How to Connect Your Square to Synder

If there is one problem that most small businesses have it is that they need to record and account for all their ongoing transactions, and in some cases there are just too many of them. Synder solves this problem by letting you connect both your accounting company and your payment platform and synchronize your transactions […]

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Reconcile Square transactions in QuickBooks Online

Summary: Synder setup Sync QuickBooks Flow Our customers have found that the most accurate way to record all Square sales, fees and refunds is to sync everything into a Square Bank Account in QuickBooks Chart of Accounts and enable payouts processing for reconciliation ready matches between Square transactions and withdrawals made to your checking.  So […]

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Customize Square settings

Overview: General settings Sales Products/Services Taxes Fees Application 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 […]

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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 to sync your chargebacks and 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 chargebacks How to sync […]

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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 with the help of Square QuickBooks integration, 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 […]

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How to fix gratuity account error

Here is a simple and fast fix of “Business Validation Error: Missing default Gratuity Account”. This error comes up because Tips are to be additionally enabled in QuickBooks before the sync. Once you enable them the sync will go through with no issues. The issue regarded Square transactions, with Tips included. To make your transactions […]

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