How To Map Your Summaries by Product Categories

• How to map product categories for integrations
• Step 1: Add product categories
• Step 2: Enable Grouping by Product Category
• Step 3: Map Product Categories to Accounts
• Product categories for Shopify, WooCommerce, and Square
• Important notes
• FAQ

Grouping by product category allows Synder to post sales to income accounts based on product categories defined in your catalog. This guide explains how to enable grouping by product category and map each category to the appropriate income account.

Use this guide if

• You want sales grouped and posted by product category
• You need more granular reporting for analysis or audits
• You want to update summaries to include product categorization
• You’re on the Essential plan or higher

Don’t use this guide if

• You need item/SKU-level grouping. Refer to this guide to group the summaries by individual products.

After configuration, summaries are grouped by category, and each summary line impacts the income account selected for that category in the Mappings list.

How to map product categories for integrations

For most integrations, you’ll need to add categories to the products and then enable grouping by product category.

Note: For Shopify, WooCommerce, and Square, categories can be imported automatically. See the dedicated section below.

Step 1: Add product categories

You can add categories manually or upload them using a CSV file.

Option A – Add product categories manually

1. Navigate to the “Products and Services” tab from the left-side menu.
2. Locate the product.
3. Click the three-dot menu next to the product.
4. Click on “Edit”.

5. Choose an existing category or create a new one for the product
6. Click “Save Changes”.

Repeat for additional products as needed.

Option B: Upload Categories via CSV

1. Go to the “Products and Services” tab from the left-side menu.
2. Click on “Import”.
3. Choose “Import CSV”

4. Click Download template.
5. Update the template with exact product names or SKUs and corresponding categories.
6. Save the file.
7. Click on “Browse” and select your saved file.
8. Click “Import”

Step 2: Enable Grouping by Product Category

1. Click on the “Mapping” tab dropdown on the left-side menu.
2. Click on the “Mappings list”.
3. Enable “Group by product category”.
4. Click “Confirm”.

Step 3: Map Product Categories to Accounts

1. Open the Mapping dropdown.
2. Click Mappings list.
3. Review the rows grouped by product category.
4. Select the appropriate account from your books for each category.

Once mapping is complete, newly generated summaries and summaries with the Ready to sync status will reflect the assigned categories and accounts!

Product categories for Shopify, WooCommerce, and Square

For Shopify, WooCommerce, and Square integrations, Synder automatically imports product categories and displays them in the Products and Services tab if categories are set up in the source platform.

After enabling Group by product category, sales are automatically grouped by imported categories inside the Summaries.

Example category imported from Shopify product:

After you import transactions from your integrations, Synder will fetch the product category automatically:

Important notes

• When importing a CSV file:
  • If a product or category does not exist in Synder, it creates it during import.
  • If a product name or SKU already exists in Synder, Synder updates the category based on the uploaded file

• Synder can group sales by either product/SKU or product category, but you cannot enable both options simultaneously on the Mapping tab.

• For each product catalog:
  •  Products with assigned categories are grouped into mapping rows by category.
  • Products without categories are grouped under a No category row.

• If a category is missing when a summary is synced, the Description field in QuickBooks Online displays Undefined.
  
• If all the products are already imported into Synder:
  • Go to Products and Services.
  • Click Export CSV.
  • Add categories to the exported file.
  • Import the updated file using the steps above. 

After import, updated categories appear under the Product category column!

FAQ

1. Will Synder automatically rebuild summaries once I map products to categories?
   
   If you add categories before enabling “Group by product category”
   • Summaries with Ready to Sync status rebuild automatically.
   • Roll back Synced summaries to apply categories.

If you add categories after enabling “Group by product category”:

• Rebuild Summaries with Ready to sync status.
• Roll back and then rebuild any synced summaries.
  

2. I assigned the category to the product, but I don’t see the updated mapping. Why?
   
   If you assigned categories after enabling grouping, rebuild the summaries to apply the updated mapping.
3. If I don’t have a category assigned to any of the products, how will Synder display it?
   
   Products imported without assigned categories appear under a No category row on the Mapping page. Review the Products and Services tab and categorize any products as needed.

Reach out to Synder Team via online support chat or email with any questions you have – we are always happy to help you!