How to connect Paypal to QuickBooks Online

In this guide, you will learn how to connect your QuickBooks Online company to PayPal via Synder. Once you finish your settings, the app will start receiving your PayPal transactions and import data with all necessary details in QuickBooks. Follow easy steps in the helpful guide, and enjoy seamless synchronization. Overview: Start connection from the […]

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Reconcile PayPal transactions in QuickBooks Online

Summary:  Synder setup  Sync your payments and Payouts QuickBooks Flow  Our customers have found that the most accurate way to record all PayPal sales, fees, expenses, and refunds is to sync everything into a “clearing” account in QuickBooks Chart of Accounts. The app will create a “PayPal Bank Account” and once your PayPal withdraws money […]

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Customize PayPal settings

Overview: General settings Sales Products/Services Taxes Fees Expenses Payouts Multicurrency When you have PayPal QuickBooks Online integration connected, you can start customizing your settings. To access your PayPal settings select the organization needed at the top right of the page – – > Settings button on the left menu of the app – – > click on […]

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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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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 sales tax works in Synder

Overview: Sales taxes sync with US based QuickBooks companies Sales taxes sync with Xero or Non-US based QuickBooks companies Sales taxes sync with US based QuickBooks companies To access settings select the organization needed at the top right of the page – – > Settings button on the left menu of the app – – > find […]

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How to sync your refunds with Synder

All businesses face 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, PayPal, etc.  Overview: How to sync your refunds Where you can find the synced refunds on QuickBooks side How to sync your refunds Login Synder […]

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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 expenses […]

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How to connect QuickBooks Online/Xero to Synder

In this guide, you will learn how to connect your QuickBooks Online company to Synder. Overview: If you log in through Quickbooks Online/Xero If you create an account in the app directly from the Synder site How to add another company (client) to Synder If you log in through Quickbooks Online 1. In QuickBooks go […]

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