For an online business to be prosperous, it’s essential to have accurate and neat books, and have them that way in a timely manner. With an overwhelming amount of data, it’s essential to put all the online sales info into your QuickBooks Desktop company quickly and safely. Are you in search of a simple, quick, and secure way to sync your e-Commerce data smoothly between your online sales channels and payment platforms and your QuickBooks Desktop? Then search no more! The Synder solution is here for you, allowing automatic synchronization of your online sales and expenses, and one-click reconciliation of the synced data

Already thrilled? Let’s see how to connect your QuickBooks Desktop company to Synder!

Note: Synder integrates with QuickBooks Desktop versions 12.0+.

Overview:

  1. Connecting QuickBooks Desktop to a new Synder account

  2. Adding another company (client) to Synder

  3. Important notes

Accounting solutions, such as Synder, allow to integrate multiple sales channels and payment platforms to make your e-commerce accounting much easier. In this guide, you will be able to learn how to connect your QuickBooks Desktop company to Synder for integration with the Stripe account. Once you set the integration up the app will account for your Stripe payments in QuickBooks Desktop.

Connecting QuickBooks Desktop company to a new Synder account

  1. Create your account and Organization in Synder

If you are just getting started with Synder you will need to create a free Trial account first. You can either sign up using your Google account credentials or create an account with Synder credentials.

Sign up from the Synder site:

  • Fill in the registration form with your name, email and password.
  • Click Sign Up and verify your email following the instructions sent to it. 
  • Create an Organization for your QuickBooks Desktop company (learn more about Organizations management in Synder) by filling in the information about your business and clicking the Next step button:
setup organization
  1. Connect QuickBooks Desktop to Synder

Now you are to select the platforms you would like to integrate with Synder. Mark QuickBooks Desktop, and all sales platforms you would like to integrate with Synder (click View all processors to see the list of all available platforms):

select the platforms you would like to integrate with Synder

Note: Mark all the services you are using to receive payments, you will be able to connect all of them right away or skip the connection of particular integrations and set them up any time later.

Hit the Connect button and follow a few simple steps to connect the Synder Desktop application:

Hit the Connect button and follow a few simple steps to connect the Synder Desktop application

Step 1. Download Synder Desktop application (1), Generate Key (2), and Copy it to buffer (3).

Download Synder Desktop application (1), Generate Key (2), and Copy it to buffer

Step 2. Open the file “synder-setup.exe”.

Slider image
Slider image
Slider image
Slider image
Slider image
Slider image
Slider image
Slider image

Step 3: Click the Connect button to connect your QuickBooks Desktop Company.

connecting synder

Step 4. Mark corresponding options (1,2) to set up QuickBooks Certificate and click the Continue… button (3). 

set up QuickBooks Certificate and click the Continue

Step 5. Click the Done button to confirm.

Click the Done button to confirm

Step 6: Paste the QuickBooks Connection access key that you copied from the Synder website form, click the Activate button.

Paste the QuickBooks Connection access key that you copied from the Synder website form, click the Activate button

Step 7: Return to the Synder website and click the Next button.

Return to the Synder website and click the Next button
  1. Connect your sales platforms to Synder

Almost there! To complete the setup you just need to connect your sales platforms to Synder. You can integrate them one by one straight away following the steps on the screen: 

Connect your sales platforms to Synder

Alternatively, you can skip the connection and set them up later in the Settings: tap the Gear button on the left side menu → hit the Add payment platform button.

Note: You can find our detailed guides on how to connect your sales channels and payment providers to QuickBooks Desktop via Synder in our Help center.

Adding another company (client) to Synder

To connect a new company in addition to an already existing one, click on your current organization at the upper left corner → hit Create organization (learn more about Organizations management in Synder):

Create organization

Follow the instructions described above starting from Step 2 “Connect QuickBooks Desktop to Synder”.

Important notes

Note 1: Taxes are recorded as line items in Sales Receipts and Invoices. When taxes are recorded as a product line, they will not show up in tax reporting and will be reflected as a part of income.

Note 2: Initially, you will need to connect QuickBooks Desktop in single-user mode, and you should have the admin role for both QuickBooks Desktop and Synder Connector. Later on, launching QuickBooks Desktop won’t require admin rights and the mode. 

Note 3: If your QuickBooks Desktop is installed on a hosted environment, then Synder Connector should be installed on the same server as well.

Note 4: To be able to sync your transactions, you will need to have QuickBooks Desktop, Synder Connector, and the Synder site launched simultaneously. Learn more about QuickBooks Desktop connection troubleshooting.

Congrats, you have set up the QuickBooks Desktop integration! Now feel free to check out how it works on the free transactions that your account has been credited with. You can add your other sales channels and payment platforms later as well. We are sure that your journey with Synder will benefit and enhance your online business and sales!

Get in touch with the Synder team via online chat, phone, or email with any questions you might have so far – we are always happy to help you!


Tags: Stripe QuickBooks Desktop integration, integrate Stripe with QuickBooks Desktop, connect Stripe to QuickBooks, sync Stripe with QuickBooks Desktop

Was this article helpful?
YesNo

Leave a Reply

Your email address will not be published. Required fields are marked *