Article Categories

Getting Started(98)

• Connect(49)

• Choose Sync Mode(4)

• Configure Core Settings(18)

• Synder UI(25)

• Customize Your Synder Amazon Settings (Xero)
• Customize Your Synder Amazon Settings (QuickBooks Online)
• Customize Your Synder Shopify Settings (QuickBooks Online)
• Customize your Synder Shopify Settings (Xero)
• Customize your Synder PayPal Settings (Xero)

Transaction Recording: Summary(35)

• Overview(6)

• Sales(15)

• Taxes(2)

• Categorization(6)

• Payouts, Settlement & Clearing(6)

• Summary Sync: What to do if you see a banner “There’s been a problem with proper forming of some of your E-commerce summaries”
• Amazon Clearing Account Reconciliation Guide for Synder’s Summary Sync Users
• Synder Deferred Revenue Reconciliation Report (Summary Sync)
• Why Your Summary and Transaction Dates Can Differ
• Close-Ready Summaries: Aggregated View and Clickable Drilldowns

Transaction Recording: Per Transaction (PT)(75)

• Overview PT(4)

• Sales PT(21)

• Taxes PT(10)

• Fees PT(7)

• Categorization PT(15)

• Payouts, Settlement & Clearing PT(8)

• Smart Rules Automation PT(10)

• Understanding Shopify POS, Manual, and Other Orders in Synder
• How Sales Tax Works in Synder for Xero Per Transaction Mode
• Klarna in Synder: How Sales Sync to Your Accounting Software
• How to Review Your Synced Transactions and Fix Errors
• Syncing PayPal Shopping Cart Payments as Deposits/Overpayments in Synder

Troubleshooting(1)

• Why Was My Accounting Company Disconnected From Synder?

Account & Billing(7)

• How to Connect Another Client to Synder
• How to Invite a User to Synder?
• How to Change Email Associated With Your Synder Account
• How to Update Synder Account Information
• How to Add Another QuickBooks/Xero Company to Synder

Products, Inventory & COGS(1)

• Synder Product/Service Settings Explained

Smart Rules(23)

• How to Categorize Disputes/Chargebacks With Smart Rules
• How to Fix the Smart Rules Error: Enter a Service Date for the Revenue Recognition Line Item
• How to Use Rules to Change Description
• Smart Rules: Update Products in Sales Receipts Based on Metadata
• Smart Rules: Update Products in Sales Receipts Based on Description

Summary(37)

• Summary Sync: What to do if you see a banner “There’s been a problem with proper forming of some of your E-commerce summaries”
• Why Your Summary and Transaction Dates Can Differ
• Summary Sync: Aggregating Data by Day, Payout, Month, or Custom Periods
• How to Reconcile Manual Payouts in Stripe Per Payout Summaries
• Stripe Per Payout Limitations: Manual Payouts and Top-Ups Explained

Sage Intacct(4)

• How to Reconcile Journal Entries Lines in Sage Intacct
• How to map accounts to different entities in Sage Intacct?
• Sage Intacct: Configuring Role Permissions for Synder Webservices User
• How to Connect Sage Intacct to Synder: A Complete Guide

Business Importer(0)

Revenue Recognition(1)

• How to Automatically Apply Classes or Locations to Revenue Recognition Journal Entries (Per-Transaction Mode, QBO)

Subscription(1)

• Billing & Subscription Management: Everything in One Place

Synder Accounting(66)

• Walmart(3)

• Affirm(2)

• Brex(2)

• ShipStation(1)

• Magento(1)

• Lightspeed(1)

• LawPay(1)

• Shopify(1)

• Square(8)

• Pin Payments(2)

• BigCommerce(2)

• WooCommerce(3)

• Amazon(7)

• PayPal(4)

• Authorize.Net(2)

• Afterpay(3)

• Excel files(1)

• GoCardless(1)

• Etsy(2)

• eBay(2)

• Braintree(2)

• Bluefin(2)

• Faire(1)

• TikTok(3)

• X-Cart(1)

• Stripe(10)

• How to Connect Oracle NetSuite to Synder
• How to Retrieve Integration Credentials from Oracle NetSuite
• Reconcile Your Checking Account in Synder Accounting
• Customize Settings for Square Accounting Integration
• Customize Pin Payments Settings

Video Tutorials(27)

• Klarna in Synder: How Sales Sync to Your Accounting Software
• Troubleshooting: Why Your Synder Sync Keeps Pausing
• Getting Started with Synder for Shopify: Complete Setup Guide
• How to Reconcile Transactions in QuickBooks Online With Synder
• Synder RevRec: How to Reconcile Deferred Revenue With Synder Revenue Recognition

QuickBooks Online(95)

• Walmart(4)

• ShipStation(1)

• Affirm(2)

• Faire(1)

• TikTok(3)

• X-Cart(1)

• Brex and QuickBooks Online(2)

• Clover and QuickBooks Online(1)

• Afterpay and QuickBooks Online(2)

• Shopify(3)

• Stripe(19)

• Etsy(3)

• Square(9)

• PayPal(7)

• Amazon(10)

• BigCommerce(2)

• eBay(2)

• WooCommerce(4)

• Braintree(2)

• Bluefin(2)

• Magento(1)

• GoCardless(2)

• Payrix(2)

• Lightspeed(1)

• Pin Payments(2)

• Authorize.Net(2)

• LawPay(1)

• Excel files(1)

• How to Automatically Apply Classes or Locations to Revenue Recognition Journal Entries (Per-Transaction Mode, QBO)
• How To Download the Clearing Account Report From QuickBooks Online
• How to Disable QuickBooks Online’s ‘Automatically Apply Credits’ Setting to Keep Your Synder Sync Accurate
• Summary Sync: Track Sales Taxes in QuickBooks Online (US and Non-US)
• How to Enable Multicurrency in QuickBooks Online

QuickBooks Desktop(77)

• Walmart(3)

• ShipStation(1)

• Affirm(2)

• Faire(1)

• TikTok(3)

• X-Cart(1)

• Brex and QuickBooks Desktop(2)

• Clover and QuickBooks Desktop(1)

• Afterpay and QuickBooks Desktop(2)

• Shopify(1)

• Stripe(12)

• Etsy(2)

• Square(8)

• PayPal(4)

• Amazon(7)

• BigCommerce(2)

• eBay(2)

• WooCommerce(3)

• Braintree(2)

• Bluefin(2)

• Magento(1)

• GoCardless(1)

• Payrix(1)

• Lightspeed(1)

• Pin Payments(2)

• Authorize.Net(2)

• LawPay(2)

• Excel files(1)

• Quick Fix Guide: Troubleshooting Your QuickBooks Desktop Connector
• How to Connect QuickBooks Desktop to Synder Connector
• Product Mapping Feature for QuickBooks Desktop
• Accessing QuickBooks Desktop Entities in Dropdowns: A Simple Guide
• Why Was My Accounting Company Disconnected From Synder?

Xero(100)

• Walmart(3)

• ShipStation(1)

• Affirm(2)

• Faire(1)

• TikTok(5)

• X-Cart(1)

• Brex and Xero(2)

• Clover and Xero(1)

• Afterpay and Xero(2)

• Stripe(18)

• Shopify(11)

• Etsy(2)

• Square(8)

• PayPal(5)

• Amazon(9)

• BigCommerce(2)

• eBay(2)

• WooCommerce(3)

• Braintree(2)

• Bluefin(2)

• Magento(1)

• GoCardless(2)

• Payrix(2)

• Lightspeed(1)

• Pin Payments(5)

• Authorize.Net(2)

• LawPay(1)

• Excel files(1)

• How Sales Tax Works in Synder for Xero Per Transaction Mode
• Customize Your Synder Amazon Settings (Xero)
• Customize your Synder PayPal Settings (Xero)
• How to Update Your Xero Settings
• Summary Sync: How to Track Sales Tax in Xero with Synder

Reconciliation(30)

• PayPal Clearing Account Reconciliation Guide for Synder Users – Per Transaction
• Amazon Clearing Account Reconciliation Guide for Synder’s Summary Sync Users
• How to Review Your Synced Transactions and Fix Errors
• How Walmart Canada Works in Synder (and How to Reconcile Your Clearing)
• Walmart Clearing Account Reconciliation Guide for Per-Transaction Synder Users

Advanced Settings(92)

• Understanding Shopify POS, Manual, and Other Orders in Synder
• Common Sync Errors and How to Fix Them
• Smart Reconciliation Availability and Supported Platforms
• Debits & Credits Report (RevRec): What it is, why it matters, and how to use it
• Product Mapping: Import via file

Online Payments(6)

• Why Has an Invoice Not Been Sent?
• Change Email Address for PDFs Invoices Sent Through Synder
• Create and Schedule Recurring Invoices for QuickBooks With Synder
• How to Pay QuickBooks Invoice With Credit Card. QuickBooks Invoice Payment
• Create Invoices With Synder