Why Your Summary and Transaction Dates Can Differ
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Category: Sales
Summary Sync: Cash Basis Accounting Without in QuickBooks Online
This guide explains how to configure Summary Sync in Synder to record income on a cash basis in QuickBooks Online without using Accounts Receivable (AR).
Use this setup …
Summary Sync: Aggregating Data by Day, Payout, Month, or Custom Periods
This guide explains the available summary aggregation modes in Synder and how they affect accounting records.
Use this guide to understand:
- How each summary mode works
- When to use daily, monthly, per-payout, or manual summaries
- What happens when you switch
How to Address ‘Attention Required’ Status of Summaries Due to Product Verification Status
This guide explains how to rebuild summaries after updating the product verification status in Synder and address the ‘Attention Required’ status.
Use this guide if:
- You enabled Disable sync for summaries with unverified products.
- Some summaries show ‘Attention
Summary Sync: How to Rebuild Summaries
This guide explains how to apply updated grouping rules to existing summaries using the Rebuild action in Synder.
Use it when you’ve changed groups (created, edited, enabled, or disabled them) and need those changes reflected in summaries that already exist.…
How to Disable Sync for Summaries With Unverified Products
Product verification in Synder helps ensure that your product details are accurate before being included in summaries, which is particularly important when using the Cost of Goods Sold (COGS) functionality. Learn more about COGS tracking in Synder here.
When …
Summary Sync: How to Correctly Split Amazon FBA and Amazon Pay Summaries
Synder supports synchronization of all payouts from Amazon, both regular and those related to Amazon Pay. In this guide, we will explore how to accurately split Amazon FBA and Amazon Pay summaries using Synder’s Summary Sync mode.
How Is Data Collected for Summaries
In this guide, you will learn how Synder imports and compiles summaries from your connected integrations.
When integrations are connected, Synder continuously imports data via automated processes. You can review these imports by navigating to Summaries > Import Activity Log…
Summary Sync: Why Can’t I See a Per-Payout Summary in Synder?
When you receive payouts from platforms like Shopify, Synder compiles all transactions from that payout into a single summary when you have Per-Payout sync enabled.
Occasionally, on some platforms, payouts might not process as expected. This guide explains what happens …
‘Per Payout’ Synchronization: The Summary Sync Setting That Will Help You Reconcile Ecommerce Data
Synder streamlines the accounting process by automatically importing business transactions from various ecommerce and payment platforms directly into your accounting system. For users who prefer to post aggregated data to their books, Synder provides a Summary Sync feature. This feature …