How to connect Yoco to stub

If you use Yoco to take payments and stub to manage your business finances, this one's for you.

Connecting the two means your sales, fees, refunds, payouts, tips, and Yoco Capital flow into stub automatically - no manual capturing, no missed transactions, no wondering where the money went.

How to connect Yoco to stub

1. Log in to stub. Head to your dashboard.
2. Go to Apps. In the left-hand menu, click Apps.
3. Find the Yoco tile. You'll see the Yoco app listed. Click it.
4. Click "Connect". You'll be redirected to a secure Yoco login flow.
5. Log in to your Yoco account. Follow the on-screen steps and give permission to connect.
6. Confirm the connection and set your preferences. Here, you will be able to chose your sync date, add location data and decide how you want to manage tips in your books. Once approved, your Yoco account is linked to stub. If you’ve enabled background sync, stub will automatically sync your Yoco app for you.

What happens after you connect?

Your Yoco data flows into stub and gets categorised automatically. Here's what comes through and where it lives:

• Sales - All the income generated by your business. Categorised as Sales.
• Payouts - The amount that lands in your bank account from Yoco. Categorised as Sales (shown as your net deposit, not a separate income line).
• Refunds - Money paid back to customers. Categorised as Refunds.
• Tips - When first connecting your Yoco to stub, you’ll be able to set how tips are managed in your books. Categorised as Staff tips (liabilities) or Tips and Donations (income).
• Yoco Capital - The cash Yoco has lent you, plus your repayments. Categorised as a Loan.
• Fees - Your payment processing charges. Categorised as Merchant Fees.

Head over to your Income and Expenses to review your transactions and get a full picture of how your business is really doing.