment

Rich Text Editor. To edit a paragraph's style, hit tab to get to the paragraph menu. From there you will be able to pick one style. Nothing defaults to paragraph. An inline formatting menu will show up when you select text. Hit tab to get into that menu. Some elements, such as rich link embeds, images, loading indicators, and error messages may get inserted into the editor. You may navigate to these using the arrow keys inside of the editor and delete them with the delete or backspace key.