{"id":15623,"date":"2021-02-11T20:00:30","date_gmt":"2021-02-11T20:00:30","guid":{"rendered":"https:\/\/synder.com\/help\/?p=15623"},"modified":"2026-04-10T12:37:45","modified_gmt":"2026-04-10T12:37:45","slug":"how-to-connect-gocardless-to-synder","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-connect-gocardless-to-synder\/","title":{"rendered":"How to Connect Gocardless to Accounting Software"},"content":{"rendered":"\n<p>With Synder you are able to synchronize your GoCardless transactions (sales, fees, refunds)&nbsp;to your accounting company for one-click reconciliation and detailed Profit and Loss. Any currency scheme on GoCardless is supported (as Synder supports multicurrency). Learn more about&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/help\/synchronize-transactions-in-multiple-currencies-to-xero\/\" target=\"_blank\">multicurrency feature<\/a>.<br><strong>Note: <\/strong>GoCardless lets you synchronize your sales and fees only when you get settlements for them. So, you might not see several of the most recent transactions in the account if they were not paid out to your bank yet.<\/p>\n\n\n\n<p style=\"margin-bottom: 5px\"><b>Overview:<\/b><\/p>\n<ol>\n\t<li><a href=\"#1\">Start the GoCardless integration from scratch<\/a> \n<\/li><li><a href=\"#2\">Tips and tricks on the GoCardless integration<\/a><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1\"><strong>Start the GoCardless integration from scratch<\/strong><\/h2>\n\n\n\n<p>1.<strong> Create an account<\/strong><\/p>\n\n\n\n<p>If you\u2019re getting started with Synder you\u2019ll need to <a href=\"https:\/\/go.synder.com\/registration\/form\">create a free Trial account<\/a> and connect your accounting system first. Check out this guide if you would like to integrate your payment platform with <a href=\"https:\/\/synder.com\/help\/connect-quickbooks-online-to-synder\/\">QuickBooks Online or Xero,<\/a> and this article to<a href=\"https:\/\/synder.com\/help\/how-to-connect-quickbooks-desktop-to-synder-connector\/\"> connect your QuickBooks Desktop<\/a> company.<\/p>\n\n\n\n<p>2. <strong>Provide your business details<\/strong><\/p>\n\n\n\n<p>Going through the set-up process of an&nbsp;<a href=\"https:\/\/synderapp.com\/help\/organizations-management\/\">Organization<\/a>&nbsp;for your QuickBooks\/Xero company, fill in the information about your business and hit the&nbsp;<em>Next step<\/em>&nbsp;button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"503\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-1-1024x503.png\" alt=\"\" class=\"wp-image-21145\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-1-1024x503.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-1-300x147.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-1-768x378.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-1-1536x755.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-1-60x29.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-1-150x74.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-1.png 1855w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>3. <strong>Select the platforms you&#8217;d like to integrate<\/strong><\/p>\n\n\n\n<p>Now you need to <strong>select the platforms you would like to connect to Synder<\/strong>. Click <em>View all integrations<\/em> to see the list of all available platforms.<br><strong>Note<\/strong>: Mark all the services you are using to receive payments, you will be able to connect all of them right away or<strong> skip the connection<\/strong> of particular integrations and set them up any time later.<\/p>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block\"><div class=\"advgb-images-slider\" data-slick=\"{&quot;rtl&quot;: false}\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/02\/GoCardless-1.-Highlighted.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/02\/GoCardless-2.-Highlighted.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><\/div><\/div>\n\n\n\n<p>4. <strong>Connect your accounting platform<\/strong><\/p>\n\n\n\n<p>Select the accounting company you&#8217;d like to connect to Synder and click on Next step.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"468\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-5.-Highlighted-1024x468.png\" alt=\"\" class=\"wp-image-21149\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-5.-Highlighted-1024x468.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-5.-Highlighted-300x137.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-5.-Highlighted-768x351.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-5.-Highlighted-1536x702.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-5.-Highlighted-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-5.-Highlighted-150x69.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-5.-Highlighted.png 1872w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Note:<\/strong> If you are connecting QuickBooks Online or Xero, you will be prompted to select the sync mode. Proceed with the desired option.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"470\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-6-1024x470.png\" alt=\"\" class=\"wp-image-21150\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-6-1024x470.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-6-300x138.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-6-768x352.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-6-1536x705.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-6-60x28.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-6-150x69.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Afterpay-6.png 1855w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Click on&nbsp;<em>Connect&nbsp;<\/em>to connect your accounting company.<\/p>\n\n\n\n<p>5. <strong>Connect your GoCardless account<\/strong><\/p>\n\n\n\n<p>Almost there! To complete the setup, you just need to connect your GoCardless and other sales platforms to Synder. Hit the <strong>Connect <\/strong>button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"387\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/GoCardless-3-1024x387.png\" alt=\"\" class=\"wp-image-21197\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/GoCardless-3-1024x387.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/GoCardless-3-300x113.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/GoCardless-3-768x290.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/GoCardless-3-1536x581.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/GoCardless-3-60x23.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/GoCardless-3-150x57.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/GoCardless-3.png 1868w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>Log into your GoCardless account to grant permissions to Synder.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"965\" height=\"427\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/02\/GoCardless-authorization-page-33.png\" alt=\"Go to GoCardless authorization page to grant Synder the necessary permissions\" class=\"wp-image-15646\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/02\/GoCardless-authorization-page-33.png 965w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/02\/GoCardless-authorization-page-33-300x133.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/02\/GoCardless-authorization-page-33-768x340.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/02\/GoCardless-authorization-page-33-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/02\/GoCardless-authorization-page-33-150x66.png 150w\" sizes=\"(max-width: 965px) 100vw, 965px\" \/><\/figure>\n\n\n\n<p><strong>Note:<\/strong> If you do not have admin access in GoCardless, please hit the <strong>Invite account owner<\/strong> button and specify the account owner email. They will receive an invitation via email and will be able to grant the required permissions and connect GoCardless to Synder.<\/p>\n\n\n\n<p><strong>6. Set up the GoCardless integration<\/strong><\/p>\n\n\n\n<p>To complete the setup for the GoCardless integration, choose an account for payouts (usually, your Checking account) that will allow <a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/help\/payouts-feature-in-synder\/\" target=\"_blank\">smooth reconciliation<\/a> of your GoCardless transactions in one click. Hit <strong>Continue <\/strong>to finish the configuration.<br>You can integrate sales platforms one by one straight away or skip the connection for other additional payment processors and set them up later in the Settings: click on the Person icon in the upper-right corner, then select <em><strong>Organization settings<\/strong><\/em>, and click on <em><strong>Add integration<\/strong><\/em>.<br><strong>Note<\/strong>: You can find our detailed guides on how to connect your sales channels and payment providers to Synder in our <a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/help\/\" target=\"_blank\">Help center<\/a>.<\/p>\n\n\n\n<h2 id=\"2\"><strong>Tips and tricks on the GoCardless integration<\/strong><\/h2>\n\n\n\n<p><strong>Note 1.<\/strong> Synder will create a <a href=\"\/blog\/what-is-a-clearing-account\/\">clearing account<\/a> called <em>\u201cGoCardless (required for Synder) account\u201d<\/em> in your chart of accounts and all the individual sales, fees, refunds will be stored there, the same way your GoCardless stores money initially.<br><strong>Note 2. <\/strong>Once GoCardless makes a settlement (transfer of funds) to your bank, Synder will record the transfer for the same amount from the clearing account to your checking, which you need to select in the Payouts tab in the settings page for smooth reconciliation.<br><strong>Note 3<\/strong>. Check whether taxes are enabled here, this way you will make sure Synder is going to record sales taxes reflected in GoCardless to the proper tax fields in your accounting for correct tax reporting. Learn more about <a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/help\/customize-stripe-settings-for-stripe-quickbooks-integration\/\" target=\"_blank\">the customisation settings<\/a> in Synder.<br><strong>Note 4.<\/strong> Synder protects your data with two flagship features:<em> duplicate detector and rollback<\/em>. You can give yourself peace of mind knowing that all the power is in your hands and your accounting is secured.<\/p>\n\n\n\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to the Synder team<\/em><\/a>&nbsp;via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n\n\n\n<script>\nif (window.convertflow == undefined) {\nvar script = document.createElement('script'); \nscript.async = true;\nscript.src = \"https:\/\/js.convertflow.co\/production\/websites\/11040.js\"; \ndocument.body.appendChild(script); \n};\n<\/script>\n<div class=\"cf-cta-snippet cta74541\" website-id=\"11040\" cta-id=\"74541\"><\/div>\n\n\n\n<p><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>With Synder you are able to synchronize your GoCardless transactions (sales, fees, refunds)&nbsp;to your accounting company for one-click reconciliation and detailed Profit and Loss. Any currency scheme on GoCardless is supported (as Synder supports multicurrency). Learn more about&nbsp;multicurrency feature.Note: GoCardless lets you synchronize your sales and fees only when you get settlements for them. So, [&hellip;]<\/p>\n","protected":false},"author":2318,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[2,357,364,446,437],"tags":[],"ppma_author":[341],"class_list":["post-15623","post","type-post","status-publish","format-standard","hentry","category-get-started","category-connect","category-connect-payment-platforms","category-gocardless-payment-integration","category-payment-integrations-main"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Connect GoCardless to Your Accounting Platform<\/title>\n<meta name=\"description\" content=\"Step-by-step guidance on seamlessly connecting GoCardless to Synder. Simplify your transaction synchronization and elevate your financial data integration process with this essential walkthrough.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synder.com\/help\/how-to-connect-gocardless-to-synder\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Connect GoCardless to Your Accounting Platform\" \/>\n<meta property=\"og:description\" content=\"Step-by-step guidance on seamlessly connecting GoCardless to Synder. 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