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Integrations: your bank, Stripe, payroll and QuickBooks files

fiscal50 connects to the services your money already runs through. Link bank, credit card and loan accounts through Plaid and their transactions sync into Banks to Books. Connect Stripe to take card and bank payments on invoices and checkout pages, and to record every Stripe payment, fee and payout in your books automatically. Bring payroll in from Gusto’s CSV report, move from QuickBooks Online or Desktop by uploading its exports as they are, including customers, vendors, items and the chart of accounts, and upload Web Connect, Excel or IIF bank files for any bank.

What connects

Everything fiscal50 works with

Live connections where they exist, and file imports in the formats you already have.

P

Plaid

Bank and card feeds

Link your bank, credit card and loan accounts once, and their transactions keep flowing into Banks to Books.

  • Connect from the Banks tab with your bank’s own sign-in
  • Transactions sync automatically at regular intervals
  • fiscal50 creates a chart-of-accounts entry for each linked account
  • Switch any account to file uploads whenever you need to
WC

Bank files

Uploads for any bank

For banks Plaid can’t reach, or periods before you linked an account.

  • Web Connect files (.QBO) from your bank
  • Your bank’s Excel export
  • QuickBooks IIF bank-transaction files
  • The fiscal50 CSV template
Banks › Upload Bank Transactions
S

Stripe

Online payments and Stripe activity

Use Stripe two ways: to get paid online, and to record everything that happens in your Stripe account automatically.

Get paid online

  • Connect Stripe once in Online Payments Setup
  • Invoices carry a Pay Invoice Now button for card or US bank account
  • Share checkout pages as a link or QR code
  • Every payment creates a paid invoice and is recorded in your books

Record Stripe activity automatically

  • Connect your Stripe account under Apps › App Integrations
  • Stripe transactions sync and post on their own
  • Each payment splits into Stripe Income, Stripe Fees and Stripe Balance
  • Payouts move the money from Stripe Balance to your bank
G

Gusto

Payroll

Bring each payroll in from Gusto’s report and let fiscal50 build the journal entry.

  • Upload Gusto’s Full Summary Report as a CSV
  • fiscal50 builds the payroll entry: wages, payroll taxes and liabilities
  • Preview it, then post
  • Record the bank withdrawals against the liability, so nothing is counted twice
Apps › App Integrations › Gusto
X

Microsoft Excel

Imports and exports

Get data in and out in the format your accountant already uses.

  • Export statements, ledgers and lists to Excel
  • Import bank transactions and lists from Excel
  • Prior-year snapshots from Excel or CSV
Export on every report; Import on each list
QB

QuickBooks Online and Desktop

Move your books

Upload QuickBooks exports exactly as QuickBooks produces them. No reformatting.

Accounts and opening balances

  • Chart of accounts plus a trial balance or balance sheet, Excel or CSV
  • The Configuration Agent matches every account and checks debits equal credits
  • A preview shows everything before import
  • Nothing comes in until you click Approve & Import

Lists and history

  • Customers in the QuickBooks customer list format
  • Vendors in the QuickBooks vendor list format
  • Products and items, and the chart of accounts
  • Prior-year balance sheets and trial balances for comparison
1099

Track1099, Tax1099 and TaxBandits

1099 e-filing services

Export your 1099-NEC data in the column layout your filing service expects.

  • CSV in Track1099, Tax1099, TaxBandits or Generic layout
  • Choose whether to include card payments
  • Upload it to your service and e-file from there
  • Print recipient Copy B on plain paper
TX

TaxAct and Intuit tax software

Year-end tax

Hand your year-end figures to tax software without retyping them.

  • Exports for TaxAct and Intuit tax software
  • C corporations, S corporations, LLCs and sole proprietorships
  • Figures come from your closed, reconciled books
M

Maven PMP

Practice management

For bookkeepers: practice management from Maven Systems, connected to your clients’ fiscal50 books.

  • Clients, tasks and checklists in Maven PMP
  • Books, banks and reports in fiscal50
  • One connected workflow for the practice

In your books

What the connections post

Stripe activity posts to the accounts you choose in its recording preferences. Gusto payroll posts when you review and post the preview.

Example amounts.

Stripe payment of $100.00 with a $3.20 fee
AccountDebitCredit
Stripe Balance 96.80
Stripe Fees 3.20
Stripe Income 100.00
Total100.00100.00
Stripe payout to the bank
AccountDebitCredit
Business checking 96.80
Stripe Balance 96.80
Total96.8096.80
Gusto payroll from the CSV
AccountDebitCredit
Employee Wages 5,000.00
Payroll Taxes 382.50
Payroll Liabilities 5,382.50
Total5,382.505,382.50

When the money leaves the bank, the liability or clearing account is debited and the bank credited.

FAQ

Integrations: common questions

Which banks can I connect?

Any bank or card issuer available through Plaid. If yours isn’t, add the account manually and upload Web Connect, Excel, QuickBooks IIF or fiscal50 CSV files instead. You can try Plaid again later.

Do I need to import Stripe transactions?

No. Once Stripe is connected and your recording preferences are set, fiscal50 syncs and posts your Stripe transactions automatically.

Does fiscal50 see my Stripe password?

No. You sign in on Stripe's own window at connect.stripe.com and authorize the connection; fiscal50 never receives the password.

How do I record a Stripe payout to my bank?

When the payout appears in Banks › Deposits, record it against the Stripe Balance account. The income was already recorded when the payment synced.

Which Gusto report should I upload?

The Full Summary Report for the payroll, in CSV format. Upload it with Import Payroll in the Gusto CSV row on the App Integrations screen.

Why shouldn't I record payroll withdrawals as expenses?

The expense was already recorded when you posted the payroll entry. Recording the withdrawal against the clearing or liability account avoids counting it twice.

Can I bring my customers and vendors from QuickBooks?

Yes. The import screens take customers, vendors, products/items and the chart of accounts in the same format QuickBooks exports them. Opening balances come in through the Configuration Agent; transaction history isn’t migrated.

Make this the last month you do bookkeeping by hand.

Start free. Connect a bank. Watch the agents go to work.