{"id":16334,"date":"2021-04-27T09:55:38","date_gmt":"2021-04-27T09:55:38","guid":{"rendered":"https:\/\/synder.com\/help\/?p=16334"},"modified":"2026-06-08T15:45:49","modified_gmt":"2026-06-08T15:45:49","slug":"import-excel-to-quickbooks","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/import-excel-to-quickbooks\/","title":{"rendered":"How to Import Data From Excel to QuickBooks and Xero"},"content":{"rendered":"<p>Synder\u2019s Excel import feature lets you import transaction data directly into QuickBooks or Xero. Use it when a payment or sales platform does not integrate directly with your accounting software. Instead of manual data entry, Excel acts as a bridge between your systems.<\/p>\n<ul class=\"wp-block-advgb-summary advgb-toc alignnone\">\n<li class=\"toc-level-1\"><a href=\"#adding-an-excel-import-option-to-your-synder-profile-9035df1e-6528-458c-ab3b-cade462c3fbd\">Adding an Excel import option to your Synder profile<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#import-excel-to-quickbooks-or-xero-1ef05a8e-b0a6-4040-9598-001b36b09044\">Import Excel to QuickBooks or Xero<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#how-to-fill-the-import-template-with-your-data-1dbb90bc-e2e1-4a28-b93a-daa239f4976e\">How to fill the import template with your data<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#importing-transfers-payouts-9f011fa4-739f-45e2-bfd9-78e68e917f54\">Importing transfers (payouts)<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#useful-tips-on-excel-bulk-import-to-accounting-software-c4a3d8cb-7318-4e1b-a0f0-77937d80d27b\">Useful tips on Excel bulk import to accounting software<\/a><\/li>\n<\/ul>\n<p><strong>What problem does this solve<\/strong><\/p>\n<p>Specifically, this feature addresses the following issues:<\/p>\n<ul class=\"wp-block-list\">\n<li>No direct integration between certain payment platforms and accounting software (QuickBooks or Xero)<\/li>\n<li>Difficulty importing large volumes of historical transaction data manually<\/li>\n<li>Fragmented financial data across multiple tools<\/li>\n<\/ul>\n<h2 class=\"wp-block-heading\" id=\"adding-an-excel-import-option-to-your-synder-profile-9035df1e-6528-458c-ab3b-cade462c3fbd\"><strong>Adding an Excel import option to your Synder profile<\/strong><\/h2>\n<p><strong>Step 1<\/strong>: Switch to the required organization in the top-left corner of the Synder page. Click the Person icon in the upper-right corner and select Organization settings. In the Integrations section, click Add integration.<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"456\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-5-1024x456.png\" alt=\"\" class=\"wp-image-28725\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-5-1024x456.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-5-300x133.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-5-768x342.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-5-1536x683.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-5-1080x480.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-5-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-5-150x67.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-5.png 1996w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<p><strong>Step 2<\/strong>: Select Excel in the Add integration dropdown. Enter the provider name for Excel. Click Create.<\/p>\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"928\" height=\"820\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image.png\" alt=\"\" class=\"wp-image-28720\" style=\"width:359px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image.png 928w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-300x265.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-768x679.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-60x53.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-150x133.png 150w\" sizes=\"auto, (max-width: 928px) 100vw, 928px\" \/><\/figure>\n<p><strong>Step 3<\/strong>: Find the newly added integration and click Finish configuration. Select an account for payouts, then set the timezone. Click Continue to complete the setup.<\/p>\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"704\" height=\"586\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-14.png\" alt=\"\" class=\"wp-image-28734\" style=\"width:363px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-14.png 704w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-14-300x250.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-14-60x50.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-14-150x125.png 150w\" sizes=\"auto, (max-width: 704px) 100vw, 704px\" \/><\/figure>\n<h2 class=\"wp-block-heading\" id=\"import-excel-to-quickbooks-or-xero-1ef05a8e-b0a6-4040-9598-001b36b09044\"><strong>Import Excel to QuickBooks or Xero<\/strong><\/h2>\n<p><strong>Step 1<\/strong>: Go to the <a href=\"https:\/\/synder.com\/help\/how-to-sync-historical-transactions\/\">Platform transactions<\/a> tab and click Import historical data.<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"355\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-8-1024x355.png\" alt=\"\" class=\"wp-image-28727\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-8-1024x355.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-8-300x104.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-8-768x266.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-8-1536x532.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-8-1080x374.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-8-60x21.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-8-150x52.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-8.png 1992w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<p><strong>Step 2<\/strong>: Next, under Select integrations you would like to import data from, select All. Click Import next to Import Excel spreadsheet.<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"443\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-4-1024x443.png\" alt=\"\" class=\"wp-image-28724\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-4-1024x443.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-4-300x130.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-4-768x332.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-4-1536x664.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-4-1080x467.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-4-60x26.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-4-150x65.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-4.png 1994w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<p><strong>Step 3<\/strong>: Click Download template. Download the file and populate it with data exported from the unsupported payment processor.<\/p>\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"810\" height=\"1024\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-2-810x1024.png\" alt=\"\" class=\"wp-image-28722\" style=\"width:364px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-2-810x1024.png 810w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-2-237x300.png 237w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-2-768x971.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-2-47x60.png 47w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-2-119x150.png 119w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-2.png 932w\" sizes=\"auto, (max-width: 810px) 100vw, 810px\" \/><\/figure>\n<p><strong>Step 4<\/strong>: Click Browse to upload the completed Excel file from your computer. Use the file after filling in the template. Once the template is completed, upload it to QuickBooks or Xero.<\/p>\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"809\" height=\"1024\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-7-809x1024.png\" alt=\"\" class=\"wp-image-28728\" style=\"width:329px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-7-809x1024.png 809w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-7-237x300.png 237w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-7-768x973.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-7-47x60.png 47w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-7-118x150.png 118w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-7.png 908w\" sizes=\"auto, (max-width: 809px) 100vw, 809px\" \/><\/figure>\n<p><strong>Step 5<\/strong>: After uploading the file, select the sheet containing the required data. Two options are available:<\/p>\n<ul class=\"wp-block-list\">\n<li>Select <strong>Import to Synder<\/strong> to import transactions from the spreadsheet into Synder before syncing them to the accounting platform.<\/li>\n<li>Select <strong>Sync to your books<\/strong> to upload transactions directly from the Excel file to the accounting system without prior confirmation.<\/li>\n<\/ul>\n<p>Finally, you can optionally enable <strong>Send an email notification when the import is finished<\/strong>.<\/p>\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"864\" height=\"1024\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-3-864x1024.png\" alt=\"\" class=\"wp-image-28723\" style=\"width:403px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-3-864x1024.png 864w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-3-253x300.png 253w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-3-768x910.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-3-1080x1279.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-3-51x60.png 51w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-3-127x150.png 127w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-3.png 1094w\" sizes=\"auto, (max-width: 864px) 100vw, 864px\" \/><\/figure>\n<h2 class=\"wp-block-heading\" id=\"how-to-fill-the-import-template-with-your-data-1dbb90bc-e2e1-4a28-b93a-daa239f4976e\"><strong>How to fill the import template with your data<\/strong><\/h2>\n<p>The template supports five transaction types that can be synced to QuickBooks or Xero. Therefore, ensure that transaction type names match exactly before importing.<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"318\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-10-1024x318.png\" alt=\"\" class=\"wp-image-28730\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-10-1024x318.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-10-300x93.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-10-768x238.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-10-1536x477.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-10-1080x335.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-10-60x19.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-10-150x47.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-10.png 1998w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<p><strong>Useful notes:<\/strong><\/p>\n<ul class=\"wp-block-list\">\n<li>Note that required fields are marked with <strong>*<\/strong>; fill them in before the import.<\/li>\n<li>The<strong> <\/strong>\u201c<strong>Number<\/strong>\u201d column will be synced to your accounting as the reference number of the transaction.<\/li>\n<li>The \u201c<strong>Transaction ID<\/strong>\u201d field is used to join several product lines to a single transaction. For instance, you can use the order number and paste it to several lines in a row to make sure the app knows these lines compose a single order.<\/li>\n<li>If you specify a value in the \u201c<strong>Fee amount<\/strong>\u201d<strong> <\/strong>column in addition to the sale amount, the app will create both income and expense transactions during the synchronization (for example, Sales Receipt for total sale amount and Expense for fee amount)<\/li>\n<li>If you fill in the amount, you should specify the currency for that amount (like if you specify the \u201cFee Amount\u201d field, then fill in the \u201c<strong>Fee Currency<\/strong>\u201d field)<\/li>\n<li>If you leave the \u201c<strong>Exchange rate<\/strong>\u201d field blank and the currency differs from your home currency, an exchange rate will be automatically assigned by your accounting platform based on the date of the transaction. The exchange rate will be sourced from your accounting platform<\/li>\n<\/ul>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"153\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-11-1024x153.png\" alt=\"\" class=\"wp-image-28731\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-11-1024x153.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-11-300x45.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-11-768x114.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-11-1536x229.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-11-1080x161.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-11-60x9.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-11-150x22.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-11.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<h2 class=\"wp-block-heading\" id=\"importing-transfers-payouts-9f011fa4-739f-45e2-bfd9-78e68e917f54\"><strong>Importing transfers (payouts)<\/strong><\/h2>\n<p>To import a transfer or payout, use <strong>\u201cTRANSFER\u201d<\/strong> as the transaction type. Synder then creates a transfer that moves funds between two accounts in your books.<\/p>\n<p><strong>Specifically, here is how Synder determines the accounts:<\/strong><\/p>\n<ul class=\"wp-block-list\">\n<li>The <strong>\u201cFrom\u201d account<\/strong> is the clearing account associated with your Excel integration.<\/li>\n<li>The <strong>\u201cTo\u201d account<\/strong> is the payout account you selected during the Excel integration setup (Step 3 of the connection guide above, in the \u201cAdding Excel Import option to your Synder profile\u201d section).<\/li>\n<li>If you need to change these accounts, go to the<strong> Settings \u2192 Excel integration \u2192 Payouts<\/strong>.<\/li>\n<\/ul>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"414\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-13-1024x414.png\" alt=\"\" class=\"wp-image-28733\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-13-1024x414.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-13-300x121.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-13-768x310.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-13-1536x620.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-13-1080x436.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-13-60x24.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-13-150x61.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-13.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<p><strong>Required fields:<\/strong><\/p>\n<ul class=\"wp-block-list\">\n<li>Transaction ID<\/li>\n<li>Type (set to TRANSFER)<\/li>\n<li>Gross Total<\/li>\n<li>Currency<\/li>\n<li>Date<\/li>\n<li>Person Name (e.g., the payment processor name like \u201cStripe\u201d)<\/li>\n<\/ul>\n<p><strong>Optional fields:<\/strong><\/p>\n<ul class=\"wp-block-list\">\n<li>Fee Amount, Fee Currency, Fee Description \u2014 to record processing fees alongside the transfer<\/li>\n<li>Line Amount, Line Quantity, Line Unit Price, Line Description<\/li>\n<\/ul>\n<p><strong>Example:<\/strong><\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"365\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-9-1024x365.png\" alt=\"\" class=\"wp-image-28729\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-9-1024x365.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-9-300x107.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-9-768x274.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-9-1536x547.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-9-1080x385.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-9-60x21.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-9-150x53.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-9.png 2004w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<p><strong>Note:<\/strong> Unlike other transaction types, the Number field is not required for transfers.<\/p>\n<h2 class=\"wp-block-heading\" id=\"useful-tips-on-excel-bulk-import-to-accounting-software-c4a3d8cb-7318-4e1b-a0f0-77937d80d27b\"><strong>Useful tips on Excel bulk import to accounting software<\/strong><\/h2>\n<p><strong>Note 1:<\/strong> Closing or reloading the page does not interrupt the upload. Instead, the upload continues in the background.<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"352\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-1-1024x352.png\" alt=\"\" class=\"wp-image-28721\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-1-1024x352.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-1-300x103.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-1-768x264.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-1-1536x527.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-1-1080x371.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-1-60x21.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-1-150x51.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-1.png 1876w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<p><strong>Note 2:<\/strong> Check transactions in the transaction list in Synder. Manage synchronization as usual.<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"380\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-15-1024x380.png\" alt=\"\" class=\"wp-image-28736\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-15-1024x380.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-15-300x111.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-15-768x285.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-15-1080x401.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-15-60x22.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-15-150x56.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-15.png 1390w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<p><strong>Note 3:<\/strong> Synder skips transactions with duplicate \u201cTransaction ID\u201d values. However, if you need to re-import the same transactions with different settings, follow these steps:<\/p>\n<ul class=\"wp-block-list\">\n<li>Archive unneeded transactions from Synder (select them \u2192 click <strong>Actions<\/strong> \u2192 select <strong>Archive<\/strong>)<\/li>\n<\/ul>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"424\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-12-1024x424.png\" alt=\"\" class=\"wp-image-28732\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-12-1024x424.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-12-300x124.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-12-768x318.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-12-1536x635.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-12-1080x447.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-12-60x25.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-12-150x62.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-12.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<ul class=\"wp-block-list\">\n<li>Open your Excel file and change the <strong>Transaction ID<\/strong> to a value not previously used<\/li>\n<li>Follow the steps described above in this guide to import the file again<\/li>\n<\/ul>\n<p><strong>Note 4<\/strong>: You can also connect Excel multiple times if you have several unsupported platforms. Furthermore, each connection can be differentiated and configured separately.&nbsp;<\/p>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"391\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-6-1024x391.png\" alt=\"\" class=\"wp-image-28726\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-6-1024x391.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-6-300x114.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-6-768x293.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-6-1536x586.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-6-1080x412.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-6-60x23.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-6-150x57.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/04\/image-6.png 1885w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to the Synder Team<\/em><\/a> via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Synder\u2019s Excel import feature lets you import transaction data directly into QuickBooks or Xero. Use it when a payment or sales platform does not integrate directly with your accounting software. Instead of manual data entry, Excel acts as a bridge between your systems. Adding an Excel import option to your Synder profile Import Excel to [&hellip;]<\/p>\n","protected":false},"author":2233,"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":"","_ppma_block_editor_authors":""},"categories":[2,362,391,388],"tags":[],"ppma_author":[338],"class_list":["post-16334","post","type-post","status-publish","format-standard","hentry","category-get-started","category-synder-dashboard","category-other","category-advanced-features"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Import Data from Excel to QuickBooks and Xero - Synder Guide<\/title>\n<meta name=\"description\" content=\"Import Excel files to QuickBooks or Xero from any desired e-commerce platforms and seller marketplaces with ease. Free product Tour!\" \/>\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\/import-excel-to-quickbooks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Import Data from Excel to QuickBooks and Xero - Synder Guide\" \/>\n<meta property=\"og:description\" content=\"Import Excel files to QuickBooks or Xero from any desired e-commerce platforms and seller marketplaces with ease. 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