Skip to main content

Step 5: Connect Billing

Connecting billing allows you to send invoices and receive payments.

You can connect:

  • Stripe
  • QuickBooks
  • Both (if supported)

Connecting Stripe​

Stripe is typically used for:

  • Credit card payments
  • ACH transfers
  • Online payment collection

Once connected, payments can flow directly# Step 5: Connect Billing

Connecting billing lets you:

  • Accept online payments (Stripe)
  • Sync accounting data (QuickBooks Online)

You can connect one or both depending on how your company runs billing.

Stripe (Payments)​

Use Stripe to collect:

  • Credit card payments
  • ACH (if enabled/eligible)

➡️ Next: Connect Stripe

QuickBooks Online (Accounting)​

Use QuickBooks to sync accounting-related data and keep things aligned.

➡️ Next: Connect QuickBooks Online

Summary​

  • Stripe = payments
  • QuickBooks = accounting
  • You can connect one or both into your account.

Connecting QuickBooks​

QuickBooks is commonly used for:

  • Accounting
  • Invoicing
  • Financial reporting

Connecting QuickBooks allows data to sync automatically.

Billing connections are optional at first, but recommended before:

  • Sending proposals
  • Creating invoices
  • Collecting payments

Summary​

  • Billing connections enable payments and accounting
  • Stripe handles payments
  • QuickBooks handles accounting