Automated Stripe Revenue & Fee Reconciliation (Make.com)

1. **Create a New Scenario**: In Make.com, click 'Create a new scenario' and add the **Stripe** 'Watch Events' module. 2. **Configure Stripe Webhook**: Click 'Add' to create a new webhook. Log into Stripe when prompted. Select `charge.succeeded` as the event type. This ensures the scenario triggers instantly (Push) rather than Polling. 3. **Sanitize Stripe Data**: Add a **Tools** 'Set Variable' module. Use the formula `{{add(item.amount; 0) / 100}}` for the Gross Amount and `{{add(item.fee; 0) / 100}}` for the Fee, as Stripe sends data in cents (integer form). 4. **Search for QBO Customer**: Add the **QuickBooks Online** 'Search for Customers' module. Filter by 'Email' using the `Customer: Email` field from Stripe. Set the 'Limit' to 1. 5. **Add a Router**: Connect a **Router** module to handle new vs. existing customers. 6. **Create Missing Customer (Path A)**: On the first path, set a filter: `Total number of bundles` from the search module is equal to `0`. Add a QBO 'Create a Customer' module using Stripe's name and email fields. 7. **Map Sales Receipt (Path B)**: On the second path (or after customer creation), add the QBO 'Create a Sales Receipt' module. Set the 'Customer' field using a **Switch** or **if()** function to select either the Search ID or the New Customer ID. 8. **Handle Fees and Items**: Under 'Lines', add two items: - Line 1: Service/Product for the sale (Gross Amount). - Line 2: A 'Stripe Fee' service item with a negative value using `{{-1 * (fee_variable)}}` to ensure your bank balance matches exactly. 9. **Initialize Error Handling**: Right-click the QBO module and select 'Add error handler'. Use the 'Break' directive to store the execution and allow for manual retries if QBO is down or a token expires.