The Sine Qua Non: Synder Product Mapping

What If… the product names you have in your payment platform and the product names you have in your accounting company don’t match? For instance, there can be more than one variation of a product (think white rice and brown rice), which you record as one and the same product (rice) in your accounting company. […]

Learn More

Can Synder sync transactions in multiple currencies to Xero?

The short answer is Yes. Synder will sync transactions in foreign currencies to separate clearing accounts in your Xero Chart of Accounts and then transfer the funds from each of them to a respective checking account. Here is what you need to do to enable and set up this feature. Please Note: Before you start setting […]

Learn More

Customize Stripe settings (QuickBooks integration)

Overview: General settings Sales Products/Services Taxes Fees Payouts Multicurrency Having connected your company and your accounts, you can start customizing your settings. You can always find them by clicking the “Gear” button in the upper right corner of the app: General Synchronize Automatically – when “ON”, the system will automatically synchronize transactions that come into the […]

Learn More

Customize PayPal settings

Overview: General settings Sales Products/Services Taxes Fees Expenses  Payouts Multicurrency Having connected your company and your accounts, you can start customizing your settings. You can always find them by clicking the “Gear” button in the upper right corner of the app: General Synchronize Automatically – when “ON”, the system will automatically synchronize transactions that come into […]

Learn More

Customize Square settings

Overview: General settings Sales Products/Services Taxes Fees Payouts Multicurrency If you connected your company and your account it is high time to customize your settings. You can always find them in the upper right corner of the app: Your Default settings will work for all transaction types from Square. Use “Create additional settings” option only in case […]

Learn More

Customize Stripe settings (Xero integration)

Overview: General settings Sales Settings Products/Services Taxes settings Fees settings Payouts settings You have connected your Stripe account to your Xero, and this guide will give you some more details upon settings that can be customized in the app to tailor it to your needs. To access Settings, click Gear Icon on the top right […]

Learn More

Customize Pin Payments Settings

Overview: General settings Sales Products/Services Taxes Fees Payouts   You have connected your Pin Payments account to your Xero, and this guide will give you some more details upon settings that can be customized in the app to tailor it to your needs. To access Settings after the connection, click Gear Icon on the top right […]

Learn More

Synder product/service settings explained

Overview of Product matching in Synder: Overview: Assigning transactions to existing QuickBooks Online products. Auto-creating of products. Applying a generic product name to all transactions Parsing product information from Charge description (Stripe only). Our app is able to get the name of a product used in the transaction from the payment system and will assign that transaction to […]

Learn More

Synder: rollback function

If you need to undo the syncs, you can easily and quickly rollback any transaction. Rollback will completely take the transaction away from your QuickBooks/Xero account, not causing any damage to your QuickBooks/Xero data. 1a. To rollback several transactions, in the Transactions tab select the transactions needed as pictured. You can also show up to 100 transactions […]

Learn More

Synder: payouts feature

In order to simplify the reconciliation process in QuickBooks, we have introduced the Payouts feature available to Stripe, PayPal and Square users. Enabling Payout synchronization in Synder allows you to automate syncing data for the payments you receive and the withdrawals you make from it into your checking account. Select your checking account in Payout settings of Synder to […]

Learn More