{"id":8442,"date":"2018-08-07T08:53:39","date_gmt":"2018-08-07T08:53:39","guid":{"rendered":"http:\/\/cloudbusinessllc.com\/?p=8442"},"modified":"2026-05-05T20:50:12","modified_gmt":"2026-05-05T20:50:12","slug":"how-to-set-up-automatic-synchronization","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/","title":{"rendered":"How to Set up Automatic Synchronization"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Once you finish the connection and setup, we recommend testing Synder with several transactions to make sure everything looks good (remember, you have a free trial once you create a new account in Synder).&nbsp;<br>Once testing is done, you may be confident that automatic synchronization will save your time on manual data entry. The&nbsp;<strong>Auto-sync <\/strong>option is disabled by default. So, once you have tested everything and chosen the most suitable plan, select the organization needed at the top left of the page \u2192&nbsp;go to the <strong>Settings<\/strong>&nbsp;on the left menu of Synder \u2192 choose the desired integration from the dropdown. Alternatively, click on the Person icon in the upper-right corner \u2192 hit <em>Organization settings<\/em> \u2192 click on <em>Sync settings<\/em> under your integration.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"414\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/How-Sales-Tax-Works-in-Synder-1-1-1024x414.png\" alt=\"\" class=\"wp-image-21317\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/How-Sales-Tax-Works-in-Synder-1-1-1024x414.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/How-Sales-Tax-Works-in-Synder-1-1-300x121.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/How-Sales-Tax-Works-in-Synder-1-1-768x311.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/How-Sales-Tax-Works-in-Synder-1-1-1536x622.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/How-Sales-Tax-Works-in-Synder-1-1-60x24.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/How-Sales-Tax-Works-in-Synder-1-1-150x61.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/How-Sales-Tax-Works-in-Synder-1-1.png 1888w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Go to the <strong>General tab<\/strong> \u2192 enable <strong>Auto-sync<\/strong>. Remember to click\u00a0<strong>Update\u00a0<\/strong>to save the changes.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"414\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/07\/Auto-sync-1024x414.png\" alt=\"\" class=\"wp-image-22869\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/07\/Auto-sync-1024x414.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/07\/Auto-sync-300x121.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/07\/Auto-sync-768x311.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/07\/Auto-sync-1536x621.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/07\/Auto-sync-60x24.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/07\/Auto-sync-150x61.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/07\/Auto-sync.png 1901w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Once the auto-sync option\u00a0is enabled, transactions coming in after the moment you have enabled the auto-sync configuration will reflect in your accounting company automatically without your confirmation or a need to log into Synder.<br><strong>Note:<\/strong> this will work for newly appearing transactions, historical ones are to be synchronized manually, if that is needed. See how to <a rel=\"noreferrer noopener\" href=\"https:\/\/synder.com\/help\/how-to-sync-historical-transactions\/\" target=\"_blank\">import historical transactions<\/a> into your accounting platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to the Synder Team<\/em><\/a>\u00a0via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n\n\n\n<script>\nif (window.convertflow == undefined) {\nvar script = document.createElement('script'); \nscript.async = true;\nscript.src = \"https:\/\/js.convertflow.co\/production\/websites\/11040.js\"; \ndocument.body.appendChild(script); \n};\n<\/script>\n<div class=\"cf-cta-snippet cta74538\" website-id=\"11040\" cta-id=\"74538\"><\/div>\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\/8442\/#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=\"6.2.4.1\" \/><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=\"191\"\/><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>Once you finish the connection and setup, we recommend testing Synder with several transactions to make sure everything looks good (remember, you have a free trial once you create a new account in Synder).&nbsp;Once testing is done, you may be confident that automatic synchronization will save your time on manual data entry. The&nbsp;Auto-sync option is [&hellip;]<\/p>\n","protected":false},"author":2318,"featured_media":13071,"comment_status":"closed","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":[2,362],"tags":[12,13],"ppma_author":[338],"class_list":["post-8442","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-get-started","category-synder-dashboard","tag-autosync","tag-sync-transactions"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Automatically Synchronize Transactions with Accounting Software | Synder<\/title>\n<meta name=\"description\" content=\"Sync your payments or e-commerce transactions with QuickBooks or Xero in seconds! Customizable features for perfect syncing. 1000+ 5-star reviews app.\" \/>\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-set-up-automatic-synchronization\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automatically Synchronize Transactions with Accounting Software | Synder\" \/>\n<meta property=\"og:description\" content=\"Sync your payments or e-commerce transactions with QuickBooks or Xero in seconds! Customizable features for perfect syncing. 1000+ 5-star reviews app.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2018-08-07T08:53:39+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-05-05T20:50:12+00:00\" \/>\n<meta name=\"author\" content=\"George Bylin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"George Bylin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Automatically Synchronize Transactions with Accounting Software | Synder","description":"Sync your payments or e-commerce transactions with QuickBooks or Xero in seconds! Customizable features for perfect syncing. 1000+ 5-star reviews app.","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-set-up-automatic-synchronization\/","og_locale":"en_US","og_type":"article","og_title":"Automatically Synchronize Transactions with Accounting Software | Synder","og_description":"Sync your payments or e-commerce transactions with QuickBooks or Xero in seconds! Customizable features for perfect syncing. 1000+ 5-star reviews app.","og_url":"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/","og_site_name":"Synder","article_published_time":"2018-08-07T08:53:39+00:00","article_modified_time":"2026-05-05T20:50:12+00:00","author":"George Bylin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"George Bylin","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/#article","isPartOf":{"@id":"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/"},"author":{"name":"buffyclaw","@id":"https:\/\/synder.com\/help\/#\/schema\/person\/cf5e26ded736dff85bcd55f6bf17b697"},"headline":"How to Set up Automatic Synchronization","datePublished":"2018-08-07T08:53:39+00:00","dateModified":"2026-05-05T20:50:12+00:00","mainEntityOfPage":{"@id":"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/"},"wordCount":237,"image":{"@id":"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/#primaryimage"},"thumbnailUrl":"","keywords":["Autosync","Sync transactions"],"articleSection":["Getting Started","Synder Dashboard"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/","url":"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/","name":"Automatically Synchronize Transactions with Accounting Software | Synder","isPartOf":{"@id":"https:\/\/synder.com\/help\/#website"},"primaryImageOfPage":{"@id":"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/#primaryimage"},"image":{"@id":"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/#primaryimage"},"thumbnailUrl":"","datePublished":"2018-08-07T08:53:39+00:00","dateModified":"2026-05-05T20:50:12+00:00","author":{"@id":"https:\/\/synder.com\/help\/#\/schema\/person\/cf5e26ded736dff85bcd55f6bf17b697"},"description":"Sync your payments or e-commerce transactions with QuickBooks or Xero in seconds! Customizable features for perfect syncing. 1000+ 5-star reviews app.","breadcrumb":{"@id":"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/#primaryimage","url":"","contentUrl":""},{"@type":"BreadcrumbList","@id":"https:\/\/synder.com\/help\/how-to-set-up-automatic-synchronization\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/synder.com\/help\/"},{"@type":"ListItem","position":2,"name":"How to Set up Automatic Synchronization"}]},{"@type":"WebSite","@id":"https:\/\/synder.com\/help\/#website","url":"https:\/\/synder.com\/help\/","name":"Synder","description":"Articles &amp; FAQ","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/synder.com\/help\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/synder.com\/help\/#\/schema\/person\/cf5e26ded736dff85bcd55f6bf17b697","name":"buffyclaw","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/c99a26077ed464e7665eeb558f564a46f1dae6ab325bc9769e360fe2bb6c08a7?s=96&d=mm&r=g9c23f88679c79ea56e56ac3ac116f082","url":"https:\/\/secure.gravatar.com\/avatar\/c99a26077ed464e7665eeb558f564a46f1dae6ab325bc9769e360fe2bb6c08a7?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c99a26077ed464e7665eeb558f564a46f1dae6ab325bc9769e360fe2bb6c08a7?s=96&d=mm&r=g","caption":"buffyclaw"},"url":"https:\/\/synder.com\/help\/author\/buffyclaw\/"}]}},"author_meta":{"display_name":"George Bylin","author_link":"https:\/\/synder.com\/help\/author\/buffyclaw\/"},"featured_img":null,"coauthors":[{"link":"https:\/\/synder.com\/help\/author\/egorbylin\/","display_name":"George Bylin"}],"tax_additional":{"categories":{"linked":["<a href=\"https:\/\/synder.com\/help\/category\/get-started\/\" class=\"advgb-post-tax-term\">Getting Started<\/a>","<a href=\"https:\/\/synder.com\/help\/category\/get-started\/synder-dashboard\/\" class=\"advgb-post-tax-term\">Synder Dashboard<\/a>"],"unlinked":["<span class=\"advgb-post-tax-term\">Getting Started<\/span>","<span class=\"advgb-post-tax-term\">Synder Dashboard<\/span>"]},"tags":{"linked":["<a href=\"https:\/\/synder.com\/help\/category\/get-started\/synder-dashboard\/\" class=\"advgb-post-tax-term\">Autosync<\/a>","<a href=\"https:\/\/synder.com\/help\/category\/get-started\/synder-dashboard\/\" class=\"advgb-post-tax-term\">Sync transactions<\/a>"],"unlinked":["<span class=\"advgb-post-tax-term\">Autosync<\/span>","<span class=\"advgb-post-tax-term\">Sync transactions<\/span>"]}},"comment_count":"6","relative_dates":{"created":"Posted 8 years ago","modified":"Updated 6 months ago"},"absolute_dates":{"created":"Posted on August 7, 2018","modified":"Updated on May 5, 2026"},"absolute_dates_time":{"created":"Posted on August 7, 2018 8:53 am","modified":"Updated on May 5, 2026 8:50 pm"},"featured_img_caption":"","series_order":"","authors":[{"term_id":338,"user_id":2233,"is_guest":0,"slug":"egorbylin","display_name":"George Bylin","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/f50473ce787fb38253d91b43cc6c06f52c8dc20daa581a7d6c72737215462835?s=96&d=mm&r=g","avatar_alt":"","avatar_decorative":"","author_category":"","first_name":"","last_name":"","user_url":"","job_title":"","description":""}],"_links":{"self":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/8442","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/users\/2318"}],"replies":[{"embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/comments?post=8442"}],"version-history":[{"count":2,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/8442\/revisions"}],"predecessor-version":[{"id":27472,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/posts\/8442\/revisions\/27472"}],"wp:attachment":[{"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/media?parent=8442"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/categories?post=8442"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/tags?post=8442"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/synder.com\/help\/wp-json\/wp\/v2\/ppma_author?post=8442"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}