{"id":16765,"date":"2021-07-02T20:17:30","date_gmt":"2021-07-02T20:17:30","guid":{"rendered":"https:\/\/synder.com\/help\/?p=16765"},"modified":"2026-03-30T19:48:02","modified_gmt":"2026-03-30T19:48:02","slug":"how-to-connect-braintree-to-accounting-software","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-connect-braintree-to-accounting-software\/","title":{"rendered":"How to Connect Braintree to Accounting Software"},"content":{"rendered":"\n<p>Bookkeeping is an essential part of running a business, but also not an aspect in which many business owners have expertise, which leads to lost time on cumbersome, error-prone manual processes. <a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/\" target=\"_blank\">Synder<\/a> is an accounting automation system that can wipe off these hassles in bookkeeping by automatically performing such redundant and time-consuming tasks, adding efficiencies &#8211; you have only one digital platform to orchestrate all your sales platforms (such as Shopify, Amazon, Stripe, PayPal, and <a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/integrations\/?tag=all-integrations\" target=\"_blank\">many others<\/a>), reflecting your online payments data with all necessary details (<em>customers, items, taxes, shipping, discounts and so on<\/em>) in your accounting.<br><a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/\" target=\"_blank\">Synder<\/a> mirrors the actual money flow in your accounting system &#8211; having connected Braintree to your Accounting company, all your individual transactions along with all the information they contain will be <a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/\" target=\"_blank\">automatically recorded <\/a>in the Braintree (required for Synder) account (a <a href=\"https:\/\/synder.com\/blog\/what-is-a-clearing-account\/\">Clearing account<\/a>) and <a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/help\/how-to-categorize-sales-and-expenses-in-quickbooks\/\" target=\"_blank\">categorized<\/a> and as a result, you always have your books prepared for correct reporting and <a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/help\/apply-taxes-to-any-sales-transaction-in-quickbooks\/\" target=\"_blank\">hassle-free tax filing<\/a>!<br>Connect your Braintree to Synder and check out how precise, detailed, and easy accounting can be with its help!<\/p>\n\n\n\n<p style=\"margin-bottom: 5px\"><strong>Overview:<\/strong><\/p>\n<ol>\n\t<li style=\"margin-bottom: 5px\"><p style=\"margin-bottom: 5px\"><a href=\"#1\">Start the Braintree integration from scratch<\/a><\/p><\/li>\n\t<li style=\"margin-bottom: 5px\"><p style=\"margin-bottom: 5px\"><a href=\"#2\">Tips and tricks on the Braintree integration<\/a><\/p><\/li>\n<\/ol>\n\n\n\n<h2 id=\"1\"><strong>Start the Braintree 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\/07\/Connect-Braintree-3.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\/07\/Connect-Braintree-4.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><strong>5. Connect your Braintree account&nbsp;<\/strong><\/p>\n\n\n\n<p>Almost there! To complete the setup, you just need to connect your Braintree and other sales platforms to Synder. Click on <strong>Connect <\/strong>if you are an admin, or <strong>Invite account owner<\/strong> if you do not have admin access in Braintree.<br>You will be prompted to fill in your <em>Merchant ID, Public Key and Private Key<\/em> to let Synder see and synchronize your transactions. Please, follow these <a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/help\/how-to-acquire-braintree-login-details-merchant-id-public-and-private-keys\/\" target=\"_blank\">quite simple steps<\/a> below to acquire the details needed from your Braintree account:<\/p>\n\n\n\n<p>a. Navigate to the <em>Braintree settings<\/em> under the Gear icon in the top-right corner of your Braintree account \u2192 choose <strong>API<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"451\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-1-1-1024x451.png\" alt=\"\" class=\"wp-image-21495\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-1-1-1024x451.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-1-1-300x132.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-1-1-768x339.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-1-1-1536x677.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-1-1-60x26.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-1-1-150x66.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-1-1.png 1726w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>b. Hit <strong>\u2018Generate New API Key\u2019<\/strong> \u2192 then click <strong>\u2018View\u2019 <\/strong>for newly generated Key.<\/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\/Braintree-key-2-1024x503.png\" alt=\"\" class=\"wp-image-21496\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-2-1024x503.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-2-300x147.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-2-768x377.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-2-1536x754.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-2-60x29.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-2-150x74.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Braintree-key-2.png 1863w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>c. Copy all three (<em>Public Key, Private Key, Merchant ID<\/em>) from Braintree and paste to the corresponding Synder fields.&nbsp;Then, click on <em>Connect<\/em>.<\/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\/07\/Braintree-key-3-1.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\/07\/Connect-Braintree-5-1.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>You can integrate other sales platforms one by one straight away or skip the connection for other additional payment processors and set them up later in the Settings:<br>a. Click on the&nbsp;<em>Person icon<\/em>&nbsp;in the upper-right corner and select&nbsp;<em>Organization settings<\/em>.<br>b. In the&nbsp;<em>Integrations<\/em>&nbsp;section, click&nbsp;<em>Add integration<\/em>.<br>c. Select the integration you&#8217;d like to connect and click <em>Connect<\/em>. If you don&#8217;t have admin rights, send an invitation to the account owner.<\/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\/07\/Connect-BigCommerce-1-1.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\/07\/Connect-Braintree-2.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><strong>Note<\/strong>: You can find our detailed guides on how to connect your sales channels and payment providers to QuickBooks Online\/Xero via Synder in our <a href=\"https:\/\/synder.com\/help\/\" target=\"_blank\" rel=\"noreferrer noopener\">Help center<\/a>.<\/p>\n\n\n\n<h2 id=\"2\"><strong>Tips and tricks on the Braintree integration<\/strong><\/h2>\n\n\n\n<p><strong>Note 1<\/strong>. Synder currently imports gross amounts from Braintree, which means that fees and payouts need to be entered manually in your accounting system.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Fees<\/strong>: you may want to create one batch expense for all the fees for a week or a month instead of entering each fee.<\/li><li><strong>Money transfers<\/strong>: you may need to create transfers in your accounting company from the Braintree clearing to your business checking account to zero out the clearing account and reconcile checking.<\/li><\/ul>\n\n\n\n<p><strong>Note 2.<\/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><strong>Note 3<\/strong>. Get familiar with the system in our <a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/help\/how-to-start\/\" target=\"_blank\">3 Must-Watch beginner guides<\/a> and <a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/help\/features-of-synder\/\" target=\"_blank\">Features of Synder taking your experience to the next level<\/a> to find out how Synder can help you automate your bookkeeping.<\/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>Bookkeeping is an essential part of running a business, but also not an aspect in which many business owners have expertise, which leads to lost time on cumbersome, error-prone manual processes. Synder is an accounting automation system that can wipe off these hassles in bookkeeping by automatically performing such redundant and time-consuming tasks, adding efficiencies [&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":[2,357,364,138,139,140,294],"tags":[],"ppma_author":[337],"class_list":["post-16765","post","type-post","status-publish","format-standard","hentry","category-get-started","category-connect","category-connect-payment-platforms","category-braintree","category-braintree-quickbooks-desktop","category-braintree-xero","category-braintree-synder-accounting"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to connect Braintree to Accounting Software - Synder<\/title>\n<meta name=\"description\" content=\"Learn how to connect Braintree to Accounting Software for easy data recording. 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