Connecting to Stripe on mobile
This article explains how to use the FreeAgent mobile app to connect Stripe to your FreeAgent account.
Connecting FreeAgent to Stripe allows you to easily take invoice payments from your customers. You can also set up a Stripe bank feed to automatically import and reconcile your Stripe transactions.
Please note:
- You’ll need level 4 access or above to your FreeAgent account to connect to Stripe and level 6 and above to set up the Stripe transaction feed.
- You’ll need to create a Stripe account before following the steps below.
- Only one Stripe account can be connected to FreeAgent via this integration. It’s not possible to have multiple Stripe accounts connected to a single one FreeAgent account.
Connect FreeAgent with Stripe
Tap the '☰’ (mobile app navigation menu) button and select your business name.
Select ‘Payment solutions’ in the ‘Connections & Add-ons’ section.
Select ‘Connect +’ to the right of the Stripe option.
Select 'Connect my Stripe account'.
Enter the email address associated with your Stripe account and select ‘Continue’ to connect your Stripe account to FreeAgent.
Once you've connected to Stripe, you'll be taken back to the FreeAgent mobile app.
You should now be connected to Stripe and you can start accepting debit and credit card payments for your FreeAgent invoices.
Set up your Stripe feed
If you’d like to create a Stripe feed to automatically import transactions from Stripe, tap 'Set up'. Please note that only users with level 6 access or above will be able to set up the feed.
Choose whether you’d like the transactions to start importing from today or a specific date.
You can backdate transactions from a maximum of two years. Please note that you won’t be able to choose a date that is in a locked accounting period or before your FreeAgent start date.
Select ‘Create Stripe feed’ to complete the process.
When you create a Stripe feed, a Stripe bank account will automatically be created in the Banking area in FreeAgent for your Stripe transactions to automatically import into. This is different from regular bank accounts in FreeAgent as it’s solely used to record the details of payments, refunds and fees from Stripe. Find out more about how the Stripe feed imports and reconciles your transactions.
Currencies
Please note that while payments to your Stripe account of any currency will be imported to FreeAgent, only Stripe payouts that match the currency of your FreeAgent account will be imported. If your Stripe payouts are to a bank account with a currency that is different to your FreeAgent base currency, these transactions won’t be imported into FreeAgent.
How to disconnect Stripe
Tap the '☰’ (mobile app navigation menu) button and select your business name.
Select ‘Payment solutions’ in the ‘Connections & Add-ons’ section.
Select 'Manage' to the right of the Stripe option.
Select 'Disconnect Stripe'.
If you enabled the Stripe feed to automatically import and reconcile your Stripe transactions in FreeAgent, your existing transactions will be preserved but no new transactions will be imported unless you set up the connection again.