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, and provide some important notes to keep in mind. Follow the steps below to learn […]
Category: Smart Rules
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. Overview: Select the needed rules template Customize the chosen rules template according to your needs […]
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 or gather the information you need from QuickBooks Desktop database. When you want to select […]
How to fix a failed rule
Reasons: Your accounting platform details, like product names, classes, or categories selected as conditions in the rule have been deleted/made inactive/changed or some payment platform details are not applied correctly which does not allow the rule to execute. Solution: Check the smart rule execution and find what prevented the smart rule execution. Go to your […]
Why is a smart rule suspended?
Reasons: A smart rule failed 5 times. Solution: Check the smart rule execution and modify the rule to make it work.1. Go to your Synder company – > go to Smart rules on the left-side menu – > open the smart rule that has been suspended (it will be automatically disabled) – > click on […]