{"id":19540,"date":"2023-04-27T22:32:19","date_gmt":"2023-04-27T22:32:19","guid":{"rendered":"https:\/\/synder.com\/help\/?p=19540"},"modified":"2026-05-05T20:49:21","modified_gmt":"2026-05-05T20:49:21","slug":"how-to-connect-another-client-to-synder","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-connect-another-client-to-synder\/","title":{"rendered":"How to Connect Another Client to Synder"},"content":{"rendered":"\n<p>As an accountant, you may need to add a new client to Synder. Follow the steps described in this helpful guide to learn how to connect a new client (organization, company) to your Synder account.<\/p>\n\n\n\n<p style=\"margin-bottom: 5px\"><b>Overview:<\/b><\/p>\n<ol>\n\t<li style=\"margin-bottom: 5px\"><p style=\"margin-bottom: 5px\"><a href=\"#1\">Add a new client<\/a><\/p><\/li>\n\t<li style=\"margin-bottom: 5px\"><p style=\"margin-bottom: 5px\"><a href=\"#2\">Onboard the new client<\/a><\/p><\/li>\n\t<li style=\"margin-bottom: 5px\"><p style=\"margin-bottom: 5px\"><a href=\"#3\">Benefits for accountants<\/a><\/p><\/li>\n<\/ol>\n\n\n\n<h2 id=\"1\"><strong>Add a new client<\/strong><\/h2>\n\n\n\n<p>To add a new client, navigate to the upper-left corner of the Synder page and click on <em>Connect client.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"546\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/1683812815986-1-1024x546.jpg\" alt=\"\" class=\"wp-image-19666\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/1683812815986-1-1024x546.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/1683812815986-1-300x160.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/1683812815986-1-768x409.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/1683812815986-1-60x32.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/1683812815986-1-150x80.jpg 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/1683812815986-1.jpg 1216w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 id=\"2\"><strong>Onboard the new client<\/strong><\/h2>\n\n\n\n<p>To connect a new client to Synder, follow the steps described in one of the guides below, depending on the accounting company you need to connect:<\/p>\n\n\n\n<p>1. for Synder accounting users;<\/p>\n\n\n\n<p>2. for <a href=\"https:\/\/synder.com\/help\/connect-quickbooks-online-to-synder\/\">QuickBooks Onine and Xero<\/a> users;<\/p>\n\n\n\n<p>3. for <a href=\"https:\/\/synder.com\/help\/how-to-connect-quickbooks-desktop-to-synder-connector\/\">QuickBooks Desktop<\/a> users.<\/p>\n\n\n\n<h2 id=\"3\"><strong>Benefits for accountants<\/strong><\/h2>\n\n\n\n<p>Adding more clients to Synder provides you with a range of benefits: the more clients you connect, the bigger your discount! Check out all the details <a href=\"https:\/\/synder.com\/industry\/accounting-with-synder\/#pricing\">here<\/a>.<\/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\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\">\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\/19540#wpcf7-f27109-o1\" method=\"post\" class=\"wpcf7-form init\" aria-label=\"Contact form\" novalidate=\"novalidate\" data-status=\"init\">\n<div style=\"display: none;\">\n<input type=\"hidden\" name=\"_wpcf7\" value=\"27109\" \/>\n<input type=\"hidden\" name=\"_wpcf7_version\" value=\"5.9.8\" \/>\n<input type=\"hidden\" name=\"_wpcf7_locale\" value=\"en_US\" \/>\n<input type=\"hidden\" name=\"_wpcf7_unit_tag\" value=\"wpcf7-f27109-o1\" \/>\n<input type=\"hidden\" name=\"_wpcf7_container_post\" value=\"0\" \/>\n<input type=\"hidden\" name=\"_wpcf7_posted_data_hash\" value=\"\" \/>\n<\/div>\n<div class=\"guide-feedback-pilot\">\n\t<p><strong>Was this guide helpful?<\/strong>\n\t<\/p>\n\t<p><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\t<\/p>\n\t<p><input class=\"wpcf7-form-control wpcf7-submit has-spinner\" type=\"submit\" value=\"Send feedback\" \/>\n\t<\/p>\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=\"163\"\/><script>document.getElementById( \"ak_js_1\" ).setAttribute( \"value\", ( new Date() ).getTime() );<\/script><\/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>As an accountant, you may need to add a new client to Synder. Follow the steps described in this helpful guide to learn how to connect a new client (organization, company) to your Synder account. Overview: Add a new client Onboard the new client Benefits for accountants Add a new client To add a new [&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":""},"categories":[2,362,62],"tags":[],"ppma_author":[338],"class_list":["post-19540","post","type-post","status-publish","format-standard","hentry","category-get-started","category-synder-dashboard","category-account-billing"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Connect Another Client to Synder - Synder<\/title>\n<meta name=\"description\" content=\"Expand your Synder experience by connecting additional clients. Follow our comprehensive guide to set up multiple accounts effortlessly.\" \/>\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\/how-to-connect-another-client-to-synder\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Connect Another Client to Synder - Synder\" \/>\n<meta property=\"og:description\" content=\"Expand your Synder experience by connecting additional clients. Follow our comprehensive guide to set up multiple accounts effortlessly.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/how-to-connect-another-client-to-synder\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2023-04-27T22:32:19+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-05-05T20:49:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2023\/05\/1683812815986-1-1024x546.jpg\" \/>\n<meta name=\"author\" content=\"George Bylin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"George Bylin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Connect Another Client to Synder - Synder","description":"Expand your Synder experience by connecting additional clients. 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