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 automatically to your books without you ever having to think about it again. On top of that, Synder can help you with categorizing your sales and making your reconciliation a seamless process. This guide will help you connect your Square to your accounting company via Synder
Start connection from the scratch
If this is your first integration with Synder you would need to connect your QuickBooks/Xero company first. There are 2 ways you can log into the app so 2 ways Quickbooks Online/Xero can be connected to the app.
1. If you log in through QuickBooks Online go to the Apps tab on the left menu bar – – > Find app – – > 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 app will be created as well as an organization for this Quickbooks company. Learn more about organizations in this guide [click here].
To connect Quickbooks Desktop follow this guide [click here].
2. If you create an account in the app directly from the Synder website.
Create Organization where QuickBooks Online and related payment platforms will be located
Select Accounting system to connect – – > Grant the permission.
Once QuickBooks is connected you will be on the step 3 to connect Payment Platform.
Connect Square to already existing account
Now you are on Step 3 where you can Connect payment platform. If you already have your accounting company connected and you want to access this page follow the steps below:
1. Select Organization needed at the top right
2. Go to Settings on the left menu
3. Click on the Add payment platform button
4. Select Square from the dropdown – – > click on the Connect button
After pressing on you will be redirected to the Stripe homepage to grant your permission.
Please select the location* associated with the transactions you would like to sync to QuickBooks/Xero.
*If you have several locations, you will be able to connect all of them by adding another Payment Platform and selecting another location on this step.
One-click setup (preferred)
Now you have an option to go for the quick set-up option.
1 – I’m ok to start – Most of the users prefer this set of configurations for syncing their online transactions. You can adjust the most important ones right in this tab and click I’m ok to start and return to settings after if that will be needed.
The app will create an “Square Bank Account” in your QuickBooks Online, it is a clearing account to store all your sales and fees in one place. Once Square transfers the money to the bank, Synder will also record a transfer from the clearing account to your checking account in your QuickBooks Online for easy reconciliation. Make sure you enabled Payouts and specified there your checking account, then the app will do the bookkeeping for you in full.
2 – Go-step-by-step – You can choose Go-step-by-step and go through detailed configuration. Please check out how to customize Square settings in this guide for more detailed synchronization.
Congratulations! Your account is set and ready to import and sync.
* Learn more about our recommended setup in Synder setup guide.