Q: Does Puzzle integrate with Stripe?
A: Yes, Puzzle connects to your Stripe account with a few simple steps. To add Stripe to your Puzzle account go to the Integrations page and connect your Stripe account under the Revenues section.
Q: What information syncs from Stripe?
A: Puzzle syncs the following Stripe information: invoice amount, subscription terms, customer name, products, refunds, and processor fees.
Q: Do I have to make manual adjusting entries for the information above to be reflected properly?
A: No, Puzzle automatically records all of the information synced from Stripe to ensure it is properly accounted for. This includes transaction amounts, refunds, and processor fees.
Q: Does Puzzle record my Stripe transactions on both the cash and accrual basis?
A: Yes, Puzzle will record your Stripe transactions on both a cash and accrual basis if you have turned the Accrual Revenue feature on.
Q: When does Puzzle recognize Stripe revenue on a cash basis?
A: Puzzle will recognize Cash Basis Stripe revenue once the funds are available for payout in Stripe.
Q: Can Puzzle handle different Stripe instances (ex: Stripe Connect)?
A: Puzzle has limited support for Stripe Connect and Stripe Issuer.
Q: How can I customize my transaction categorization? For example, can I assign specific income accounts or expense accounts for different types of transactions?
A: You cannot change the default mapping from Stripe to Puzzle, however you can create Rules to change the categorization for transactions. You can also make manual journal entries to update the categorization as well.
Q: How often will transactions from Stripe be synced with Puzzle?
A: Stripe is synced daily overnight Please allow up to 24 hours for Stripe activity to sync with Puzzle.
Q: Will the integration capture all historical transactions from my Stripe account?
A: Users will be prompted to input an ingestion start date when setting up their Stripe integration in Puzzle. There is no Puzzle limitation on the date range.
Q: How does Puzzle handle currency conversions and multi-currency transactions processed through Stripe?
A: Stripe can handle currency conversion for users with the currency conversion feature enabled in Stripe. Puzzle will in turn record activity in USD.
Q: Do I need to review my Stripe transactions in Puzzle before they are posted?
A: By default, all Stripe transactions are posted to your financials. You can review the underlying details of the transactions directly in Puzzle, or in your Stripe account.
Q: How does Puzzle handle chargebacks and disputes initiated by customers through Stripe? Are these transactions automatically reflected in Puzzle?
A: When a dispute is initiated an entry is created as a Bad Debt Expense while that dispute is pending. If the dispute is won then that entry is reversed.
Q: Does the Stripe integration capture additional information associated with Stripe transactions, such as customer details or product information?
A: Yes, on the Revenue page you are able to see your Stripe data broken down by customer or product.
Q: What level of support is available for troubleshooting issues or answering questions related to the Stripe integration with the accounting software?
A: If you have any questions, you can contact [email protected] or send a message via in-app chat.
Q: Can I access detailed reports or dashboards within Puzzle to analyze Stripe transaction data, such as revenue trends or fee analysis?
A: Yes, you can review the Revenue page which includes detailed Cash, Accrual, and MRR/ARR data as well as Churn.
Q: How does Puzzle handle Stripe payouts to connected bank accounts? Are these transactions automatically reconciled?
A: Puzzle will account for funds available for payot in Stripe as a Current Asset on your Balance Sheet. When a payout is initiated in Stripe, Puzzle will re-account for these funds in a clearing account, also recorded under Current Assets. Finally, the clearing balance will be reversed once the payout hits your connected bank account.
Puzzle will automatically link up these transactions, and handle the underlying accounting mentioned above, so long as the payout bank account is connected to Puzzle.
Q: How do I access the Stripe automation integration?
A: The Stripe automation integration is available on the Advanced plan.
Q: What security measures are in place to protect sensitive financial data transmitted between Stripe and Puzzle?
A: Puzzle is SOC2 Compliant. You can learn more about our security measures at trust.puzzle.io.