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: Add a new client Onboard the new client Benefits for accountants Add a new client To add a new […]
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 in the app. 1. Click the Settings menu bar 2. Scroll down to the Users […]
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 email please follow the steps below: Hit on the Person icon in the right top corner Go to My Profile tab In the General tab […]
How to update Synder account information
By clicking on the Profile icon at 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 assotiated with your account in the app go to the General tab – – > specify the email needed – […]
How to add another Synder accounting/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). Select the Synder product you would like to use (you may utilize both) – > click on Next step. Fill in […]
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 to connect a particular number of sales platforms. Please follow this link to check current […]