{"id":20529,"date":"2023-12-13T12:18:46","date_gmt":"2023-12-13T12:18:46","guid":{"rendered":"https:\/\/synder.com\/help\/?p=20529"},"modified":"2026-03-30T19:20:41","modified_gmt":"2026-03-30T19:20:41","slug":"synder-revrec-product-and-price-plans-mapping","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/synder-revrec-product-and-price-plans-mapping\/","title":{"rendered":"Synder RevRec: Plans and Discounts Mapping"},"content":{"rendered":"\n

Before you start syncing data from your Stripe with the Synder Revenue Recognition feature, you need to create mapping for Stripe prices. Synder displays product+price combinations ONLY if at least one of them is active in your Stripe.
If both the product and its price are archived, it won\u2019t show up in the mapping. <\/p>\n\n\n\n

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

  1. Understanding recurring products\/prices in Stripe<\/a><\/li>
  2. Plans (Stripe prices) mapping to QuickBooks<\/a><\/li>
  3. Discounts mapping to QuickBooks<\/a><\/li>
  4. Missing prices and canceled syncs<\/a><\/li><\/ol>\n\n\n\n

    Understanding recurring products\/prices in Stripe<\/strong><\/h2>\n\n\n\n

    Let\u2019s take a quick look at the products in Stripe. In the screenshot below, you can see 3 different types of products:<\/p>\n\n\n\n

    1. A one-time Stripe product: Synder will recognize such items right away as income, with no recognition as liability each month\/year.<\/li>
    2. A recurring product (a yearly product in the example below) having the \u201cproduct price\/period\u201d tag:. Synder will allocate such products\u2019 income throughout 12 months.<\/li>
    3. A \u201cStarter subscription\u201d product<\/strong> (in the below example it has 3 \u201cprices<\/strong>, standing for yearly, half-yearly, and monthly subscriptions):   Synder\u2019s mapping in this case will have 3 lines, enabling you to map each price to a different category.<\/li><\/ol>\n\n\n\n

      <\/p>\n\n\n\n

      So, in order to accurately set up Stripe products for revenue recognition, the products should be recurring, and you should have proper billing periods (monthly\/yearly\/etc.).<\/p>\n\n\n\n

      <\/p>\n\n\n\n

      Plans (Stripe prices) mapping to QuickBooks<\/strong><\/h2>\n\n\n\n

      Here are a few basics about mapping in Synder RevRec:<\/p>\n\n\n\n

      1. Synder will display all recurring and one-time products and prices from your Stripe account.<\/li>
      2. You need to map all the product prices that are used in subscriptions, as they\u2019ll go via revenue recognition. If there are no one-time products in your subscription, you can leave them unmapped.<\/li>
      3. If the product isn\u2019t mapped, the transaction containing this product won\u2019t be synchronized.<\/li>
      4. You won\u2019t be able to see a product if it\u2019s archived and its price is archived as well. Unarchive one of them (either the product or price), and the product will appear on the mapping.<\/li>
      5. The mapping will remain unbroken if you change the product name in QuickBooks or Stripe.<\/li><\/ol>\n\n\n\n

        Plans mapping<\/strong><\/p>\n\n\n\n

        1. Go under Revenue Recognition<\/em> \u2192 Configurations tab<\/em> \u2192 Plans mapping.<\/em><\/li>
        2. The list of plans<\/strong> to map contains Stripe product names + Stripe price names. So if you have the \u201cLarge\u201d subscription plan, which you bill according to the monthly and yearly price, you will see 2 lines to map here.<\/li><\/ol>\n\n\n\n

          <\/p>\n\n\n\n

          1. Map your QuickBooks Product under the Accounting product name.<\/strong>
            Make sure you have a product in QuickBooks to map. The most important thing about products you\u2019re mapping in Synder Revenue Recognition is to ensure they are linked to the deferred revenue<\/strong> (liability) account in your books.<\/li><\/ol>\n\n\n\n

            <\/p>\n\n\n\n

            Tip: If you\u2019ve been using an account for manual revenue recognition before, we recommend creating a subaccount or using a different account for automation. This way, you\u2019ll be able to clearly see the transactions synced by Synder and easily reconcile them.<\/em><\/p>\n\n\n\n

            1. Map the accounts for revenue recognition under the income account.<\/strong>
              Use your income categories here. You can map all plans to the same income account or use different ones depending on the products or billing periods.<\/li>
            2. Once you map a QuickBooks Product and income account to a Stripe price and save (click Update <\/em>on the mapping page), the product will go under the Mapped tab<\/em>.<\/li>
            3. Default product mapping.
              Sometimes, there are situations when the price isn\u2019t available in Stripe (usually, due to technical issues of Stripe or if the product was permanently deleted from Stripe).  If this happens, the default product and default income account will be used to sync the data over to the books.<\/li><\/ol>\n\n\n\n

              <\/p>\n\n\n\n

              1. Repeat all the steps for the other connected Stripe accounts, if you have any.<\/li><\/ol>\n\n\n\n

                Discounts mapping to QuickBooks<\/strong><\/h2>\n\n\n\n

                The discounts will be showing up as line items in QuickBooks invoices, so all the Stripe coupons should be mapped to a product and income account in QuickBooks. 
                Depending on your discount processing mode, you\u2019ll see different mapping options (learn more about discount processing modes here<\/a>).<\/p>\n\n\n\n

                If Synder is set to recognize both product totals and discounts:<\/strong><\/p>\n\n\n\n

                1. Go under Revenue Recognition<\/em> \u2192 Configurations tab<\/em> \u2192 Discounts mapping.<\/em><\/li>
                2. Map your Stripe coupons (discounts) to a QuickBooks product and income account, the same way as for the plans above.<\/li><\/ol>\n\n\n\n

                  Note:<\/strong> Make sure your discount product is linked to the same deferred revenue account as the other products.<\/em><\/p>\n\n\n\n

                  <\/p>\n\n\n\n

                  1. Set a default discount product and default income account. If the discount was deleted in Stripe, it\u2019s going to be synced to this default product.<\/li><\/ol>\n\n\n\n

                    If Synder is set to recognize only discounted product totals<\/strong>:<\/p>\n\n\n\n

                    1. Go under Revenue Recognition<\/em> \u2192 Configurations tab<\/em> \u2192 Discounts mapping.<\/em><\/li>
                    2. Set a default discount product from your QuickBooks. <\/li><\/ol>\n\n\n\n

                      Note:<\/strong> Your default discount product should be linked to the same deferred revenue account as your regular subscription plans.<\/em><\/p>\n\n\n\n

                      <\/p>\n\n\n\n

                      Map the discounts for all the connected Stripe accounts.<\/p>\n\n\n\n

                      Missing prices and canceled syncs<\/strong><\/h2>\n\n\n\n

                      If you\u2019ve canceled syncs for Synder RevRec transactions, firstly, check the sync log (clicking Explain <\/em>next to the cancellation status). If the reason for sync cancellation is insufficient mapping, here are the steps to remedy that:<\/p>\n\n\n\n

                      <\/p>\n\n\n\n

                      -Check your Unmapped <\/em>tab by switching on the Products causing canceled syncs<\/em> toggle. This will show you only the products that caused canceled syncs.
                      You can either map all the products or just the products that caused canceled syncs, and sync the transactions again in the Platform transactions tab. This time, it\u2019s going to work out.<\/p>\n\n\n\n

                      <\/p>\n\n\n\n

                      -If your Unmapped tab <\/em>is empty,<\/strong> you most likely have an archived product and archived price used in the transaction. Go to your Stripe account and unarchive the product or price under the Product catalog<\/em>.<\/p>\n\n\n\n

                      <\/p>\n\n\n\n

                      Reach out to the Synder team<\/em><\/a> 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