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  • Transaction Recording: Summary

Category: Transaction Recording: Summary

Understand how Synder records your sales data using Summary Sync mode. Guides cover daily summaries, payout aggregation, tax tracking, categorization, and mapping for QuickBooks Online, Xero, and Sage Intacct.

  • Overview(8)

  • Sales(17)

  • Taxes(4)

  • Categorization(6)

  • Payouts, Settlement & Clearing(10)

Summary Sync: How to Track Sales Tax in Sage Intacct with Synder Summary Sync

  • How Synder handles Sales Tax for Sage Intacct
  • Option 1: Manual Groups
  • Option 2: Enable Group by region
  • Important Notes
  • FAQ

This guide explains how to configure sales tax tracking in Synder Summary Sync when posting summaries to Sage Intacct.…

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Summary Sync: What to do if you see a banner “There’s been a problem with proper forming of some of your E-commerce summaries”

This guide explains what to do if you see the banner “There’s been a problem with proper forming of some of your E-commerce summaries” in Synder.

It helps you understand why this appears and what steps to take.

Use this …

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Summary Sync: Amazon Clearing Account Reconciliation Guide

  • Overview
  • Main reconciliation flow
  • If your clearing account does not reconcile
  • When to reach out  to support
  • Best practices for ongoing reconciliation

Overview

Synder syncs sales, refunds, payouts, and fees from Amazon. Transactions are recorded in your accounting platform as …

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Summary Sync: Synder Deferred Revenue Reconciliation Report

  • Prerequisites
  • Reconciling deferred revenue
  • Detailed comparison view
  • Validation & maintenance
  • Outdated status
  • Reconciliation statuses
  • Limitations & known constraints

This guide explains how Synder Summary sync users can use the Deferred Revenue Reconciliation Report to compare Synder’s internal deferred revenue balance …

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Why Your Summary and Transaction Dates Can Differ

  • How linked transactions work in the Summary mode
  • How webhooks work  and why summary dates may differ from transaction dates
  • How does Synder handle this?
  • Why summaries can show a date mismatch
  • Does this affect accounting or reconciliation?
  • How to
…
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Close-Ready Summaries: Aggregated View and Clickable Drilldowns

With this guide, you’ll discover how to validate numbers in preview, explain variances in seconds, and align posting with your closing schedule. You’ll also learn what the Aggregated view is, how Clickable drill-downs work, and how to enable Monthly …

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Summary Sync: How to Track Sales Tax in Xero with Synder

  • Option 1: Tax Tracking Enabled
  • Option 2: Tax Tracking Disabled
  • Important Notes
  • FAQ

This guide explains how to configure sales tax tracking in Synder Summary Sync when posting summaries to Xero. 

Use this if:

  • You use Xero Summary Sync
  • You
…
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Summary Sync: Cash Basis Accounting Without the use of Accounts Receivable in QuickBooks Online

  • Main Setup Flow
  • For New Users
  • For Existing Users
  • Important Notes
  • FAQ

This guide explains how to configure Summary Sync in Synder to record income on a cash basis in QuickBooks Online without using Accounts Receivable (AR). 

Use this setup …

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Summary Sync: Aggregating Data by Day, Payout, Month, or Custom Periods

This guide explains the available summary aggregation modes in Synder and how they affect accounting records.

Use this guide to understand:

  • How each summary mode works
  • When to use daily, monthly, per-payout, or manual summaries
  • What happens when you switch
…
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How to Reconcile Manual Payouts in Stripe Per Payout Summaries

Stripe Per Payout Summaries in Synder are designed to simplify transaction reconciliation by linking transactions directly to Stripe payouts. However, when manual payouts are mixed with automatic payouts, the manual ones may not match automatically with your bank statement. This …

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