Some integrations don’t support automated or assisted reconciliation, so you reconcile them manually — by uploading a transaction report and matching it against your data in Synder. Manual transaction reconciliation applies to Square, WooCommerce, eBay, Etsy, Clover, TikTok, Walmart, BigCommerce…
Category: Video Tutorials
How to Use Synder Analytics: Video Walkthrough
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How to Automate Xero Categorization with Synder Smart Rules (Video)
Note: This video walks through building a Smart Rule that automatically applies Xero tracking categories to your synced transactions — the Xero equivalent of classes and locations — based on conditions you set. It also covers how Smart Rules work …
Per-Transaction: How to Reconcile Transactions in 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!
…Synder RevRec: How to Reconcile Deferred Revenue With Synder Revenue Recognition
Reach out to the Synder Team via online support chat, phone, or email with any questions you have – we’re always happy to help you!
…Synder RevRec: Getting Started With Revenue Recognition. Understand Setup and Reconciliation
Reach out to the Synder Team via online support chat, phone, or email with any questions you have – we’re always happy to help you!
…What Should I Do if Square Has Lost Its Connection?
If you notice that your Square integration shows a ‘Connection lost’ status, you’ll need to re-establish the connection by following the steps below:
- Click on the Profile icon in the upper-right corner of your Synder account.
- Click on ‘My Account’.
Smart Rules: Update Products in Sales Receipts Based on Metadata
Note: This automation is available for QuickBooks only. Stripe metadata is not available as a Smart Rules field in Xero, so it cannot be used to update transactions there.
Reach out to the Synder Team via online support chat, phone, …
Smart Rules: Update Products in Sales Receipts Based on Description
Reach out to the Synder Team via online support chat, phone, or email with any questions you have – we’re always happy to help you
…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 …