{"id":8442,"date":"2018-08-07T08:53:39","date_gmt":"2018-08-07T08:53:39","guid":{"rendered":"http:\/\/cloudbusinessllc.com\/?p=8442"},"modified":"2026-03-30T19:48:48","modified_gmt":"2026-03-30T19:48:48","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>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=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>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=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>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><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","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":""},"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 v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\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=\"2026-03-30T19:48:48+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=\"buffyclaw\" \/>\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! 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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":"2026-03-30T19:48:48+00:00","author":"George Bylin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"buffyclaw","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@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":"2026-03-30T19:48:48+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! 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