This guide explains the Apply expenses to unpaid Bill transactions setting for QuickBooks Online. When it is on, Synder automatically applies a synced expense to a matching open Bill in QuickBooks — closing the Bill as a Bill Payment — …
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(21)
Taxes PT(13)
Fees PT(11)
Categorization PT(21)
Payouts, Settlement & Clearing PT(10)
Smart Rules Automation PT(12)
How Synder Syncs Stripe Credit Notes
Stripe credit notes are how you reduce what a customer owes on an invoice — a post-sale discount, a partial cancellation, or writing off part of a bill. Synder now imports each Stripe credit note as its own transaction the …
How to Automatically Assign Xero Tracking Categories Using Smart Rules
Overview:
- What tracking categories are in Xero
- Before you start
- Step 1: create the tracking category in Xero
- Step 2: build the rule in Synder
- Tag every line or just one line
- Good to know
Synder can tag your synced
… Smart Rules for Xero: Entities, Actions and Limitations
Overview:
- Before you start: load your Xero data
- What you can build rules around
- The three action types
- What you can update, entity by entity
- Tracking categories instead of classes and locations
- Examples
Smart Rules work in Xero the same
… 
How PayPal Working Capital Loan Repayments Are Processed in Synder
If your business participates in the PayPal Working Capital financing program, Synder handles the loan repayment flow automatically — but only on the PayPal API connection (not the legacy Classic PayPal connection). When PayPal deducts a loan repayment from your …
How eBay Seller Capital Loan Repayments Are Processed in Synder
If your business participates in the eBay Seller Capital financing program, Synder handles the loan repayment flow automatically. When eBay deducts a loan repayment from your payout, Synder syncs it as an expense.
Synder creates the following transaction type …
Managing Products, Inventory, and COGS in Synder — Per Transaction Sync
- How Synder Handles Products
- Product Name Settings
- What Synder Creates When No Match Is Found
- Preventing Synder from Creating New Products
- Product Mapping
- Inventory Items and COGS
This guide covers how Synder handles products and services in Per Transaction Sync
How Shopify Capital Payments Are Processed in Synder (Lending Liability)
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 …
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 …