{"id":19092,"date":"2022-10-19T03:19:28","date_gmt":"2022-10-19T03:19:28","guid":{"rendered":"https:\/\/synder.com\/help\/?p=19092"},"modified":"2026-09-28T16:45:36","modified_gmt":"2026-09-28T16:45:36","slug":"how-summary-sync-works","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-summary-sync-works\/","title":{"rendered":"How Summary Sync Works: User Guide"},"content":{"rendered":"\n<ul class=\"wp-block-advgb-summary advgb-toc alignnone\">\n<li class=\"toc-level-1\"><a href=\"#working-with-summary-sync-9a7d29b4-70ab-47f5-af13-e3813cf1ba7a\">Working with Summary Sync<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#how-to-check-summary-sync-is-working-a0e81df2-239b-4005-bdd9-139beda72c26\">How to check Summary Sync is working<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#applying-changes-to-synced-summaries-91642f74-7153-4949-b250-20ef462bcf30\">Applying changes to synced summaries<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#important-details-to-know-c7abb873-6f9d-4a40-85ad-0757982b3e04\">Important details to know<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#i-need-to-change-a-summary-that-was-already-synced-1e818ff0-ae06-4ca9-9ccd-551b3b51d086\">I need to change a summary that was already synced<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#frequently-asked-questions-fe382598-a774-442f-b54a-2b2dcda50287\">Frequently asked questions<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This guide explains how Summary Sync works in Synder and what data it posts to your accounting platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is a reference guide, not a setup walkthrough. It explains how to interpret and work with Summary Sync after your platforms are connected.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Use this guide if:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You selected <strong>Summary Sync<\/strong> when creating your Synder organization.<\/li>\n\n\n\n<li>You want accounting data posted in an aggregated format rather than transaction by transaction.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This guide does not cover detailed integration or connection steps. If you use <strong>Per Transaction Sync<\/strong>, see: <a href=\"https:\/\/synder.com\/help\/synder-user-guide\/\"><strong>[Per Transaction Sync Guide]<\/strong><\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"working-with-summary-sync-9a7d29b4-70ab-47f5-af13-e3813cf1ba7a\"><strong>Working with Summary Sync<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Summary Sync groups transactions from your connected platforms into summaries for a selected period and syncs each summary to your accounting platform as one aggregated record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/youtu.be\/Y0WULp80H6w\">How to sync Daily Summaries from Shopify and Stripe into QuickBooks Online with Synder<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"connect-your-platforms-eed13400-bcb7-4703-8aec-940a8b2efefa\"><strong>Connect your platforms<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Synder generates summaries after your sales platforms and accounting platform are connected to your Synder organization.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open your Synder organization.<\/li>\n\n\n\n<li>Connect your sales and payment platforms.<\/li>\n\n\n\n<li>Connect your accounting platform.<\/li>\n\n\n\n<li>Select a synchronization mode.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"632\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-1024x632.png\" alt=\"\" class=\"wp-image-25560\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-1024x632.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-300x185.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-768x474.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-1536x948.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-1080x666.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-60x37.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-150x93.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"import-transactions-into-synder-and-review-them-52e76ad6-eb23-40eb-8fbc-9cac963d173d\"><strong>Import transactions into Synder and review them<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">After all platforms are connected, Synder prompts you to select the start date for importing data for each connected platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">During the trial period, you can import up to two months of data to test Synder. After the trial period, you can subscribe and import more historical data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Summaries appear once the import is complete.<\/p>\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\/2022\/10\/image-5-1024x733.png\" alt=\"\" class=\"wp-image-25565\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-5-1024x733.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-5-300x215.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-5-768x550.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-5-1536x1099.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-5-1080x773.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-5-60x43.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-5-150x107.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-5.png 1600w\" 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=\"474\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-1-1024x474.png\" alt=\"\" class=\"wp-image-25561\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-1-1024x474.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-1-300x139.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-1-768x355.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-1-1536x710.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-1-1080x500.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-1-60x28.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-1-150x69.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-1.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"review-and-complete-mapping-02867d72-9518-456f-9290-8122eb0de2d7\"><strong>Review and complete mapping<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Mapping defines which accounts each part of a summary is posted to, such as revenue, fees, and taxes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In <strong>Mapping<\/strong>, review the default account assignments suggested for each transaction type and update them as needed.<\/p>\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\/2022\/10\/image-7-1024x504.png\" alt=\"\" class=\"wp-image-25567\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-7-1024x504.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-7-300x148.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-7-768x378.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-7-1536x756.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-7-1080x531.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-7-60x30.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-7-150x74.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-7.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In addition to standard mapping options (for example, mapping by SKU, region, or class), you can create <strong>custom groups<\/strong> using special rules to define conditions that control how specific summary amounts are posted.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each mapping rule:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Specifies the destination account in your accounting platform.<\/li>\n\n\n\n<li>Controls how summary amounts are grouped and recorded in your books.<br><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">After you save the mapping, Synder applies these rules to new summary syncs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To learn more about custom groups, see: <a href=\"https:\/\/synder.com\/help\/summary-sync-understanding-the-mapping-groups\/\"><strong>[Mapping Groups in Synder]<\/strong><\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"test-syncing-one-summary-36ed1a04-92aa-43df-a9ee-7b772f6fe323\"><strong>Test syncing one summary<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Return to the <strong>Summaries<\/strong> section.<\/li>\n\n\n\n<li>Select a summary that shows as ready to sync.<\/li>\n\n\n\n<li>Click <strong>Sync<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"392\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-2-1024x392.png\" alt=\"\" class=\"wp-image-25562\" style=\"width:771px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-2-1024x392.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-2-300x115.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-2-768x294.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-2-1536x588.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-2-1080x413.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-2-60x23.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-2-150x57.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-2.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check your accounting platform to confirm the summary was posted correctly..<\/li>\n\n\n\n<li>In Synder, open the summary menu (three dots) and select <strong>See details<\/strong> to review the included transactions.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"324\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/Screenshot-at-Feb-10-22-20-36-1024x324.png\" alt=\"\" class=\"wp-image-25588\" style=\"width:841px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/Screenshot-at-Feb-10-22-20-36-1024x324.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/Screenshot-at-Feb-10-22-20-36-300x95.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/Screenshot-at-Feb-10-22-20-36-768x243.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/Screenshot-at-Feb-10-22-20-36-1080x342.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/Screenshot-at-Feb-10-22-20-36-60x19.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/Screenshot-at-Feb-10-22-20-36-150x48.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/Screenshot-at-Feb-10-22-20-36.png 1206w\" 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=\"525\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-3-1024x525.png\" alt=\"\" class=\"wp-image-25563\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-3-1024x525.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-3-300x154.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-3-768x394.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-3-1536x787.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-3-1080x554.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-3-60x31.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-3-150x77.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-3.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"adjust-settings-and-enable-autosync-optional-0a813816-c101-4165-9e35-23e4d2b55f40\"><strong>Adjust settings and enable auto-sync (optional)<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If needed, review or adjust your Summary Sync settings in the Settings section. If needed, update Summary Sync settings in <strong>Settings<\/strong>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In <strong>General<\/strong>, select the <strong>Synchronization frequency<\/strong> and <strong>Summary period<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"588\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-6-1024x588.png\" alt=\"\" class=\"wp-image-25566\" style=\"width:773px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-6-1024x588.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-6-300x172.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-6-768x441.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-6-1536x881.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-6-1080x620.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-6-60x34.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-6-150x86.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-6.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To track <strong>Cost of Goods Sold<\/strong>, enable it in the <strong>Products and Services<\/strong> tab.<br><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-check-summary-sync-is-working-a0e81df2-239b-4005-bdd9-139beda72c26\"><strong>How to check Summary Sync is working<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In <strong>Mapping<\/strong>, confirm:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Synder detected transaction types from imported data.<\/li>\n\n\n\n<li>Accounts from your Chart of Accounts are available in the account dropdowns.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">After <strong>syncing<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Summaries move to the <strong>Synced<\/strong> status in Synder.<\/li>\n\n\n\n<li>Corresponding documents appear in your accounting platform.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"applying-changes-to-synced-summaries-91642f74-7153-4949-b250-20ef462bcf30\"><strong>Applying changes to synced summaries<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Changes to mapping or summary settings apply only to newly built summaries. To update a summary that was already synced, roll it back, rebuild it, and sync it again.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In <strong>Summaries<\/strong>, select the summary menu (three dots).<\/li>\n\n\n\n<li>Select <strong>Rollback<\/strong>.<\/li>\n\n\n\n<li>Select <strong>Rebuild<\/strong>.<\/li>\n\n\n\n<li>Sync the summary again.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"367\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-4-1024x367.png\" alt=\"\" class=\"wp-image-25564\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-4-1024x367.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-4-300x107.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-4-768x275.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-4-1536x550.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-4-1080x387.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-4-60x21.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-4-150x54.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/10\/image-4.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Rebuilding recreates the summary using updated mapping and settings.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"important-details-to-know-c7abb873-6f9d-4a40-85ad-0757982b3e04\"><strong>Important details to know<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This section highlights key behaviors and limitations of Summary Sync that affect how data is posted, configured, and maintained over time.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Summary Sync posts <strong>one aggregated record per summary period<\/strong>, not individual transactions.<\/li>\n\n\n\n<li><strong>Mapping is required<\/strong> before syncing summaries.<\/li>\n\n\n\n<li>Synder pricing is based on the subscription plan, not on the sync mode.<\/li>\n\n\n\n<li>You can <strong>rollback<\/strong>, <strong>rebuild<\/strong>, and <strong>re-sync<\/strong> summaries as needed.<\/li>\n<\/ul>\n\n\n\n<h1 class=\"wp-block-heading\"><strong>Common issues<\/strong><\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">Below are the most frequent issues users encounter when working with summaries, along with the steps required to resolve them safely.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Problem: A summary failed to sync.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If a summary fails to sync:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the summary details.<\/li>\n\n\n\n<li>Review the error message in Synder.<\/li>\n\n\n\n<li>Check <strong>Mapping<\/strong> and confirm all required accounts are selected. A common cause is missing mapping for a newly detected data type.<\/li>\n\n\n\n<li>Save mapping changes.<\/li>\n\n\n\n<li>Rebuild the summary and sync again.<br><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"i-need-to-change-a-summary-that-was-already-synced-1e818ff0-ae06-4ca9-9ccd-551b3b51d086\"><strong>I need to change a summary that was already synced<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To change a synced summary:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Roll back the synced summary.<\/li>\n\n\n\n<li>Update mapping or settings.<\/li>\n\n\n\n<li>Rebuild the summary.<\/li>\n\n\n\n<li>Sync the summary again.<br><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"frequently-asked-questions-fe382598-a774-442f-b54a-2b2dcda50287\"><strong>Frequently asked questions<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Why don\u2019t I see individual transactions in my accounting platform?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Summary Sync posts aggregated summaries, not individual transactions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What does the Fetching status mean?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fetching means Synder is still importing transactions for that summary period from your connected platforms.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Can I change the summary period (for example, daily or per payout)?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. You can choose or change the summary period in the Settings section of your organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to Synder Team<\/em><\/a><strong>&nbsp;<\/strong>via online support chat or email with any questions you have \u2013 we are always happy to help you!<\/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 > p:nth-of-type(3){display:none;max-width:760px;margin:16px auto 20px;text-align:left;}\r\n.guide-feedback-pilot:has(input[type=\"radio\"][value=\"No\"]:checked) > p:nth-of-type(3){display:block;}\r\n.guide-feedback-pilot textarea{width:100%;min-height:75px;border:1px solid #d6dbe1;border-radius:6px;padding:14px;font-size:16px;box-sizing:border-box;}\r\n.guide-feedback-pilot > p:last-of-type{text-align:center;margin-top:10px;}\r\n.guide-feedback-pilot .wpcf7-submit{position:absolute !important;left:-9999px !important;width:1px !important;height:1px !important;opacity:0 !important;pointer-events:none !important;}\r\n<\/style>\r\n\n<div class=\"wpcf7 no-js\" id=\"wpcf7-f27109-o1\" lang=\"en-US\" dir=\"ltr\" data-wpcf7-id=\"27109\">\n<div class=\"screen-reader-response\"><p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\"><\/p> <ul><\/ul><\/div>\n<form action=\"\/help\/wp-json\/wp\/v2\/posts\/19092\/#wpcf7-f27109-o1\" method=\"post\" class=\"wpcf7-form init\" aria-label=\"Contact form\" novalidate=\"novalidate\" data-status=\"init\">\n<fieldset class=\"hidden-fields-container\"><input type=\"hidden\" name=\"_wpcf7\" value=\"27109\" \/><input type=\"hidden\" name=\"_wpcf7_version\" value=\"6.2.3\" \/><input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/><input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f27109-o1\" \/><input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/><input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<\/fieldset>\n<div class=\"guide-feedback-pilot\">\n<p><strong>Was this guide helpful?<\/strong><\/p>\n<span class=\"wpcf7-form-control-wrap\" data-name=\"helpful\"><span class=\"wpcf7-form-control wpcf7-radio\"><span class=\"wpcf7-list-item first\"><label><input type=\"radio\" name=\"helpful\" value=\"Yes\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/label><\/span><span class=\"wpcf7-list-item last\"><label><input type=\"radio\" name=\"helpful\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/label><\/span><\/span><\/span>\n\n<input class=\"wpcf7-form-control wpcf7-submit has-spinner\" type=\"submit\" value=\"Send feedback\" \/>\n<\/div><p style=\"display: none !important;\" class=\"akismet-fields-container\" data-prefix=\"_wpcf7_ak_\"><label>&#916;<textarea name=\"_wpcf7_ak_hp_textarea\" cols=\"45\" rows=\"8\" maxlength=\"100\"><\/textarea><\/label><input type=\"hidden\" id=\"ak_js_1\" name=\"_wpcf7_ak_js\" value=\"98\"\/><script>\ndocument.getElementById( \"ak_js_1\" ).setAttribute( \"value\", ( new Date() ).getTime() );\n<\/script>\n<\/p><div class=\"wpcf7-response-output\" aria-hidden=\"true\"><\/div>\n<\/form>\n<\/div>\n<script>\r\n(function(){\r\n  function init(){\r\n    document.querySelectorAll(\".wpcf7-form .guide-feedback-pilot\").forEach(function(el){\r\n      var form=el.closest(\"form\"); if(!form||form.dataset.gfpInit) return;\r\n      form.dataset.gfpInit=\"1\";\r\n      el.addEventListener(\"change\",function(e){\r\n        if(e.target&&e.target.name===\"helpful\"&&e.target.checked){\r\n          var btn=form.querySelector(\"input[type=submit],button[type=submit]\"); if(btn) btn.click();\r\n        }\r\n      });\r\n      form.addEventListener(\"wpcf7mailsent\",function(){\r\n        el.innerHTML='<p style=\"text-align:center;font-size:18px;font-weight:600;margin:20px 0;\">Thanks for your feedback!<\/p>';\r\n      });\r\n    });\r\n  }\r\n  if(document.readyState===\"loading\") document.addEventListener(\"DOMContentLoaded\",init); else init();\r\n})();\r\n<\/script>\r\n    \n","protected":false},"excerpt":{"rendered":"<p>Working with Summary Sync How to check Summary Sync is working Applying changes to synced summaries Important details to know I need to change a summary that was already synced Frequently asked questions This guide explains how Summary Sync works in Synder and what data it posts to your accounting platform. This is a reference [&hellip;]<\/p>\n","protected":false},"author":2233,"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":[2,377,359,376],"tags":[],"ppma_author":[338],"class_list":["post-19092","post","type-post","status-publish","format-standard","hentry","category-get-started","category-overview","category-choose-sync-mode","category-transaction-recording-summary"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How Summary Sync Works: User Guide - Synder<\/title>\n<meta name=\"description\" content=\"Dive into the mechanics of Synder&#039;s Summary Sync, a feature that centralizes and 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