To make sure synchronization is running, you need to have all the components of the integration up and running. This includes: QuickBooks Desktop company Synder desktop connector app (look for it on your desktop and launch) If you close the connector while Synder is recording data in your QuickBooks Desktop company file, the transaction that […]
Category: Shopify
Where is my QuickBooks Desktop Connection access key?
The access key is needed for Synder desktop to establish connection between your QuickBooks Desktop and website of Synder. Initially you can generate the access key in the window that popped up when you were adding the QuickBooks Desktop company on Synder website. If you have closed this window the key can be found at any […]
What is QuickBooks Desktop Certificate
Once you launch any application to connect it to QuickBooks Desktop for the first time, QuickBooks will pop-up with an application certificate. The certificate is a way to grant Synder a permission to modify data in your QuickBooks Desktop company file. You should allow Synder to read and modify the company file whenever it is open, […]
How to sync your transactions to QuickBooks Desktop
Synchronization process Integration with QuickBooks Desktop contains 4 steps:– Payment processor– Synder online (you can manage settings and transactions there) – Synder desktop connector app (helps to push data from Synder Online to QuickBooks Desktop) – QuickBooks Desktop. Please check how to connect Synder to QuickBooks Desktop and install the Synder connector app to your computer in […]
How to sync your transactions with Synder
Overview: Manual sync Autosync Rollback syncs Archive and Unarchive transactions Check Sync Details Manual sync Manually you can import as many old transactions from the payment system as needed (the time range of how far back you can go can vary based on your plan). To import transactions from the payment processor do the following: […]
How to connect Shopify to Synder
In this guide you will learn how to connect your Shopify store to the Synder app. Once you set up the integration, the app will account for your Shopify transactions in QuickBooks or Xero. Important note1 : if you have manually created orders or Shopify POS (point of sale) orders, check out this and this […]
How to reconcile synchronized transactions in QuickBooks Desktop
In this guide, you will learn how to reconcile your Checking account in QuickBooks Desktop using Synder app. The app will put all the sales and fees to a clearing account (it is an account which is automatically created by the app in the Chart of Accounts, can be called “Stripe/Square/Shopify Bank Account”). Once your […]
How to sync Shopify manual orders
Overview: Set up Shopify Manual Orders synchronization How to sync Shopify Manual Orders Set up Shopify Manual Orders synchronization Disclaimer: initially Synder will NOT be able to process manually created orders and will just skip them. To record the manually entered orders from Shopify in your QuickBooks/Xero company (remember initially the app is not able […]
How to sync Shopify manual order refunds
If you synchronized a Shopify Manual Order with Synder and it was refunded, you would need to update this transaction in Synder. Please note, that your usual Shopify refunds will be synchronized by default, this guide ONLY deals with refunds entered manually for manually created orderes. Please following these steps to account for manual […]
How to sync Shopify POS orders
Overview: Set up Shopify POS transactions synchronization How to sync Shopify POS Orders Set up Shopify POS transactions synchronization Disclaimer: initially Synder will NOT be able to process Point of Sale orders and will just skip them To record the Point of sale (POS further) orders from Shopify in your QuickBooks/Xero company (remember initially the […]
