Help › Bookkeeping
Connect Stripe (Square and PayPal coming)
Connect a payment processor so its payouts post to your books and reconcile to your bank:
- Go to Ledger › Setup › Business.
- In the Integrations panel, click Connect more.
- In the Connect integration window pick Stripe, which redirects you to sign in.
Square and PayPal aren't offered yet. We are still testing them, and they come back once that is done. An account you connected before keeps syncing its payouts, and you can still disconnect it.
Stripe: the TALISK_HQ app
Connecting Stripe installs the TALISK_HQ app on your Stripe account. Stripe shows you what it can read before you approve: payouts, balances, the charges, refunds and fees inside each payout, and the invoices, credit notes, Checkout sessions and tax rates that say how much sales tax a charge carried. Every permission is read-only. TALISK_HQ cannot charge a card, move money or change anything in your Stripe account.
If you sign in to more than one Stripe account, Stripe asks which one to connect. Pick the account your customers pay into.
Installing from the Stripe App Marketplace
If you found TALISK_HQ in the Stripe App Marketplace, sign in to TALISK_HQ and follow the steps at the top of this page: Ledger › Setup › Business, then Connect more, then Stripe. Connecting from inside TALISK_HQ is what tells it which business's books your Stripe payouts belong in.
If Stripe sends you to TALISK_HQ straight after you approve the app, nothing is connected yet. TALISK_HQ asks you to Sign in to TALISK_HQ (or Connect Stripe if you are already signed in), which opens the Connect integration window for the business you are working in. Pick Stripe there to finish.
The connection renews itself in the background, so it keeps syncing without you signing in again. If Stripe ever refuses to renew it, a banner at the top of TALISK_HQ asks you to Reconnect.
You can also remove the app from the installed apps in your Stripe Dashboard. TALISK_HQ stops syncing by its next sync at the latest and asks you to reconnect; the payouts already in your books stay. Connect again from Ledger › Setup to start syncing again.
Their settled payouts then post to your ledger and match your bank deposits automatically, and you'll see them on the Ledger Dashboard and, if you also run a storefront, the Payouts tab. A processor alone doesn't add the Ecommerce section: that's for Shopify and WooCommerce stores.
Connecting from the desktop app
Stripe opens its sign-in in your normal web browser rather than inside the TALISK_HQ window, so your saved password is available. Approve there and the desktop app comes back to the front with the account connected.
You do not need to sign in to TALISK_HQ in that browser. It only hands your approval back to the app, and the app finishes the connection with your own TALISK_HQ sign-in, so a link someone else sends you cannot connect their account to your business.
An older copy of the desktop app finishes in the browser instead. If that browser reaches the internet a different way from the app (a VPN, or iCloud Private Relay in Safari), the confirmation page asks you to sign in to TALISK_HQ there with the same account you use in the app. Updating the app removes that step.
Disconnecting
You can withdraw TALISK_HQ's access whenever you like:
- Go to Ledger › Setup › Business.
- Find the connection in the Integrations panel.
- Click Disconnect beside it, then choose what to do with the saved connection.
Either way TALISK_HQ stops syncing and can no longer read the account, and nothing already in your books is removed: the orders, customers and payouts synced so far are kept, and every journal entry stays exactly as posted. Those are your accounting records, and you need to keep them.
The two answers differ only in what happens to the saved connection:
- Disconnect keeps it, so reconnecting later is one click.
- Disconnect and delete credentials removes the saved key as well, so reconnecting means approving again at the provider. Choose this if you are leaving, or if you think the key may have been exposed.
Keeping it is the default on purpose: a provider can refuse to re-authorize for reasons that have nothing to do with you, and a disconnect you cannot undo is worse than one you can. Neither answer touches your sales history.
Once it is disconnected the row says Disconnected and offers Reconnect instead.