If your business uses Shopify Capital, Synder handles the repayment flow automatically. When Shopify deducts a capital repayment from your payout, Synder syncs it as an expense. If Shopify reverses or refunds a repayment, Synder syncs it as …
Category: Transaction Recording: Per Transaction (PT)
Explore how Synder records each sale, refund, and fee individually using Per Transaction mode. Guides cover sales sync, taxes, fees, payouts, categorization, and Smart Rules automation.
Overview PT(5)
Sales PT(20)
Taxes PT(13)
Fees PT(10)
Categorization PT(16)
Payouts, Settlement & Clearing PT(10)
Smart Rules Automation PT(10)
Global Taxes in Synder: A Guide for Xero Users
- Who This Guide Is For
- How Synder Handles Taxes
- Per-Transaction Mode
- Summary Sync
- Handling Multiple Tax Rates From Different Regions
- When Your Payment Platform Sends No Tax Data
- Removing or Excluding Incoming Tax
Who This Guide Is For
This guide …
Global Taxes in Synder: A Guide for QuickBooks Online Users
- Who This Guide Is For
- How Synder Handles Taxes
- Per-Transaction Mode
- Summary Sync
- Handling Multiple Tax Rates From Different Regions
- When Your Payment Platform Sends No Tax Data
- Removing or Excluding Incoming Tax
Who This Guide Is For
This guide …
Sync Multicurrency Sales in Synder Per Transaction Mode
This guide is for users on Per Transaction Sync who receive payments in currencies other than their accounting platform’s home currency.
When to use this guide
Use this guide if:
- You receive payments in currencies different from your accounting platform’s
How Walmart Fees Are Processed in Synder
Walmart charges sellers several types of fees, including referral commissions, Walmart Fulfillment Services (WFS) fees, and various reimbursements or adjustments. This guide explains Walmart fee types, how Synder handles them, and how to ensure accurate bookkeeping.
Key point: Synder syncs …
How Sales Tax Works in Synder for QuickBooks Desktop Per Transaction Mode
- Overview
- Sales Tax Calculation Logic
- QuickBooks Desktop United States
- Sales Tax Settings (US)
- QuickBooks Desktop Canada
- Sales Tax Settings (Canada)
- Important Notes
- FAQ
This guide explains how sales tax is recorded in QuickBooks Desktop when using Synder in Per-Transaction mode…
Understanding Shopify POS, Manual, and Other Orders in Synder
This guide explains Shopify’s POS orders, manual orders, and Other order types—including their refunds—and how Synder handles them in accounting platforms. It clarifies why these orders do not appear in Shopify payouts and why they require a separate clearing …
How Sales Tax Works in Synder for Xero Per Transaction Mode
This guide explains how Synder handles sales tax in Per-Transaction (PT) mode and how it interacts with Xero.
Use this guide if:
- You use Per-Transaction mode in
Klarna in Synder: How Sales Sync to Your Accounting Software
This guide explains how Klarna sales sync into your Accounting Software automatically via Synder, accurately reflecting revenue, refunds, fees, and net deposits.
…Syncing PayPal Shopping Cart Payments as Deposits/Overpayments in Synder
This guide explains how to use the Sync only Payments/Deposits setting for PayPal in Synder. It’s designed for workflows where invoices are created outside of Synder, but PayPal payments still need to be recorded and matched in your accounting …