Integrations: your bank, Stripe, payroll and QuickBooks files
fiscal50 connects to the services your money already runs through. Link bank, credit card and loan accounts through Plaid and their transactions sync into Banks to Books. Connect Stripe to take card and bank payments on invoices and checkout pages, and to record every Stripe payment, fee and payout in your books automatically. Bring payroll in from Gusto’s CSV report, move from QuickBooks Online or Desktop by uploading its exports as they are, including customers, vendors, items and the chart of accounts, and upload Web Connect, Excel or IIF bank files for any bank.
Any bank or card issuer available through Plaid. If yours isn’t, add the account manually and upload Web Connect, Excel, QuickBooks IIF or fiscal50 CSV files instead. You can try Plaid again later.
Do I need to import Stripe transactions?
No. Once Stripe is connected and your recording preferences are set, fiscal50 syncs and posts your Stripe transactions automatically.
Does fiscal50 see my Stripe password?
No. You sign in on Stripe's own window at connect.stripe.com and authorize the connection; fiscal50 never receives the password.
How do I record a Stripe payout to my bank?
When the payout appears in Banks › Deposits, record it against the Stripe Balance account. The income was already recorded when the payment synced.
Which Gusto report should I upload?
The Full Summary Report for the payroll, in CSV format. Upload it with Import Payroll in the Gusto CSV row on the App Integrations screen.
Why shouldn't I record payroll withdrawals as expenses?
The expense was already recorded when you posted the payroll entry. Recording the withdrawal against the clearing or liability account avoids counting it twice.
Can I bring my customers and vendors from QuickBooks?
Yes. The import screens take customers, vendors, products/items and the chart of accounts in the same format QuickBooks exports them. Opening balances come in through the Configuration Agent; transaction history isn’t migrated.