How Synder helped American Hospital Supply categorize and sync transactions with Synder Sync and Smart Rules

American Hospital Supply

American Hospital Supply is a full-service ecommerce provider of medical supplies. AHS partners with leading manufacturers of healthcare products to deliver the best medical supplies to their customers throughout the continuum of care. Their customers can expect affordable prices, fast shipping, and exceptional customer service.

Selling supplies on multiple platforms, they had a challenging time entering their sales to their books with accurate  inventory, SKUs, and tracking fees. 

American Hospital Supply sells their high-quality medical supplies through Shopify, Amazon, and eBay, and they also accept PayPal as a payment method. Having multiple sales channels definitely helps grow the number of sales and get a better market reach, however it adds complexity to back-office processes. With hundreds of transactions happening each month, entering all the pieces of the transaction to QuickBooks Online became quite challenging. 

They needed each SKU in each sale to come into QuickBooks for detailed categorization of their income and accurate P&L. And ideally refunds would go in as a separate category in the P&L, as opposed to just reducing sales by refunded amounts.

To have their reports fully match their expectations they also needed to categorize their Amazon fees, as Amazon is definitely one of the platforms with various kinds of fees, making it necessary to differentiate between Amazon advertising and marketing fees and Amazon shipping or Amazon Pay processing fees. Was it even possible to find a software solution that can handle all of these?

Synder Sync and Smart Rules allows American Hospital Supply to track and sync all transactions and SKUs, plus categorize refunds and Amazon fees smoothly 

American Hospital Supply had an interesting task ahead of them. Because of all the platforms they were using, it became nearly impossible to manually enter data for each transaction to their books. That’s where Synder was able to help. 

Synder’s success specialists took on the task of organizing American Hospital Supply’s data synchronization to streamline and automate data synchronization to QuickBooks Online. The first challenge was to make sure SKUs were the same both in QuickBooks Online and in all of their ecommerce platforms, this way Synder could easily recognize which SKU comes in and reduce inventory in QuickBooks. This included Amazon, Shopify, and eBay. Once this was done all the income Synder imports to QuickBooks gets categorized properly

By using the Smart Rules feature, American Hospital Supply was also able to categorize Amazon fees (for example: if description contains FBA, categorize fee to xyz account, and so on), which is typically a huge headache for ecommerce stores, but is extremely important to track properly. 

They were also able to set up Synder to track refunds on a separate account in QuickBooks online, also through the help of the Smart Rules feature. 

American Hospital Supply got peace of mind, and organized books thanks to Synder. 

Now, whenever a transaction occurs, Synder will properly sync all necessary information (transaction amount, taxes, and platform fees) right to American Hospital Supply’s books. 

Now that everything is set up, they never have to worry about manual data entry, or categorization. 

Thanks to Synder’s success specialists, they were able to take what seemed to be a very complicated problem and find an automated solution that works like clockwork, syncing and categorizing hundreds of transactions each and every month. 

Plus, if they have any questions along the way, they know they can reach out to Synder’s support any time and get the help they need. 

Ready to simplify your SKUs categorization, sync your sales and refunds automatically to your books, and have peace of mind about your accounting like American Hospital Supply? 

Book a call with our specialists and see the magic of Synder working for you in just a few minutes!