- 01Will every Razorpay record post to QuickBooks automatically?
- Not always. Within seconds of Razorpay firing the event, Well scores the record on field completeness, counterparty strength, and policy fit. Above the 85% default auto-link threshold Well forwards the reconciled document to your QuickBooks email-in address and QuickBooks drafts the record from it for you to confirm. Between 55% and 85% the record waits in the review queue with the alternative matches ranked. Below the 55% default review threshold the record is refused and the candidate list kept so you can pin the right entry by hand.
- 02What happens to historical Razorpay data when I first connect to QuickBooks?
- Razorpay exposes the last two years through its API on a connected account. The window Well actually pulls is configurable from the integration settings page; each record is matched against your existing QuickBooks ledger, and re-running the backfill is safe because Well tracks the Razorpay record IDs and updates existing QuickBooks entries instead of duplicating them.
- 03How does Well prevent duplicates when posting Razorpay records to QuickBooks?
- Razorpay sends each event with a stable resource ID that Well tracks against the QuickBooks ledger. Webhook replays (which Razorpay can issue for delivery retries) are recognised by ID and either skipped or used to update the existing QuickBooks entry. Distinct records that look similar are caught by Well before posting, with the candidates surfaced in the review queue when confidence is ambiguous.
- 04Can I customise which Razorpay fields are sent to QuickBooks?
- The default mapping covers every Razorpay field your QuickBooks chart of accounts accepts (counterparty, amount, currency, reference, tax). From the integration settings page you can override mappings field-by-field, attach computed values from your connected data (GL code, project tag, tax bucket), or ignore fields QuickBooks does not need. Custom mappings are versioned and apply only to records reconciled after the change, so anything you have already reviewed and posted in QuickBooks is left exactly as it stands.
- 05What happens if I disconnect Razorpay or QuickBooks?
- Disconnecting Razorpay stops the flow at the source. Well asks the Razorpay MCP server to revoke the access token; Razorpay returns confirmation and stops streaming events the moment it is acknowledged. Anything you already reviewed and posted in QuickBooks is QuickBooks's own record and is untouched; Well never held a write credential to it. Records held for review in Well remain in the queue so you can finish them by hand. Reconnecting later resumes from the last successful sync, not from scratch.
- 06How does Well authenticate with Razorpay and QuickBooks?
- Razorpay's MCP server handles authorisation directly; Well receives an access token through Dynamic Client Registration and never sees raw user credentials. For the delivery side, Well forwards the reconciled document to your QuickBooks email-in address once it clears the matching threshold; QuickBooks creates the draft record from it and you confirm and post it. Well holds no write credential to QuickBooks. Tokens are encrypted at rest and in transit under TLS 1.3. Razorpay and QuickBooks together cover multiple regions; Well's storage region is configured per workspace.