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: Sales
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 …
Why Your Summary and Transaction Dates Can Differ
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Summary Sync: Cash Basis Accounting Without the use of Accounts Receivable 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 Synder
This guide explains how Synder imports your transactions from connected integrations and compiles them into summaries in Summary Sync, what statuses you will see on the Summaries List, and how the process differs between daily and per-payout aggregation.…