{"id":17905,"date":"2022-04-25T04:46:18","date_gmt":"2022-04-25T04:46:18","guid":{"rendered":"https:\/\/synder.com\/help\/?p=17905"},"modified":"2026-04-03T13:47:24","modified_gmt":"2026-04-03T13:47:24","slug":"how-to-connect-affirm-to-your-accounting-software-via-synder","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-connect-affirm-to-your-accounting-software-via-synder\/","title":{"rendered":"How to Connect Affirm to Your Accounting Software via Synder"},"content":{"rendered":"\n

According to experienced business specialists, the key to gain new customers is to cover more channels of communication with potential clients. Sales platforms such as Stripe, PayPal, Shopify, and eBay provide your customers with an easy and convenient way to complete purchases online so that business owners can enjoy the benefits of an incoming stream of customers. However, many business owners struggle to handle the accounting part that might seem tricky at first glimpse. 
Having connected Affirm to your Accounting company, all your individual transactions along with all the information they contain (customer\u2019s name, transaction amount, taxes, items, taxes, shipping and so on)<\/em> will be automatically recorded <\/a>in the Affirm (required for Synder) account \u2013<\/em> a Clearing account<\/em><\/a> that represents Affirm in your books), categorized<\/a> and prepared for one-click reconciliation<\/a>. Be sure that the system will recognize all payment details and record them in your accounting system to keep your QuickBooks<\/a> or Xero<\/a> reporting accurate and up-to-date in accounting terms.<\/p>\n\n\n\n

Overview:<\/strong><\/p>\n\n\n\n

  1. Start the Affirm integration from scratch<\/a><\/li>
  2. Tips and tricks on the Affirm integration<\/a><\/li>
  3. What data gets synced from Affirm?<\/a><\/li><\/ol>\n\n\n\n

    Start the Affirm integration from scratch<\/strong><\/h2>\n\n\n\n

    1. Create an account<\/strong><\/p>\n\n\n\n

    If you\u2019re getting started with Synder you\u2019ll need to 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 QuickBooks Online or Xero,<\/a> and this article to connect your QuickBooks Desktop<\/a> company.<\/p>\n\n\n\n

    2. Provide your business details<\/strong><\/p>\n\n\n\n

    Going through the set-up process of an Organization<\/a> for your QuickBooks\/Xero company, fill in the information about your business and hit the Next step<\/em> button.<\/p>\n\n\n\n

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    3. Select the platforms you’d like to integrate<\/strong><\/p>\n\n\n\n

    Now you need to select the platforms you would like to connect to Synder<\/strong>. Click View all integrations<\/em> to see the list of all available platforms.
    Note<\/strong>: Mark all the services you are using to receive payments, you will be able to connect all of them right away or skip the connection<\/strong> of particular integrations and set them up any time later.<\/p>\n\n\n\n

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    4. Connect your accounting platform<\/strong><\/p>\n\n\n\n

    Select the accounting company you’d like to connect to Synder and click on Next step.<\/p>\n\n\n\n

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    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

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    Click on Connect <\/em>to connect your accounting company.<\/p>\n\n\n\n

    5. Connect your Affirm account<\/strong><\/p>\n\n\n\n

    Almost there! To complete the setup, you just need to connect your Affirm and other sales platforms to Synder:<\/p>\n\n\n\n