Latest Changes

Find out about new features, updates, and improvements to Synder
January 19, 2023

SHOPIFY INTEGRATION IMPROVEMENTS AND OTHER MINOR FIXES

  • Discount processing for ShipStation. We have improved the synchronization of discounts for the ShipStation integration. Now all discount details will be recorded in the proper discountDetails field in QuickBooks and Xero.
  • Shopify orders paid through PayPal will contain full sale details. Some users reported an issue that used to occur when a Shopify order was paid through PayPal: not all sale details from Shopify got through during synchronization. The issue has been resolved, and now full sale details from Shopify should be recorded in users’ books.
  • Shopify to Xero synchronization improvements. Now tax, shipping and discount on shipping details will get through  from Shopify to Xero correctly, and the correct tax and shipping details will be displayed in the accounting.
  • Minor improvements to  Synder onboarding will make signing up to our system even smoother.
January 5, 2023

SOC 2 TYPE II REPORT AND EXPENSE CATEGORIZATION FOR EBAY AND ETSY

  • eBay and Etsy expense categorization was added to Daily Summary. Now users can map their various Etsy and eBay fees to different expense accounts to have a detailed P&L report.
  • SOC 2 type II report is now added to our website. Synder is SOC 2-compliant, and now you can see it for yourself on our website. With Synder your data are fully secure and absolutely safe!
  • Fixed issue with lost shipping amount during sync to QuickBooks Desktop. One of the users reported an issue with Synder not syncing shipping amounts from Stripe to QuickBooks Desktop due to their specific case. Synder Team fixed this issue right away to make sure that all details are recorded correctly now.
  • Total amount of pending and included transactions is now shown for Daily Summaries. Now Synder users can see an amount of missing transactions, so they can quickly enter missing data without calculating it separately
  • Various UI fixes to improve user’s experience with Synder products and the website were implemented.
Dec 23, 2022

SYNC SUMMARIES WITH PENDING TRANSACTIONS AND WOOCOMMERCE + AFTERPAY INTEGRATION

  • Summaries with pending transactions. Based on user’s feedback, Synder team added functionality that allows users to sync daily summaries, excluding transactions that are still not processed. It is great news for Amazon users, since you don’t need to wait for 2 weeks until all fees are processed to create a Journal Entry in your books.
    Tip: for those who want to have data synced only once everything is ready - a special sync when fully fetched mode now available.
  • WooCommerce smart reconciliation with Afterpay. When WooCommerce orders are paid via Afterpay, Synder will create only one transaction with details from both platforms, with full information and without any duplicates!
  • Company name sync for BigCommerce. Our team investigated a request from one of the users that needed to have company names synced from their BigCommerce account. Now there is a specific field “Company name” that is recorded in customer details in the books.
  • Sync adjustments for Xero users. An issue was reported by users regarding incorrect sync from Stripe to Xero because the system looked into an incorrect field while counting total amount. It was fixed by the team, the sync is working smoothly even for such ad-hock cases!
Dec 13, 2022

POSSIBILITY TO CONNECT SYNDER VIA WIX MARKETPLACE AND AMAZON EXPENSE CATEGORIZATION

  • New separate onboarding for Wix marketplace. For both Synder Syncs and Business Analytics, there are now app cards with our products and the connection will be available from Wix marketplace as well as from inside Synder. So WIX will be preselected for your organization automatically
  • Amazon Expenses categorization added for Daily Summary. Previously, for Amazon, there was only 1 mapping category for fees – Platform fees. Now you will have 7 categories in mapping for the Amazon platform for different types of fees. By default, all of them are mapped to Amazon fees expense account.
  • New Quickbooks Desktop Connector. A few issues were reported by users regarding Quickbooks Desktop integration with Synder, they were successfully fixed and a new Synder Connector has been released to remedy instabilities.
  • BigCommerce smart reconciliation with Afterpay, Authorize.net, Amazon Pay. When BigCommerce orders are paid via Afterpay, Authorize or Amazon Pay, Synder will create only one transaction with details from both BigCommerce and sales channel, with full information and without any duplicates!
Nov 29, 2022

ABILITY TO SYNC NOT FINALIZED SUMMARIES AND APPLICATION FEE REFUND USE CASE

  • Optimized sync process! To optimize how Synder sync and import processes for you, Synder now has 5 different processing servers - all super secured. So imports and syncs will now work 5 times faster!
  • Specific use case with tax recording for non-US QuickBooks Desktop is resolved! One of our users encountered an issue with failed transactions because of how rounding worked with QuickBooks Desktop. A new flow was implemented to make sure that they have the correct amount recorded in QuickBooks. Now Synder records tax with an adjustment “Tax correct item” line to ensure that transactions are no longer failing and the correct tax amount is shown in the transaction.
  • Fixed issue Failed Application fee refunds from Stripe for Xero users. One of our users had an issue with failing Stripe application fee refund transactions (very rare ones). After investigation, the team found out a way to properly record them to Xero, so now the synchronization of Stripe application fee refunds works seamlessly with Synder!
  • Requested improvements for Daily Summary. A user reported that some payouts remain in “Pending” statuses longer than it is needed for one of the integrations. We have investigated the case and found a way to streamline the process and display summaries with correct “Ready to sync” status as soon as possible. So now the system works even smoother!
  • Minor UI fixes for onboarding. It is now easier to start working with Synder and the onboarding feels more intuitive!
Nov 15, 2022

DAILY SUMMARIES AND AMAZON FEES SYNC IMPROVEMENTS

  • Daily Summaries COGS feature is live! Now it is possible to specify costs of products with Daily Summaries too and let Synder calculate COGS during the sync! The COGS feature can be separately enabled in the settings for each payment or ecommerce platform.
  • Speed up the initial import for Daily Summaries. Now, Synder imports one day of the historical data when you create a new organization to make sure that you can check the result of sync right away without waiting for too long.
  • Service fees for Amazon are now fetched from reports. We changed the way service fees are fetched from Amazon to make sure that no fees are missing, and you have accurate results in your books. This means that the fees will remain pending for up to 14 days (usually) until Amazon finalizes them. Only after they are finalized and their amounts remain unchanged will they get to your books.
  • Improvements for BigCommerce: The team has enabled smart reconciliation for Stripe and PayPal, and more integrations are on the way. Connect BigCommerce alongside your payment providers to get the complete data about each order without duplicates!
  • Getting data from Amazon is quite an undertaking due to its strict limitations. However, our amazing dev team has streamlined it, so you’ll get all your data quicker and more efficiently.
  • We continue improving the UI for Daily Summaries to provide you with the best experience.
Oct 30, 2022

MANY IMPROVEMENTS FOR CLOVER AND WIX INTEGRATION RELEASED!

  • Wix integration is live! Wix integration has been released in beta and will soon be available to all clients for smooth connection!
  • WooCommerce and Affirm integration for skipping duplicates! Now all the WooCommerce orders paid via Affirm will be combined to a single record and sent to the books with no duplicates!
  • Clover surcharge processing! Surcharges for Clover are now supported, so they will be correctly allocated along with the transaction full amount to the Profit and Loss report. Tracking your sales results is now even more accurate for Clover!
  • Clover cash and online payments separated! Now users can allocate their cash and online payments to separate accounts in their books and reconcile different income in different ways.
  • Various technical and UI improvements for Xero discounts processing, daily summaries synchronization and other products of Synder.
Oct 15, 2022

SYNDER INSIGHTS IMPROVEMENTS AND DAILY SUMMARY PRODUCT MAPPING

  • Product mapping for daily summary released! Now daily summaries can be mapped by product/SKU for detailed P&L income categorization in QuickBooks.
  • Improved visibility of invoices in Synder! Synder will not only send invoices to your clients, but will also tell you once an invoice is overdue.
  • Returning customers graph improvements! Synder Insights will show you returning customers versus new ones, graphic representation has been improved based on requests from the audience.
  • Multicurrency settings for Synder Sync have been changed to work more intuitively based on points of customer confusion. 
  • The descriptions of Synder Insights reports have been improved to make it super clear what the reports are showing.
Sep 30, 2022

IMPROVEMENTS TO SHOPIFY INTEGRATIONS WITH STRIPE AND AFFIRM

  • Partial refunds processing improvement! Partial refunds processing has been improved for the case when a Shopify order was paid via Stripe.
  • Enablement of multiple Square locations connection to Synder daily summary.
  • Improvement to Magento integration! Import of historical data is available and works stably for connected Magento accounts. Additionally, tax processing for Magento integration has been implemented for accurate synchronization of Magento sales to books.
  • Shopify + Affirm integration! Shopify orders paid by Affirm will now be properly imported and synced with Synder.
  • Optimization of Synder Insights performance  for quick work with bigger datasets. Your data from connected platforms will now be analyzed faster for quick and effective decision making.
  • Minor bug and UI fixes for smooth experience with Synder.
Sep 15, 2022

DAILY SUMMARY SYNCHRONIZATION AND MAGENTO INTEGRATION

  • Daily summary sync is now possible! You can choose if you want Synder to sync each transaction separately or create a single summarized journal entry for each integration every day. Currently, this feature is available only for Quickbooks Online and works as a major setting per organization.
  • Magento integration has been added. Now your Magento sales can also be automatically synchronized by Synder, saving you even more time on data entry.
  • Synder can now create Credit Memo if an invoice was paid by Credit Note. Thanks to our users’ feedback, we continue improving the sync process for Credit Memo.
  • Several issues for Walmart connection were fixed so it is easier now to add it to the list of your integrations.
  • We improved the process of transaction filtering for Synder Sync, so you can find needed transactions faster than before.
  • Bugs and small edits requested by customers were implemented as well.
Aug 23, 2022

Walmart and ShipStation integrations released

  • Walmart connection is available with Synder! Now any Walmart merchant can automate their bookkeeping and automatically import their Walmart sales to their accounting platforms. Currently Synder supports US, MX and Canadian versions of Walmart.
  • ShipStation is also available for connection to Synder. If you have all your orders in one place in ShipStation, now you can connect it to Synder as well and Synder will import all the shipped orders to your books.
  • Several improvements were made to fine tune the new flow with Credit Memos creation based on our users feedback. We thank our supporters for their feedback that allows us to stay on top of your needs!
  • Several improvements were made for the Synder Insights product to improve the speed and performance of the dashboard. We are listening to your requests, so more features are coming for detailed analytics of your sales, fees and different e-com KPIs.
  • Stripe ACH payments synchronization was improved to avoid any failures in the synchronization process.
Aug 15, 2022

SALES ANALYTICS AND NEW AMAZON API

  • Business Insights renamed to Sales Analytics. If you’re used to synchronizing data into your online accounting in Synder, pay attention to the Sales Analytics tab in the left-side menu of your Synder account: our business insights tool can be found there under a new name.
  • Moreover, Synder Analytics can be used as a stand-alone product. If you know someone who doesn’t need to sync their sales data in accounting but would love to check out their business’s performance, profitability of products or track customers behavior patterns - forward them directly to the Synder Insights stand-alone application.
  • Gross profit and COGS information at your fingertips. Synder can now recognize the cost of the product specified in your online shop, and also lets you enter this information manually to get the correct COGS report. Knowing the cost of the product and the price you set to sell this product to customers helps you to understand the profit margin (profitability) of the product and decide on a marketing strategy.
  • Synder migrated to the new Amazon API. Our Amazon users won’t experience any issues or interruptions in using Synder with Amazon.
  • Credit memo sync added to core functionality. Synder can now synchronize credit memo transactions which are normally used when you need to compensate a customer for a certain purchase without refunding actual money.
June 3, 2022

BUSINESS INSIGHTS VERSION 2.0 AND A FEW SYNC IMPROVEMENTS

  • Business Insights version 2.0 is out now! See the improved interface of our Business Insights feature, and check out some new reports on the dashboard: customer lifetime value, new vs returning customers ratio, products most purchased together - and more. We also added more flexibility to customize any report - enjoy more filters and breakdowns inside of each insight.
  • BigCommerce products recognition: Synder is now able to recognize SKU in the BigCommerce products details and match this information across platforms. This makes reconciliation even more automated and smooth.
  • For Clover integration, we added the possibility to sync transactions with the SPLIT type: you will see them in your accounting as an invoice partially closed with a payment.
May 10, 2022

BUSINESS INSIGHTS FOR ALL USERS & MORE INTEGRATIONS TO COME

  • Business Insights are now available to all new users. No matter what accounting system you’re on - QuickBooks, Xero or Synder in-house accounting - you can now keep track of your business’s vitals with the help of Synder. This feature will be especially valuable for those who sell on multiple eCommerce platforms and/or have several payment gateways connected.
  • With Synder, you're in control: we’ve made some improvements to the Control Panel. Now it’s more convenient, intuitive, and actionable than before.
  • Connect them all: if you haven’t finished the connection of certain platforms that were selected during your onboarding in Synder, the Control Panel will remind you to connect all platforms and get all of your online data synchronized.
May 1, 2022

AFFIRM INTEGRATION & AMAZON BUYER INFORMATION

  • Buy-now-pay-later payment options are all the rage these days, so we've added an integration with Affirm, a buy-now-pay-later payment solution which a lot of our users wanted. If that's what you use, try it out!
  • Added sync of buyer email addresses from Amazon, so you'll be getting more accurate Customer insights than ever before.
  • Improved the BigCommerce connection flow: now you can reconnect BigCommerce in one click and enjoy the power of smart reconciliation that blends together several data sources to offer the most comprehensive sync experience.
  • Made a few enhancements to the Synder in-house accounting platform and boosted the performance of the Smart Rules engine.
April 2022

BUSINESS INSIGHTS & INVENTORY MANAGEMENT FEATURE

  • Inventory management for Shopify and QuickBooks Online users: stock levels are now automatically updated on both ends thanks to Synder’s new two-way inventory sync functionality. Contact support to get early access to the Beta version of this feature.
  • Synder introduces Business Reports: get information about your sales, expenses, top- and least performing customers with a few clicks right within Synder and make data-driven marketing decisions (available for Synder in-house Accounting users only at the moment).
  • QuickBooks Online users can now set BigCommerce as a location option: a new setting has been added in Synder to make synchronization even more flexible (see “Apply storefront as location”).
March 2022

CONTROL PANEL & STOCK MANAGEMENT IMPROVEMENTS

  • Synder introduces the Control Panel where you can get an overview of the app’s processes and see where your attention is needed.
  • Stock management requires regular updates of quantity on hand, so Synder is now able to sync inventory adjustments in QuickBooks and Xero.
  • eBay integration has had some fixes and works even more efficiently now.
February 2022

SPECIAL DEAL FOR ACCOUNTANTS & SMART RULES IMPROVEMENTS

  • A special bonus program for accountants has been introduced - contact our support to learn more!
  • Smart Rules can be now set up for recording Marketplace Facilitator Tax and update all needed fields. There’s also more flexibility in working with transactions from the not-yet-supported payment gateways: Synder recognizes the names of the gateways and can build any smart rule for proper categorization.
  • WooCommerce users can now select how they want their transactions to be synchronized: as sales receipts or as invoices.
  • As Etsy introduces new types of transactions (refund_gross and refund_processing_fee), Synder is ready to sync them in your books the correct way.
  • Transactions list in Synder allows you to filter transactions by several types and/or statuses at a time.
January 2022

MULTI-CHANNEL REPORTS & CATEGORIZATION

  • QuickBooks Online users can now view Profit & Loss report and Balance sheet for all connected platforms right within Synder.
  • Synder Accounting improvements: we added a possibility to assign classes and tags to your transactions (automatically or manually - it’s very flexible) and use tag groups for a deeper-level categorization.
  • Brex has been added to the list of available bank providers for our accounting - grow your business even faster connecting more platforms to Synder and accounting for all transactions automatically.
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