Why is my transaction list empty?

By default, when you connect your payment platform to Synder for the first time, the app immediately fetches 10 most recent transactions (syncs one of them automatically) so that you can sync the rest and see what it is capable of. But what if the transactions don’t show up? Contents: Reason 1. Not all of […]

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Rule ‘Em All: How Rules Work in Synder

Overview: What can you do with rules? How do Rules work? What can you do with rules? By using our Rules, you can fill in the gaps in the data you are missing during the synchronization to QuickBooks or build a flow to trigger an action outside QuickBooks such as send a notification email (thank […]

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How to find synchronized transactions in an accounting system

Option 1: In order to check details of the synchronization and see what was created in your QuickBooks/Xero by the app, please click Show details under the green Synced status. You will be able to open the initial transaction from your Stripe/PayPal/Square/Shopify/etc using Txn ID link. “Show in QB/Xero” links will open an entity created […]

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Hide records from the transactions list of Synder

In order to prevent mess in the transaction list, you can use the Archive feature. Just select unneeded transactions and click Archive. Archived transactions are presented in a separate list. Mark the corresponding checkbox to see them: In order to sync archived records, please add transactions again to the Transactions list. To do so, mark […]

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How to delete synchronized transactions from your books in bulk

If you need to undo the syncing, you can easily and quickly Rollback any Sync. Rollback erases any created data from your QuickBooks/Xero, causing no damage to your accounting data. Please note, rollback will not cost you any sync as well as will not reinstate the amount of the available syncs on your account. To […]

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Synder product/service settings explained

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) Product mapping Synder helps to categorize transactions in your accounting platform. The app is able to get the name/sku of a product used in the transaction from the payment […]

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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 […]

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Why do you need payouts enabled?

In order to simplify the reconciliation process in QuickBooks, we have introduced the Payouts feature available to any payment processor connected. 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 get […]

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How to make sure I will not have double entries with Synder

A reliable accounting automation should be able to ensure the safety of your books from duplicates and inaccurate entries. Synder has a set of useful configurations for this purpose: it can skip duplicates and close outstanding invoices with payments rather than creating a duplicate entry. In the article you will learn how these featured work. […]

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Synder Product Mapping feature

Overview: How the products are treated by Synder Product Mapping Flow in Synder What You Get As The Result How the products are treated by Synder Synder is able to recognize existing product names in your accounting system and if the identical match (spelling should be exactly the same) is found during the transaction synchronization (by the […]

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