Overview
Quicken partners with Stripe to receive invoice payments. If you don't have a Stripe account, you can sign up by clicking here. If you have an existing Stripe account, you can connect it to Quicken Business & Personal.
When your clients pay your Stripe payment-enabled account, the payments will automatically show in Quicken Business & Personal, and they will automatically mark the invoice as paid.
Adding a New or Existing Stripe Account
You can use your established business and the account will be created automatically. This will be a unique account that is only used for Quicken. You can still take payments directly through the Stripe interface with this account, but only payments taken while in this account will show in Quicken Business & Personal. Payments taken through other Stripe accounts, even if they are for the same business, will not show in Quicken Business & Personal.
To get started with a Stripe account or logging into your existing Stripe account:
Hover over the panel on the left side and select Settings.
Click Accounts.
Under Accounts, you will see the option to learn more about what Stripe offers.
Click on Learn More.
Click Continue.
Click Connect.
Follow the steps Provided by Stripe to create an account.
Once you have created your Stripe account, you will be redirected back to Quicken Business & Personal and under the Add Account screen, you will have the option to link your Stripe account to your business by clicking on the Business dropdown and selecting your business.
Click Add.
You will also be able to start creating or adding your existing Stripe account while creating a new invoice.
To enable Stripe while creating a new invoice:
On the left side of the screen, click Invoices.
In the upper right, click the Invoice icon.
In the upper left, select a client or a project.
In the Enable online payments tile, click Learn More.
Things to note about Stripe
When you have your Stripe account linked to your business, when you create an invoice, your accepted payment methods are dependent on what you have selected on your Stripe dashboard.
Visit Stripe to review your accepted payment methods.
In your invoice, if you have both ACH and Card enabled, your accepted online payments will have both ACH and Card check. If you want to have only one method of payment accepted for that invoice, deselect the method of payment that you do not want to accept.
When linking an existing Stripe account to Quicken Business & Personal, all of your payments made from invoices from Quicken Business & Personal will be combined with payments you take elsewhere with the Stripe account. All of these will show in your Stripe account in Quicken Business & Personal.