Documentation Index
Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
Use this file to discover all available pages before exploring further.
Stripe Integration: Setup and Sync
Connect Stripe to DualEntry so customers, invoices, payments, payouts, and fees flow into your ledger on an ongoing basis. The sync is one-way - data flows from Stripe into DualEntry, and nothing in DualEntry is pushed back to Stripe.Prerequisites
Confirm the following in DualEntry before connecting:- Your organization and legal entity are configured.
- Your chart of accounts is set up, including income, expense, and deferred revenue accounts.
- Your bank connections include the destination account Stripe pays out to.
- Your Stripe account is disconnected from any prior accounting system.
Step 1: Connect your Stripe account
Authorize DualEntry to read your Stripe data via OAuth.- Navigate to Settings → Integrations → Stripe.
- Choose Connect with Stripe.
- Authorize the connection in the Stripe consent screen and approve access.
- DualEntry returns to the Integrations page and confirms the connection.
Each organization supports one active Stripe connection. To switch accounts, disconnect the existing integration first.
Step 2: Configure account mappings
Map your Stripe activity to the DualEntry GL accounts that should receive each transaction type. During pre-setup, DualEntry creates a default set of accounts to support the sync:- Stripe Clearing Account - holds funds received from customers before they are paid out to your bank.
- Income Account - where Stripe revenue is recorded.
- Expense/Fee Account - where Stripe processing fees are recorded.
- Deferred Revenue Account - used for subscription-based revenue recognition.
- Financing Account - used if you use Stripe Capital.
- Stripe Vendor - the vendor record used for fee entries.
- Income Account - where invoice revenue posts.
- Expense Account - where Stripe fees post.
- Deferred Revenue Account - required if you use Stripe subscriptions with revenue recognition.
- Bank Account mapping - map your Stripe payout destination to the correct DualEntry bank account.
Step 3: Map your products
Stripe products sync toitem records in DualEntry. For each item, you can specify:
- Income Account - the GL account revenue from this product posts to.
- Deferred Revenue Account - required for subscription products using revenue recognition.
Step 4: Run your first sync
Once your accounts and products are mapped, kick off the initial backfill.- Navigate to Settings → Integrations → Stripe.
- Set your sync start date - the cutoff date from which DualEntry pulls Stripe data.
- Choose Sync Now.
What syncs
The integration creates these DualEntry records from Stripe activity automatically:| Stripe activity | DualEntry record |
|---|---|
| Customer | customer |
| Product | item |
| Invoice (one-time) | invoice |
| Invoice (subscription) | contract + contract_invoice |
| Invoice payment | customer_payment |
| Payout to bank | bank_transfer |
| Stripe processing fee | direct_expense |
| Refund (full) | customer_credit + customer_refund |
| Pre-payment credit note | customer_credit |
| Stripe Capital disbursement | journal_entry |
| Stripe Capital repayment | direct_expense |
Current limitations
Some Stripe activity types are not supported by the sync:- Partial refunds. Only full refunds sync. Partial refunds need to be entered manually in DualEntry.
- Post-payment credit notes. Only pre-payment credit notes sync.
- Subscription revenue recognition requires the Advanced Revenue Recognition module to be enabled on your account.
Use Stripe with subscriptions and revenue recognition
If your business uses Stripe subscriptions and the Advanced Revenue Recognition module is enabled, DualEntry automates the revenue recognition workflow.- When a Stripe subscription is created, DualEntry creates a
contractwith the subscription terms and start/end dates. - Each time a subscription invoice is generated in Stripe, DualEntry creates a
contract_invoicelinked to that contract. - When the invoice is paid in Stripe, DualEntry creates a
customer_paymentapplied to the contract invoice. - Revenue is recognized according to the straight-line schedule defined on the contract.
Troubleshoot sync errors
When a record fails to sync, it appears in the Integration Errors log under Settings → Integrations → Stripe. The most common causes:| Error | Cause | Resolution |
|---|---|---|
| Unmapped account | A required GL account mapping is missing in Stripe settings. | Add the missing mapping under Settings → Integrations → Stripe → Settings, then resync the failed record. |
| Locked accounting period | The transaction date falls in a closed period. | Reopen the period or post the transaction to the next open period. |
| Unsupported record type | The Stripe activity is a partial refund or post-payment credit note. | Enter the transaction manually in DualEntry; these types are not supported by the sync. |