Why do I have pending transactions in a Daily Summary?

A pending summary is a summary that is not yet ready to be synced to your books. As soon as it’s ready, its status will change to “ready to sync”.  There are two main reasons why you can see Pending transactions: 1. The “current” summary periodAny daily summary for today (current date) will be seen […]

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How to start using Synder’s Daily Summary sync

1. Select the product Choose either Synder Sync or both products Synder Sync: This Synder product allows you to transfer all of your transaction data from all connected sales channels into your accounting company. Sales Analytics: This Synder product lets you see how your business is doing, get the real numbers and key financial metrics […]

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How a Daily Summary sync works

If you’re a QBO user, Synder can provide you with 2 synchronization modes: Daily summary (Synder will gather data for the day and sync it to your books as a single journal entry per platform); Per transaction (Every single transaction will be synced to your books as a separate sales receipt/invoice). Below you’ll see how […]

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How to group Daily Summaries by products

In general, the Daily Summary mode allows you to select one of the 2 types of groupings: By default. Synder creates a mapping based on different accounts (clearing, bank, income, expense, etc.); By product name/SKU. Synder allows you to select particular income accounts for products taken from your sales platform. Overview: How to select mapping […]

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Daily Summary sync: why is my mapping empty?

Mapping should show you the breakdown of synchronized data and the way you can map it to your Chart of Accounts from your books. How does the mapping work? Mapping is composed automatically based on the transactions that come into Synder, so you don’t see any mappings you don’t use. Example: You are synchronizing data […]

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