If you sell across more than one sales channel — a marketplace like Amazon or eBay, a storefront like Shopify or your own website, plus a payment processor like Stripe or PayPal — every channel deposits money into your bank …
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(20)
Taxes(7)
Categorization(13)
Payouts, Settlement & Clearing(12)
Following QuickBooks Online’s Journal Entry Number Sequence (Summary Sync)
- What the setting does
- How to Enable the Setting
- How to Confirm It Worked
- Limitations and Important Notes
- Troubleshooting: Restoring a Continuous Sequence
- FAQ
By default, Synder’s Summary Sync writes its own formatted document numbers — like ST13Jun26USD — onto …
How to Manually Generate a Summary in Summary Sync
In Summary Sync, Synder normally builds summaries automatically based on your chosen summary period — daily, weekly, monthly, or per payout. However, Synder also lets you manually generate a summary for a specific date range …
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 …
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 …
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 …