{"id":20972,"date":"2024-03-21T20:19:27","date_gmt":"2024-03-21T20:19:27","guid":{"rendered":"https:\/\/synder.com\/help\/?p=20972"},"modified":"2026-05-05T20:49:08","modified_gmt":"2026-05-05T20:49:08","slug":"how-to-manually-sync-transactions-from-synder-to-my-books","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-manually-sync-transactions-from-synder-to-my-books\/","title":{"rendered":"How to Manually Sync Transactions From Synder to My Books"},"content":{"rendered":"\n<p>Our general recommendation is to have auto-sync on, but there may be cases where you might need to sync the transactions imported to Synder manually. For example, if you import historical data and want to sync only a portion of transactions&nbsp;to your books.<\/p>\n\n\n\n<p>In order to manually sync transactions to your books, you need to filter out the transactions with the status \u201cReady to Sync\u201d.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Within Synder, navigate to &#8220;Platform Transactions&#8221;.<\/li><li>Locate the &#8220;Sync Status&#8221; filter at the top of the page.<\/li><li>Select the &#8220;Ready to Sync&#8221; transaction status.<\/li><li>Click &#8220;Apply Filter&#8221;.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"378\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/03\/Manually-1-1024x378.png\" alt=\"\" class=\"wp-image-20973\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/03\/Manually-1-1024x378.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/03\/Manually-1-300x111.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/03\/Manually-1-768x283.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/03\/Manually-1-1536x567.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/03\/Manually-1-2048x756.png 2048w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/03\/Manually-1-60x22.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/03\/Manually-1-150x55.png 150w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>Select all filtered transactions.<\/li><li>Click &#8220;Actions&#8221; and then select &#8220;Sync&#8221;.<\/li><\/ul>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block\"><div class=\"advgb-images-slider\" data-slick=\"{&quot;rtl&quot;: false}\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/03\/Manually-2-1.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/03\/Manually-3-1.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><\/div><\/div>\n\n\n\n<p>If done right, you should see these transactions with status \u201cScheduled\u201d along with the bar specifying how many transactions are left to sync. Once the transactions have been synced, check the results. If you have any transactions with the statuses other than \u201cSynced\u201d, click \u201cExplain\u201d and scroll down to check the reason behind it and how to fix it.<\/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\/20972#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=\"74\"\/><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>Our general recommendation is to have auto-sync on, but there may be cases where you might need to sync the transactions imported to Synder manually. For example, if you import historical data and want to sync only a portion of transactions&nbsp;to your books. In order to manually sync transactions to your books, you need to [&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],"tags":[],"ppma_author":[338],"class_list":["post-20972","post","type-post","status-publish","format-standard","hentry","category-get-started","category-synder-dashboard"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Manually Sync Transactions from Synder to Your Books<\/title>\n<meta name=\"description\" content=\"Discover how to manually sync transactions from Synder to your books with this easy guide. Ensure accurate financial records today!\" \/>\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-manually-sync-transactions-from-synder-to-my-books\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Manually Sync Transactions from Synder to Your Books\" \/>\n<meta property=\"og:description\" content=\"Discover how to manually sync transactions from Synder to your books with this easy guide. Ensure accurate financial records today!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/how-to-manually-sync-transactions-from-synder-to-my-books\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2024-03-21T20:19:27+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-05-05T20:49:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/03\/Manually-1-1024x378.png\" \/>\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=\"3 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Manually Sync Transactions from Synder to Your Books","description":"Discover how to manually sync transactions from Synder to your books with this easy guide. 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