Customize Stripe settings (QuickBooks Online 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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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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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 […]

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Why do you need payouts enabled in Synder?

Let us talk about Payouts. Payouts mean money transfer from your payment platforms like PayPal, Square or Stripe to your Bank (checking) account. Some of our customers call it money depositing, however it is important to understand that Synder doesn’t touch your actual money at all, it will just account for transfers that took place. […]

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How to apply taxes to any sales transactions

Apply taxes to any Sales transactions in QuickBooks for your Stripe or PayPal data while syncing data by Synder. Overview: Tax applied for Non-US companies Tax applied for US companies with no Automated Taxation System 1. Non-US QuickBooks companies Due to Generic Tax Code feature, the app will be able to apply tax rate you specify […]

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How to sync your chargebacks and refunds with Synder

All businesses face the processing refunds or chargebacks at some point. Likewise your sales transactions, with the help of Synder you can sync also your refunds and chargebacks using Stripe, Square and PayPal.   Overview: How to sync your refunds How to sync chargebacks Where you can see the results on QuickBooks side 1. How to […]

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