How to connect Square to QuickBooks Online

In this guide, you will be able to learn how to connect your QuickBooks Online company to Square via Synder. Once you finish your settings, the app will start receiving your Square transactions and import data with all the details in QuickBooks. Follow easy steps in the helpful guide, and enjoy seamless synchronization. Connect your […]

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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 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 in case […]

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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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Synder: payouts feature

In order to simplify the reconciliation process in QuickBooks, we have introduced the Payouts feature available to Stripe, PayPal and Square users. 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 […]

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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 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 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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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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