Connect Square, PayPal or Stripe

Connect a payment processor so its payouts post to your books and reconcile to your bank:

1. Go to Ledger › Setup (the Businesses tab).
2. On your business card, in the Integrations panel, click Connect more.
3. In the Connect integration window pick Square, Stripe, or PayPal. Square and Stripe redirect you to sign in; PayPal asks for the Client ID and Secret from a REST app you create in your PayPal dashboard (with Transaction Search enabled).

Their settled payouts then post to your ledger and match your bank deposits automatically, and you'll see them on the Ledger Dashboard and, if you also run a storefront, the Payouts tab. A processor alone doesn't add the Ecommerce section: that's for Shopify and WooCommerce stores.

Connecting from the desktop app

Square and Stripe open their sign-in in your normal web browser rather than inside the TALISK_HQ window, so your saved password is available. Approve there and the desktop app comes back to the front with the account connected. You do not need to sign in to TALISK_HQ in that browser. PayPal asks for credentials in the app itself, so it never leaves the window.

Disconnecting

You can withdraw TALISK_HQ's access whenever you like:

1. Go to Ledger › Setup (the Businesses tab).
2. On the business card, find the connection in the Integrations panel.
3. Click Disconnect beside it, then choose what to do with the saved connection.

Either way TALISK_HQ stops syncing and can no longer read the account, and nothing already in your books is removed: the orders, customers and payouts synced so far are kept, and every journal entry stays exactly as posted. Those are your accounting records, and you need to keep them.

The two answers differ only in what happens to the saved connection:

• Disconnect keeps it, so reconnecting later is one click.
• Disconnect and delete credentials removes the saved key as well, so reconnecting means approving again at the provider. Choose this if you are leaving, or if you think the key may have been exposed.

Keeping it is the default on purpose: a provider can refuse to re-authorize for reasons that have nothing to do with you, and a disconnect you cannot undo is worse than one you can. Neither answer touches your sales history.

Once it is disconnected the row says Disconnected and offers Reconnect instead.

If you keep more than one business, those buttons only appear on the card for the business you have active, because that is the one they act on. Switch to a business to manage its own connections.