Navigating Synder: A Guide for Summary Sync Users

Dashboard
Mapping
Summaries
Reconciliation
Products and services
Analytics
Revenue recognition
Settings
AI Hub
Custom development
What’s New

This guide walks you through the Synder interface in Summary Sync mode — what each section of the left-hand menu is for, and …

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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 for Ecommerce: Things You Need to Know

Overview: E-commerce accounting challenges
How to connect platforms correctly for accurate aggregation
How Synder aggregates E-commerce data into summaries: Core principles
What to expect on the Mapping page
How to reconcile E-commerce summaries
Important notes
FAQ

This guide explains how…

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How to connect and set up Xero in Summary Sync mode with Synder

This guide walks you through connecting Xero to Synder in Summary Sync mode, using Shopify as the sales platform. Summary Sync posts a single consolidated entry into Xero per day, grouped by sales platform, instead of one entry per …

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Daily Summaries: Abilities and Functions of Summaries Tab in Synder

Reach out to Synder Team via online support chat, phone, or email with any questions you have – we’re always happy to help you!

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How to Change the Sync Mode (Per Transaction Sync ↔ Summary Sync)

This guide is for users who already use Synder and want to change how Synder posts future transactions to your accounting platform when your current sync mode no longer fits your needs.

Synder has two sync modes:

Per Transaction Sync

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How to Sync Daily Summaries From Shopify and Stripe Into QuickBooks Online With Synder

Reach out to Synder Team via online support chat, phone, or email with any questions you have – we’re always happy to help you!

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Why is my summary on Not Ready status in Summary Sync?

This guide explains why a summary in Summary Sync can stay on the Not Ready status (previously called Pending) on the Summaries List page, the most common reasons it happens, and what you can do to move it to …

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How Summary Sync Works: User Guide

Working with Summary Sync
How to check Summary Sync is working
Applying changes to synced summaries
Important details to know
I need to change a summary that was already synced
Frequently asked questions

This guide explains how Summary Sync works …

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