All posts by anastasiaplotka
How to start using Synder’s Daily Summary sync
1. Select the product Choose either Synder Sync or both products Synder Sync: This Synder product allows you to transfer all of your transaction data from all connected sales channels into your accounting company. Sales Analytics: This Synder product lets you see how your business is doing, get the real numbers and key financial metrics […]
How a Daily Summary sync works
If you’re a QBO user, Synder can provide you with 2 synchronization modes: Daily summary (Synder will gather data for the day and sync it to your books as a single journal entry per platform); Per transaction (Every single transaction will be synced to your books as a separate sales receipt/invoice). Below you’ll see how […]
How the multi currency feature for Synder’s Daily Summary works
Based on the way your money is transferred to the bank, you can have 2 flows: Flow 1 (fully supported) You accept payments in multiple currencies, and they’re paid out to a single bank account in one currency. How it works in Synder: You accept payments in multiple currencies, and they’re paid out to a […]
How to group Daily Summaries by products
In general, the Daily Summary mode allows you to select one of the 2 types of groupings: By default. Synder creates a mapping based on different accounts (clearing, bank, income, expense, etc.); By product name/SKU. Synder allows you to select particular income accounts for products taken from your sales platform. Overview: How to select mapping […]
Automate bookkeeping of online sales to QuickBooks Online (Shopify+Stripe to QuickBooks use case). Full demo
How to Connect Magento to Accounting Software
This guide assumes you already have an account with Synder or have connected your accounting company. Need to connect an accounting company? Read our guides here to learn how to get started: 1. for Synder accounting users; 2. QBO and Xero users; 3. QBD users. Overview: Connect Magento Tips and tricks for the Magento integration […]
How to fix errors with taxes in Synder
Overview: US companies Non-US companies US companies Reason: The Sales Tax center is not setup Solution: Log in to QBO – > go to the Taxes tab – > set up your Tax agency and select the needed tax rates and the filing frequency. Then resync failed transactions Non-US companies Reason 1: There is no […]
How to start with Synder if your bank account is not connected to your books yet
Overview: How fully automated synchronization works How to onboard with Synder if you don’t have a bank account in or connected to your books How to set up fully automated reconciliation (after onboarding) How fully automated synchronization works To start the process of automating your books and simplifying the reconciliation process, you create a Synder […]
How to Connect ShipStation to Accounting Software
According to experienced business specialists, the key to gain new customers is to cover more channels of communication with potential clients. Sales platforms such as Stripe, PayPal, Shopify, and eBay provide your customers with an easy and convenient way to complete purchases online so that business owners can enjoy the benefits of an incoming stream […]