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 […]

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How to connect Shopify to QuickBooks or Xero (video)

Learn how to connect Shopify to QuickBooks with helpful tips from an accounting automation expert. The Shopify QuickBooks integration allows importing payments into accounting software, synchronize and categorize data in your books with incredible accuracy for a perfect reconciliation process. ► Try Shopify QuickBooks Integration FREE: Shopify QuickBooks Integration

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Reconcile your checking bank account in Xero

In this guide you will learn how to reconcile Stripe/Shopify/Square/LawPay/Ecwid/Pin Payments transactions synchronized by Synder app to your Checking bank account in Xero company. There are two ways to do it: Automated way using Payouts feature (more accurate) Manual way (creating transfers manually from the Bank Feed) 1. Automated way using Payouts feature (more accurate) […]

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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 […]

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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 […]

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Synder auto-reconciliation feature for Xero

When Synder integrates the payment processor with Xero accounting it creates a clearing bank account for temporary storage of synchronized transactions (same way as the payment processor holds the money for some time before paying them out to your bank). Auto-reconciliation feature allows to mark all the synchronized income and expense transactions in the clearing […]

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Apply Tax on Fees in Xero

There are regulations in some countries that require you to pay taxes not only on sales but also on expenses and fees. Even if in your case the taxes on fees and expenses are zero-rated, proper accounting demands that they are recorded as such. Synder allows you to select the tax rate which should be […]

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Can Synder sync transactions in multiple currencies to Xero?

The answer is Yes. Synder will sync transactions in foreign currencies to a clearing account in your Xero Chart of Accounts and then transfer the funds to your checking account. The setup for all transactions to be put into one account is ready by default, so there is no need to do anything besides synchronizing […]

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