{"id":25571,"date":"2026-02-09T16:23:45","date_gmt":"2026-02-09T16:23:45","guid":{"rendered":"https:\/\/synder.com\/help\/?p=25571"},"modified":"2026-04-10T16:13:31","modified_gmt":"2026-04-10T16:13:31","slug":"how-to-download-the-clearing-account-report-from-quickbooks-online","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-download-the-clearing-account-report-from-quickbooks-online\/","title":{"rendered":"How To Download the Clearing Account Report From QuickBooks Online"},"content":{"rendered":"\n<p><strong>\u00a0<\/strong>To reconcile clearing accounts for integrations, download a summary report from QuickBooks Online.<\/p>\n\n\n\n<p>This guide explains how to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Find the clearing account used by your integration.<br><\/li>\n\n\n\n<li>Run a summary report for the clearing account.<br><\/li>\n\n\n\n<li>Calculate the gross amount captured by the clearing account for a selected period.<br><\/li>\n<\/ul>\n\n\n\n<p>Shopify is used as an example. The same steps apply to other supported integrations.<\/p>\n\n\n\n<p><strong>Use this guide if<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You use QuickBooks Online with Synder.<br><\/li>\n\n\n\n<li>You need to reconcile one or more clearing accounts.<br><\/li>\n\n\n\n<li>You need a QuickBooks Online report for reconciliation troubleshooting.<br><\/li>\n<\/ul>\n\n\n\n<p>After completing this guide, you will have a clearing account summary report ready for reconciliation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Download your clearing account report<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In QuickBooks Online, go to <strong>Chart of Accounts<\/strong>.<\/li>\n\n\n\n<li>Find your <strong>clearing account<\/strong>(s). It\u2019s typically named with the following format, like <strong>Shopify (required for Synder)<\/strong>.<br><strong><em>Note:<\/em><\/strong><em> <\/em>You may have multiple clearing accounts if you process different currencies.<\/li>\n\n\n\n<li>Click on the <strong>drop-down menu<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Run Report<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"415\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10-1024x415.png\" alt=\"\" class=\"wp-image-25575\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10-1024x415.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10-300x122.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10-768x311.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10-1536x622.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10-1080x437.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10-60x24.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10-150x61.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li><strong>Set the date range<\/strong> that you want to check\/reconcile.<\/li>\n\n\n\n<li>Export to <strong>Excel<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"428\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-9.png\" alt=\"\" class=\"wp-image-25574\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-9.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-9-300x125.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-9-768x321.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-9-60x25.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-9-150x63.png 150w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong><em>Note<\/em><\/strong><strong>:<\/strong> <em>If the clearing account contains tens of thousands of transactions, the export may be incomplete. After exporting, verify that the report includes all expected transactions. If data is missing, use an alternative export method.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>How to calculate the gross sum of all transactions<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the document you exported.<\/li>\n\n\n\n<li>Filter the <strong>Transaction Type<\/strong> column to exclude <strong>Expenses<\/strong> and <strong>Transfers<\/strong>.<br><br><em>The totals you should compare depend on how the source platform calculates them (gross vs. net), so adjust the excluded transaction types accordingly.<\/em><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1021\" height=\"715\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-7.png\" alt=\"\" class=\"wp-image-25572\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-7.png 1021w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-7-300x210.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-7-768x538.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-7-60x42.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-7-150x105.png 150w\" sizes=\"(max-width: 1021px) 100vw, 1021px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Sum the amounts column.\u00a0<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"411\" height=\"814\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-8.png\" alt=\"\" class=\"wp-image-25573\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-8.png 411w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-8-151x300.png 151w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-8-30x60.png 30w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-8-76x150.png 76w\" sizes=\"(max-width: 411px) 100vw, 411px\" \/><\/figure>\n\n\n\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to Synder Team<\/em><\/a><strong> <\/strong>via online support chat, phone, or email with any questions you have \u2013 we are always happy to help you!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00a0To reconcile clearing accounts for integrations, download a summary report from QuickBooks Online. This guide explains how to: Shopify is used as an example. The same steps apply to other supported integrations. Use this guide if After completing this guide, you will have a clearing account summary report ready for reconciliation. Download your clearing account [&hellip;]<\/p>\n","protected":false},"author":2316,"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":[459,384,56,458],"tags":[],"ppma_author":[349],"class_list":["post-25571","post","type-post","status-publish","format-standard","hentry","category-quickbooks-online-accounting-integration","category-useful-reconciliation-features","category-reconciliation","category-accounting-integrations-main"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How To Download the Clearing Account Report From QuickBooks Online - Synder<\/title>\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-download-the-clearing-account-report-from-quickbooks-online\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Download the Clearing Account Report From QuickBooks Online - Synder\" \/>\n<meta property=\"og:description\" content=\"\u00a0To reconcile clearing accounts for integrations, download a summary report from QuickBooks Online. This guide explains how to: Shopify is used as an example. The same steps apply to other supported integrations. Use this guide if After completing this guide, you will have a clearing account summary report ready for reconciliation. Download your clearing account [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/how-to-download-the-clearing-account-report-from-quickbooks-online\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-09T16:23:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-10T16:13:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10-1024x415.png\" \/>\n<meta name=\"author\" content=\"vili.varazi\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"vili.varazi\" \/>\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 Download the Clearing Account Report From QuickBooks Online - Synder","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/synder.com\/help\/how-to-download-the-clearing-account-report-from-quickbooks-online\/","og_locale":"en_US","og_type":"article","og_title":"How To Download the Clearing Account Report From QuickBooks Online - Synder","og_description":"\u00a0To reconcile clearing accounts for integrations, download a summary report from QuickBooks Online. This guide explains how to: Shopify is used as an example. The same steps apply to other supported integrations. Use this guide if After completing this guide, you will have a clearing account summary report ready for reconciliation. Download your clearing account [&hellip;]","og_url":"https:\/\/synder.com\/help\/how-to-download-the-clearing-account-report-from-quickbooks-online\/","og_site_name":"Synder","article_published_time":"2026-02-09T16:23:45+00:00","article_modified_time":"2026-04-10T16:13:31+00:00","og_image":[{"url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10-1024x415.png"}],"author":"vili.varazi","twitter_card":"summary_large_image","twitter_misc":{"Written by":"vili.varazi","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/synder.com\/help\/how-to-download-the-clearing-account-report-from-quickbooks-online\/","url":"https:\/\/synder.com\/help\/how-to-download-the-clearing-account-report-from-quickbooks-online\/","name":"How To Download the Clearing Account Report From QuickBooks Online - Synder","isPartOf":{"@id":"https:\/\/synder.com\/help\/#website"},"primaryImageOfPage":{"@id":"https:\/\/synder.com\/help\/how-to-download-the-clearing-account-report-from-quickbooks-online\/#primaryimage"},"image":{"@id":"https:\/\/synder.com\/help\/how-to-download-the-clearing-account-report-from-quickbooks-online\/#primaryimage"},"thumbnailUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10-1024x415.png","datePublished":"2026-02-09T16:23:45+00:00","dateModified":"2026-04-10T16:13:31+00:00","author":{"@id":"https:\/\/synder.com\/help\/#\/schema\/person\/5c93e62bed7fbd7e7cf5e39dc10e5fad"},"breadcrumb":{"@id":"https:\/\/synder.com\/help\/how-to-download-the-clearing-account-report-from-quickbooks-online\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/synder.com\/help\/how-to-download-the-clearing-account-report-from-quickbooks-online\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/synder.com\/help\/how-to-download-the-clearing-account-report-from-quickbooks-online\/#primaryimage","url":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10.png","contentUrl":"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-10.png","width":1600,"height":648},{"@type":"BreadcrumbList","@id":"https:\/\/synder.com\/help\/how-to-download-the-clearing-account-report-from-quickbooks-online\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/synder.com\/help\/"},{"@type":"ListItem","position":2,"name":"How To Download the Clearing Account Report From QuickBooks Online"}]},{"@type":"WebSite","@id":"https:\/\/synder.com\/help\/#website","url":"https:\/\/synder.com\/help\/","name":"Synder","description":"Articles &amp; 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