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Frequently Asked Questions

Find answers to common questions about using Acclarity.

General Questions

What is Acclarity?

Acclarity is an accounting automation platform that helps businesses import financial data into QuickBooks Online. Our main features include Stripe payment report importing and bank statement conversion.

Which QuickBooks versions are supported?

Acclarity works with:

  • QuickBooks Online (US and Canada)
  • QuickBooks Desktop (via file import for bank statements)

Is my data secure?

Yes. We use industry-standard security practices:

  • All data is encrypted in transit (SSL/TLS)
  • We use OAuth 2.0 for QuickBooks authentication
  • We never store your QuickBooks password
  • You can revoke access at any time

How much does Acclarity cost?

Please visit our website or contact sales for current pricing information.

QuickBooks Connection

How do I connect to QuickBooks?

  1. Log in to Acclarity
  2. Go to My Companies Connect to QuickBooks
  3. Click the "Add" button
  4. Choose Quickbooks Company Type (production or sandbox)
  5. Click "Connect to QuickBooks"
  6. Sign in to your Intuit account
  7. Authorize the connection

Can I connect multiple QuickBooks companies?

Yes! You can connect multiple QuickBooks companies to your Acclarity account. Each company will appear in your My Companies tab, allowing you to easily switch between them.

How do I switch between companies?

  1. Go to the My Companies tab
  2. Click on the company you want to work with
  3. The selected company will appear in the top panel of the application

All imports and data operations will use the currently selected company.

Are settings shared between companies?

No, settings are saved per company. Each connected QuickBooks company has its own:

  • Default account mappings
  • Tax code selections
  • Import preferences

When you switch to a different company, Acclarity loads the saved settings for that specific company.

How do I disconnect a QuickBooks company?

  1. Go to the My Companies tab
  2. Find the company you want to disconnect
  3. Click the trash icon button next to the company
  4. Confirm the deletion when prompted

Stripe Import

What Stripe report do I need?

You need the Balance Report (CSV format) from your Stripe Dashboard:

  1. Go to Stripe Dashboard → Reports → Balance
  2. Select your date range
  3. Export as CSV

What transactions are imported?

The importer processes:

  • Charges (creates invoices and payments)
  • Refunds (creates refund receipts)
  • Fees (creates journal entries)

Can I import partial date ranges?

Yes, you can import any date range. Just ensure you don't import the same dates twice to avoid duplicates.

What if a customer already exists in QuickBooks?

Acclarity matches customers by email address. If a customer with the same email exists, the transaction will be linked to the existing customer.

How are Stripe fees recorded?

Stripe fees are recorded as journal entries, debiting your fee expense account and crediting your Stripe account.

Bank Statement Converter

What file formats are supported?

Input: CSV (.csv), Excel (.xlsx)

Output: OFX (.ofx), QBO (.qbo)

What's the difference between OFX and QBO?

  • OFX: Universal format compatible with most financial software
  • QBO: QuickBooks-optimized format with additional metadata

Both work with QuickBooks. Choose QBO if you only use QuickBooks.

My bank isn't in the list. What do I do?

Contact support with your bank name and country. We regularly add new banks to our database.

Can I convert credit card statements?

Yes! Select "Credit Card" as the account type when configuring your conversion.

Why are my dates parsing incorrectly?

Make sure you've selected the correct date format in the settings. Common formats:

  • US: MM/DD/YYYY (01/31/2024)
  • International: DD/MM/YYYY (31/01/2024)
  • ISO: YYYY-MM-DD (2024-01-31)

What if amounts have currency symbols?

Some bank exports include currency symbols ($, etc.). The converter can usually handle this, but if you get errors, try removing symbols from your source file.

Troubleshooting

Import failed with "validation error"

Check the specific error message. Common causes:

  • Missing required fields in your data
  • Incorrect date format selection
  • Account or tax code not found in QuickBooks

"Account not found" error

The account name in your settings doesn't match any account in QuickBooks. Check for:

  • Exact spelling (including capitalization)
  • Extra spaces
  • Account type matches (e.g., expense vs. income)

Transactions are duplicated

This usually happens when:

  • The same file is imported twice
  • Overlapping date ranges are imported

Check transaction dates before importing to avoid this.

Connection timed out

If processing takes too long:

  1. Try a smaller file or date range
  2. Check your internet connection
  3. Try again later during off-peak hours

Data Management

How do I undo an import?

Options for reverting an import:

  1. Use the Revert feature in Acclarity (if available for your import type)
  2. Manually delete transactions in QuickBooks
  3. Restore from a QuickBooks backup

Are my settings saved?

Yes, Acclarity saves your default settings including:

  • Account mappings
  • Date format preferences
  • Bank selections
  • Column mappings

Can I edit transactions after import?

After importing, transactions are regular QuickBooks transactions. You can edit them directly in QuickBooks like any other transaction.

How long is data retained?

Your import history and settings are retained as long as your account is active. Contact support for specific data retention policies.

Support

How do I contact support?

Email us at help@acclarity.com with:

  • Your account email
  • Description of the issue
  • Screenshots (if applicable)
  • Error messages (if any)

What information should I include when reporting a bug?

Please provide:

  1. Steps to reproduce the issue
  2. Expected vs. actual behavior
  3. Browser and operating system
  4. Screenshots or screen recordings
  5. Any error messages displayed

Are there video tutorials?

Check our website for video tutorials and walkthroughs of common tasks.

Account Management

How do I access my account settings?

  1. Click the user icon in the top right corner of the page
  2. Select Profile from the menu

How do I change my password?

  1. Go to your Profile (user icon → Profile)
  2. Scroll down to the Update Password section
  3. Enter your current and new password
  4. Save changes

How do I update my email address?

  1. Go to your Profile (user icon → Profile)
  2. In the Profile Settings block, update your email address
  3. Save changes

How do I delete my account?

  1. Go to your Profile (user icon → Profile)
  2. Scroll to the bottom of the page
  3. Click the Delete Account button
  4. Confirm the deletion when prompted

Account Deletion

This action cannot be undone. All your data, settings, and QuickBooks connections will be permanently deleted.