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: 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.
Summary Fees(2)
Overview(8)
Sales(17)
Taxes(6)
Categorization(8)
Payouts, Settlement & Clearing(12)
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 …
Summary Sync: How to Group Summaries by Region
The Group by region feature in Synder Summary Sync splits your journal entry lines by the shipping region (state or province) of each transaction. Instead of one combined Sales line, you get a separate line per region. For example, you …
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 …
Summary Sync: How Synder Handles Your Fees
- Overview
- How Fees are processed in Summary Sync Mode
- VAT and Taxes on Fees
- Segment Fees Using Mapping Groups
- Verify Configuration
- Limitations and Edge Cases
- Troubleshooting
- FAQ
This guide explains how to split fees into separate accounts in Summary Sync …
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.…
Amazon: Manual Clearing Account Reconciliation Using Excel (Summary Sync)
Want a faster way? Use Synder’s built-in Transaction Reconciliation module to automatically compare your payment platform data against your accounting records — no Excel needed. This guide covers the manual method for users who prefer to verify data outside Synder.…
Summary Sync: Synder Deferred Revenue Reconciliation Report
- Prerequisites
- Reconciling deferred revenue
- Detailed comparison view
- Validation & maintenance
- Outdated status
- Reconciliation statuses
- Limitations & known constraints
Note: Synder automatically sends a monthly email notification on the 5th of each month to let you know when your reconciliation report …