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 […]

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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 […]

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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 […]

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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. […]

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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 […]

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