Overview:
- What tracking categories are in Xero
- Before you start
- Step 1: create the tracking category in Xero
- Step 2: build the rule in Synder
- Tag every line or just one line
- Good to know
Synder can tag your synced
… Category: Accounting Integrations
Oracle NetSuite(6)
QuickBooks Online(10)
QuickBooks Desktop(8)
Xero(13)
Sage Intacct(5)
Smart Rules for Xero: Entities, Actions and Limitations
Overview:
- Before you start: load your Xero data
- What you can build rules around
- The three action types
- What you can update, entity by entity
- Tracking categories instead of classes and locations
- Examples
Smart Rules work in Xero the same
… Accessing Xero Entities in Smart Rules Dropdowns
When using Smart Rules with Xero, the dropdown menus in your rule conditions and actions are populated directly from your Xero account. These lists need to be refreshed before they will appear — they do not load automatically.
This guide …
Global Taxes in Synder: A Guide for QuickBooks Online Users
- Who This Guide Is For
- How Synder Handles Taxes
- Per-Transaction Mode
- Summary Sync
- Handling Multiple Tax Rates From Different Regions
- When Your Payment Platform Sends No Tax Data
- Removing or Excluding Incoming Tax
Who This Guide Is For
This guide …
Xero Integration: Known Limitations and How to Handle Them
- Invoice Matching Window (±45 Days)
- Invoices Are Voided, Not Deleted, When Re-synced
- Rollback Restrictions
- Payouts and Clearing Account Reconciliation
- Transaction Volume Limitations Due to API
- Before Changing Settings, Refresh Cache
This guide covers the known limitations of Synder’s Xero integration …
How to Switch The Connected Accounting Software in Synder
This guide explains how to connect a different accounting platform or a different account of the same platform in Synder by creating a new Synder organization.
Use this guide if you:
- Want to connect a different accounting platform to Synder.
Summary Sync: How to Track Sales Tax in Sage Intacct with Synder Summary Sync
- How Synder handles Sales Tax for Sage Intacct
- Option 1: Manual Groups
- Option 2: Enable Group by region
- Important Notes
- FAQ
This guide explains how to configure sales tax tracking in Synder Summary Sync when posting summaries to Sage Intacct.…
How Sales Tax Works in Synder for QuickBooks Desktop Per Transaction Mode
- Overview
- Sales Tax Calculation Logic
- QuickBooks Desktop United States
- Sales Tax Settings (US)
- QuickBooks Desktop Canada
- Sales Tax Settings (Canada)
- Important Notes
- FAQ
This guide explains how sales tax is recorded in QuickBooks Desktop when using Synder in Per-Transaction mode…
How Sales Tax Works in Synder for Xero Per Transaction Mode
This guide explains how Synder handles sales tax in Per-Transaction (PT) mode and how it interacts with Xero.
Use this guide if:
- You use Per-Transaction mode in
How To Download the Clearing Account Report From QuickBooks Online
To reconcile clearing accounts for integrations, download a summary report from QuickBooks Online.
This guide explains how to:
- Find the clearing account used by your integration.
- Run a summary report for the clearing account.
- Calculate the gross amount captured by