Cases it may cover: sometimes there is no specific description field on your payment platform’s side leaving the Description field empty in QBO, which can lead to the lack of details when sending sales receipts, invoices, etc. to your customers. …
Category: Smart Rules
Smart Rules: Update products in Sales Receipts based on Metadata
Reach out to the Synder team via online support chat, phone, or email with any questions you have – we’re always happy to help you
…Smart Rules: Update products in Sales Receipts based on Description
Reach out to the Synder team via online support chat, phone, or email with any questions you have – we’re always happy to help you
…How to use rules to update Service Date
Overview:
Cases it may cover: you might want to use a Service date on specific transactions to track the date a service was performed separately from the invoice …
How to Classify Expenses Based on Products in Invoices/Sales Receipts Using Synder
Implementing class-based expense tracking in your accounting system can be an effective way to track fees associated with various products at a granular level. This strategy involves not only tagging the sales part of a transaction but also the associated …
Smart rules for QuickBooks Desktop
Smart rules for QuickBooks Desktop is a powerful tool that can help you streamline your transaction processing and keep your data up to date. In this guide, we will explain what you can do with the rules, how they work, …
Apply sales taxes based on location (Canada)
Follow the steps described in this guide to learn how to apply sales taxes automatically if they are not recorded in your transactions based on the shipping address in Canada.
Note: Currently, smart rules are available for QuickBooks Online only.…
Accessing QuickBooks Desktop Entities in Dropdowns: A Simple Guide
It’s important to know that QuickBooks Desktop is an on-premise software. This means that it’s installed on your computer, instead of being accessed through the internet. Because of this, it can take some time for Synder Smart Rules to fetch …
How To Get Instant Low Stock Alerts
We know how important it is for ecommerce business owners to be aware of actual stock. Especially if you sell the same items on multiple sales platforms such as Amazon, Shopify, eBay, Bigcommerce, etc. and struggle with getting rapid up-to-date …
Amazon Tax Applying for UK Users with Synder
If you sell internationally you may be faced with the question: “How will I record my taxes correctly in QuickBooks”. Synder has some features to ensure your tax reports are 100% accurate.
Overview:
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