It’s no secret that being a business owner means constantly juggling many tasks at once. If you or your accountant records your business transactions in Xero or QuickBooks manually, human error is almost unavoidable. Errors in individual transactions lead to serious issues in cash flow statements, balance sheets, and income statements. That’s where the Synder […]
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How to sync your transactions to QuickBooks Desktop
Synchronization process Integration with QuickBooks Desktop contains 4 steps:– Payment processor– Synder online (you can manage settings and transactions there) – Synder desktop connector app (helps to push data from Synder Online to QuickBooks Desktop) – QuickBooks Desktop. Please find more information on how to connect Synder to QuickBooks Desktop and install the Synder connector app to […]
What if I close Synder desktop connector or why do I see “scheduled” transactions?
To make sure synchronization is running, you need to have all the components of the integration up and running. This includes: QuickBooks Desktop company Synder desktop connector app (look for it on your desktop and launch) If you close the connector while Synder is recording data in your QuickBooks Desktop company file, the transaction that […]
Where is my QuickBooks Desktop Connection access key?
The access key is needed for Synder desktop to establish connection between your QuickBooks Desktop and website of Synder. Initially you can generate the access key in the window that popped up when you were adding the QuickBooks Desktop company on Synder website. If you have closed this window the key can be found at any […]
What is QuickBooks Desktop Certificate
Once you launch any application to connect it to QuickBooks Desktop for the first time, QuickBooks will pop-up with an application certificate. The certificate is a way to grant Synder a permission to modify data in your QuickBooks Desktop company file. You should allow Synder to read and modify the company file whenever it is open, […]
How to reconcile synchronized transactions in QuickBooks Desktop
In this guide, you will learn how to reconcile your Checking account in QuickBooks Desktop using Synder app. The app will put all the sales and fees to a clearing account (it is an account which is automatically created by the app in the Chart of Accounts, can be called “Stripe/Square/Shopify Bank Account”). Once your […]
QuickBooks Desktop connection troubleshooting
Usually, the connection of QuickBooks desktop to Synder is running smoothly. However, sometimes issues arise during the initial setup. In this guide, we have gathered the most frequent connection issues and the ways to solve them (once the connection is done please feel free to run your QuickBooks and Synder connector as you usually do). […]
Synchronize QuickBooks Multi-Currency Transactions Correctly
Automatically synchronize your multi-currency payments in QuickBooks in detail with the help of Synder. Depending on your setup, Synder will create transactions in the original currency or convert them to your home currency according to the exchange rate provided by your payment processor directly in your Quickbooks multicurrency wallet. Thus, the software will automatically add […]