If your business uses Shopify Capital, Synder handles the repayment flow automatically. When Shopify deducts a capital repayment from your payout, Synder syncs it as an expense. If Shopify reverses or refunds a repayment, Synder syncs it as …
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How to Connect HubSpot to Synder
- Go to Organization settings
- Select HubSpot and click Connect
- Choose your HubSpot account
- Authorize Synder in HubSpot
- Supported Transactions
This guide walks you through connecting HubSpot to Synder. Once connected, your HubSpot data syncs automatically to your accounting software. Let’s …
Global Taxes in Synder: A Guide for Xero Users
- Who This Guide Is For
- How Synder Handles Taxes
- Per-Transaction Mode
- Summary Sync
- Handling Multiple Tax Rates From Different Regions
- When Your Payment Platform Sends No Tax Data
- Removing or Excluding Incoming Tax
Who This Guide Is For
This guide …
Global Taxes in Synder: A Guide for QuickBooks Online Users
- Who This Guide Is For
- How Synder Handles Taxes
- Per-Transaction Mode
- Summary Sync
- Handling Multiple Tax Rates From Different Regions
- When Your Payment Platform Sends No Tax Data
- Removing or Excluding Incoming Tax
Who This Guide Is For
This guide …
Xero Integration: Known Limitations and How to Handle Them
- Invoice Matching Window (±45 Days)
- Invoices Are Voided, Not Deleted, When Re-synced
- Rollback Restrictions
- Payouts and Clearing Account Reconciliation
- Smart Rules Are Not Available in Xero
- Transaction Volume Limitations Due to API
- Before Changing Settings, Refresh Cache
This guide covers …
How to Roll Back Summary Sync Transactions in Xero
This guide explains how to roll back transactions synced in Summary mode from Synder to Xero, and how to handle records that Synder cannot delete automatically.
Use this guide if:
- You use Summary mode in Synder with Xero as your
Summary Sync: How to Group Summaries by Region
The Group by region feature in Synder Summary Sync splits your journal entry lines by the shipping region (state or province) of each transaction. Instead of one combined Sales line, you get a separate line per region. For example, you …