In this guide, you will learn how to connect your QuickBooks Online company to Synder.
Overview:
If you log in through Quickbooks Online
1. In QuickBooks go to the Apps tab on the left menu bar – – > Find app – – > search for Synder – – > click on the app and you will be redirected to the app’s page – – > click on the Get app now button – – > Install
In Xero go to your Organization menu on the left – – > App marketplace – – > search for Synder – – > click on the app and you will be redirected to the app’s page – – > click on the Get app now button – – > Allow access
Account in the Synder will be created automatically as well as an organization for this Quickbooks\Xero company. Learn more about organizations in this guide [click here].
2. Connect Payment Platform and set up settings for your flow to complete the setup. You can find a guide on how to connect Payment platform to the app in our HelpCenter [click here] based on the platform you use.
Note: you will be able to add as many payment platforms as you want to a single organization.
If you create an account in the app directly from the Synder site
1. Create an organization where QuickBooks Online/Xero and related payment platforms will be located. Fill in the name of the organization, the country, industry and other fields. You will be able to change organization name in the future if needed.
2. Connect your accounting platform selecting the needed one from the available options and grant the permission.
Follow further steps the app guides you through connecting your payment processors for data synchronization, for more info [click here].
How to add another company (client) to Synder
To connect a new company in addition to an already existing one, click on your current organization at the upper left corner, then click on “Create organization” then you will be able to connect the accounting company, to do so follow the steps described above in chapter 2.
Connect other Quickbooks Online/Xero, authorize sharing of the data between platform and Synder. You may start syncing transactions to a new company now!
In case you have any questions you are welcome to contact the support team via our in-app online support chat or by email listed in the page footer.
