{"id":14434,"date":"2023-06-20T12:38:24","date_gmt":"2023-06-20T12:38:24","guid":{"rendered":"https:\/\/synder.com\/blog\/?p=14434"},"modified":"2025-09-01T08:50:05","modified_gmt":"2025-09-01T08:50:05","slug":"why-e-commerce-needs-synder-automation","status":"publish","type":"post","link":"https:\/\/synder.com\/blog\/why-e-commerce-needs-synder-automation\/","title":{"rendered":"8 Hoorays for Synder: Why E-Commerce Needs Synder\u2019s Automation"},"content":{"rendered":"\n<p>Discover why accountants and business owners who work with e-commerce platforms and payment processors choose Synder as their trusted automation.<\/p>\n\n\n\n<!--more-->\n<!--noteaser-->\n\n\n\n<p>These days you\u2019d be hard-pressed to find a business or business sector not impacted by the rocket that is e-commerce. From artists to optometrists, nonprofits to publicly traded, and agriculture all the way to pop culture \u2013 it\u2019s hard to think of a place where the \u2018e\u2019 is still absent from the \u2018commerce\u2019. I guess it\u2019s official: <strong><em>e-commerce has moved from being a niche client base into becoming an overarching method of doing business<\/em><\/strong>.&nbsp;&nbsp;<\/p>\n\n\n\n<p>This is important for accounting pros because at least a portion of our client&#8217;s numbers are coming from one or more e-commerce income streams. To do justice to their financials and help them understand their business, we have to be able to capture, reconcile, and consolidate the data (often from diverse sources) and somehow help to reveal what the overall picture is.<\/p>\n\n\n\n<p>This is where Synder comes in for me. Frankly, it\u2019s where Synder comes in <em>for our industry<\/em>.<\/p>\n\n\n\n<p>Synder provides you and your clients with automatically synchronized, up-to-date data from your client\u2019s multiple e-commerce platforms or even their multiple payment methods. And Synder delivers in the way that supports your client and your practice best.&nbsp;&nbsp;<\/p>\n\n\n\n<p>In fact, here are just a handful of the most common pain points associated with e-commerce, along with how Synder can help.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe src=\"https:\/\/www.youtube.com\/embed\/0MvUAaqBIpM\" referrerpolicy=\"strict-origin-when-cross-origin\" title=\"8 Hoorays for Synder: Why E-commerce Needs Synder\u2019s Automation\" width=\"1200\" height=\"675\" style=\"max-width: 100%; max-height: 284px;\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Now, let\u2019s have a closer look at each problem and how Synder addresses it.<\/p>\n\n\n\n<h2 id=\"problem-1-not-being-able-to-see-all-the-sales-in-one-place\" class=\"wp-block-heading\"><strong>Problem 1: Not being able to see all the sales in one place&nbsp;<\/strong><\/h2>\n\n\n\n<p>It\u2019s simple \u2013 Synder can seamlessly synchronize data from dozens of e-commerce platforms &amp; payment methods into your general ledger (GL).<\/p>\n\n\n\n<p>One of the basics of running a business is knowing where you stand. One of the main complications of running an e-commerce business is that where you stand is located in all different sorts of places! Having all of this information on hand in a GL allows all of the data to be seen in one place, compared meaningfully, and considered all together.&nbsp;<\/p>\n\n\n\n<p>But it goes further than merely adding the data in. Each e-commerce platform does things differently \u2013 so manual entry is not only time-consuming, it is nearly impossible to keep up with how things need to be done for each platform on a process level. For a small business owner, it\u2019s a Catch-22. One that Synder helps you solve.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 id=\"problem-2-learning-and-watching-over-two-or-more-apps-to-get-your-clients-sales-data-into-quickbooks-online-the-way-they-need-to-see-it\" class=\"wp-block-heading\"><strong>Problem 2: Learning and watching over two or more apps to get your client\u2019s sales data into QuickBooks Online the way they need to see it<\/strong><\/h2>\n\n\n\n<p>Beyond the plethora of apps for e-commerce, each client may have different needs when it comes to syncing their data into a GL. How is the data from these different platforms shown best for each individual client? This is one of the things that makes Synder a standout &#8211; they give you that choice.<\/p>\n\n\n\n<p>Synder has real-time<strong><em> per transaction sync<\/em><\/strong>, allowing you and your client to see their finances in real-time, by transaction. Or you can choose to sync all sales platform data once per night in<a href=\"https:\/\/synder.com\/blog\/synder-daily-summary-use-cases\/\"> a single <strong><em>daily summary<\/em><\/strong> journal entry<\/a>. The superpower is that you can do whichever is best for each client<em> within one app for your practice<\/em>.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Synder kept our capacity as a service provider in mind as they grew their offering. They take pride in being one app that provides multiple sync options making them the right fit for every client. And frankly, it makes me proud to use them!<\/p>\n\n\n\n<h2 id=\"problem-3-syncing-sales-tax-data-into-quickbooks-online-accurately-especially-when-the-sales-tax-is-being-paid-by-the-marketplace-on-behalf-of-the-client\" class=\"wp-block-heading\"><strong>Problem 3: Syncing sales tax data into QuickBooks Online accurately \u2013 especially when the sales tax is being paid by the marketplace on behalf of the client<\/strong>&nbsp;&nbsp;<\/h2>\n\n\n\n<p>The complexity of e-commerce accounting services goes beyond the ever-expanding web of sales and payment platforms. The impact of e-commerce on client sales tax is changing just as fast. In the <a href=\"https:\/\/www.supremecourt.gov\/opinions\/17pdf\/17-494_j4el.pdf\" target=\"_blank\" rel=\"nofollow noreferrer noopener\">Wayfair vs. South Dakota case in 2018<\/a>, the Supreme Court ruled that retailers have to remit taxes in almost every location where they make sales. Combine that with more platforms and with more interstate and international sales exposure and you\u2019ve got a multitude of ways to get sales tax wrong.<\/p>\n\n\n\n<p><strong><em>Synder helps us meet this sales tax challenge by staying out of our way!<\/em><\/strong> I can choose to map the tax into the GL how I need to. So, if you&#8217;re using QuickBooks Online&#8217;s Sales Tax center, then you can tell Synder that the feature is turned on and it will sync accordingly. But, if you&#8217;re using an outside app like TaxJar and just want to have sales tax go to a designated liability account, you can do that too by making it a line item on your sales transactions.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 id=\"problem-4-handling-inventory-well-and-within-budget\" class=\"wp-block-heading\"><strong>Problem 4: Handling inventory well and within budget<\/strong><\/h2>\n\n\n\n<p>Managing inventory is a tricky task for sellers no matter how small the business is.&nbsp;<\/p>\n\n\n\n<p>The ability to choose between syncing a daily sales summary versus individual sales depending on my client\u2019s needs, gives me options for dealing with their inventory. Opting for per transaction sync allows me to use something like QuickBooks Online Inventory because it will be able to update each time a product is sold and recorded via the Sales Receipt\/Invoice. This can be an easy solution for smaller e-commerce clients whose product diversity, budget, or sales volume doesn\u2019t really justify a stand-alone inventory solution.&nbsp;&nbsp;<\/p>\n\n\n\n<p>On the other hand, my clients that use a third-party inventory system that connects directly to their marketplace and GL are just as well served by Synder. I can set up a daily summary sync in a way that won\u2019t compromise the integrity of what is already working between QBO and their existing inventory solutions.&nbsp;<\/p>\n\n\n\n<h2 id=\"problem-5-addressing-the-client-income-disconnect-sales-vs-deposits\" class=\"wp-block-heading\"><strong>Problem 5: Addressing the client income disconnect &#8211; sales vs. deposits&nbsp;<\/strong><\/h2>\n\n\n\n<p>When I start working with a client, I almost always need to point out that if they&#8217;re only recording income by the deposits made to their bank, then they&#8217;re understating their income AND their expenses.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Some might argue that since the net income is still the same, the client isn\u2019t really missing anything. But that is short-sighted. Synder records sales income as well as seller and merchant fees in a transparent way, I can discuss things like the true costs of each platform with clients.&nbsp; They are also able to evaluate their actual sales before those costs ACROSS all platforms. The information they get is invaluable to their ability to make good business decisions including where to invest their hard-earned dollars for growth in the future.&nbsp;<\/p>\n\n\n\n<h2 id=\"problem-6-refunds-and-chargebacks-are-often-an-issue-for-e-commerce-sellers-as-they-are-not-sure-what-to-do-with-them-in-quickbooks\" class=\"wp-block-heading\"><strong>Problem 6: Refunds and chargebacks are often an issue for e-commerce sellers as they are not sure what to do with them in QuickBooks<\/strong><\/h2>\n\n\n\n<p>There are a lot of different opinions and approaches around how to track discounts, returns, and chargebacks best. Additionally, there are almost as many complications with returning an item to inventory or discarding it because it&#8217;s damaged and how all that jives with a client\u2019s inventory system.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p>Synder will sync any refunds back to QuickBooks as a refund receipt so that you&#8217;re able to track the money movement and the inventory touches. The daily summary can hit a refund account with the JE (Journal Entry), per transaction will create a refund receipt. What is unique is how some of the other Synder features (I am looking at you, Smart Rules!) allow you to customize how your client needs their returns noted in QuickBooks Online and beyond.\u00a0\u00a0<\/p>\n\n\n\n<h2 id=\"problem-7-clients-often-arent-able-to-easily-see-or-communicate-with-their-accountant-about-how-their-promotions-are-affecting-their-bottom-line\" class=\"wp-block-heading\"><strong>Problem 7: Clients often aren\u2019t able to easily see or communicate with their accountant about how their promotions are affecting their bottom line<\/strong><\/h2>\n\n\n\n<p>With Synder, you\u2019re able to sync discounts as products to QuickBooks Online in the Per Transaction sync mode. If a client issues a special discount for an event or to keep a customer happy, you can have these go into QuickBooks Online as different products and still tie back out the same income account. You can easily pull up a product\/service report to see how often\/which discounts are used and have a meaningful conversation with your client about what is working and what isn\u2019t.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 id=\"problem-8-most-apps-ask-you-to-sacrifice-customization-when-youre-automating\" class=\"wp-block-heading\"><strong>Problem 8: Most apps ask you to sacrifice customization when you&#8217;re automating<\/strong><\/h2>\n\n\n\n<p>The truth is ALL automations are at the expense of customization to some extent. After all, what is customization other than a positive word for doing everything differently than the standard way? Typically, when you create a standard process, customization goes out the window.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Synder realized that while they cannot automate your personal touch, discernment and unique insights for each of your customers, they can let YOU decide what matters most. So instead of trying to decide for you and automate EVERYTHING, <strong><em>Synder has provided you with the ability to create the automations you want for your unique client.<\/em><\/strong><\/p>\n\n\n\n<p>How does it work? Synder\u2019s <a href=\"https:\/\/synder.com\/blog\/smart-rules-for-detailed-small-business-accounting\/\">Smart Rules<\/a> go far beyond simply letting you choose between a few options. Instead, you can create routines that are able to fill in the gaps in the data you\u2019re missing \u2013 along the lines of \u2018if this, then that\u2019 or zapier type automations. You can further refine the data that syncs to QuickBooks Online by applying classes\/locations\/tax\/payment method\/product names\/etc. based on customer\/product names\/description\/amount\/etc.<\/p>\n\n\n\n<p>You can even build flows to trigger an action outside QuickBooks Online such as sending a notification email or a text message \u2013 think \u2018thank yous&#8217; or reminders, etc. The possibilities are entirely and uniquely yours!<\/p>\n\n\n\n<p>Let\u2019s say your client wants to send an email to their customer service manager when a sale exceeds $1000 via Stripe. You can create a rule that will send an email alerting the manager to the sale. You can even attach a PDF of the QuickBooks Sales Receipt\/Invoice. This could improve customer service and make the manager&#8217;s job easier. You can also assign a class to these transactions if you want to.&nbsp;<\/p>\n\n\n\n<p>Once a Sales Receipt\/Invoice is synchronized to your QuickBooks Online, it triggers an update of the receipt and the class selected in Synder will be applied. These Smart Rules can do some really cool stuff.&nbsp;&nbsp;<\/p>\n\n\n\n<p>In short, Synder has managed to do something very difficult. They&#8217;ve created a fantastic balance between automation and customization. We can continue to do what we do best without worrying about how automation might undermine what already works.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 id=\"closing-thoughts\" class=\"wp-block-heading\"><strong>Closing thoughts<\/strong><\/h2>\n\n\n\n<p>I love that Synder allows me to continue being the expert while helping me still keep a watchful eye on an ever-growing and diverse business.&nbsp;&nbsp;<\/p>\n\n\n\n<p>Synder empowers users to refine and expand on the data and automations they already trust.<\/p>\n\n\n\n<p>And Synder clears the way for you to expand the opportunities your client can take advantage of and the impact your practice can provide.<\/p>\n\n\n\n<p>The bottom line for me is this: even when Synder cannot completely solve every problem for every one of my clients automatically, they know enough to know how to help us do what we do best. They are not trying to build an app to replace us. <strong>They built an app to actually free us to do more of what only we can do<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"Discover why accountants and business owners who work with e-commerce platforms and payment processors choose Synder as their&hellip;\n","protected":false},"author":2259,"featured_media":14486,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"csco_singular_sidebar":"","csco_page_header_type":"","csco_page_load_nextpost":"","csco_post_video_location":[],"csco_post_video_url":"","csco_post_video_bg_start_time":0,"csco_post_video_bg_end_time":0,"footnotes":""},"categories":[341,43,45,70,342],"tags":[255,254,64],"ppma_author":[424],"class_list":{"0":"post-14434","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-accountants-talk-insights","8":"category-accounting","9":"category-business-management","10":"category-ecommerce","11":"category-synder-for-accountants","12":"tag-business-owner","13":"tag-cpa","14":"tag-synder","15":"cs-entry","16":"cs-video-wrap"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - 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content=\"https:\/\/synder.com\/blog\/why-e-commerce-needs-synder-automation\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/SynderHQ\/\" \/>\n<meta property=\"article:published_time\" content=\"2023-06-20T12:38:24+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-09-01T08:50:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/blog\/wp-content\/uploads\/sites\/5\/2023\/06\/why-e-commerce-needs-synder-automation.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"376\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Kelly Gonsalves\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Kelly Gonsalves\" \/>\n\t<meta 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