Connect Stripe for payments and automatic sales tax
The Payments section on Settings -> Invoicing connects Stripe so you can charge customers online. The section appears when invoicing is enabled and your role can set up integrations. If the section is missing but you need to manage payment setup, contact your business's administrator to review your role.
Use Connect Stripe, enter your email, and Begin Account Setup; the account verifies (this can take a moment) and then shows as Connected with its account email. Once connected, you can switch the sales tax method to Automatic (Stripe) on Settings -> Quotes & Invoices -> Sales Tax so Stripe calculates sales tax on quotes, invoices, and subscriptions - applicable automatic manual rates still take priority, with Stripe covering the remaining taxable items. See Set up and apply sales tax.
If your business uses Automatic (Stripe) sales tax or enables Stripe fallback for Washington DOR, a Tax Registrations area appears on that Sales Tax page so you can manage where you're registered. Stripe is connected and managed here, not through the assistant.
In the standard training flow, invoices are introduced after quotes because they depend on payment setup. Connect Stripe before relying on online customer payments, saved card charges, autopay, or Stripe sales tax. Washington businesses can instead select Automatic (Washington DOR) without connecting Stripe; Stripe is required only if they enable its optional fallback.
If you later change your Business Profile address to a location outside Washington, new DOR calculations stop. Stripe fallback can still calculate tax if you enabled it and have the required connection and registration. Otherwise, update your business address or choose another sales tax method. Taxes already saved on documents stay unchanged.
Where to find it: Settings -> Invoicing, the Payments section
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