Article Categories

Account & Billing(7)

• How to Connect Another Client to Synder
• How to Invite a User to Synder?
• How to Change Email Associated With Your Synder Account
• How to Add Another QuickBooks/Xero Company to Synder
• How to Add Another Payment Platform to Synder

Advanced Settings(102)

• Settings Checklist: Configure Synder Before Your First Sync
• Smart Reconciliation Availability and Supported Platforms
• Debits & Credits Report (RevRec): What it is, why it matters, and how to use it
• Transaction Can Not Be Synchronized Without Product or Service – Understanding Product Search Priority
• Product Mapping: Import via file

Getting Started(15)

• Synder Glossary: Key Terms Every New User Should Know
• Troubleshooting: Why Your Synder Sync Keeps Pausing
• How to Review Your Synced Transactions and Fix Errors
• Settings Checklist: Configure Synder Before Your First Sync
• How to Speed Up Transaction Synchronization Time?

Online Payments(6)

• Why Has an Invoice Not Been Sent?
• Change Email Address for PDFs Invoices Sent Through Synder
• Create and Schedule Recurring Invoices for QuickBooks With Synder
• How to Receive Instant Payments From Your Clients via Synder
• Create Invoices With Synder

QuickBooks Desktop(76)

• Stripe(11)

• Square(8)

• Amazon(7)

• Shopify(3)

• PayPal(3)

• WooCommerce(3)

• Walmart(3)

• TikTok(3)

• LawPay(2)

• Authorize.Net(2)

• Etsy(2)

• eBay(2)

• BigCommerce(2)

• Braintree(2)

• Bluefin(2)

• Afterpay and QuickBooks Desktop(2)

• Brex and QuickBooks Desktop(2)

• Affirm(2)

• Lightspeed(1)

• Pin Payments(1)

• GoCardless(1)

• Payrix(1)

• Excel files(1)

• Magento(1)

• Clover and QuickBooks Desktop(1)

• ShipStation(1)

• Faire(1)

• X-Cart(1)

• Quick Fix Guide: Troubleshooting Your QuickBooks Desktop Connector
• How to Connect QuickBooks Desktop to Synder Connector
• Product Mapping Feature for QuickBooks Desktop
• Accessing QuickBooks Desktop Entities in Dropdowns: A Simple Guide
• Why Was My Accounting Company Disconnected From Synder?

QuickBooks Online(86)

• Stripe(17)

• Square(9)

• Amazon(8)

• PayPal(5)

• WooCommerce(4)

• Shopify(3)

• Etsy(3)

• Walmart(3)

• TikTok(3)

• eBay(2)

• Authorize.Net(2)

• GoCardless(2)

• Payrix(2)

• BigCommerce(2)

• Braintree(2)

• Bluefin(2)

• Afterpay and QuickBooks Online(2)

• Brex and QuickBooks Online(2)

• Affirm(2)

• Lightspeed(1)

• Pin Payments(1)

• LawPay(1)

• Excel files(1)

• Magento(1)

• Clover and QuickBooks Online(1)

• ShipStation(1)

• Faire(1)

• X-Cart(1)

• How To Download the Clearing Account Report From QuickBooks Online
• How to Disable QuickBooks Online’s ‘Automatically Apply Credits’ Setting to Keep Your Synder Sync Accurate
• How to Track Sales Taxes in Synder Summary Sync for QuickBooks (US and non-US)
• How to Enable Multicurrency in QuickBooks Online
• Why Was My Accounting Company Disconnected From Synder?

Reconciliation(27)

• How to Review Your Synced Transactions and Fix Errors
• Walmart Clearing Account Reconciliation Guide for Per-Transaction Synder Users
• Synder Deferred Revenue Reconciliation Report (Summary Sync)
• How to reconcile your Afterpay clearing account while using Synder in Per Transaction mode
• What to do if reconciled transactions were rolled back?

Sage Intacct(4)

• How to Reconcile Journal Entries Lines in Sage Intacct
• How to map accounts to different entities in Sage Intacct?
• Sage Intacct: Configuring Role Permissions for Synder Webservices User
• How to Connect Sage Intacct to Synder: A Complete Guide

Smart Rules(23)

• How to Categorize Disputes/Chargebacks With Smart Rules
• How to Fix the Smart Rules Error: Enter a Service Date for the Revenue Recognition Line Item
• How to Use Rules to Change Description
• Smart Rules: Update Products in Sales Receipts Based on Metadata
• Smart Rules: Update Products in Sales Receipts Based on Description

Summary(38)

• Why Your Summary and Transaction Dates Can Differ
• Summary Sync: Aggregating Data by Day, Payout, Month, or Custom Periods
• How to Reconcile Manual Payouts in Stripe Per Payout Summaries
• Stripe Per Payout Limitations: Manual Payouts and Top-Ups Explained
• How to Address ‘Attention Required’ Status of Summaries Due to Product Verification Status

Synder Accounting(66)

• Stripe(10)

• Square(8)

• Amazon(7)

• Walmart(3)

• Shopify(3)

• WooCommerce(3)

• PayPal(3)

• Afterpay(3)

• TikTok(3)

• Affirm(2)

• Brex(2)

• BigCommerce(2)

• Authorize.Net(2)

• Etsy(2)

• eBay(2)

• Braintree(2)

• Bluefin(2)

• ShipStation(1)

• Magento(1)

• Lightspeed(1)

• LawPay(1)

• Pin Payments(1)

• Excel files(1)

• GoCardless(1)

• Faire(1)

• X-Cart(1)

• How to Connect Oracle NetSuite to Synder
• How to Retrieve Integration Credentials from Oracle NetSuite
• Reconcile Your Checking Account in Synder Accounting

Video Tutorials(20)

• How to Reconcile Transactions in QuickBooks Online With Synder
• Synder RevRec: How to Reconcile Deferred Revenue With Synder Revenue Recognition
• Synder RevRec: Getting Started With Revenue Recognition. Understand Setup and Reconciliation
• How to Work With Firms Workspace in Synder
• Smart Rules: Update Products in Sales Receipts Based on Metadata

Xero(95)

• Stripe(16)

• Shopify(12)

• Square(8)

• Amazon(8)

• Pin Payments(5)

• TikTok(5)

• WooCommerce(3)

• PayPal(3)

• Walmart(3)

• Authorize.Net(2)

• GoCardless(2)

• Payrix(2)

• Etsy(2)

• eBay(2)

• BigCommerce(2)

• Braintree(2)

• Bluefin(2)

• Afterpay and Xero(2)

• Brex and Xero(2)

• Affirm(2)

• Lightspeed(1)

• LawPay(1)

• Excel files(1)

• Magento(1)

• Clover and Xero(1)

• ShipStation(1)

• Faire(1)

• X-Cart(1)

• How to Update Your Xero Settings
• How to Track Sales Tax in Xero with Synder Summary Sync
• Error: Sync Has ‘Failed’ Status With ‘No Items Available to Sell’ (Xero)
• Automatic Xero Clearing Account Reconciliation
• Can Synder Sync Transactions in Multiple Currencies to Xero?