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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How to sync transactions in multi-currency

In order to set up the synchronization for different currencies, set up Sales, Fees, and Expenses for each of them using our newly introduced custom feature. Overview: Creating accounts in QuickBooks Sales in multicurrency Fees in multicurrency Expenses in multicurrency Payouts in multicurrency Synder differentiates between your home currency (based on your company settings) and foreign currencies. Creating accounts […]

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How are the payment processing fees accounted for? (QuickBooks Desktop)

Once you sync the transaction from the payment processor into your accounting company the Sales Receipt (or Invoice + Payment) for the total amount of sale and the Check for payment processor fees will be created on QuickBooks Desktop side.  To check the Check created in your accounting company please follow the simple steps below: […]

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How are the payment processing fees accounted for?

Once you sync the transaction from the payment processor into your accounting company the Sales Receipt (or Invoice + Payment) for the total amount of sale and the Expense for payment processor fees will be created on QuickBooks/Xero side.  To check the Expense created in your accounting company please follow the simple steps below: Press […]

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How to account for Square cash transactions?

Once you sync the cash transaction from the payment processor into your accounting company the Sales Receipt for the total amount of sale will be created on QuickBooks/Xero side.  Sales Receipt is deposited into a clearing account (Square Bank Account) and is categorized according to your already existing in QuickBooks product’s income account categorization or […]

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Categorize PayPal expenses in QuickBooks Online with Synder

Overview: How to categorize PayPal Expenses in QuickBooks Online Example of the categorization rule for expenses 1. How to categorize PayPal Expenses in QuickBooks Online   We have introduced Synder rules to help you categorize your expenses to different account. Using this tool you will be able to categorize your PayPal expenses in QuickBooks Online automatically, […]

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Using your PayPal as a Bank Account

It is not a piece of news that PayPal is now much more than just a payment processor, for some people it can replace actual Bank Account.   Usually, in order to account for PayPal transactions, you are to create a bank type account for them in your QuickBooks and enter your PayPal sales and […]

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How to add classes to Stripe transactions automatically

One of the most frequent requests our customers experienced is adding classes to your transactions. We are ready to offer a solution to help you sort this out automatically. Run a report by class details in Quickbooks effortlessly with Synder. Overview: 1. Rules in Synder 2. Create a Rule in Synder 3. How to apply […]

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How to close open QuickBooks invoices with Stripe payments

Once in your practice, you can wind up in the situation when you have an open invoice in your QuickBooks Online and the payment in the Stripe account. As a rule, it takes so much time to find the correct payment and apply it to your invoice manually. And here is where the question comes […]

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How to fix wrong income categorization in Synder?

In this article, you will find out an explanation on how to adjust product/service settings in order to make sure all the income is categorized properly. Once you may wind up in the situation when you synchronized transactions with Synder and then found your Profit and Loss showing not accurate information. Obviously the product/service settings […]

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