In case you would like to invite an additional user to Synder, check out this guide for detailed instructions. For example, you can invite your accountant to set up and manage the account or your client to pay for the account …
All posts by Vladislav Karotki
Obtaining Bigcommerce Store API Credentials (.Txt File)
The following steps outline how to generate BigCommerce store API Credentials needed for successful connection to Synder:
1. Navigate to Advanced Settings > API Accounts > Create API Account.
2. Give the account a name (use something like “Synder …
Manage Organizations in Synder: How to Archive or Delete Organizations
Everyone wants to avoid manual work and simplify their lives as much as possible, especially when choosing a finance app. Synder works great for small businesses and enterprises, and it’s an irreplaceable assistant for easy cash flow management.
In this …
Error: Sales Receipt Can Not Be Synchronized Without Transaction
What It Means
This error sometimes occurs with PayPal transactions when permissions are set incorrectly in your PayPal account, e.g. because the credentials you submitted are incorrect or invalid.
Possible Reasons
- You have used sandbox PayPal account credentials for the
Transaction Filters: How to Sync Transactions With the “Ready to Sync” Status
In this guide, you will learn how to sync all of your online transactions showing the Ready to sync status to QuickBooks or Xero. In the same way, you may use filters to sync all the failed, canceled, or any …
Change Email Address for PDFs Invoices Sent Through Synder
With the help of Synder, you can receive credit card payments from your customers for their open QuickBooks Online invoices and automatically account for them — see how to receive credit card payments from QuickBooks invoices. In the guide …
How to Reconcile Etsy Transactions in Quickbooks Online
Overview:
Synder Reconciliation Flow
Synder prepares your books for easy reconciliation by syncing Etsy sales/fees/refunds to the Etsy (required for Synder) account in QuickBooks Chart of Accounts.…
New Interface for Organizations Management
Overview:
In this guide, you will learn how to navigate your account in Synder with the updated interface and how …
How to Apply Classes to Expenses Automatically
Expenses, no one likes them, but everyone needs to categorize them. Now, Synder is able to apply classes to your expenses so that you don’t have to do that manually, thanks to its brand-new smart rules feature.
Deciding which
…How to Reconcile Gocardless Transactions in QuickBooks Online
Overview:
General Synder flow explained
Synder can supercharge your accounting and make reconciliation easier. Here is an outline of the reconciliation flow for the GoCardless integration…