Payment Reconciliation with QuickBooks + SchedulingKit
SchedulingKit syncs payment data from Stripe to QuickBooks, matching each payment to its corresponding invoice. Deposits, full payments, and refunds all reconcile automatically, keeping your books balanced.
How It Works
Set up payment reconciliation with QuickBooks in just a few steps.
Connect Stripe and QuickBooks
Link both accounts to SchedulingKit. Payment and invoice data flow through one system.
Invoices generate on booking completion
QuickBooks receives the invoice. Stripe holds the payment record.
Payments match to invoices
SchedulingKit matches the Stripe payment to the QuickBooks invoice and marks it as paid.
Refunds sync automatically
If a refund is processed in Stripe, the QuickBooks invoice updates to reflect the credit.
Benefits
Why payment reconciliation with QuickBooks and SchedulingKit makes a difference.
Automatic reconciliation
Payments match to invoices without manual intervention. No more cross-referencing Stripe and QuickBooks line by line.
Deposit tracking
Partial deposits recorded in Stripe apply to QuickBooks invoices as partial payments. The remaining balance stays open until collected.
Refund handling
Stripe refunds create credit memos or adjust invoices in QuickBooks automatically.
End-of-month accuracy
Revenue, receivables, and refunds all match across systems. Month-end close takes hours instead of days.
Payment Reconciliation in Practice
A real-world look at how QuickBooks payment reconciliation works with SchedulingKit.
A wellness spa collects a $50 deposit via Stripe when clients book and the remaining balance at checkout. Before automation, the bookkeeper spent a full day each month matching Stripe payouts to QuickBooks invoices — cross-referencing client names, dates, and amounts across two systems.
With SchedulingKit bridging the gap, here is what happens: a client books a $200 deep tissue massage and pays a $50 deposit. QuickBooks receives an invoice for $200 with a $50 partial payment applied. The balance shows $150 outstanding. At the spa, the client pays the remaining $150 via Stripe terminal. SchedulingKit sends the second payment to QuickBooks, marking the invoice as fully paid.
If a client cancels within the refund window, the $50 deposit is refunded in Stripe. SchedulingKit creates a credit memo in QuickBooks and voids the invoice. The bookkeeper sees a clean record: invoice created, deposit received, deposit refunded, invoice voided.
Month-end reconciliation now takes 30 minutes instead of 8 hours. The spa owner reviews a QuickBooks report showing total revenue, outstanding deposits, and refunds — all accurate because every transaction syncs from Stripe through SchedulingKit to QuickBooks.
Who It's For
Teams and individuals who benefit most from this integration.
Frequently Asked Questions
Common questions about payment reconciliation with QuickBooks.
How does payment reconciliation work?
SchedulingKit matches Stripe payments to QuickBooks invoices by booking ID. Deposits apply as partial payments. Full payments mark invoices as paid.
Are Stripe refunds reflected in QuickBooks?
Yes. Refunds processed in Stripe automatically create credit memos or adjust the corresponding QuickBooks invoice.
Do I need both Stripe and QuickBooks connected?
Yes. Stripe handles payment processing and QuickBooks handles accounting. SchedulingKit bridges the two by matching transactions.
How often does payment data sync?
Payment events sync in near real time. Stripe webhooks notify SchedulingKit of charges and refunds, which then update QuickBooks within minutes.
Start Using QuickBooks + SchedulingKit
Set up payment reconciliation in minutes. No credit card required, no complex configuration.
Free forever plan available · No credit card required