How to connect QuickBooks Online to Synder

In this guide, you will be able to learn how to connect your QuickBooks Online company to the Synder app. There are 3 ways to find Synder app: QuickBooks App Store Yours Apps in your QuickBooks account Directly at the Synder site (sign in with your Intuit account) Find connection to your company: Connect as many companies as […]

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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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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 enable locations in QuickBooks Online

For location support in the Synder app you should first make sure they are enabled in your QuickBooks company. Please follow the instructions below to enable locations in QuickBooks: 1. Log in to QuickBooks Online. Press the gear icon in the upper right corner of the screen and press Company Settings. 2. Go to Advanced […]

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How to enable classes in QuickBooks Online

For location support in the Synder app you should first make sure they are enabled in your QuickBooks company. Please follow the instructions below to enable locations in QuickBooks: 1. Log in to QuickBooks Online. Press the gear icon in the upper right corner of the screen and press Company Settings. 2. Go to Advanced […]

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