{"id":23501,"date":"2024-10-02T12:55:56","date_gmt":"2024-10-02T12:55:56","guid":{"rendered":"https:\/\/synder.com\/help\/?p=23501"},"modified":"2026-09-28T16:48:04","modified_gmt":"2026-09-28T16:48:04","slug":"summary-sync-understanding-the-mapping-groups","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/summary-sync-understanding-the-mapping-groups\/","title":{"rendered":"Summary Sync: Understanding Mapping Groups"},"content":{"rendered":"\n<ul class=\"wp-block-advgb-summary advgb-toc alignnone\">\n<li class=\"toc-level-1\"><a href=\"#what-is-a-mapping-group-66c14f24-be48-4b80-9ef4-52518355f653\">What is a mapping group?<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#how-to-create-a-mapping-group-40a6073f-e953-456e-9551-95a77f7909a1\">How to create a mapping group<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#how-to-map-a-new-group-6fce461e-ead8-404c-b95a-a27fa2bd0125\">How to map a new group<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#how-to-disable-a-group-33488aac-ac30-4480-bacf-644d13600a1d\">How to disable a group<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#what-are-the-default-groups-39176026-f805-4fcb-9345-b4cb25cabbc4\">What are the default groups?<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#important-notes-c1fe69e5-826b-4891-9313-57c2df04f539\">Important notes<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#faq-6df32b04-c9b5-40da-89d0-2c833ea7038c\">FAQ<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This guide explains what a <strong>mapping group<\/strong> is in Synder Summary Sync, how groups control summary lines, and how to create, prioritize, map, or disable them.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use this guide if:<br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You are using Synder <strong>summary sync<\/strong> mode.<br><\/li>\n\n\n\n<li>You want to customize how transactions are categorized.<br><\/li>\n\n\n\n<li>You want to separate specific transactions based on a set of conditions and map them to different accounts.<br><\/li>\n\n\n\n<li>You want to <strong>change the group priority<\/strong>.<br><\/li>\n\n\n\n<li>You want to <strong>create<\/strong> or <strong>disable<\/strong> a group.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Don\u2019t use this guide if:<br><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You need instructions<strong> to rebuild summaries<\/strong> after creating, adjusting, reprioritizing, or disabling groups.<br><br>\u2192 Use the guide on <a href=\"https:\/\/synder.com\/help\/how-to-rebuild-summaries\/\">How to rebuild summaries<\/a> instead.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-is-a-mapping-group-66c14f24-be48-4b80-9ef4-52518355f653\"><strong>What is a mapping group?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A <strong>mapping group<\/strong> is a rule that determines which transaction lines appear in your summaries (journal entries or invoices) and how lines are separated for mapping.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Groups filter transaction data based on conditions such as <strong>transaction type, accounting category, integration, description, memo, amount, and other available fields<\/strong>.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Each transaction line is assigned to one group only, based on priority order.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"example-use-custom-groups-to-split-platform-fees-e60725b6-c0cb-49d5-b7b9-e7ff2a42d522\"><strong>Example: Use custom groups to split platform fees<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><em>You start with one default group for all platform fees. But if you want to break down your platform fees into different categories and map them accordingly, you can set up more groups based on the description of other parameters.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Once the groups are set up, you can <\/em><strong><em>rebuild<\/em><\/strong><em> your summaries and map the new lines to the appropriate accounts.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-create-a-mapping-group-40a6073f-e953-456e-9551-95a77f7909a1\"><strong>How to create a mapping group<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-1-open-groups-ebb4f952-00cc-45ec-8e1c-705e5b34f4a7\"><strong>Step 1: Open Groups<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on the <strong>Mapping<\/strong> dropdown on the left-side menu.<\/li>\n\n\n\n<li>Click on <strong>Groups<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Add group<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Custom groups are labeled as <strong>Type: Custom<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/09\/23501-groups-custom-type.png\" alt=\"Synder Groups page with a custom group shown as Type: Custom\" class=\"wp-image-25706\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-2-define-main-group-conditions-16a9e731-ed65-4775-bbad-5b603514b5e4\"><strong>Step 2: Define main group conditions<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Each group includes the following fields:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Group (name):<\/strong>\n<ul class=\"wp-block-list\">\n<li>Enter a <strong>clear, descriptive name<\/strong>.<\/li>\n\n\n\n<li>The name appears in mapping and summaries.<\/li>\n\n\n\n<li>Renaming updates the mapping immediately.<\/li>\n\n\n\n<li>Existing summaries require <strong>Rebuild<\/strong> to reflect the new name.<br><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Transaction:<\/strong><strong><br><\/strong><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Defines the transaction type coming from the platform.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sale<\/strong> \u2013 Any sales (Invoices, orders) will appear under this group.<\/li>\n\n\n\n<li><strong>Payment<\/strong> \u2013 If your platform generates invoice payments, payments themselves will display under this type.<\/li>\n\n\n\n<li>&nbsp;<strong>Refund<\/strong> \u2013 Platform refunds (not chargebacks)<\/li>\n\n\n\n<li><strong>Expense<\/strong> \u2013 Platform fees, expenses, negative chargeback amounts<\/li>\n\n\n\n<li><strong>Adjustment<\/strong> \u2013 A <strong>fallback group<\/strong> for all other transaction types, e.g., payouts, fee reversals, chargeback returns etc.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Tip<\/em><\/strong>: If you are unsure about which transaction type to select, choose \u201c<strong>All Transactions<\/strong>\u201d and use other fields (like description or amount) to filter for the records you need.<\/p>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><strong>Accounting category<\/strong>\n<ul class=\"wp-block-list\">\n<li>You can select one accounting category per group.<br><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Integration<\/strong>\n<ul class=\"wp-block-list\">\n<li>Integration dropdown lists all your connected integrations.<\/li>\n\n\n\n<li>If you want to have certain groups specific to a particular integration, select it from the list.<br><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Preview<\/strong>\n<ul class=\"wp-block-list\">\n<li>Click \u201c<strong>Preview<\/strong>\u201d to see which transaction lines fall under your selected parameters.<\/li>\n\n\n\n<li>Preview displays line-level data exactly as shown in the Register table (<strong>Summaries \u2192 Register<\/strong>)<\/li>\n\n\n\n<li>If the preview is empty, you either have to adjust the Group conditions or import more data from the platform<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"547\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-1-1024x547.png\" alt=\"\" class=\"wp-image-25704\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-1-1024x547.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-1-300x160.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-1-768x410.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-1-1536x820.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-1-1080x576.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-1-60x32.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-1-150x80.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-1.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-3-define-additional-conditions-14ddb472-5794-4bcb-b655-ca54d5840039\"><strong>Step 3: Define additional conditions<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can add more detailed conditions based on the available data by following these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>Add condition.<\/strong><\/li>\n\n\n\n<li>Select the desired value from the dropdown (description, memo, address, etc.)<\/li>\n\n\n\n<li>Choose the operand (\u201ccontains\u201d, \u201cequals to\u201d, etc.)<\/li>\n\n\n\n<li>Enter the desired value.<\/li>\n\n\n\n<li>Use <strong>Preview<\/strong> to confirm the needed transactions fall under the group.<\/li>\n\n\n\n<li>Click <strong>Create group<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"552\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-2-1024x552.png\" alt=\"\" class=\"wp-image-25705\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-2-1024x552.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-2-300x162.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-2-768x414.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-2-1536x828.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-2-1080x583.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-2-60x32.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-2-150x81.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-2.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-4-add-condition-groups-optional-22df8fb9-b5d3-4ccf-89d0-17f3cb578733\"><strong>Step 4: Add condition groups (optional)<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If the needed transactions can not be filtered out using only one condition, you can add <strong>multiple conditions<\/strong> or <strong>condition sets<\/strong> to build the groups that match your specific criteria.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"730\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-6-1024x730.png\" alt=\"\" class=\"wp-image-25709\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-6-1024x730.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-6-300x214.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-6-768x548.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-6-1536x1095.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-6-400x284.png 400w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-6-1080x770.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-6-60x43.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-6-150x107.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-6.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After completing these steps, your new group is ready! You can now preview your Mappings list and map the group to the desired account.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-map-a-new-group-6fce461e-ead8-404c-b95a-a27fa2bd0125\"><strong>How to map a new group<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on the <strong>Mapping<\/strong> dropdown on the left-side menu.<\/li>\n\n\n\n<li>Click on the <strong>Mappings list<\/strong>.<\/li>\n\n\n\n<li>Locate a new group.<\/li>\n\n\n\n<li>Map it to the desired account.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"438\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-4-1024x438.png\" alt=\"\" class=\"wp-image-25707\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-4-1024x438.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-4-300x128.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-4-768x328.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-4-1536x657.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-4-1080x462.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-4-60x26.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-4-150x64.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-4.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">That\u2019s it! The new group will affect all your newly imported transactions and newly generated summaries.<br><br><strong><em>Note: <\/em><\/strong>To update existing summaries, you need to rebuild them. Use this guide on <a href=\"https:\/\/synder.com\/help\/how-to-rebuild-summaries\/\">How to rebuild summaries<\/a>.\u00a0<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-disable-a-group-33488aac-ac30-4480-bacf-644d13600a1d\"><strong>How to disable a group<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In order to disable the group, follow the steps below:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Access <strong>Groups<\/strong> from the left-side menu.<\/li>\n\n\n\n<li>Click the three-dot menu next to the group.<\/li>\n\n\n\n<li>Select <strong>Disable group<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"blob:https:\/\/synder.com\/ef8f0a12-1bc6-4619-b3a0-8505a1499b2f\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">After following these steps, the group will no longer be assigned to any new transactions. If you want to remove the group from your existing summaries, you will need to rebuild them (<a href=\"https:\/\/synder.com\/help\/how-to-rebuild-summaries\/\">learn more here<\/a>).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-are-the-default-groups-39176026-f805-4fcb-9345-b4cb25cabbc4\"><strong>What are the default groups?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When you connect an account to Summary Sync, <strong>default groups are created automatically<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You <strong>cannot edit or delete default groups<\/strong>.<\/li>\n\n\n\n<li>You can always create <strong>new custom groups<\/strong> to override the default ones.<\/li>\n\n\n\n<li>If no custom group matches a transaction line, it falls into a <strong>default group<\/strong>.<\/li>\n\n\n\n<li>Groups apply in <strong>priority order<\/strong> (top to bottom).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Check the list of default groups below:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Group name<\/td><td>Group conditions<\/td><\/tr><tr><td>Bank&nbsp;<\/td><td>Grouping: transaction = ANY (e.g. Transfer); Accounting category = Bank; amount &gt; 0.<\/td><\/tr><tr><td>Clearing&nbsp;<\/td><td>Grouping: transaction = ANY (e.g. Payment, Expense); Accounting category = Clearing<\/td><\/tr><tr><td>Discounts&nbsp;<\/td><td>Grouping: transaction = ANY; Accounting category = Discounts<\/td><\/tr><tr><td>Exchange gain or loss&nbsp;<\/td><td>Grouping: transaction = ANY; Accounting category = Exchange Gain or Loss<\/td><\/tr><tr><td>Expenses&nbsp;<\/td><td>Grouping: transaction = ANY; Accounting category = Expenses<\/td><\/tr><tr><td>Chargebacks&nbsp;<\/td><td>Grouping: transaction = Expense, Adjustment (Expense, Deposit); Accounting category = Income NEW and Commission and Fees + NEW and Deferred Revenue + Line description contains: \u201cchargeback withdrawal\u201d or \u201cchargeback reversal\u201d (should it be available for old users?)<\/td><\/tr><tr><td>Fees&nbsp;<\/td><td>Grouping: transaction = ANY; Accounting category = Commissions and Fees<\/td><\/tr><tr><td>Gift card liability&nbsp;<\/td><td>Grouping: transaction = ANY; Accounting category = Gift Cards<\/td><\/tr><tr><td>Invoices&nbsp;<\/td><td>Grouping: transaction = ANY; Type = Accounts Receivable (for this type the Transaction table will not show any lines)<\/td><\/tr><tr><td>Inventory assets&nbsp;<\/td><td>Grouping: transaction = ANY; Type = Inventory (for this type the Transaction table will not show any lines)<\/td><\/tr><tr><td>Refunds&nbsp;<\/td><td>Grouping: transaction = ANY; Accounting category = Income<\/td><\/tr><tr><td>Recognized revenue<\/td><td>Grouping: Transaction = Adjustment; Accounting category = Income and Integration = RevRec, Amount &gt;=0<\/td><\/tr><tr><td>Recognized Revenue Refunds<\/td><td>Grouping: Transaction = Adjustment; Accounting category = Income and Integration = RevRec, Amount &lt;0<\/td><\/tr><tr><td>Sales&nbsp;<\/td><td>Grouping: transaction = Sales (e.g. Invoice, Sales Receipt); Accounting category = Income<\/td><\/tr><tr><td>Sales tax payable&nbsp;<\/td><td>Grouping: transaction = ANY; Accounting category = Taxes payable<\/td><\/tr><tr><td>Shipping income&nbsp;<\/td><td>Grouping: transaction = ANY; Accounting category = Shipping income<\/td><\/tr><tr><td>Tax withheld by marketplace&nbsp;<\/td><td>Grouping: transaction = ANY; Accounting category = Taxes Paid<\/td><\/tr><tr><td>Unapplied cash payment income&nbsp;<\/td><td>Grouping: transaction = Payment (e.g. Payment); Type = Unapplied cash payment income<\/td><\/tr><tr><td>Customer Balance&nbsp;<\/td><td>Grouping: transaction = ANY; Accounting category = Customer Balance Liability<\/td><\/tr><tr><td>Deferred Revenue&nbsp;<\/td><td>Grouping: transaction = ANY; Accounting category = Deferred Revenue<\/td><\/tr><tr><td>Tips&nbsp;<\/td><td>Grouping: transaction = ANY; Accounting category = Tips income<\/td><\/tr><tr><td>Transfer to balance<\/td><td>Grouping: transaction = Adjustment (e.g. Transfer); Type = Bank; Amount &lt; 0<\/td><\/tr><tr><td>Bad Debts&nbsp;<\/td><td>Grouping: Transaction = ANY; Accounting category = Bad Debts<\/td><\/tr><tr><td>Cost of Goods sold&nbsp;<\/td><td>Grouping: Transaction = ANY; Accounting category = Cost of Goods sold<\/td><\/tr><tr><td>Rounding&nbsp;<\/td><td>Grouping: Transaction = ANY; Accounting category = Rounding<\/td><\/tr><tr><td>Uncategorized&nbsp;<\/td><td>Grouping: transaction = ANY; Accounting category = ANY, Integrations = ANY.&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><br>Note: The uncategorized group is assigned <strong>only<\/strong> if none of the above groups apply. You can see which transactions are in this group (if any) in the <strong>Summaries<\/strong> \u2192<strong> Register table<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What it looks like in QuickBooks Online<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Each <strong>mapping group<\/strong> posts to the account you mapped it to, so a synced summary lands in your books as one line per group \u2014 Clearing, Fees, Sales, Taxes, Shipping, and so on:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"900\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/23501-mapping-groups-qbo-result.png\" alt=\"Synder summary journal entry in QuickBooks Online with each mapping group posted to its own account\" class=\"wp-image-31427\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/23501-mapping-groups-qbo-result.png 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/23501-mapping-groups-qbo-result-300x225.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/23501-mapping-groups-qbo-result-1024x768.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/23501-mapping-groups-qbo-result-768x576.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/23501-mapping-groups-qbo-result-510x382.png 510w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/23501-mapping-groups-qbo-result-1080x810.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/23501-mapping-groups-qbo-result-60x45.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/23501-mapping-groups-qbo-result-150x113.png 150w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"important-notes-c1fe69e5-826b-4891-9313-57c2df04f539\"><strong>Important notes<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Groups are applied according to their priority, <strong>from top to bottom<\/strong>. To change the group priority, simply drag and drop your custom groups to set the priority order in which the groups will apply to transactions.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"342\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-7-1024x342.png\" alt=\"\" class=\"wp-image-25711\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-7-1024x342.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-7-300x100.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-7-768x257.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-7-1536x513.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-7-1080x361.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-7-60x20.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-7-150x50.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/10\/image-7.png 1556w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Newly created groups only apply to newly imported transactions\/summaries. For already generated summaries, you will have to <strong>rebuild<\/strong> them to apply the current group setup.&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>If you <strong>change account names<\/strong> or <strong>turn accounts into subaccounts<\/strong> in your accounting software, these updates won\u2019t automatically appear in the Synder Mapping tab. Summary lines will still sync correctly because Synder uses account IDs, not names. If you\u2019d like the Mapping tab to reflect your current naming structure, you can update the name assigned to groups from the <strong>mappings list<\/strong> manually.&nbsp;<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"faq-6df32b04-c9b5-40da-89d0-2c833ea7038c\"><strong>FAQ<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>How do Mapping Groups work with multiple sales platforms?<\/strong><br><em>By default, all connected integrations are chosen while creating the group. As long as the set conditions are met, the group may apply to several sales platforms. If you need the group to work only for a specific integration, define the needed one in the \u201c<\/em><strong><em>Integrations<\/em><\/strong><em>\u201d tab. <br><\/em><\/li>\n\n\n\n<li><strong>Will summaries be synced without creating the custom mapping groups?<\/strong><br><em>Yes! During the account creation, Synder automatically creates the list of default groups, so your basic mapping is ready to go. Add the custom groups if you need further categorization. <\/em><em><br><\/em><\/li>\n\n\n\n<li><strong>I created new groups, but transactions still fall under the default group. Why?<\/strong><br><em>In this case, you will either have to adjust the group conditions or import more data from the platform, as the necessary transaction may not have been imported yet. Always use Preview to check which transaction falls under the group and adjust the conditions accordingly.<\/em><\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to the Synder Team<\/em><\/a><strong> <\/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\/23501\/#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=\"154\"\/><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>What is a mapping group? How to create a mapping group How to map a new group How to disable a group What are the default groups? Important notes FAQ This guide explains what a mapping group is in Synder Summary Sync, how groups control summary lines, and how to create, prioritize, map, or disable [&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":[2,376,360,379],"tags":[],"ppma_author":[338],"class_list":["post-23501","post","type-post","status-publish","format-standard","hentry","category-get-started","category-transaction-recording-summary","category-configure-core-settings","category-categorization"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Summary Sync: Understanding Mapping Groups - Synder<\/title>\n<meta name=\"description\" content=\"Discover how to use mapping groups, from creation and setting conditions to adjusting priorities and disabling as needed.\" \/>\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\/summary-sync-understanding-the-mapping-groups\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Summary Sync: Understanding Mapping Groups - Synder\" \/>\n<meta property=\"og:description\" content=\"Discover how to use mapping groups, from creation and setting conditions to adjusting priorities and disabling as needed.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/summary-sync-understanding-the-mapping-groups\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta 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