The guide on this topic is coming soon. In the meantime, please contact our support team at [email protected] for assistance.
All posts by egorbylin
How to use rules to update Service Date
Overview: Enable Service date in QuickBooks Online Create a rule Check the result Cases it may cover: you might want to use a Service date on specific transactions to track the date a service was performed separately from the invoice date. This is especially useful if you use the revenue recognition feature from QuickBooks. Important […]
How to map Daily Summaries by product categories
Categorizing summaries in your accounting company ensures organized financial records and facilitates accurate financial reporting. Assigning specific categories aids in budgeting, analysis, and making informed business decisions based on clear insights. Moreover, consistent categorization enhances ease of use, supports audit trails, and ensures seamless integration with other software tools. Overview: How to enable grouping by […]
Synder RevRec: how to remove certain subscriptions from being recognized
If you’d like Synder RevRec to skip a certain subscription from being recognized (due to your business flows, or due to accounting or reporting reasons), the guide below will explain how you can do this. When Synder is composing a Revenue Recognition Journal Entry, it looks at the mapping of products and income accounts to […]
Synder RevRec: Skipped RevRec entry with the “synced with warnings” status
Problem: Sometimes you may see a Revenue Recognition Journal Entry that was completely skipped and nothing was synced to your books. The entry will have the “synced with warnings” status, and the message will say:“All the products in this entry have the same account linked in revenue recognition plans mapping and in your books. The […]
Synder RevRec: Discounts recognition
There are many ways discounts may be allocated for revenue recognition. Sometimes discounts are not essential for a business to track, and they recognize the already discounted item totals. For other businesses, it is important to track discount amounts, but it is not important when, so the discount may be recorded right away into the […]
Revenue Recognition simplified: group journal entries for all subscriptions into one
The guide on this topic is coming soon. In the meantime, please contact our support team at [email protected] for assistance.
Optimizing Client Management in Synder: A Guide for Accounting Firms
The guide on this topic is coming soon. In the meantime, please contact our support team at [email protected] for assistance.
Managing $0 Invoices: Synder’s Approach and Custom Solutions
Invoices with a value of $0 can appear in your payment platform or ecommerce system due to various reasons such as promotional offers, customer rewards, or zero-dollar authorizations. While these transactions might not have a direct monetary impact, they play a crucial role in maintaining comprehensive records and can be vital for various business analyses. […]
How to connect QuickBooks Desktop to Synder connector
In this guide, you’ll learn how to connect QuickBooks Desktop to the Synder connector step-by-step. Overview: Connecting QuickBooks Desktop to the Synder connector Adding another company (client) to Synder Important notes Connecting QuickBooks Desktop company to the Synder connector 1. Create a free trial account. 2. Select the product(s) you are going to use: Synder […]