What is the Subledger feature, and how does it work with Stripe?
If you're dealing with a ton of Stripe transactions, it helps you organize all that data, so instead of a messy list of transactions, you get a structured, summarized view right inside Puzzle. This way, you get a clearer picture of your finances without all the clutter.
Who should consider using the Subledger feature?
If you've got a high volume of Stripe transactions and reconciling them feels like a headache, this feature is for you. It's designed for folks who want to streamline their Stripe data and have a more efficient way to keep things in order.
How do I turn on the Subledger feature?
You can turn it on yourself in Puzzle by clicking Enable payments subledger. There's no sign-up or waitlist. Pro tip: Enable it before connecting your Stripe account for the smoothest experience.
How does the Subledger feature handle existing Stripe data?
The Subledger feature works best when you enable it from day one with your Stripe integration. If you've already connected Stripe, it'll start capturing data from the moment you turn it on, but it won't go back and pull in historical transactions.
What if I already have a Puzzle account with Stripe connected? Can I still enable the Subledger feature?
Yep, you can still enable it. Just keep in mind that it'll only start tracking from the day you turn it on. If you want all your historical data included, you might consider starting fresh or reaching out to us, and we'll help you figure out the best approach.
Will using the Subledger feature improve the performance of my Puzzle account?
Definitely. The Subledger feature is built to handle high volumes of transactions way more efficiently, so if you're seeing slow load times or glitches with your current setup, you should notice a big improvement.
Is the Subledger feature still in beta?
No sign-up is needed anymore. Any customer can turn it on in the app with Enable payments subledger.
How will the Subledger feature handle refunds and other adjustments from Stripe?
It'll capture refunds and adjustments, but there might be a few cases where you'll need to tweak things manually.
How will this feature handle revenue recognition for Stripe transactions?
The Subledger feature will manage your revenue recognition based on the settings you've configured. But if you've got a more complex setup, make sure to work with your accountant to keep everything in sync.
Can I use the Subledger feature as my primary system of record for Stripe transactions?
Short answer: not yet. While it's designed to give you detailed data, we recommend using it alongside your existing system, especially if you've got tight reporting deadlines.
What are the current limitations of the Subledger feature?
Historical Data: It doesn't grab your past Stripe transactions, only the ones from the day you enable it.
Time Zones: Stripe reports in UTC, and Puzzle uses your local time zone, so you might notice some differences when reconciling.
Can I switch back if I decide the Subledger feature isn't right for me?
Absolutely, you can turn it off anytime. Just keep in mind that any data processed while it was on will stay in your account.