- Where to find the Synder Dashboard
- Per Transaction Dashboard
- Top strip: Time saved, Sync score, and Needs attention
- Dashboard blocks
- Troubleshooting (sync errors, import log, sync speed)
- When the Synder Dashboard saves you time
- FAQ
- Relevant Guides
The Synder Dashboard is your single overview of integrations, data imports, mappings, summaries, and sync activity. It opens by default when you sign in. The Dashboard is for monitoring and navigation only — every block links to the page where you actually take action.
In short, use this guide to understand each Dashboard block, triage failed syncs in bulk in Per Transaction mode, or run a quick health check across companies. For single-transaction fixes, head to the Transactions list instead.
Where to find the Synder Dashboard
Access the Synder Dashboard via the left-hand menu near the top; it opens by default after sign-in.
Per Transaction Dashboard
The Per Transaction Dashboard opens by default when you sign in. At the top it shows three at-a-glance metrics, and below them a set of blocks that summarize your imports, syncs, accounting connection, and integrations.
The Dashboard is for monitoring and navigation — each metric and block links to the page where you take action. Reading it from top to bottom, here is what you see, in the order it appears above.
Top strip
Three at-a-glance metrics for the selected date range (default: last 30 days):
- Time saved — estimated bookkeeping time Synder saved you in the period (for example, ~186h). See How Time saved is calculated.
- Sync score — the share of your transactions that are correctly in your books (for example, 99%). See How Sync score is calculated.
- Needs attention — the number of transactions that may need your review; click it to open them. See Needs attention: the 8 statuses it counts.
Import
The total number of transactions imported from your connected integrations in the selected period, with a per-platform breakdown underneath. Click a platform’s count to open its imported transactions. If Synder Revenue Recognition is enabled, a RevRec sub-block appears here with per-status subscription counts.
Sync
The total number of transactions synchronized to your books, with a status breakdown below it (for example, Synced, Failed, Ready to sync, Deleted, Pending). Only statuses with transactions in the period are shown. Click any count to open those transactions.
Accounting
Your connected accounting system (for example, QuickBooks Online) and its connection status. Use Manage to open the connection settings.
Integrations
Every integration account connected to your organization. Each row shows the integration, the account name, a connection-status badge (Connected or Connection lost), and its Auto-import and Auto-sync states (on, partially on, or off). Use Settings on a row to manage that integration. When any integration shows Connection lost, an alert also appears at the top of the Dashboard.
Top strip: Time saved, Sync score, and Needs attention
At the top of the Per Transaction Dashboard, a single strip shows three at-a-glance metrics for the selected date range: Time saved, Sync score, and Needs attention. The sections below explain how each is calculated.
How Time saved is calculated
Time saved estimates the bookkeeping work Synder completed for you during the selected period, based on completed sync activity and the automation applied to those transactions, compared to how long that work would take by hand. It is an estimate, not a measurement of your own time.
The estimate adds up the accounting records Synder creates and the extra automation it runs during a successful sync, so two accounts with the same transaction count can show different Time saved. It follows the Dashboard date range and is available for activity tracked from May 1, 2026 onward.
- ~5h (or similar) when the estimate is 1 hour or more.
- Under 1h when it is above 0 but below 1 hour.
- No data when there is no counted activity for the period.
Each successful sync adds a few estimated minutes per piece of work Synder did for you:
| Work Synder does | Estimated time |
|---|---|
| Creates an accounting record (sale, payment, fee, refund, transfer…) | 1 min |
| Matches a processor payment to its e-commerce order | 4 min |
| Applies a Smart Rule | 2 min |
| Applies a custom sync modification | 2 min |
| Applies revenue recognition | 2 min |
For the full per-action breakdown and ways to increase it, see How to increase Time saved in Synder.
How Sync score is calculated
Sync score is the share of counted transactions that are in your books for the selected period: Synder divides Synced and Skipped transactions by all counted transactions, multiplies by 100, and rounds down. So 99.9% shows as 99%, and you see 100% only when every counted transaction is in your books. Transactions are counted by their transaction date.
Every transaction falls into one of four groups:
| Group | Statuses | Counted in the score |
|---|---|---|
| In your books | Synced, Skipped | Yes, raises the score |
| Needs attention | Failed, Rollback failed, Synced with rule failed, Canceled, Rollback canceled, Synced with warnings, Deleted with warnings, Not parsed | Yes, lowers the score |
| Waiting or rolled back | In progress, Scheduled, Rollback in progress, Rollback scheduled, Ready to sync, Deleted | Yes, lowers the score |
| Not counted | Pending, Delayed, Excluded from sync | No |
For worked examples and how to raise the score, see How to improve your Sync score in Synder.
Needs attention: the 8 statuses it counts
Needs attention counts the transactions that may need your review in the selected period, summed across 8 statuses. The number is clickable and opens those transactions filtered to these statuses:
- Failed
- Rollback failed
- Synced with rule failed
- Canceled
- Rollback canceled
- Synced with warnings
- Deleted with warnings
- Not parsed
When the count is 0, the cell shows All clear. These are the same 8 statuses that lower your Sync score.
Looking for sync errors, import logs, or sync speed
The Synchronization issues, Import activity log, and Sync speed views now live under the Troubleshooting section in the left-hand menu, not on the Dashboard. See Troubleshooting in Synder (Per Transaction) for how to fix sync errors in bulk, review what was imported, and check sync speed.
Using Summary Sync? See the Synder Dashboard Guide (Summary Sync) for the Summary Sync Dashboard.
When the Synder Dashboard saves you time
For example, the scenarios below show real-world cases where the Dashboard saves time through quick insights and direct navigation.
- First-time setup with bulk failures (Per Transaction)
You’ve connected Shopify to QuickBooks Online and see many failed transactions. The Synchronization Issues tab groups them by error (e.g., “Entity cannot be synchronized without Product or Service” with 312 affected). Fix the root cause, click See related transactions, and resync the batch in one go. - An adjustment on the accounting side breaks syncs
For example, a teammate renames a tax code or archives an income account in QuickBooks Online or Xero, causing silent failures. Synchronization Issues highlights the new error group with the exact message and count at login—fix the setting and clear the backlog without guesswork. - Bookkeeper reviewing multiple clients
Managing several Synder accounts leaves no time for deep dives. Per client, the Dashboard shows Mappings configured, Products verified, integrations Connected, and Synchronization counts clean—so you can spot issues in seconds and prioritize the worst. - Silent integration disconnection
Token expirations or platform password changes disconnect integrations quietly, leading to missing data. In that case, the orange Connection lost banner and the integration badge alert you immediately — one click to Go to Organization settings reauthenticates and resumes sync. - Recurring summary issues (Summary Sync)
Daily Summaries show Partially synced or Attention required trends. Dashboard blocks surface counts in Summary completeness and Synchronization—click to open affected summaries, read alerts, fix causes, and rebuild. - Auto-sync turned off unexpectedly (Per Transaction)
A teammate disables auto-sync during troubleshooting, or it switches off after a connection issue, piling up transactions. The Integrations panel flags Auto-sync is off—click Settings, re-enable the toggles you need, and process the backlog.
FAQ
Where do I find the Dashboard?
First, click Dashboard in the left-hand menu—it’s near the top of the navigation. Synder also opens the Dashboard by default the moment you sign in, so most users won’t need to navigate to it manually.
Why doesn’t my Summary Sync Dashboard have a Synchronization Issues tab?
At the moment, the grouped error view is available in Per Transaction sync only. In Summary Sync, the Synchronization block on the Dashboard already shows you the per-status counts (Failed, Partially synced, Ready to sync, and so on), and clicking any of those counts takes you straight to the matching tab on the Summaries list—that’s the equivalent path for Summary Sync users today.
What’s the difference between the Synchronization Issues tab and the Transactions list? (Per Transaction)
In short, the Transactions list shows every transaction, one per row, regardless of whether it synced. The Synchronization Issues tab shows one row per unique error message with a count of how many transactions it affects. Use Synchronization Issues when you want to triage failures and act on them in bulk; use the Transactions list when you already know which specific transaction you want to inspect.
Why am I only seeing about 500 transactions when I open a large error group? (Per Transaction)
When you click See related transactions, the filtered view uses a saved search. The saved search returns up to ~500 results at a time, and the UI shows a warning when a group is bigger. Fix the underlying setup, resync the visible batch, then open the group again to load the next ~500.
Why didn’t the error group disappear right after I re-synced?
There’s a short refresh lag of a few minutes between sync completion and the Dashboard. If a group you’ve already fixed still shows, give it a moment and refresh — it will clear once Synder catches up.
Do synchronization issues include warnings, or only failures?
In other words, it includes only failed and canceled synchronizations. Transactions in the Synced with warnings status still count as posted to your books, so they aren’t surfaced as a group here. If you want to review warnings, open the Transactions list and filter by status.
My Dashboard shows zero transactions but I know I have data. Why?
Counts on the Summary Sync Dashboard reflect the last 90 days only. Older transactions are still in your books but won’t appear in the counters. If you’ve just connected an integration, give the import time to finish — the Preparing your data state switches to Your data is ready to review automatically.
Relevant Guides
Synder’s help center has dedicated guides for the most common errors. For instance, here is a quick reference from the frequent Synchronization Issues entries to the right article:
- “No matching product found in accounting” → Adjust product search priority.
- “Account was not found in your company” → Error: Account Was Not Found in Your Company.
- “No items available to sell” (Xero) → Error: ‘No Items Available to Sell’ (Xero).
- “There is no income account associated with item” → Fix “No Income Account Associated with Item XX”.
- “Track Quantity on Hand” → How to Fix the “Track Quantity on Hand” Error.
- Inventory products sync fail → How to Fix Inventory Products Sync Fail.
- Invoice/total discrepancy (“Expected total: X, actual calculated total: Y; discrepancy: Z”) → Synder Sync Errors: Troubleshooting Guide.
- Tax-related errors → How to Fix Errors With Taxes in Synder.
- Stripe customer name mismatch (QuickBooks Online) → How to fix Stripe customer name.
- Stripe payout failures → Stripe Payout Failures and Reconciliation.
- Failed Smart Rule → How to Fix a Failed Rule.
- Multi-currency conflict (“Record all customer and supplier transactions in the currency assigned to them”) → Summary Mode section of the Sync Errors Troubleshooting Guide.
- Partially synced summary → Summary Mode Errors in the Sync Errors Troubleshooting Guide and How to rebuild summaries.
- Missing transactions (nothing failed but expected data isn’t there) → How to find missing transactions in Synder.
- QuickBooks Desktop connection issues → QuickBooks Desktop Connection Troubleshooting Guide.
If your error isn’t listed here, start with the master Synder Sync Errors: Troubleshooting Guide—it’s the most comprehensive reference for diagnosing and fixing sync errors in Synder.
Reach out to Synder Team Of course, you can also reach us via online support chat or email with any questions you have – we are always happy to help you!
