JABA Web Design & App Development

Stripe Account Setup Guide

Getting started with Stripe: Create or connect an account

Already have an account? Click here to learn how to add/remove members


Creating or Connecting your Stripe Account

Your platform will guide you through a secure Stripe onboarding flow to either create a new Stripe account or connect an existing one.

What to expect

  • Click the Connect with Stripe button in your platform dashboard.
  • Choose Create a new Stripe account or Sign in to connect an existing account.
  • Complete the onboarding form (business details, representative info, and payout/bank details).
  • Review and authorize access so your platform can process payments on your behalf.
  • You’ll be redirected back to your platform with your Stripe account connected.

What you’ll need

  • Legal entity type (Individual/Sole Trader, Company, Partnership, Non-profit, etc.)
  • Registered business name and address (exactly as on official records)
  • Business website or a clear product/service description
  • Owner/representative details (full name, date of birth, address)
  • Identification (typically Australian driver licence or passport; Medicare card may be requested)Bank account or debit card for payouts
  • Bank account for payouts

Tips

  • Ensure your ABN and business name match the Australian Business Register (ABR).
  • Use a business email you monitor, as Stripe will send important updates there.
  • Only an authorized owner or representative should complete onboarding.

Troubleshooting

  • If you can’t sign in to an existing Stripe account, reset your password at stripe.com.
  • If you see an error returning to your platform, try again in a private/incognito window or contact your platform’s support.

 

Verification follow-ups

After you create or connect your account, Stripe verifies your business information—usually within minutes. If additional details are needed, Stripe will notify you by email and show a task in your Stripe Dashboard.

How to check your status

  • Sign in to your Stripe Dashboard.
  • Look for banners or tasks such as Finish setting up, Requirements due, or Verification in progress.
  • Open the task to see exactly what’s required and submit details there.

Common follow-up requests

  • Clear ID for the authorised representative (driver licence or passport; front and back if requested).
  • Proof of address (utility bill or bank statement showing name and address)
  • Business details (ABN/ACN confirmation, business registration or GST registration evidence if applicable)

  • Information on directors and beneficial owners (names, DOBs, residential addresses, and ID)

Notifications and payouts

  • Stripe sends updates to the email on file and displays alerts in the Dashboard.
  • If requirements are pending, payouts may be paused until verification is complete. They resume automatically once approved.

 

Adding/removing users to Stripe Account

To add a new team member:

  1. Log into the Stripe dashboard and navigate to Business Settings.
  2. Click Team.
  3. Select + New User from the top right.
  4. Add the email address(es) of the team member(s) to invite to the Stripe account.
  5. Select role(s) (make sure developer role is selected if you wish for the team member to make changes.)
  6. Click Invite to send the invitation email.

Stripe dashboard Invite team members dialog with the Developer role selected

 

Managing your account

Common account management tasks: changing your password, enabling two-factor authentication (2FA), setting your email preferences, updating your profile, and how to close an account.

Change your password

  • Steps: Sign in to the Stripe Dashboard → click your profile/avatar → Profile → Change password → enter current and new password → Save.

  • Tip: Use a long, unique passphrase and don’t reuse it elsewhere.

Enable two-factor authentication (2FA)

  • Steps: Dashboard → Settings → Security or Two‑step authentication → Add a method (authenticator app, SMS, or security/passkey) → Save backup codes.

  • Team-wide: Admins can require 2FA for all users under Settings → Team → Security requirements.

Set your email preferences

  • Customer receipts (account-level): Settings → Email receipts → toggle receipts for successful, failed, or refunded payments; customize sender details and branding.

  • Your user notifications: Profile → Notifications/Emails → choose alerts (security, product updates) and summaries (payouts, disputes, daily/weekly reports).

Update your profile and business info

  • Your user profile: Profile → edit name, time zone, and contact email.

  • Business details (AU): Settings → Account details → update legal name, trading name, ABN/ACN, business address, website, statement descriptor, and support contact. Ensure details match the Australian Business Register (ABR).

Close your account

  • Steps: Settings → Account details → Close account (at the bottom) → follow the prompts to confirm.

  • Before you close: Export reports, download fee invoices (for GST records), and ensure pending payouts or disputes are resolved. If your Stripe account is connected through a platform, disconnect it in Settings → Authorized applications or via your platform first.

Security and access tips

  • Require 2FA for every team member; review user roles in Settings → Team.
  • Rotate API keys regularly and use restricted keys where possible.

  • Review connected/authorized apps in Settings and revoke any you no longer use.

Can’t find a setting?

  • Use the Dashboard search bar and type “password,” “2FA,” “email receipts,” “account details,” or “close account,” or contact Stripe Support from your Dashboard.

Need help?

  • For Stripe account or verification questions, use the Help Center or contact Stripe Support from your Dashboard.
  • For issues specific to your platform’s dashboard or connection, contact your platform’s support team.