As an accountant, you may need to add a new client to Synder. Follow the steps described in this helpful guide to learn how to connect a new client (organization, company) to your Synder account.
Overview:
…Category: Account & Billing
How to Invite a User to Synder?
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 …
How to Change Email Associated With Your Synder Account
You can change the email associated with your Synder account. However, please make sure you use a unique email that hasn’t been associated with any Synder account previously. To change your email, please follow the steps below:
- Click on the
How to Add Another QuickBooks/Xero Company to Synder
To connect a new company in addition to an already existing one, click on your current organization in the upper-left corner, then click on Create organization (learn more about Organizations management in Synder).
Fill in the information about your business …
How to Add Another Payment Platform to Synder
So you’ve successfully added a payment system to Synder, and it works great for you. But what if you need to add one more payment system. Can you add it to your current account?
In fact, every plan allows you …
How to Update Synder Account Information
By clicking on the Profile icon in the upper right corner, then My profile tab, you will be redirected to the page, where you can edit your general information.
If you want to change email associated with your account in …