{"id":17329,"date":"2021-10-22T11:14:26","date_gmt":"2021-10-22T11:14:26","guid":{"rendered":"https:\/\/synder.com\/help\/?p=17329"},"modified":"2026-05-05T20:49:45","modified_gmt":"2026-05-05T20:49:45","slug":"synder-user-guide","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/synder-user-guide\/","title":{"rendered":"Per-Transaction mode: Complete Setup &amp; Usage Guide"},"content":{"rendered":"\n<ul class=\"wp-block-advgb-summary advgb-toc alignnone\">\n<li class=\"toc-level-1\"><a href=\"#what-data-does-pertransaction-sync-post-941fbeee-f1f0-436e-bf9a-4248b407fc99\">What data does Per-Transaction Sync post?<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#getting-started-with-the-setup-06d7fd61-03e0-45d2-a561-8aa9b655bbd1\">Getting Started with the Setup<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#how-to-check-that-pertransaction-sync-is-working-correctly-7f7fca52-ca70-429f-a4df-cc774b5c6e37\">How to check that Per-Transaction Sync is working correctly<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#changing-the-mode-6843ae1a-0b0a-448c-a1d2-3976d733112b\">Changing the mode<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#pertransaction-sync-with-quickbooks-c2b712f0-d41d-48bb-95c9-40f39159d9cd\">Per-Transaction Sync with QuickBooks<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#pertransaction-sync-with-xero-f46c2c80-7c56-4d55-891e-cf7fe2076d09\">Per-Transaction Sync with Xero<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Per-Transaction Sync<\/strong> is a Synder mode that records each financial event \u2014 <strong>sales<\/strong>, <strong>refunds<\/strong>, <strong>fees<\/strong>, and <strong>payments<\/strong> \u2014 as a separate entry in your accounting platform. This gives you maximum detail and full transaction-level visibility, which is ideal for accurate reporting and reconciliation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide explains how <strong>Per-Transaction Sync<\/strong> works and how to set it up correctly, so you can confidently manage and review your financial data.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"use-this-guide-if-d75fe49f-b580-48a0-82fd-ba1fa8613a24\">Use this guide if:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You use <strong>Per-Transaction Sync<\/strong> and need detailed, transaction-level records in your accounting platform.<\/li>\n\n\n\n<li>You want to review individual transactions, ensure accuracy, and perform <strong>order-level reconciliation<\/strong>.<\/li>\n\n\n\n<li>You rely on transaction-based reporting and need full visibility into each financial event.<\/li>\n\n\n\n<li>You work with complex tax setups, including <strong>VAT\/GST<\/strong> reporting or multiple tax rates per order.<\/li>\n\n\n\n<li>You handle partial refunds, frequent adjustments, or other scenarios that require precise tracking.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"dont-use-this-guide-if-03ffb05f-5b27-4cf0-93c8-3122a5c43d8c\">Don&#8217;t use this guide if:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You are using <strong>Summary Sync<\/strong>.<\/li>\n\n\n\n<li>You need aggregated or summarized data instead of individual records.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-data-does-pertransaction-sync-post-941fbeee-f1f0-436e-bf9a-4248b407fc99\"><strong>What data does Per-Transaction Sync post?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Each financial event syncs as an individual entry:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Invoice<\/strong><\/li>\n\n\n\n<li><strong>Payment<\/strong><\/li>\n\n\n\n<li><strong>Refunds<\/strong><\/li>\n\n\n\n<li><strong>Expenses<\/strong><\/li>\n\n\n\n<li><strong>Transfers<\/strong><\/li>\n\n\n\n<li><strong>Deposits<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For the full list of supported transaction types per integration, see <a href=\"https:\/\/synder.com\/help\/transaction-types-supported-from-synder\/\">Transaction types supported by Synder<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"getting-started-with-the-setup-06d7fd61-03e0-45d2-a561-8aa9b655bbd1\">Getting started with the setup<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-1-connect-your-platforms-and-choose-the-sync-mode-df8a8742-2755-4215-96c2-eacd9a7e66e3\"><strong>Step 1:<\/strong> Connect your platforms and choose the sync mode<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Per-Transaction Sync<\/strong> becomes available once your platforms are connected.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open your <strong>Synder organization<\/strong>.<\/li>\n\n\n\n<li>Connect your <strong>sales\/payment platforms<\/strong>.<\/li>\n\n\n\n<li>Connect your <strong>accounting platform<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">When you first create your Synder account and connect integrations, you will be asked to choose a <strong>sync mode<\/strong>. Since this guide focuses on Per-Transaction Sync, select that mode in your settings.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1023\" height=\"837\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-7.png\" alt=\"\" class=\"wp-image-27317\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-7.png 1023w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-7-300x245.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-7-768x628.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-7-60x49.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-7-150x123.png 150w\" sizes=\"auto, (max-width: 1023px) 100vw, 1023px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">During onboarding, you can also choose which integrations to connect. You can either:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select them <strong>during onboarding<\/strong>, or<\/li>\n\n\n\n<li>Add them <strong>later<\/strong> inside your Synder organization.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For step-by-step instructions on connecting platforms, refer to the guides below.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Accounting platforms:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/synder.com\/help\/connect-quickbooks-online-to-synder\/\">QuickBooks Online and Xero<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-quickbooks-desktop-to-synder-connector\/\">QuickBooks Desktop<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-oracle-netsuite\/\">Oracle NetSuite<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-sage-intacct-to-synder-a-complete-guide\/\">Sage Intacct<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Integration platforms:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-stripe-to-quickbooks-online\/\">Stripe<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-amazon-to-quickbooks\/\">Amazon<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/connect-shopify-to-quickbooks\/\">Shopify<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/connect-paypal-to-quickbooks-online\/\">PayPal<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-squarespace\/\">Squarespace<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-faire-to-accounting-software\/\">Faire<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-shipstation-to-accounting-software\/\">ShipStation<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-affirm-to-your-accounting-software-via-synder\/\">Affirm<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-brex-to-accounting-software\/\">Brex<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-clover-to-accounting-software\/\">Clover<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-bigcommerce-to-accounting-software\/\">BigCommerce<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-woocommerce-to-synder\/\">WooCommerce<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-etsy-to-quickbooks\/\">Etsy<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-authorize-net-to-your-accounting-company\/\">Authorize.Net<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/how-to-connect-ebay-to-your-accounting-platform\/\">eBay<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/connect-square-to-synder\/\">Square<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"integration-setup-during-onboarding-8045b535-aa1d-42de-9c5b-25cade7eb3f1\">Integration setup during onboarding<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">When you connect an integration, you can configure basic settings right away, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Payout settings<\/strong><\/li>\n\n\n\n<li><strong>Clearing account<\/strong><\/li>\n\n\n\n<li><strong>Sales income account<\/strong><\/li>\n\n\n\n<li><strong>Fees account<\/strong><\/li>\n\n\n\n<li><strong>Expense account<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"985\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-14-1024x985.png\" alt=\"\" class=\"wp-image-27326\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-14-1024x985.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-14-300x289.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-14-768x739.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-14-1080x1039.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-14-60x58.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-14-150x144.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-14.png 1101w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If everything looks correct, click <strong>&#8220;Continue with these settings.&#8221;<\/strong> You can change these settings any time after onboarding.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At this stage, Synder lets you import up to <strong>two months<\/strong> of historical data to test the system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will see two options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Import to Synder<\/strong><\/li>\n\n\n\n<li><strong>Sync to Books<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">We recommend starting with <strong>Import to Synder<\/strong> for your first import.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s the difference:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Import to Synder<\/strong> \u2192 Transactions are imported into Synder only (not pushed to your accounting system).<\/li>\n\n\n\n<li><strong>Sync to Books<\/strong> \u2192 Transactions are imported and immediately synced to your accounting platform.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"870\" height=\"670\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-4.png\" alt=\"\" class=\"wp-image-27314\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-4.png 870w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-4-300x231.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-4-768x591.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-4-60x46.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-4-150x116.png 150w\" sizes=\"auto, (max-width: 870px) 100vw, 870px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Starting with <strong>Import to Synder<\/strong> lets you safely review transactions before sending them to your books \u2014 especially important during testing.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"how-to-verify-connections-7dda343b-a3f5-492c-84a2-94bb28bb3f4e\">How to verify connections<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Inside your Synder organization:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>User icon<\/strong> (top right corner).<\/li>\n\n\n\n<li>Open <strong>Organization Settings<\/strong>.<\/li>\n\n\n\n<li>Check your integrations.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">All connected platforms should show the status <strong>&#8220;Connected.&#8221;<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"434\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-5-1024x434.png\" alt=\"\" class=\"wp-image-27315\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-5-1024x434.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-5-300x127.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-5-768x325.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-5-1536x650.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-5-1080x457.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-5-60x25.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-5-150x64.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-5.png 1632w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-2-import-historical-data-68eb6311-3328-422d-81c4-131610213f95\"><strong>Step 2:<\/strong> Import historical data<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can import transactions during onboarding or any time afterward.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open <strong>Platform Transactions<\/strong> from the left-hand menu.<\/li>\n\n\n\n<li>Click <strong>Import historical data<\/strong>.<\/li>\n\n\n\n<li>Choose the start date.<\/li>\n\n\n\n<li>Run the import.<\/li>\n<\/ul>\n\n\n\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\/10\/image-12-1024x424.png\" alt=\"\" class=\"wp-image-27328\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-12-1024x424.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-12-300x124.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-12-768x318.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-12-1080x447.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-12-60x25.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-12-150x62.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-12.png 1246w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"733\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-21-1024x733.png\" alt=\"\" class=\"wp-image-27331\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-21-1024x733.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-21-300x215.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-21-768x550.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-21-1080x773.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-21-60x43.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-21-150x107.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-21.png 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Wait until transactions appear in the list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> we recommend importing transactions into Synder first, so you can review them before syncing to your accounting system. With <strong>Import to Synder<\/strong>, transactions appear with the <strong>&#8220;Ready to sync&#8221;<\/strong> status \u2014 they are prepared but not yet pushed to your books.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can also enable <strong>Auto Sync<\/strong> to send transactions to your accounting platform automatically once they are imported.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you have questions about <strong>Auto Sync<\/strong> behavior, account mapping, or other settings, or if you want a quick setup checklist for Per-Transaction mode, see <a href=\"https:\/\/synder.com\/help\/synder-settings-checklist-first-sync\/\">this guide<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-3-test-syncing-a-small-set-of-transactions-4ae671e4-5fc9-472c-b545-03bf39419172\"><strong>Step 3:<\/strong> Test syncing a small set of transactions<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before syncing a large volume of data, run a quick test:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open <strong>Platform Transactions<\/strong>.<\/li>\n\n\n\n<li>Select a small number of transactions.<\/li>\n\n\n\n<li>Click <strong>Sync<\/strong>.<\/li>\n\n\n\n<li>Check your accounting platform.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Make sure the results match your accounting expectations. If they do, sync the rest \u2014 either individually or in bulk.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"304\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-8-1024x304.png\" alt=\"\" class=\"wp-image-27318\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-8-1024x304.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-8-300x89.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-8-768x228.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-8-1536x456.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-8-1080x321.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-8-60x18.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-8-150x45.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-8.png 1633w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"504\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-6-1024x504.png\" alt=\"\" class=\"wp-image-27316\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-6-1024x504.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-6-300x148.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-6-768x378.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-6-1080x531.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-6-60x30.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-6-150x74.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-6.png 1466w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-4-adjust-settings-if-needed-a456b246-3bc6-4d0d-af84-0d22b6a912d3\"><strong>Step 4:<\/strong> Adjust settings (if needed)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Synder syncs transactions accurately and reflects all details in your accounting system. If you are not satisfied with how transactions appear in your books, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact <strong>Synder Support<\/strong>, or<\/li>\n\n\n\n<li>Reach out to your <strong>Customer Success Manager (CSM)<\/strong>, depending on your plan.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">They will help you review and adjust your settings quickly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To learn more about available settings and customization, see these guides:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/synder.com\/help\/review-synced-transactions\/\">General settings overview<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Platform-specific guides:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/synder.com\/help\/customize-your-synder-tiktok-settings-quickbooks-online\/\">TikTok (QuickBooks)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/customize-your-synder-amazon-settings-quickbooks-online\/\">Amazon settings for QuickBooks Online<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/customize-your-synder-amazon-settings-xero\/\">Amazon settings for Xero<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/customize-your-synder-shopify-settings-quickbooks-online\/\">Shopify settings for QuickBooks Online<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/customize-shopify-settings-xero\/\">Shopify settings for Xero<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/synder-customize-paypal-settings\/\">PayPal settings for QuickBooks Online<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/customize-paypal-settings-xero-integration\/\">PayPal settings for Xero<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/customize-stripe-settings-for-stripe-quickbooks-integration\/\">Stripe settings for QuickBooks Online<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/stripe-xero-integration-settings\/\">Stripe settings for Xero<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/synder.com\/help\/customize-square-settings\/\">Square settings<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-check-that-pertransaction-sync-is-working-correctly-7f7fca52-ca70-429f-a4df-cc774b5c6e37\">How to check that Per-Transaction Sync is working correctly<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Use this checklist:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Transactions appear in the <strong>Transactions<\/strong> tab in Synder.<\/li>\n\n\n\n<li>After clicking <strong>Sync<\/strong>, the transaction status changes to <strong>Synced<\/strong>.<\/li>\n\n\n\n<li>Transactions appear in your accounting system.<\/li>\n\n\n\n<li>Data is posted to the <strong>clearing account<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"reconciliation-c33dd677-77c6-4865-b1be-ca3d7ce6541f\"><strong>Reconciliation<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Reconciliation<\/strong> is one of the most important parts of working with Synder. It makes sure all synced data matches your actual financial activity and prevents discrepancies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Synder also automates a significant part of this process, which reduces manual work and improves accuracy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For full details, see our <a href=\"https:\/\/synder.com\/help\/category\/reconciliation\/\">reconciliation guides<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"changing-the-mode-6843ae1a-0b0a-448c-a1d2-3976d733112b\">Changing the mode<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you want to switch to <strong>Summary Sync<\/strong>, you must create a new organization. The change applies only to <strong>future data<\/strong>. For more details, see <a href=\"https:\/\/synder.com\/help\/how-to-switch-from-per-transaction-sync-to-summary-sync-mode-or-vice-versa\/\">how to switch sync modes<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Important to understand:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Changing the sync mode does <strong>not<\/strong> update or transform past data.<\/li>\n\n\n\n<li>All previously synced transactions stay unchanged in the original organization.<\/li>\n\n\n\n<li>You will start syncing new data only in the new organization.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"what-happens-to-your-subscription-16ed86d6-5c63-47bb-b968-ef97e083c4b0\"><strong>What happens to your subscription?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you already have a paid subscription on your Per-Transaction organization, you don&#8217;t need to worry about losing it. Contact <strong>Synder Support<\/strong>, and the team will help you transfer your subscription to the new organization.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"what-to-do-next-ff0a63fa-b275-41a1-af8e-8bb3d4d681c1\"><strong>What to do next<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once your new organization is set up and your subscription is transferred, you can <strong>archive<\/strong> the old organization to keep your workspace clean.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To archive an organization:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>profile icon<\/strong> in the upper-right corner of Synder \u2192 <strong>List of organizations<\/strong>.<\/li>\n\n\n\n<li>Click the <strong>three-dot menu<\/strong> next to the desired organization \u2192 <strong>Archive<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">For more details, see <a href=\"https:\/\/synder.com\/help\/archive-or-delete-organizations-in-synder\/\">Archive or delete organizations in Synder<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"pertransaction-sync-with-quickbooks-c2b712f0-d41d-48bb-95c9-40f39159d9cd\"><strong>Per-Transaction Sync with QuickBooks<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"flow-overview-8b412f83-06d5-4863-b900-8bea275c218e\"><strong>Flow overview<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Clearing account<\/strong><br>Synder posts all transactions into a dedicated <strong>clearing account<\/strong> (for example, <em>&#8220;Stripe (required for Synder)&#8221;<\/em>). This represents the balance of your payment platform.<\/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\/2021\/10\/image-15-1024x468.png\" alt=\"\" class=\"wp-image-27324\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-15-1024x468.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-15-300x137.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-15-768x351.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-15-1080x494.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-15-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-15-150x69.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-15.png 1321w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Checking account<\/strong><br>This is your real bank account in QuickBooks.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"512\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-19-1024x512.png\" alt=\"\" class=\"wp-image-27329\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-19-1024x512.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-19-300x150.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-19-768x384.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-19-1536x768.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-19-1080x540.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-19-60x30.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-19-150x75.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-19.png 1759w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Payout synchronization<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When a payout occurs, Synder transfers the amount from the <strong>clearing account<\/strong> to the <strong>checking account<\/strong> automatically. This decreases the clearing balance (reflecting the reduced integration balance) and increases the checking balance (reflecting the received deposit).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"388\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-17-1024x388.png\" alt=\"\" class=\"wp-image-27325\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-17-1024x388.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-17-300x114.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-17-768x291.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-17-1536x583.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-17-1080x410.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-17-60x23.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-17-150x57.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-17.png 1542w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"608\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-16-1024x608.png\" alt=\"\" class=\"wp-image-27323\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-16-1024x608.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-16-300x178.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-16-768x456.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-16-1080x641.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-16-60x36.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-16-150x89.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-16.png 1522w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"246\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-9-1024x246.png\" alt=\"\" class=\"wp-image-27319\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-9-1024x246.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-9-300x72.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-9-768x185.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-9-1536x369.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-9-1080x260.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-9-60x14.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-9-150x36.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-9.png 1759w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Bank feed matching<\/strong><br>QuickBooks automatically matches these transfers with actual bank deposits. You only need to confirm the match.<\/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\/2021\/10\/image-10-1024x470.png\" alt=\"\" class=\"wp-image-27321\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-10-1024x470.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-10-300x138.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-10-768x353.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-10-1080x496.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-10-60x28.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-10-150x69.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-10.png 1315w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"requirements-for-smooth-reconciliation-1c4ea88a-b939-443a-ac2d-263405b11575\"><strong>Requirements for smooth reconciliation<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Bank account<\/strong> must be connected to QuickBooks.<\/li>\n\n\n\n<li><strong>Payouts<\/strong> must be enabled in Synder settings.<\/li>\n\n\n\n<li>The correct <strong>bank account<\/strong> must be selected.<\/li>\n\n\n\n<li>All transactions must be successfully synced.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"444\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-13-1024x444.png\" alt=\"\" class=\"wp-image-27322\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-13-1024x444.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-13-300x130.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-13-768x333.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-13-1080x468.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-13-60x26.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-13-150x65.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-13.png 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">When everything is configured correctly, reconciliation becomes seamless.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"pertransaction-sync-with-xero-f46c2c80-7c56-4d55-891e-cf7fe2076d09\"><strong>Per-Transaction Sync with Xero<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The logic is similar to QuickBooks: transactions go into a <strong>clearing account<\/strong>, and payouts are transferred to the <strong>checking account<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"reconciliation-process-3f43b661-a784-4e86-8ce8-e098e9703823\"><strong>Reconciliation process<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Connect your bank account, or import a bank statement.<\/li>\n\n\n\n<li>Open the <strong>Checking Account Bank Feed<\/strong>.<\/li>\n\n\n\n<li>Confirm the suggested matches.<\/li>\n\n\n\n<li>Click <strong>OK<\/strong> to reconcile.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-11-1024x535.png\" alt=\"\" class=\"wp-image-27320\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-11-1024x535.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-11-300x157.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-11-768x402.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-11-60x31.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-11-150x78.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-11.png 1027w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If no match is highlighted, use <strong>Find &amp; Match<\/strong> and locate the transfer Synder created.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"important-notes-for-xero-6b79878b-b79d-4e74-b0ad-5688c90c323c\"><strong>Important notes for Xero<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Do <strong>NOT<\/strong> use <strong>Create<\/strong> in bank feeds \u2014 it may duplicate data.<\/li>\n\n\n\n<li>The <strong>clearing account<\/strong> balance should reflect the actual platform balance.<\/li>\n\n\n\n<li>It should return close to <strong>zero<\/strong> after payouts.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Limitations:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Payouts and overpayments cannot be rolled back via Synder. They must be deleted manually in Xero.<\/li>\n\n\n\n<li>Transactions are <strong>unreconciled<\/strong> by default unless <strong>auto-reconciliation<\/strong> is enabled.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"385\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-18-1024x385.png\" alt=\"\" class=\"wp-image-27327\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-18-1024x385.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-18-300x113.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-18-768x289.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-18-1536x577.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-18-1080x406.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-18-60x23.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-18-150x56.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-18.png 1911w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"autoreconciliation-in-xero-bb2da58a-f56a-4815-a73b-8c72d69b0be9\"><strong>Auto-reconciliation in Xero<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Synder can automatically reconcile transactions in the <strong>clearing account<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To enable it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Integration Settings<\/strong> \u2192 <strong>General<\/strong> tab.<\/li>\n\n\n\n<li>Enable <strong>Auto-reconcile Xero transactions<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"433\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-20-1024x433.png\" alt=\"\" class=\"wp-image-27330\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-20-1024x433.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-20-300x127.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-20-768x325.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-20-1080x457.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-20-60x25.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-20-150x63.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-20.png 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> this feature does <strong>NOT<\/strong> apply to <strong>bank transfers<\/strong> (payouts) \u2014 they must be reconciled manually.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For more information, see <a href=\"https:\/\/synder.com\/help\/automatic-xero-bank-reconciliation-feature\/\">Automatic Xero bank reconciliation<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to the Synder team<\/em><\/a> via online support chat or email with any questions \u2014 we&#8217;re always happy to help.<\/p>\n\n\n<style>\r\n.guide-feedback-pilot{max-width:760px;margin:0 auto;}\r\n.guide-feedback-pilot > p:first-of-type{margin:0 0 20px !important;text-align:center;font-size:22px;line-height:1.35;font-weight:700;}\r\n.guide-feedback-pilot > p:nth-of-type(2){display:flex;justify-content:center;align-items:center;margin:0 0 18px;text-align:center;}\r\n.guide-feedback-pilot .wpcf7-list-item{margin:0 18px !important;}\r\n.guide-feedback-pilot > 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Getting Started with the Setup How to check that Per-Transaction Sync is working correctly Changing the mode Per-Transaction Sync with QuickBooks Per-Transaction Sync with Xero Per-Transaction Sync is a Synder mode that records each financial event \u2014 sales, refunds, fees, and payments \u2014 as a separate entry in your [&hellip;]<\/p>\n","protected":false},"author":25,"featured_media":0,"comment_status":"open","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":[2,359],"tags":[],"ppma_author":[339],"class_list":["post-17329","post","type-post","status-publish","format-standard","hentry","category-get-started","category-choose-sync-mode"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Per Transaction Sync: Synder User Guide<\/title>\n<meta name=\"description\" content=\"Set up and use Per-Transaction Sync in Synder to record sales, refunds, fees, and payments as individual entries in QuickBooks or Xero.\" \/>\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\/synder-user-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Per Transaction Sync: Synder User Guide\" \/>\n<meta property=\"og:description\" content=\"Set up and use Per-Transaction Sync in Synder to record sales, refunds, fees, and payments as individual entries in QuickBooks or Xero.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/synder-user-guide\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2021-10-22T11:14:26+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-05-05T20:49:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-7.png\" \/>\n<meta name=\"author\" content=\"anastasiaplotka\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"anastasiaplotka\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Per Transaction Sync: Synder User Guide","description":"Set up and use Per-Transaction Sync in Synder to record sales, refunds, fees, and payments as individual entries in QuickBooks or Xero.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/synder.com\/help\/synder-user-guide\/","og_locale":"en_US","og_type":"article","og_title":"Per Transaction Sync: Synder User Guide","og_description":"Set up and use Per-Transaction Sync in Synder to record sales, refunds, fees, and payments as individual entries in QuickBooks or Xero.","og_url":"https:\/\/synder.com\/help\/synder-user-guide\/","og_site_name":"Synder","article_published_time":"2021-10-22T11:14:26+00:00","article_modified_time":"2026-05-05T20:49:45+00:00","og_image":[{"url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2021\/10\/image-7.png","type":"","width":"","height":""}],"author":"anastasiaplotka","twitter_card":"summary_large_image","twitter_misc":{"Written by":"anastasiaplotka"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/synder.com\/help\/synder-user-guide\/#article","isPartOf":{"@id":"https:\/\/synder.com\/help\/synder-user-guide\/"},"author":{"name":"anastasiaplotka","@id":"https:\/\/synder.com\/help\/#\/schema\/person\/76a9ca8501e764923931eb0ec1fa6f6e"},"headline":"Per-Transaction mode: Complete Setup &amp; 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