Follow this guide from creating your firm account through connecting Stripe, PayPal, and QuickBooks, reviewing payouts, and exporting clean journal entries.
Registers the firm, manages Company Settings, Roles, Users, and creates workspaces for each client.
Sync, import, review, and export inside workspaces - based on the permissions on their role.
Have this ready so setup goes smoothly.
sk_live_… or sk_test_…)Use this as a progress checklist while you set up a client.
| # | Step | Where |
|---|---|---|
| 1 | Register admin | Signup & Login |
| 2 | Activate plan | Choose your plan |
| 3 | Profile & Company Settings | Company Settings |
| 4 | Create roles, then users | Roles → Users |
| 5 | Create workspace | Create Workspace |
| 6 | Connect QB / PayPal / Stripe | Connect Accounts |
| 7 | Account mapping | Account Mapping |
| 8 | Sync or import CSV | Import Data |
| 9 | Review & resolve | Review Payouts |
| 10 | Export to QuickBooks | Export Data |
Create your admin account, choose a plan, and sign back in.
View guide →Manage your profile, firm details, roles, and team members.
View guide →Set up a client workspace with currency, time zone, and start date.
View guide →Connect QuickBooks, PayPal, and Stripe to your workspace.
View guide →Map QRecon categories to the right QuickBooks accounts.
View guide →Auto-sync from PayPal/Stripe, or import CSV statements manually.
View guide →Review the dashboard, resolve items needing attention, accept variances.
View guide →Push clean journal entries to QuickBooks, or export as CSV.
View guide →Check the FAQ first, or reach out and our team will help you get set up.