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How Do I Set Up Stripe Connect?

How Do I Set Up Stripe Connect Step by Step?

Follow these steps to connect your Stripe account to HOA Start and start accepting online payments.

Step 1: Begin the Setup Process

  1. Go to the Admin Dashboard.
  2. Click the "Account" tab, then click the "Settings" tab.
  3. Click the "Stripe Setup" button to be directed to Stripe's website.

 Step 2: Get Started with Stripe

Create a new account:

  1. Enter an e-mail address and choose a secure password. Make note of this combination for your records.
  2. If your e-mail is already associated with a Stripe account, Stripe will recognize it.
  3. Click "Continue" to proceed.

Secure your account:

If you're new to Stripe, you'll be prompted to secure your account with a mobile phone number. Stripe sends a text message with a 6-digit code.

Receive a backup code:

Once your code is verified, Stripe provides a 20-digit emergency backup code you can use to unlock your account. Save this backup code for future use.

Basic organization information:

Provide your organization's location, type, and structure. The legal business name and EIN you enter must match your IRS documents exactly.

Verify personal information:

Stripe collects personal details from whoever opens the account. This should be someone authorized to sign on your organization's behalf — if that's not you, ask the appropriate person to complete this form.

Organization fulfillment details:

Indicate how you provide products or services. In most cases your customers are your Members and should be marked as "Consumers." Depending on how you use the One-Time Charge payment option, you may also have "Businesses" making payments.

Provide bank account information:

Enter both your bank routing number and account number to receive payouts from Stripe.

Add public details for the customer:

Include a statement descriptor to identify the transaction on members' statements, invoices, and receipts. Note that each statement may display this information differently, or not at all.

Help combat climate change:

Stripe offers the option to collect a percentage of each transaction toward carbon removal funding. Select "No thanks" to opt out.

Review your information:

Review and confirm all entered information. Click the edit pencil icon next to any section to make changes. When everything looks correct, click "Submit" to return to the HOA Start Settings page.

The approval process for a Connect account is almost immediate if you've entered correct information. You should receive e-mail confirmation within the hour once onboarding is complete.

 Step 3: Get Connected

  1. Once Stripe verifies your information, your Stripe Customer ID appears automatically in the corresponding field on the Account > Settings page. This may take up to an hour to propagate.
  2. Once the Customer ID has loaded, activate the "Enable Credit Card Payments" toggle to begin collecting online payments.
  3. Activate the "Enable ACH Payments" toggle to let members pay directly from their bank accounts.