Article Categories

Getting Started(110)

• Connect(55)

• Choose Sync Mode(4)

• Configure Core Settings(21)

• Synder Dashboard(29)

• How to Connect HubSpot to Synder
• How to Connect PayPal API to Synder
• Activity Log in Synder
• Synder Dashboard Guide
• How to connect a second Shopify store to your Synder Organization

Transaction Recording: Summary(53)

• Summary Fees(2)

• Overview(8)

• Sales(17)

• Taxes(6)

• Categorization(8)

• Payouts, Settlement & Clearing(12)

• How Shopify Capital Payments Are Processed in Synder (Lending Liability)
• Global Taxes in Synder: A Guide for Xero Users
• Global Taxes in Synder: A Guide for QuickBooks Online Users
• Summary Sync: How to Group Summaries by Region
• How Walmart Fees Are Processed in Synder

Transaction Recording: Per Transaction (PT)(81)

• Overview PT(5)

• Sales PT(20)

• Taxes PT(13)

• Fees PT(10)

• Categorization PT(17)

• Payouts, Settlement & Clearing PT(10)

• Smart Rules Automation PT(10)

• Managing Products, Inventory, and COGS in Synder — Per Transaction Sync
• How Shopify Capital Payments Are Processed in Synder (Lending Liability)
• Global Taxes in Synder: A Guide for Xero Users
• Global Taxes in Synder: A Guide for QuickBooks Online Users
• Sync Multicurrency Sales in Synder Per Transaction Mode

Video Tutorials(24)

• Per-Transaction: How to Reconcile Transactions in QuickBooks Online With Synder
• Synder RevRec: How to Reconcile Deferred Revenue With Synder Revenue Recognition
• Synder RevRec: Getting Started With Revenue Recognition. Understand Setup and Reconciliation
• What Should I Do if Square Has Lost Its Connection?
• Smart Rules: Update Products in Sales Receipts Based on Metadata

Reconciliation(29)

• Transaction Reconciliation Module(3)

• Manual Reconciliation — Summary Sync(9)

• Manual Reconciliation — Per Transaction(10)

• Useful Reconciliation Features(8)

• How to Reconcile Xero with Synder — Transaction Reconciliation Guide (Per-Transaction)
• Summary Sync Transaction Reconciliation: How to verify data from your platforms in Synder Before You Sync
• Square: Manual Clearing Account Reconciliation Using Excel (Summary Sync)
• TikTok: Manual Clearing Account Reconciliation Using Excel (Per Transaction)
• Transaction Reconciliation for Per Transaction Sync: How to verify data from your platforms in Synder

Handling Invoices(10)

• Stripe Detached Invoices: What to Expect in Synder
• How to Disable QuickBooks Online’s ‘Automatically Apply Credits’ Setting to Keep Your Synder Sync Accurate
• Summary Sync: Cash Basis Accounting Without the use of Accounts Receivable in QuickBooks Online
• How to Manage Stripe Partially Paid Invoices in Synder
• Managing $0 Stripe Invoices With Synder

Products, Inventory & COGS(12)

• Summary(6)

• Per Transaction(5)

• Managing Products, Inventory, and COGS in Synder — Per Transaction Sync
• How Synder Processes Shopify Collective Products
• Product Mapping: Import via file
• How to Address ‘Attention Required’ Status of Summaries Due to Product Verification Status
• How to Disable Sync for Summaries With Unverified Products

Advanced Features(65)

• Multi-Currency(4)

• Invoicing(7)

• Revenue Recognition(26)

• Other(7)

• Smart Rules(23)

• How to use Waterfall reports in Synder RevRec
• How to Automatically Apply Classes or Locations to Revenue Recognition Journal Entries (Per-Transaction Mode, QuickBooks Online)
• Smart Reconciliation Availability and Supported Platforms
• Debits & Credits Report (RevRec): What it is, why it matters, and how to use it
• Migrating to Advanced Amazon functionality

Account & Billing(11)

• Premium Integrations in Synder: What They Are and How to Add Them
• How to Switch The Connected Accounting Software in Synder 
• Billing & Subscription Management: Everything in One Place
• Do Unused Syncs Balance Rollover to the Next Month?
• How to Connect Another Client to Synder

Troubleshooting & Diagnostics(46)

• Sync Error Messages(24)

• Connection & Sync Behavior(14)

• Diagnostics & Reference(7)

• How to Roll Back Summary Sync Transactions in Xero
• Activity Log in Synder
• Synder Dashboard Guide
• Summary Sync: What to do if you see a banner “There’s been a problem with proper forming of some of your E-commerce summaries”
• Troubleshooting: Why Your Synder Sync Keeps Pausing

Accounting Integrations(39)

• Oracle NetSuite(6)

• QuickBooks Online(10)

• QuickBooks Desktop(8)

• Xero(9)

• Sage Intacct(5)

• Global Taxes in Synder: A Guide for QuickBooks Online Users
• Xero Integration: Known Limitations and How to Handle Them
• How to Switch The Connected Accounting Software in Synder 
• Summary Sync: How to Track Sales Tax in Sage Intacct with Synder Summary Sync
• How Sales Tax Works in Synder for QuickBooks Desktop Per Transaction Mode

Payment Integrations(77)

• PinPayments(4)

• PayPal(10)

• Afterpay(5)

• Bluefin / Payconex(4)

• Stripe(27)

• Affirm(2)

• Authorize.Net(4)

• Braintree(4)

• Brex(3)

• Clover(3)

• GoCardless(3)

• Klarna(3)

• LawPay / Affinipay(3)

• Payrix / IntegraPay(3)

• Square(9)

• How to Connect PayPal API to Synder
• Square: Manual Clearing Account Reconciliation Using Excel (Summary Sync)
• Klarna in Synder: How Sales Sync to Your Accounting Software
• PayPal: Manual Clearing Account Reconciliation Using Excel (Per Transaction)
• Customize your Synder PayPal Settings (Xero)

E-Commerce Integrations(64)

• eBay(2)

• Amazon(13)

• Shopify(16)

• Etsy(4)

• Faire(6)

• TikTok Shop(10)

• Walmart(10)

• WooCommerce(7)

• Other E-Commerce(10)

• How Shopify Capital Payments Are Processed in Synder (Lending Liability)
• How Walmart Fees Are Processed in Synder
• TikTok Statements: Manual Clearing Account Reconciliation Using Excel (Per Transaction)
• TikTok: Manual Clearing Account Reconciliation Using Excel (Per Transaction)
• How Synder Processes Shopify Collective Products

Business Importer(2)

• Most Common Business Importer Errors
• Getting Started with Business Importer