Set up inDinero with Stripe guest access
Your accounting team will need access to Stripe reports in order to complete monthly and annual reconciliations. For example, each month we break out and categorize transaction fees from your customer payments and compare the data with Stripe reports.
In order to access your Stripe reports, your accounting team will need guest access, which is a two-step process:
- From your Stripe account, go to Business Settings in the left-hand menu and click Team. On the Team page, click + New User.
- From the Invite New Users page, enter [yourcompanyname]@indinero.com and select View Only.
- Add 415-580-1571 for your inDinero team to access login codes.
Note: View Only users can view and search through all the customer data in your account. They can’t refund payments or create new customers, and they can’t touch account settings.
Your team will receive an email notification from Stripe to finish the setup process and will reach out if further information is required.