In general, the Daily Summary mode allows you to select one of the 2 types of groupings:
- By default. Synder creates a mapping based on different accounts (clearing, bank, income, expense, etc.);
- By product name/SKU. Synder allows you to select particular income accounts for products taken from your sales platform.
Overview:
How to select mapping grouping
Log into your Synder account – > Go to the Settings on the left-side menu – > Select the needed mapping grouping option (by product name / SKU for our case) – > Refresh summaries to see changes.
How to map products with income accounts
1. If you’ve used the default mapping grouping before, refresh your summaries to apply new grouping settings.
2. Go to the Mapping tab to map products with income accounts from QuickBooks Online. Synder displays different mappings for different integrations and different units of the same integration (e.g., Stripe1, Stripe2 – should be Stripe1 Sales, Stripe2 Sales).
If a product is met in a Stripe2 transaction, it should go to the account which is specified for this product under Stripe2 Sales. Click on Save mapping
3. Double-check the mapping and click on Save all
Tips and tricks
1. Once you’ ve switched to the mapping by products and mapped products to the necessary income accounts, note that the mapping will affect only new Journal Entries and entries with pending, ready to sync and deleted statuses;
2. If you need to refresh old Journal Entries so that they contain products, rollback and resync these entries;
3. If there’s a new product in your sales platform that hasn’t been matched to the income in Synder yet, the synchronization of a Journal Entry fails. To resync a transaction, map the product from a Journal Entry to the necessary account and sync the Journal Entry.
Get in touch with the Synder team via online chat, phone, or email with any questions you might have – we’re always happy to help you!