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Getting Started

This guide will help you set up your Acclarity account and complete your first import or conversion.

Step 1: Create Your Account

  1. Visit the Acclarity website
  2. Click Sign Up to create a new account
  3. Enter your email address and create a secure password
  4. Verify your email address by clicking the link in the confirmation email

Step 2: Connect to QuickBooks Online

To import data into QuickBooks, you need to authorize Acclarity to access your QuickBooks Online account.

  1. Log in to your Acclarity dashboard
  2. Go to My Companies
  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 when prompted
  7. Authorize the connection
  8. You'll be redirected back to Acclarity once connected

Connection Security

Acclarity uses secure OAuth 2.0 authentication. We never store your QuickBooks password, and you can revoke access at any time from your QuickBooks account settings.

Step 3: Select Your Active Company

Acclarity supports multiple QuickBooks companies. You can connect several companies and switch between them as needed.

How It Works

  • The active company is displayed in the top panel of the application
  • All imports (Stripe reports) are sent to the currently selected company
  • Account data (tax codes, accounts, items) is loaded from the selected company
  • Settings are saved per company — each company has its own default configurations

Switching 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
  4. You're now ready to import data to this company

Per-Company Settings

When you save default settings (account mappings, date formats, etc.), they are stored for the current company only. If you switch to another company, you'll need to configure settings for that company separately.

Step 4: Choose Your Workflow

Option A: Import Stripe Reports

If you process payments through Stripe and want to sync your transaction data to QuickBooks:

  1. Go to Stripe Import in the main menu
  2. Download your Balance Report from the Stripe Dashboard
  3. Upload the report to Acclarity
  4. Configure your import settings
  5. Review and confirm the import

Full Stripe Import Guide →

Option B: Convert Bank Statements

If you need to convert bank statements for QuickBooks import:

  1. Go to Bank Statement Converter in the main menu
  2. Upload your bank statement (CSV or Excel format)
  3. Map your columns to the required fields
  4. Select your output format (OFX or QBO)
  5. Download the converted file

Full Bank Converter Guide →

Understanding Your Dashboard

After logging in, your dashboard provides quick access to:

  • Recent Activity – View your latest imports and conversions
  • Quick Actions – Start a new import or conversion
  • Account Status – Check your QuickBooks connection status
  • Saved Settings – Access your default configurations

Tips for Success

Save Your Settings Per Company

Acclarity saves your default settings (account mappings, tax codes, etc.) separately for each connected company. Configure once per company, and they'll be pre-filled for future imports.

Check Your Active Company

Before starting an import, always verify the correct company is selected in the top panel. Data will be imported to the currently active company.

Keep Original Files

Save copies of your original Stripe reports and bank statements. This makes it easy to verify data or re-import if needed.

Next Steps