The guide on this topic is coming soon.In the meantime, please contact our support team at [email protected] for assistance.
Category: Daily Summary
Daily summary: how to switch from the multicurrency sync to the home-currency sync only
The guide on this topic is coming soon. In the meantime, please contact our support team at [email protected] for assistance.
Daily summary: multicurrency mapping for proper reconciliation
The guide on this topic is coming soon. In the meantime, please contact our support team at [email protected] for assistance.
How to sync COGS with Daily Summaries into QuickBooks Online with Synder
How to sync Daily Summaries from Shopify and Stripe into QuickBooks Online with Synder
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 […]
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 […]
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 […]
How the multi currency feature for Synder’s Daily Summary works
Based on the way your money is transferred to the bank, you can have 2 flows: Flow 1 (fully supported) You accept payments in multiple currencies, and they’re paid out to a single bank account in one currency. How it works in Synder: You accept payments in multiple currencies, and they’re paid out to a […]
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 […]