Smart Reconciliation connects your payments with the matching orders from your online store. It enriches the synced transaction with full order details. Instead of syncing only a payment amount and date, the transaction includes products, taxes, shipping, discounts, and customer …
Category: Advanced Settings
Debits & Credits Report (RevRec): What it is, why it matters, and how to use it
Consider this scenario: you just ran a big promo and annual prepay option. Cash looks strong in your storefront and processor, but you don’t know how it will land in the books.
Run Debits & credits by accounting category to …
Transaction Can Not Be Synchronized Without Product or Service – Understanding Product Search Priority
Error: Sales Receipt can not be synchronized without Product or Service.
Error: Invoice can not be synchronized without Product or Service.
Error: Refund Receipt can not be synchronized without Product or Service.
What It Means
Synder did not manage to …
Product Mapping: Import via file
Managing thousands of SKUs across multiple platforms can be challenging. To make product mapping faster and easier, Synder allows you to bulk upload your product mappings using a CSV file. This guide walks you through the process.
What is Bulk
…Synder Deferred Revenue Reconciliation Report (Per Transaction Mode)
- How to validate your results
- Prerequisites
- Reconciling deferred revenue
- Detailed comparison view
- Validation and maintenance
- Outdated status
- Reconciliation statuses
- Limitations & known constraints
This guide explains how Synder Per Transaction users can use the Deferred Revenue Reconciliation Report to compare …
How to Set Up Summary Sync for Cash Basis Accounting Without Accounts Receivable (AR) in QuickBooks Online
This guide is for Synder Summary Sync users who want to track income on a cash basis instead of using the default Accounts Receivable (AR) setup. If you manage AR outside of your books or just don’t need the AR …
Error: The [X] Product Can’t Be Processed as It’s Linked to a Large Number of Transaction
This message will appear in the logs when a transaction fails to sync.
What it means:
Synder is unable to sync the transaction to your accounting platform because the product is linked to too many transactions.
How to fix it:
…Understanding How Synder Syncs Transactions Paid Using Customer Balance
Overview:
What is customer balance?
The customer balance in Stripe is like each customer’s wallet. It shows how much money they owe (negative …
Transaction Verification: How to Fill In the Template
Synder’s Transaction Verification feature ensures that data imported from your sales platforms aligns perfectly with records in Synder. This guide will help you correctly fill out the required template for verification.
Step 1: Prepare the template file
To initiate verification, …
How to verify data from your platforms in Synder
Synder’s Transaction Verification feature helps you ensure that the data imported from your sales platforms perfectly matches the records in Synder. This guide will walk you through the steps to compare your platform data with Synder’s records, identify discrepancies, and …