{"id":26305,"date":"2026-02-27T14:53:57","date_gmt":"2026-02-27T14:53:57","guid":{"rendered":"https:\/\/synder.com\/help\/?p=26305"},"modified":"2026-10-21T19:35:21","modified_gmt":"2026-10-21T19:35:21","slug":"customize-your-synder-shopify-settings-quickbooks-online","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/customize-your-synder-shopify-settings-quickbooks-online\/","title":{"rendered":"Customize Your Synder Shopify Settings (QuickBooks Online)"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"overview-8c4913e9-f0c6-4fc3-b252-dff78f19ee39\"><strong>Overview<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After connecting your company and accounts, configure the Shopify \u2013 QuickBooks Online integration settings. These settings determine how transactions, invoices, fees, expenses, and payouts are recorded in QuickBooks Online.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Shopify settings are organized into the following sections:<\/p>\n\n\n\n<li class=\"toc-level-1\"><a href=\"#1-general-settings-4efe452e-14b8-46ea-a185-e2132dbffbab\">1. General settings<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#2-sales-c1f253a0-18bd-405b-a9ad-71621415da42\">2. Sales<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#3-invoices-5bb151a2-5d91-4c34-95ff-b39017fa7d0d\">3. Invoices<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#4-products-and-services-9315257b-ae25-473e-bc15-da44729f4e96\">4. Products and Services<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#5-product-mapping--2703d5bc-b067-4a43-b1b0-5f7d2d4c18d0\">5. Product mapping<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#6-taxes-tab-settings-e71c76a2-b74c-4d47-9ab5-2a179a1016fe\">6. Taxes tab settings<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#7-fees-1eb4ebe6-19ce-4074-a7e4-b4398e6197eb\">7. Fees<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#8-payouts-f4c69d35-a7fe-466a-8e67-8e29797ac4cd\">8. Payouts<\/a><\/li>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Plan availability:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"background: #4a6cf7; color: #fff; padding: 2px 7px; border-radius: 3px; font-size: 0.8em; font-weight: bold;\">Essential+<\/span> \u2014 Settings marked with this badge require an Essential plan or higher.<\/li>\n\n\n\n<li><span style=\"background: #7c3aed; color: #fff; padding: 2px 7px; border-radius: 3px; font-size: 0.8em; font-weight: bold;\">Pro\/Premium<\/span> \u2014 Settings marked with this badge are available on Pro and Premium plans only. <a href=\"https:\/\/synder.com\/pricing\/\">View plan comparison \u2192<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-access-shopify-settings-7595c308-c175-4265-ad44-d6c49da30577\"><strong>How to Access Shopify Settings<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To access your Shopify settings in Synder:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Option 1: From the main menu<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Select the appropriate organization from the top-left corner<\/li>\n\n\n\n<li>Click Settings in the left-hand menu<\/li>\n\n\n\n<li>Choose Shopify from the dropdown list<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"528\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-113-1024x528.png\" alt=\"\" class=\"wp-image-26331\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-113-1024x528.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-113-300x155.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-113-768x396.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-113-1536x792.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-113-1080x557.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-113-60x31.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-113-150x77.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-113.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Option 2: From Organization Settings<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the person icon in the upper-right corner<\/li>\n\n\n\n<li>Select Organization settings<\/li>\n\n\n\n<li>Click Sync settings under Shopify<\/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\/2026\/02\/image-105-1024x342.png\" alt=\"\" class=\"wp-image-26323\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-105-1024x342.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-105-300x100.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-105-768x256.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-105-1536x513.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-105-1080x360.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-105-60x20.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-105-150x50.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-105.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-general-settings-4efe452e-14b8-46ea-a185-e2132dbffbab\"><strong>1. General settings<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"401\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-110-1024x401.png\" alt=\"\" class=\"wp-image-26328\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-110-1024x401.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-110-300x117.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-110-768x300.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-110-1536x601.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-110-1080x423.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-110-60x23.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-110-150x59.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-110.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Auto-Import<\/strong> \u2013 Enables Synder to import transactions from Shopify automatically without affecting your sync balance or syncing them to QuickBooks Online. Disable this setting to import transactions manually.<\/li>\n\n\n\n<li><strong>Auto-Sync<\/strong> \u2013 Enables Synder to sync transactions automatically after import. Disable this setting to sync transactions manually from the Platform Transactions tab.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"182\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/SCR-20260629-thmu-1-1024x182.png\" alt=\"\" class=\"wp-image-29364\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/SCR-20260629-thmu-1-1024x182.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/SCR-20260629-thmu-1-300x53.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/SCR-20260629-thmu-1-768x137.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/SCR-20260629-thmu-1-1536x273.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/SCR-20260629-thmu-1-2048x364.png 2048w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/SCR-20260629-thmu-1-1080x192.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/SCR-20260629-thmu-1-60x11.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/SCR-20260629-thmu-1-150x27.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">3. <strong>Skip Synchronization for Duplicated Transactions<\/strong><span style=\"background: #4a6cf7; color: #fff; padding: 2px 6px; border-radius: 3px; font-size: 0.75em; font-weight: bold; vertical-align: middle; margin-left: 4px;\">Essential+<\/span> \u2013 Prevents syncing of transactions that already exist in QuickBooks Online with the same ID.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. <strong>Process Transactions in Multiple Currencies<\/strong> \u2013 Enables syncing of all transactions regardless of currency. Disable this setting to sync only transactions in your home currency.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. <strong>Automatically Archive Pending Transactions<\/strong> \u2013 Removes pending transactions that were never finalized on Shopify. To archive manually, go to the Platform Transactions tab, locate the transaction, click the three dots, and select Archive.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6. <strong>Apply Location<\/strong><span style=\"background: #7c3aed; color: #fff; padding: 2px 6px; border-radius: 3px; font-size: 0.75em; font-weight: bold; vertical-align: middle; margin-left: 4px;\">Pro\/Premium<\/span> \u2013 Assign a QuickBooks Online location to synced transactions. Enable this setting and select a location.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block advg-images-slider-7b4d2707-5616-438f-a2d7-beb0e67de536\"><div class=\"advgb-images-slider\" dir=\"ltr\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-qlrr.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-qlrr\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-qlrr<\/h4><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-qmaw.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-qmaw\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-qmaw<\/h4><\/div><\/div><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">7. <strong>Timezone<\/strong> \u2013 Displays your Shopify account timezone to align transaction dates between Shopify and QuickBooks Online.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-sales-c1f253a0-18bd-405b-a9ad-71621415da42\"><strong>2. Sales<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"618\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-114-1024x618.png\" alt=\"\" class=\"wp-image-26332\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-114-1024x618.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-114-300x181.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-114-768x464.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-114-1536x927.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-114-1080x652.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-114-60x36.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-114-150x91.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-114.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Clearing Account<\/strong> \u2013 A buffer account where QuickBooks Online sales receipts, refund receipts, and payments are deposited before transfer to main accounts.<\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block advg-images-slider-7958e58c-4a2a-4fcb-a88c-039c2922b7e0\"><div class=\"advgb-images-slider\" dir=\"ltr\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-qmvh.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-qmvh\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-qmvh<\/h4><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-qmqr.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-qmqr\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-qmqr<\/h4><\/div><\/div><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">2. <strong>Enable QuickBooks Doc Numbers<\/strong> \u2013 When enabled, transactions follow the standard QuickBooks document numbering sequence. When disabled, Synder assigns the DocNumber based on the payment processor number.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block advg-images-slider-930d4d96-c8c1-42b6-b3fc-0588bedec506\"><div class=\"advgb-images-slider\" dir=\"ltr\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-qpgs.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-qpgs\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-qpgs<\/h4><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-qqzc.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-qqzc\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-qqzc<\/h4><\/div><\/div><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">3. <strong>Apply Generic Customer<\/strong><span style=\"background: #4a6cf7; color: #fff; padding: 2px 6px; border-radius: 3px; font-size: 0.75em; font-weight: bold; vertical-align: middle; margin-left: 4px;\">Essential+<\/span> \u2013 Assigns a single customer name to all transactions to maintain a consolidated customer list in QuickBooks Online. Select or enter a default name, such as \u201cShopify Customer.\u201d<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block advg-images-slider-222bf20f-cd6b-4f48-8aa0-8e72a1fbec76\"><div class=\"advgb-images-slider\" dir=\"ltr\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-qtct.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-qtct\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-qtct<\/h4><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-qstt.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-qstt\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-qstt<\/h4><\/div><\/div><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">4. <strong>Payment Method<\/strong> \u2013 Select the default payment method (cash, check, credit card, or Shopify) used for sales receipts, refund receipts, payments, and expenses.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. <strong>Gift Card Liability Account<\/strong> \u2013 Select the account used to record gift cards and certificates. Refer to&nbsp; <a href=\"https:\/\/synder.com\/help\/account-for-square-gift-card-sales-using-synder\/\">How to Account for Gift Card Sales Using Synder<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6. <strong>Sync Discounts as Products<\/strong><span style=\"background: #7c3aed; color: #fff; padding: 2px 6px; border-radius: 3px; font-size: 0.75em; font-weight: bold; vertical-align: middle; margin-left: 4px;\">Pro\/Premium<\/span> \u2013 Sync discounts as separate products, such as \u201cShopify Discount,\u201d to enable detailed tracking in the Profit and Loss report.<\/p>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block advg-images-slider-5ee1b179-dc74-4061-8d95-a1132ec92856\"><div class=\"advgb-images-slider\" dir=\"ltr\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rjeu.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-rjeu\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-rjeu<\/h4><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rlon.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-rlon\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-rlon<\/h4><\/div><\/div><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">7. <strong>Sync Only Payments\/Deposits<\/strong><span style=\"background: #4a6cf7; color: #fff; padding: 2px 6px; border-radius: 3px; font-size: 0.75em; font-weight: bold; vertical-align: middle; margin-left: 4px;\">Essential+<\/span> \u2013 Record order-related payments as Receive Payments instead of Sales Receipts or Invoices and Payments. Apply the payments to invoices manually. Refer to <a href=\"https:\/\/synder.com\/help\/syncing-shopify-payments-as-deposits-overpayments-2\/\">Syncing Shopify Payments as Deposits\/Overpayments<\/a>.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block advg-images-slider-cd6140bc-450d-4145-be58-c3c0af056fd3\"><div class=\"advgb-images-slider\" dir=\"ltr\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/photo_2026-06-29-18.34.21.jpeg\" class=\"advgb-image-slider-img\" alt=\"photo_2026-06-29-18.34.21\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">photo_2026-06-29-18.34.21<\/h4><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-qiis.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-qiis\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-qiis<\/h4><\/div><\/div><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">8. <strong>Payment Method Mapping<\/strong><span style=\"background: #4a6cf7; color: #fff; padding: 2px 6px; border-radius: 3px; font-size: 0.75em; font-weight: bold; vertical-align: middle; margin-left: 4px;\">Essential+<\/span> \u2013 Synder retrieves the payment method used in Shopify and includes it in the transaction description. Use this information to map the corresponding payment method in QuickBooks Online.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"3-invoices-5bb151a2-5d91-4c34-95ff-b39017fa7d0d\"><strong>3. Invoices<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"444\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/DIS-shopify-invoices-new.jpg\" alt=\"\" class=\"wp-image-31850\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/DIS-shopify-invoices-new.jpg 1280w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/DIS-shopify-invoices-new-300x104.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/DIS-shopify-invoices-new-1024x355.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/DIS-shopify-invoices-new-768x266.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/DIS-shopify-invoices-new-1080x375.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/DIS-shopify-invoices-new-60x21.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/DIS-shopify-invoices-new-150x52.jpg 150w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Apply payments to unpaid Invoice transactions<\/strong><span style=\"background: #4a6cf7; color: #fff; padding: 2px 6px; border-radius: 3px; font-size: 0.75em; font-weight: bold; vertical-align: middle; margin-left: 4px;\">Essential+<\/span> \u2013 When enabled, payments that match an unpaid invoice are applied automatically, closing the invoice.<\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block advg-images-slider-b441c2b0-dee7-451c-a63e-f5cd4d79bcff\"><div class=\"advgb-images-slider\" dir=\"ltr\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/06\/shopify-invoice-sync-log.png\" class=\"advgb-image-slider-img\" alt=\"shopify-invoice-sync-log\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">shopify-invoice-sync-log<\/h4><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/06\/shopify-invoice-qbo-form.png\" class=\"advgb-image-slider-img\" alt=\"shopify-invoice-qbo-form\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">shopify-invoice-qbo-form<\/h4><\/div><\/div><\/div><\/div>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li><strong>Cancel sync if there is no matching open invoice found for a payment<\/strong><span style=\"background: #4a6cf7; color: #fff; padding: 2px 6px; border-radius: 3px; font-size: 0.75em; font-weight: bold; vertical-align: middle; margin-left: 4px;\">Essential+<\/span> \u2013 Payments that do not match any open invoice will not sync, preventing incorrect entries.<\/li>\n\n\n\n<li><strong>Sync sales transactions as invoices<\/strong> \u2013 Enable to sync sales transactions as Invoices instead of Sales Receipts.<\/li>\n\n\n\n<li><strong>Sync unpaid Shopify orders<\/strong> \u2013 Enable to sync open invoices with the accounting system. Processing may take time.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"4-products-and-services-9315257b-ae25-473e-bc15-da44729f4e96\"><strong>4.<\/strong> <strong>Products and Services<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"317\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-108-1024x317.png\" alt=\"\" class=\"wp-image-26326\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-108-1024x317.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-108-300x93.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-108-768x238.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-108-1536x475.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-108-1080x334.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-108-60x19.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-108-150x46.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-108.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Record transactions with Original\/Common product\/service name and SKU<\/strong> \u2013 Select whether Synder records transactions using the original product name or a common product name. Synder matches original names to existing products in your accounting software by name or SKU. If no match is found, Synder creates a new product. Common product names help standardize future transactions.<\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block advg-images-slider-b2468d15-a101-457c-9788-ec2ed8337313\"><div class=\"advgb-images-slider\" dir=\"ltr\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rogv.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-rogv\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-rogv<\/h4><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rola-1.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-rola-1\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-rola-1<\/h4><\/div><\/div><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">2. <strong>If original product is missing<\/strong> \u2013&nbsp; If the original product is missing on the sales platform, Synder uses the selected item or SKU.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. <strong>Configure product search priority<\/strong> \u2013 Set whether Synder searches by SKU or product name first when matching products between Shopify and QuickBooks Online. Refer to <a href=\"https:\/\/synder.com\/help\/transaction-can-not-be-synchronized-without-product-or-service\/\"><strong>Product Search Priority<\/strong><\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. <strong>If the matching product is not found<\/strong><span style=\"background: #4a6cf7; color: #fff; padding: 2px 6px; border-radius: 3px; font-size: 0.75em; font-weight: bold; vertical-align: middle; margin-left: 4px;\">Essential+<\/span> \u2013 If a product match does not exist in QuickBooks Online, Synder can either create a new product or cancel the transaction sync.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. <strong>Assign product type<\/strong> \u2013 Select the product type for newly created items: Non-inventory, Inventory, or Service. Refer to the inventory section for details.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6. <strong>Assign income account <\/strong>\u2013 Select the income account to be used for this product.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"709\" height=\"1024\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rrlb-709x1024.png\" alt=\"\" class=\"wp-image-29316\" style=\"width:309px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rrlb-709x1024.png 709w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rrlb-208x300.png 208w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rrlb-768x1109.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rrlb-1064x1536.png 1064w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rrlb-1080x1560.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rrlb-42x60.png 42w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rrlb-104x150.png 104w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rrlb.png 1112w\" sizes=\"auto, (max-width: 709px) 100vw, 709px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">7. <strong>Assign expense account<\/strong> \u2013 Select the expense account to be used for this product.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"inventory-1c5e6fba-69a5-4f0a-8a7a-99c02e65f332\">Inventory<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Synder supports inventory tracking for items that already exist in QuickBooks Online. Inventory item names must exactly match the names in your payment processor. Synder cannot create inventory items because QuickBooks Online requires a starting stock level (Quantity on Hand), which Synder cannot access. Existing inventory items will sync correctly, and QuickBooks Online will update their stock levels automatically. Refer to <a href=\"https:\/\/synder.com\/help\/how-to-account-for-inventory-tracking-and-cogs-with-synder\/\">Managing Products and Services with Synder \u2013 Per Transaction Sync<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"466\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-117-1024x466.png\" alt=\"\" class=\"wp-image-26335\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-117-1024x466.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-117-300x137.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-117-768x349.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-117-1536x699.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-117-1080x491.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-117-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-117-150x68.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-117.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Income Account<\/strong> \u2013 Select an income account to track sales for the inventory product.<\/li>\n\n\n\n<li><strong>Cost of Goods Sold (COGS) Account<\/strong> \u2013 Select a COGS account to track costs for the inventory product.<\/li>\n\n\n\n<li><strong>Inventory Start Date<\/strong> \u2013 Select the start date Synder will use when creating the inventory product. Sales of inventory products that occurred before this date will not post.<\/li>\n\n\n\n<li><strong>Initial Quantity on Hand<\/strong> \u2013 Select the initial Quantity on Hand for the inventory product.<\/li>\n\n\n\n<li><strong>Inventory Asset Account<\/strong> \u2013 Select an inventory asset account to track the cost of purchased products.<\/li>\n\n\n\n<li><strong>Inventory Adjustment Account<\/strong> \u2013 Select an inventory adjustment account to track shrinkage or other write-offs.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"642\" height=\"1024\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rscf-642x1024.png\" alt=\"\" class=\"wp-image-29317\" style=\"width:388px;height:auto\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rscf-642x1024.png 642w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rscf-188x300.png 188w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rscf-768x1224.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rscf-963x1536.png 963w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rscf-1080x1722.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rscf-38x60.png 38w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rscf-94x150.png 94w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rscf.png 1124w\" sizes=\"auto, (max-width: 642px) 100vw, 642px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"5-product-mapping--2703d5bc-b067-4a43-b1b0-5f7d2d4c18d0\"><strong>5. Product mapping<\/strong><span style=\"background: #4a6cf7; color: #fff; padding: 2px 6px; border-radius: 3px; font-size: 0.75em; font-weight: bold; vertical-align: middle; margin-left: 4px;\">Essential+<\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><br><\/strong>Synder identifies existing products in your accounting company and applies them to transactions. If product names in your payment platform do not exactly match those in QuickBooks Online, enter the payment platform product names in the right field to map them to the corresponding QuickBooks Online product names in the left field. Refer to <a href=\"https:\/\/synder.com\/help\/product-mapping-feature\/\">Product mapping feature<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"403\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-106-1024x403.png\" alt=\"\" class=\"wp-image-26324\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-106-1024x403.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-106-300x118.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-106-768x302.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-106-1536x605.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-106-1080x425.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-106-60x24.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-106-150x59.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-106.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"6-taxes-tab-settings-e71c76a2-b74c-4d47-9ab5-2a179a1016fe\"><strong>6. Taxes tab settings<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Sales Tax Settings for U.S.-Based QuickBooks Online Companies<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Most U.S.-based QuickBooks Online companies use Automated Sales Tax. This feature applies sales tax automatically based on the sale or company address. QuickBooks Online calculates the tax rate automatically.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"746\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/shopify-qbo-use-tax-codes.jpg\" alt=\"Use tax codes toggle on the Taxes tab of Synder Shopify settings for QuickBooks Online\" class=\"wp-image-32752\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/shopify-qbo-use-tax-codes.jpg 1280w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/shopify-qbo-use-tax-codes-300x175.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/shopify-qbo-use-tax-codes-1024x597.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/shopify-qbo-use-tax-codes-768x448.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/shopify-qbo-use-tax-codes-1080x629.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/shopify-qbo-use-tax-codes-60x35.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/shopify-qbo-use-tax-codes-150x87.jpg 150w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Use tax codes <\/strong>\u2013 Enable this setting to have Synder record taxes in the tax field for accurate reporting. When disabled, if amounts are tax exclusive, Synder records tax as a separate line item.<\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block advg-images-slider-3d19f236-1f6b-4352-a64d-c0be7c4f2f0e\"><div class=\"advgb-images-slider\" dir=\"ltr\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rvsn.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-rvsn\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-rvsn<\/h4><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2019\/02\/SCR-20260629-rvww.png\" class=\"advgb-image-slider-img\" alt=\"SCR-20260629-rvww\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">SCR-20260629-rvww<\/h4><\/div><\/div><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">2. <strong>Retail Delivery Fee Payable Account <\/strong>\u2013 Use this setting to create the \u201cRetail Delivery Fee\u201d item when it is a liability. If the marketplace remits the fee on your behalf, Synder records it using the Marketplace Facilitator Tax Line Account. Refer to&nbsp; <a href=\"https:\/\/synder.com\/help\/what-is-colorado-retail-delivery-fee-and-how-to-handle-it-using-synder\">Retail Delivery Fee<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. <strong>Marketplace Facilitator Tax Category<\/strong> \u2013 Synder records marketplace-remitted taxes in both the sales and expense sections of transactions. Use this setting to select the account for tracking marketplace facilitator tax. Refer to <a href=\"https:\/\/synder.com\/help\/how-taxes-withheld-are-processed-with-synder\/\">Marketplace Facilitator Tax<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. <strong>Track marketplace facilitator tax as your own payable<\/strong> \u2013 When enabled, Synder records marketplace-remitted taxes as tax payable on the sale and deducts them as an expense. When disabled, Synder records these taxes as a line item on the sale and deducts them as an expense without affecting tax payable. Refer to <a href=\"https:\/\/synder.com\/help\/how-taxes-withheld-are-processed-with-synder\/\">Marketplace Facilitator Tax<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sales-tax-settings-for-nonus-quickbooks-companies-1e81bda7-9f31-4c9b-b70d-b0e3847ef93f\"><strong>Sales Tax Settings for Non-US QuickBooks Companies<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If your payment processor calculates taxes, Synder records them automatically in QuickBooks Online. If the payment processor (for example, Stripe, Square, or PayPal) does not calculate taxes, configure Synder tax settings to apply and record taxes in QuickBooks Online.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Refer to <a href=\"https:\/\/synder.com\/help\/apply-taxes-to-any-sales-transaction-in-quickbooks\/\">How sales tax works in Synder<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"616\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-116-1024x616.png\" alt=\"\" class=\"wp-image-26333\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-116-1024x616.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-116-300x180.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-116-768x462.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-116-1536x924.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-116-1080x649.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-116-60x36.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-116-150x90.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-116.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"7-fees-1eb4ebe6-19ce-4074-a7e4-b4398e6197eb\"><strong>7. Fees<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"278\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-107-1024x278.png\" alt=\"\" class=\"wp-image-26325\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-107-1024x278.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-107-300x81.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-107-768x208.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-107-1536x417.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-107-1080x293.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-107-60x16.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-107-150x41.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-107.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Clearing Account<\/strong> \u2013 Select the clearing account where Shopify fees are recorded. Use the same account as the Sales clearing account to maintain consistency across related transactions.<\/li>\n\n\n\n<li><strong>Vendor<\/strong> \u2013 Select a QuickBooks Online vendor to assign Shopify fees. Choose an existing vendor or enter a custom name to consolidate all Shopify fees under a single vendor.<\/li>\n\n\n\n<li><strong>Category<\/strong> \u2013 Select the expense category in QuickBooks Online for Shopify fees to track and report processing costs accurately.<\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block advg-images-slider-86ecea0a-7241-414e-8dfa-3239ecf17725\"><div class=\"advgb-images-slider\" dir=\"ltr\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/06\/shopify-fees-synder-settings.png\" class=\"advgb-image-slider-img\" alt=\"shopify-fees-synder-settings\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">shopify-fees-synder-settings<\/h4><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/06\/shopify-expense-edited.png\" class=\"advgb-image-slider-img\" alt=\"shopify-fees-qbo-expense-v2\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><h4 class=\"advgb-image-slider-title\">shopify-fees-qbo-expense-v2<\/h4><\/div><\/div><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"8-payouts-f4c69d35-a7fe-466a-8e67-8e29797ac4cd\"><strong>8. Payouts<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"298\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-112-1024x298.png\" alt=\"\" class=\"wp-image-26330\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-112-1024x298.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-112-300x87.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-112-768x224.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-112-1536x447.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-112-1080x315.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-112-60x17.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-112-150x44.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-112.png 1600w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The Payouts tab tracks Shopify payouts, which are bulk transfers from your payment processor to your bank (daily, weekly, monthly, etc.). Synder records these as transfers from the clearing account to the checking account. Syncing payouts with sales and expenses ensures accurate cash flow tracking and simplifies reconciliation.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Process payouts<\/strong> \u2013 When enabled, Synder tracks Shopify payouts and creates transfers to the checking account. When disabled, payouts are not synced, and the clearing account is not cleared automatically.<\/li>\n\n\n\n<li><strong>Transfer Funds To<\/strong> \u2013 Select the QuickBooks Online checking account for Shopify payout deposits.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"398\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-138-1024x398.png\" alt=\"\" class=\"wp-image-29360\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-138-1024x398.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-138-300x117.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-138-768x299.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-138-1536x597.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-138-2048x797.png 2048w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-138-1080x420.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-138-60x23.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-138-150x58.png 150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n<h2 class=\"wp-block-heading\"><strong>9. Multicurrency<\/strong><\/h2>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-26334\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-115-1024x541.png\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-115-1024x541.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-115-300x158.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-115-768x406.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-115-1536x811.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-115-1080x570.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-115-60x32.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-115-150x79.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/02\/image-115.png 1600w\" alt=\"\" width=\"1024\" height=\"541\" \/><\/figure>\n<p>Synder supports multi-currency. The application does not perform currency conversions. Instead, it transfers conversion rates from your payment processor to QuickBooks Online to maintain accuracy. Conversion rates may differ between QuickBooks Online and Shopify on the same day; recording the rate from the original source is required.<\/p>\n<p>Multi-currency is automatically enabled in Synder if it is enabled in QuickBooks Online. Configure accounts to reflect actual money flow. For example, use separate checking accounts if payouts occur in different currencies. Payouts typically occur in a single currency, while sales may occur in multiple currencies.<\/p>\n<p>To customize multi-currency settings, refer to the Multicurrency tab and\u00a0 <a href=\"https:\/\/synder.com\/help\/sync-multicurrency-transactions-in-per-transaction-mode\/\">Synchronize Multicurrency Transactions Correctly<\/a> guide.<\/p>\n<h2 class=\"wp-block-heading\"><strong>10. Additional settings<\/strong><strong><br \/><\/strong><strong><br \/><\/strong><\/h2>\n<p>Use the <strong>Create Additional Settings<\/strong> option to categorize transaction types. Synder cannot process POS Order, POS Order Refund, Manual Order, Manual Order Refund, Other Order, or Other Order Refund transactions unless the corresponding settings are enabled. Ensure that settings are enabled or disabled on all tabs, not only the default tab. See the relevant guides for details:<\/p>\n<p><a href=\"https:\/\/synder.com\/help\/understanding-shopify-pos-manual-and-other-orders-in-bookkeeping\/\">How to Sync Shopify POS Orders and POS Order Refunds<\/a>,<\/p>\n<p><a href=\"https:\/\/synder.com\/help\/understanding-shopify-pos-manual-and-other-orders-in-bookkeeping\/\">How to Sync Shopify Manual Orders and Manual Order Refunds<\/a>.\u00a0<\/p>\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to Synder Team<\/em><\/a> via online support chat or email with any questions you have \u2013 we are always happy to help you!<\/p>\n<div id=\"wpcf7-f27109-o1\" class=\"wpcf7 no-js\" dir=\"ltr\" lang=\"en-US\">\n<div class=\"screen-reader-response\">\n<p role=\"status\" aria-live=\"polite\" aria-atomic=\"true\">\n<\/div>\n<form class=\"wpcf7-form init\" action=\"\/help\/wp-json\/wp\/v2\/posts\/26305?_fields=content&amp;context=edit#wpcf7-f27109-o1\" method=\"post\" novalidate=\"novalidate\" aria-label=\"Contact form\" data-status=\"init\">\n<div style=\"display: none;\"><input name=\"_wpcf7\" type=\"hidden\" value=\"27109\" \/><br \/><input name=\"_wpcf7_version\" type=\"hidden\" value=\"5.9.8\" \/><br \/><input name=\"_wpcf7_locale\" type=\"hidden\" value=\"en_US\" \/><br \/><input name=\"_wpcf7_unit_tag\" type=\"hidden\" value=\"wpcf7-f27109-o1\" \/><br \/><input name=\"_wpcf7_container_post\" type=\"hidden\" value=\"0\" \/><br \/><input name=\"_wpcf7_posted_data_hash\" type=\"hidden\" value=\"\" \/><\/div>\n<div class=\"guide-feedback-pilot\">\n<p><strong>Was this guide helpful?<\/strong><\/p>\n<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 name=\"helpful\" type=\"radio\" value=\"Yes\" \/><span class=\"wpcf7-list-item-label\">Yes<\/span><\/label><\/span><span class=\"wpcf7-list-item last\"><label><input name=\"helpful\" type=\"radio\" value=\"No\" \/><span class=\"wpcf7-list-item-label\">No<\/span><\/label><\/span><\/span><\/span><\/p>\n<p><input class=\"wpcf7-form-control wpcf7-submit has-spinner\" type=\"submit\" value=\"Send feedback\" \/><\/p>\n<\/div>\n<p class=\"akismet-fields-container\" style=\"display: none !important;\" data-prefix=\"_wpcf7_ak_\"><label>\u0394<textarea cols=\"45\" maxlength=\"100\" name=\"_wpcf7_ak_hp_textarea\" rows=\"8\"><\/textarea><\/label><input id=\"ak_js_1\" name=\"_wpcf7_ak_js\" type=\"hidden\" value=\"146\" \/><script>document.getElementById( \"ak_js_1\" ).setAttribute( \"value\", ( new Date() ).getTime() );<\/script><\/p>\n<div class=\"wpcf7-response-output\" aria-hidden=\"true\">\u00a0<\/div>\n<\/form>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Overview After connecting your company and accounts, configure the Shopify \u2013 QuickBooks Online integration settings. These settings determine how transactions, invoices, fees, expenses, and payouts are recorded in QuickBooks Online. The Shopify settings are organized into the following sections: 1. General settings 2. Sales 3. Invoices 4. Products and Services 5. Product mapping 6. Taxes [&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":"","_ppma_block_editor_authors":""},"categories":[2,360,399,398],"tags":[],"ppma_author":[349],"class_list":["post-26305","post","type-post","status-publish","format-standard","hentry","category-get-started","category-configure-core-settings","category-shopify-ecommerce-integration","category-ecommerce-integrations-main"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Customize Your Synder Shopify Settings (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\/customize-your-synder-shopify-settings-quickbooks-online\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customize Your Synder Shopify Settings (QuickBooks Online) - Synder\" \/>\n<meta property=\"og:description\" content=\"Overview After connecting your company and accounts, configure the Shopify \u2013 QuickBooks Online integration settings. 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These settings determine how transactions, invoices, fees, expenses, and payouts are recorded in QuickBooks Online. The Shopify settings are organized into the following sections: 1. General settings 2. Sales 3. Invoices 4. Products and Services 5. Product mapping 6. 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