2 min read · Updated November 9th, 2026

Before you get started: Stripe invoicing

What to have ready before you connect Stripe to ScaleXP: your accounting connection, Stripe products, account mappings and the invoice destination.

Read this before you connect Stripe, so that the first invoices that arrive are mapped and coded correctly.

Connections

Xero or QuickBooks Online connected to ScaleXP. Stripe invoices go to your accounting system, or to ScaleXP and then to your accounting system as a monthly journal. See Getting started with Xero or Getting started with QuickBooks.
The Stripe account that is linked to your company. You select it when you click Add integration on the Stripe connection.

To connect Xero, a Xero login with Standard or Adviser permission. See What level of Xero access do I need to import data?
To connect QuickBooks Online, Admin access in QuickBooks Online. See What level of QuickBooks do I need to import data?

Products in Stripe. Each product needs an invoice frequency and a tax rate or code. See Stripe integration overview.
The revenue accounts (Xero) or items (QuickBooks) your Stripe products will post to, including a default for any product you do not map one by one. If you change them later, update them in your accounting system first, then click Refresh products in ScaleXP.
Accounts for coupons and a matching tax rate for each Stripe tax rate. Optional: your Stripe metadata, if you want Xero tracking codes. See Stripe: How to automate Xero tracking codes from Stripe metadata.
If you will import into ScaleXP only: a Receivables account and a Tax liability account. Both must be set before invoices can be imported.

Where invoices go. Choose Accounting system if you want detail by customer, invoice and line item in Xero or QuickBooks. Choose ScaleXP if you create many invoices and prefer totals by account and month in your accounting system. Change the destination only before the first import.
Which import options to turn on, such as Import documents with zero values, Allocate line item discounts by product and Shorten subscription periods by 1 day. See How to shorten Stripe subscription periods by 1 day.
Whether you need historic invoices. Only invoices finalized after the connection is made are imported. For earlier ones, contact [email protected].
Map your products before the first invoice is finalized. Until a default account (or default item in QuickBooks) is set, no Stripe invoices are imported and they are skipped without an error.