Overview: US companies Non-US companies US companies Reason: The Sales Tax center is not setup Solution: Log in to QBO – > go to the Taxes tab – > set up your Tax agency and select the needed tax rates and the filing frequency. Then resync failed transactions Non-US companies Reason 1: There is no […]
Category: Advanced Settings
How to handle BigCommerce Orders to prevent duplicates
Synder is a solution designed to be simple so that even a small business owner (not being an expert in the accounting or tech fields) could easily use it. But this simplicity is only the top of the pyramid. The system is a powerful accounting solution for professionals in the sphere, that may be used […]
How To Get Instant Low Stock Alerts
We know how important it is for ecommerce business owners to be aware of actual stock. Especially if you sell the same items on multiple sales platforms such as Amazon, Shopify, eBay, Bigcommerce, etc. and struggle with getting rapid up-to-date alerts when stock levels reach a minimum threshold. Not being aware of low stock levels […]
How to apply payments to invoices
Among the many superpowers that Synder has, the one that is arguably the most helpful is the almost magical ability to apply payments to outstanding invoices. This guide will expose the trick for you and help you configure your Synder account to work with your particular flow. Which settings can I use to tweak the […]
Amazon Tax Applying for UK Users with Synder
If you sell internationally you may be faced with the question: “How will I record my taxes correctly in QuickBooks”. Synder has some features to ensure your tax reports are 100% accurate. Overview: Use-case for Tax Applying for UK Users Selling Internationally Creating your Smart Rule Checking How It Works Tips Use-case for Tax Applying […]
What is smart reconciliation, and how does it work?
In this guide, you’ll learn what a smart reconciliation is and what possible challenges it helps to overcome. Overview: What smart reconciliation is and how it works Possible issues and how to solve them What smart reconciliation is and how it works If you’re an e-commerce store owner or manager, you sell using various payment […]
Why is shipping recorded as a line item?
Cases it may cover: a shipping tax amount is recorded as a line item rather than into the shipping field in QuickBooks Online (for US users). How it works: Synder records a shipping tax as a line item: If the Shipping setting is disabled into QuickBooks Online; If the Shipping setting is enabled into QuickBooks […]
How to send thank you emails to your clients
Cases it may cover: If you want to notify customers upon the due date, or thank them for their purchase. How it works: Create a smart rule to instantly send a thank-you email to your clients. Note: Smart rules are available for QuickBooks Online users only. Go to your Synder company → click on the […]
What should I do if the item is inventory in the sales platform but is synced as non-inventory to the accounting company?
Cases it may cover: product list is not set up in your accounting company or product names do not match in your sales platform and accounting company. How to fix it. In this guide, we will show you this with the example of QBO, but the logic will be the same for other platforms. Overview: […]
What should I do if a common product is off and items are synced with a Stripe product?
Cases it may cover: a Product name is specified in a field other than the Product field in your sales platform. Here is an example of a transaction synced with the Stripe product instead of the original one. How to fix it: Create a smart rule to map a product from the needed field to […]