Connect Stripe with Exact Online and automatically process Stripe transactions in your accounting. Always up-to-date revenue figures without manual work.
Table of contents
1. Connect to Stripe
Connecting to Stripe starts off by clicking the "Connect your.." button:
This will take you to this screen, where you are prompted to enter your Stripe API key. Go ahead and click the link provided, which will take you to the API keys in your Stripe account:
Copy the private key under "Standard Keys." If the key isn't visible, you can create a new one by clicking "+ Create secret key."
In case you clicked "+ Create secret key", now select "Building your own integration" to assign the correct permissions. The other option has limited permissions and therefore cannot retrieve transactions:
A verification request will be sent to the Stripe administrator. This verification must be approved. Once approved, the secret key will be visible. Copy it.
Now you're ready to paste the key in the aforementioned connection screen and press "Save":
Note: To retrieve payouts and associated payments from Stripe, the payout schedule must be set to "Automatic". More information about this can be found in this article.
2. Connect to Exact Online
To start connecting to Exact Online, click the "Connect your.." button:
Exact Online uses different country codes. When connecting, select the correct country code and click "Save":
This takes you to Exact Online's login screen. First enter your username (Gebruikersnaam), and your password (Wachtwoord) on the next:
To connect properly to Exact Online, it must be configured correctly. Do this before continuing with the integration configuration. The button below will take you to a collection of articles explaining how to set up Exact Online.
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these Stripe steps:
Export existing payouts
Pick a date in the past, present, or future. The first eleven imported items are free of extra charge.Sync invoices
Do you want to synchronise (credit) invoices to Exact Online too?Synchronise paid orders only?
Should only paid orders be synchronised? (as opposed to all orders)Export existing invoices
Pick a date in the past, present, or future. The first eleven imported items are free of extra charge.Export existing credit notes
Pick a date in the past, present, or future. The first eleven imported items are free of extra charge.
Configure these Exact Online steps:
Select Exact Online administration
The administration the entries will be booked inBank journal for payments
Select the bank journal in which the sales entries should be bookedLedger account debtors
Select the ledger account for debtorsLedger account Payment Service Provider costs
Select the ledger account for Payment Service Provider costsLedger account payouts
Select the ledger account for payoutsCreate accounts
Indicate if you want to create new accounts in Exact Online if they don't exist. If you choose "No", bank entry lines will be booked on the payment in transit account of the journal.Periods
Do you want to use the periods added to the Stripe invoice in Exact Online too? Beware, the periods need to be opened in Exact Online.Service level
Pick a Service level matching your needs. You can always change the it at a later time, and the price will be adjusted accordingly.Select journal
Select the journal in which the sales entries should be bookedDefault debtor
If you want to book your orders on a default debtor in Exact Online, enter the code of that default debtor hereLedger account revenue
Select the default ledger account for sales revenueShipping costs ledger account
Select the ledger account for shipping costsHow do you want to handle VAT for orders to individuals in other EU countries?
Do you ship to individuals in other EU countries? Then you can pick one of the VAT arrangements below. If you want to keep using the rules of before July 1, 2021, select "Charge VAT based on the webshop's country", then the regular VAT of your country will be charged.
For more information, please see this Exact article.Default sales revenue account for 'Unieregeling (OSS)'
Select the default ledger account to book your revenue on in case you make use of the 'Unieregeling (OSS)'.Disable check on email address?
Should we disable the check if a customer exists by email address?
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.