Hi, I've struggled with the Quicken Simplifi - Stripe workflow from the beginning for a variety of reasons. Some illustrated on previuos posts, here. I'm hoping a current problem I'm having will help me figure out how to work with the integration. Here's the situation: * Created an invoice in QS on October 31st with total due amount of $875. Enabled payment through Stripe. * Client paid that invoice on 11/6 and the payment hit my back account on 11/7. * Client's payment was $875, minus fee of $5, then another separate Stripe fee of $1.50, so payout was $868.50. * When attempting to link a payment from the Invoice screen, this +$868.50 transaction is not available to choose from. So my question is, how do I apply the payment to an invoice if it's not showing up on the LInk To Transaction>Apply Payment window? What makes this even more confusing is that yesterday, I had another Stripe payment hit my account. In this case, the invoice was for $625, which the client paid, and the payout $606.57, but QS matched the $606.57 transaction automatically to the correct invoice. I suspect that there is something foundationally that I am doing wrong which accounts for these seemingly inconsistent results. My inclination is to either abandon this Stripe integration or go back to my old accounting system.

@GuerillaTime68, thanks for posting to the Community with this issue! It is my understanding that when Stripe payments download, the amount of the transaction will be less than the invoice due to the fee. However, it should be a split transaction, where you can assign the split portion that is for the full amount to the invoice. You should be able to assign the payment to an invoice directly from the transaction. Click the "Edit" button in the Splits part of the Transaction Detail view, and then you can use the 'Invoice payment' checkbox to do so: You can also uncheck this box to remove the transaction from being assigned as an invoice payment, such as the one you mentioned is incorrectly assigned. Let us know if this works for you!

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Quicken Simplifi - Stripe Workflow Question

GuerillaTime68

Hi,

I've struggled with the Quicken Simplifi - Stripe workflow from the beginning for a variety of reasons. Some illustrated on previuos posts, here. I'm hoping a current problem I'm having will help me figure out how to work with the integration. Here's the situation:

Created an invoice in QS on October 31st with total due amount of $875. Enabled payment through Stripe.
Client paid that invoice on 11/6 and the payment hit my back account on 11/7.
Client's payment was $875, minus fee of $5, then another separate Stripe fee of $1.50, so payout was $868.50.
When attempting to link a payment from the Invoice screen, this +$868.50 transaction is not available to choose from.

So my question is, how do I apply the payment to an invoice if it's not showing up on the LInk To Transaction>Apply Payment window?

What makes this even more confusing is that yesterday, I had another Stripe payment hit my account. In this case, the invoice was for $625, which the client paid, and the payout $606.57, but QS matched the $606.57 transaction automatically to the correct invoice.

I suspect that there is something foundationally that I am doing wrong which accounts for these seemingly inconsistent results. My inclination is to either abandon this Stripe integration or go back to my old accounting system.