Transaction Reconciliation answers one question: does every transaction in my sales platform have a match in my accounting? It works row by row. Balance reconciliation answers a second, different question: does the total change in my account balance match the …
Category: Shopify
How Shopify Capital Payments Are Processed in Synder (Lending Liability)
If your business uses Shopify Capital, Synder handles the repayment flow automatically. When Shopify deducts a capital repayment from your payout, Synder syncs it as an expense. If Shopify reverses or refunds a repayment, Synder syncs it as …
How to connect a second Shopify store to your Synder Organization
This guide explains how to connect a second Shopify store to an existing Synder account. Depending on your Shopify account setup, you may encounter different situations during this process. Below, we cover three common cases and provide step-by-step instructions …
How Synder Processes Shopify Collective Products
- Overview
- What is Shopify Collective?
- How Synder Processes Orders with Collective Products
- Configure Your Shopify Settings
- Next Steps
Overview
This guide explains how Synder processes products from Shopify Collective when syncing orders. It explains how Synder assigns product types (inventory …
Transaction Reconciliation for Per Transaction Sync: How to verify data from your platforms in Synder
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Understanding Shopify POS, Manual, and Other Orders in Synder
This guide explains Shopify’s POS orders, manual orders, and Other order types—including their refunds—and how Synder handles them in accounting platforms. It clarifies why these orders do not appear in Shopify payouts and why they require a separate clearing …
Customize Your Synder Shopify Settings (QuickBooks Online)
Overview
After connecting your company and accounts, configure the Shopify – QuickBooks Online integration settings. These settings determine how transactions, invoices, fees, expenses, and payouts are recorded in QuickBooks Online.
The Shopify settings are organized into the following sections:
Customize your Synder Shopify Settings (Xero)
Overview
After connecting your company and accounts, configure the Shopify – Xero integration settings. These settings determine how Synder records transactions, invoices, fees, expenses, and payouts in Xero.
The Shopify settings are organized into the following sections:
Getting Started with Synder for Shopify: Complete Setup Guide
Step-by-step guide to connecting Shopify to Synder. Learn sync modes, essential settings, product mapping, and troubleshooting for automated e-commerce bookkeeping.
What This Guide Covers
This guide walks you through everything you need to know about using Synder with Shopify and …
Shopify: Manual Clearing Account Reconciliation Using Excel (Per Transaction)
Want a faster way? Use Synder’s built-in Transaction Reconciliation module to automatically compare your payment platform data against your accounting records — no Excel needed. This guide covers the manual method for users who prefer to verify data outside Synder.…