Article Categories

Getting Started(116)

• Connect(55)

• Choose Sync Mode(5)

• Configure Core Settings(24)

• Synder Dashboard(30)

• Multi-Channel Selling with Per-Transaction Sync: Clearing, Classification, Taxes, Multicurrency, and Reconciliation
• How to Manually Generate a Summary in Summary Sync
• Sync Bank-Method Transactions in Transit (Stripe)
• How to Connect HubSpot to Synder
• How to Connect PayPal API to Synder

Transaction Recording: Summary(61)

• Summary Fees(2)

• Overview(8)

• Sales(20)

• Taxes(7)

• Categorization(13)

• Payouts, Settlement & Clearing(12)

• Multi-Channel Selling with Summary Sync: Clearing, Classification, Taxes, Multicurrency, and Reconciliation
• Following QuickBooks Online’s Journal Entry Number Sequence (Summary Sync)
• How to Manually Generate a Summary in Summary Sync
• How PayPal Working Capital Loan Repayments Are Processed in Synder
• How eBay Seller Capital Loan Repayments Are Processed in Synder

Transaction Recording: Per Transaction (PT)(90)

• Overview PT(5)

• Sales PT(23)

• Taxes PT(15)

• Fees PT(13)

• Categorization PT(23)

• Payouts, Settlement & Clearing PT(10)

• Smart Rules Automation PT(12)

• Multi-Channel Selling with Per-Transaction Sync: Clearing, Classification, Taxes, Multicurrency, and Reconciliation
• Multi-Channel Selling with Summary Sync: Clearing, Classification, Taxes, Multicurrency, and Reconciliation
• How to Apply Expenses to Unpaid Bills in QuickBooks Online
• How Synder Syncs Stripe Credit Notes
• How to Automatically Assign Xero Tracking Categories Using Smart Rules

Video Tutorials(26)

• How to Use Synder Analytics: Video Walkthrough
• How to Automate Xero Categorization with Synder Smart Rules (Video)
• Per-Transaction: How to Reconcile Transactions in QuickBooks Online With Synder
• Synder RevRec: How to Reconcile Deferred Revenue With Synder Revenue Recognition
• Synder RevRec: Getting Started With Revenue Recognition. Understand Setup and Reconciliation

Reconciliation(32)

• Transaction Reconciliation Module(6)

• Manual Reconciliation — Summary Sync(9)

• Manual Reconciliation — Per Transaction(10)

• Useful Reconciliation Features(10)

• Balance Reconciliation in Transaction Reconciliation
• Assisted Transaction Reconciliation for Xero
• How to Use Manual Matching in Transaction Reconciliation
• How to Reconcile Xero with Synder — Transaction Reconciliation Guide (Per-Transaction)
• Summary Sync Transaction Reconciliation: How to verify data from your platforms in Synder Before You Sync

Handling Invoices(11)

• How to Apply Expenses to Unpaid Bills in QuickBooks Online
• Stripe Detached Invoices: What to Expect in Synder
• How to Disable QuickBooks Online’s ‘Automatically Apply Credits’ Setting to Keep Your Synder Sync Accurate
• Summary Sync: Cash Basis Accounting Without the use of Accounts Receivable in QuickBooks Online
• How to Manage Stripe Partially Paid Invoices in Synder

Products, Inventory & COGS(12)

• Summary(6)

• Per Transaction(5)

• Managing Products, Inventory, and COGS in Synder — Per Transaction Sync
• How Synder Processes Shopify Collective Products
• Product Mapping: Import via file
• How to Address ‘Attention Required’ Status of Summaries Due to Product Verification Status
• How to Disable Sync for Summaries With Unverified Products

Advanced Features(71)

• Multi-Currency(4)

• Invoicing(7)

• Revenue Recognition(28)

• Other(7)

• Smart Rules(27)

• How Synder Syncs Stripe Credit Notes
• Revenue Recognition Schedule Start Date: Invoice Date vs Payment Date
• How to use Waterfall reports in Synder RevRec
• How to Automatically Apply Classes or Locations to Revenue Recognition Journal Entries (Per-Transaction Mode, QuickBooks Online)
• Smart Reconciliation Availability and Supported Platforms

Account & Billing(11)

• Premium Integrations in Synder: What They Are and How to Add Them
• How to Switch The Connected Accounting Software in Synder 
• Billing & Subscription Management: Everything in One Place
• Do Unused Syncs Balance Rollover to the Next Month?
• How to Connect Another Client to Synder

Troubleshooting & Diagnostics(46)

• Sync Error Messages(24)

• Connection & Sync Behavior(14)

• Diagnostics & Reference(7)

• How to Roll Back Summary Sync Transactions in Xero
• Activity Log in Synder
• Synder Dashboard Guide
• Summary Sync: What to do if you see a banner “There’s been a problem with proper forming of some of your E-commerce summaries”
• Troubleshooting: Why Your Synder Sync Keeps Pausing

Accounting Integrations(47)

• Oracle NetSuite(6)

• QuickBooks Online(11)

• QuickBooks Desktop(8)

• Xero(14)

• Sage Intacct(5)

• Multi-Channel Selling with Per-Transaction Sync: Clearing, Classification, Taxes, Multicurrency, and Reconciliation
• Multi-Channel Selling with Summary Sync: Clearing, Classification, Taxes, Multicurrency, and Reconciliation
• How to Automatically Assign Xero Tracking Categories Using Smart Rules
• Smart Rules for Xero: Entities, Actions and Limitations
• Accessing Xero Entities in Smart Rules Dropdowns

Payment Integrations(81)

• PinPayments(4)

• PayPal(11)

• Afterpay(5)

• Bluefin / Payconex(4)

• Stripe(30)

• Affirm(2)

• Authorize.Net(4)

• Braintree(4)

• Brex(3)

• Clover(3)

• GoCardless(3)

• Klarna(3)

• LawPay / Affinipay(3)

• Payrix / IntegraPay(3)

• Square(9)

• How to Apply Expenses to Unpaid Bills in QuickBooks Online
• How PayPal Working Capital Loan Repayments Are Processed in Synder
• Stripe Payment Failure Refunds: What They Are and How Synder Handles Them
• Sync Bank-Method Transactions in Transit (Stripe)
• How to Connect PayPal API to Synder

E-Commerce Integrations(66)

• eBay(3)

• Amazon(13)

• Shopify(17)

• Etsy(4)

• Faire(6)

• TikTok Shop(10)

• Walmart(10)

• WooCommerce(7)

• Other E-Commerce(10)

• Balance Reconciliation in Transaction Reconciliation
• How eBay Seller Capital Loan Repayments Are Processed in Synder
• How Shopify Capital Payments Are Processed in Synder (Lending Liability)
• How Walmart Fees Are Processed in Synder
• TikTok Statements: Manual Clearing Account Reconciliation Using Excel (Per Transaction)

Business Importer(2)

• Most Common Business Importer Errors
• Getting Started with Business Importer