In this article, we’ll focus on the process of reconciling a Stripe clearing account created by Synder in your accounting company and cover how to match Daily Summary totals to Stripe reports. Overview: Matching Daily Summary totals to reports in Stripe Reconciling Stripe clearing accounts in your accounting company Why my daily totals do not […]
Category: Reconciliation
How to reconcile Authorize.Net transactions
Important Note: From Authorize.Net, Synder syncs only sales and refunds (gross amount) to your accounting software. Payouts and fees need to be recorded manually. Overview: 1. Synder Settings – Configuring Accounts 2. Reconciliation Flow in QuickBooks Online Create a rule Add expenses and payouts manually Synder Settings – Configuring Accounts Synder uses a clearing account […]
How to start with Synder if your bank account is not connected to your books yet
Overview: How fully automated synchronization works How to onboard with Synder if you don’t have a bank account in or connected to your books How to set up fully automated reconciliation (after onboarding) How fully automated synchronization works To start the process of automating your books and simplifying the reconciliation process, you create a Synder […]
How to reconcile Stripe payments in QuickBooks Online
Overview: Reconcile with Synder Customize your Synder settings How to reconcile Stripe payments in QuickBooks Online Why is it important to reconcile your bank statements Reconcile with Synder Our customers have found that the most accurate way to record all Stripe sales, fees, and refunds is to sync everything into a “clearing” account in the […]
How to reconcile PayPal transactions in QuickBooks Online
What are the steps necessary to reconcile a bank statement? What are you primarily doing when you reconcile your checking account? Find the answers in this helpful article! Overview: Reconcile PayPal in QuickBooks with Synder Customizing Your Synder Settings How to reconcile in QuickBooks Online Reconcile PayPal in QuickBooks with Synder Our customers have found […]
Reconcile Square payments in QuickBooks. A guide on How to reconcile Square in Quickbooks
What are the steps necessary to reconcile a bank statement? Why is it important to reconcile your bank statements? Find the answers in this helpful article! Overview: Reconciliation process by Synder Synchronizing Square payments How to reconcile Square payments in QuickBooks In this guide, you can find out how to reconcile Square in QuickBooks with […]
Reconcile your checking bank account in Xero
In this guide, you will learn how to reconcile your sales platforms transactions synchronized by Synder to your Checking bank account in Xero. There are two ways to do it: Automated way using Payouts feature (more accurate) Manual way (creating transfers manually from the Bank Feed) 1. Automated way using Payouts feature (more accurate) 1) […]
Reconcile Pin Payments transactions in Xero
In this guide, you will find out how to reconcile Pin Payments transactions in your Xero Checking account in just a few clicks using the Payouts feature in Synder. Overview: How to sync your Pin Payments Payouts to Xero How to quickly reconcile Pin Payments transactions in your Xero Checking account Useful tips on reconciling […]
How can I link invoices to deposits in bank feeds?
Usually, it is possible to link a bank feed deposit to invoices manually in your accounting when invoices are not yet deposited (stored on “Undeposited funds” for example). To do this you need to double-check what exact invoices/expenses are composing this deposit, which is time-consuming. Synder solves this in a way that you do not […]