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Last updated on Aug 29, 2026
The Stripe 1Way Integration is a plug-and-play integration, designed to work with minimal setup. Enter a few security and settings selections, and you're ready to start reporting on Revenue, cohorts, MRR, and more for your existing and future Stripe data.
Complete this after connecting your Maxio Platform account to Stripe. If your account isn't connected yet, follow Setup the Stripe 1Way Integration first.
From Stripe, Maxio Platform pulls Plans, Customers, and Invoices, and from those, builds Transactions and Revenue that you can use for financial and analytic reporting. Once your Stripe data is in Maxio Platform, you can optionally sync that data to QuickBooks. If you plan to do so, your settings here directly affect your ability to sync Stripe-created Customers and Invoices to QuickBooks.
Stripe 1Way Integration settings
| Setting | Description |
|---|---|
| Test Mode | (Maxio Support only) Syncs test data from your Stripe account into Maxio Platform instead of live data. Contact Maxio Support to enable or disable this for your account. |
| Set Customers to Not Sync | Check this box to prevent Stripe-created Customers and their Invoices from syncing into QuickBooks. This is the default setting. |
| Default Register | Select the Register into which all data from Stripe is placed, including Transactions and Invoices. All Stripe data resides in a single Register. If 100% of your Maxio Platform data comes from Stripe, you can use the default Register in your account, "Main." If you plan to use the Stripe 1-Way Integration and also add Customers, Invoices, or other financial records into Maxio Platform directly, or through another integrated system such as Salesforce, set up a dedicated Register to hold your Stripe data and select that as your default. |
| Item Creation Mode | Choose how to treat Items coming from Stripe.
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| Sync Schedule | Choose when Maxio Platform automatically syncs with Stripe.
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| Sync Invoice Statuses | Choose which Stripe Invoice statuses to accept: Open, Paid, Uncollectible, or Void. The default selection is Open, Paid, and Uncollectible. Void is not included by default. |
| Sync Invoices From Stripe Only On or After Date | Set to sync only Invoices with this date or later. |
| Sync Invoices From Stripe Only Through Date | Set to sync only Invoices with this date or earlier. |
| Generate Transactions After Sync | Check this box if you want Transactions to be generated from the Stripe-created Invoices after they sync into Maxio Platform. For a Transaction to be generated, the option must also be enabled for the Item in its Items Overview (Add, Edit, & Remove) profile. If the Item is created in Maxio Platform from a synced-in Stripe Plan, all Item generation settings are set automatically. If you select Match Existing Item Names for your Item Creation Mode, make sure generation is turned on for your existing Items too. |
| Post-Process Generated Transactions in Bulk | Check this box to perform post-processing on all unassociated Invoice Line Items as a single step instead of one at a time. Recommended for high-volume workflows. Transactions are generated for your Invoice Line Items in bulk, typically during the early morning when server traffic is low. This post-processing generates Transactions for all unassociated Invoice Line Items, even those that don't originate from Stripe. If you typically build Transactions around Line Items synced in from the GL, or you have unassociated Invoice Line Items you want to process manually, don't enable this setting. |
| Non-Plan Item for Invoices | Use this Item for Invoice lines received from Stripe that aren't associated with a Plan. See Stripe 1Way Data Mapping for how the Non-Plan Item gets used when creating Transactions. |
The Sync Schedule setting here only controls when a sync runs automatically. To control which individual sync steps actually run, and to review or reset a step's sync progress, see Understand Stripe 1Way Sync Steps.
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