It will bring Sales, Expenses + payment processor fees along with Transfers (from/to) Bank (QBO only). You can set it to synchronize ongoing transactions automatically or manually. Learn more here.
You can add unlimited amounts of payment processors to Synder. To do so click plus sign on the top right corner of Synder -> Add Payment Platform. Check more information in this guide.
According to our Terms and Conditions once the purchase is made, it is final and non refundable, as a free trial is provided to test the app with no credit card information required. Feel free to reach out to support to address the team with any question to make informed decisions.
You would need to disconnect your Synder account from payment and accounting systems first, then another user will be able to connect and set up integration on one’s end. Based on your plan there might be an option to add a person as a sub user to your current account, if you do not want another user to go through the setup. If you need to transfer the subscription as well, contact the support team.
If you have Stripe connected, you will be able to send QuickBooks invoices or create new invoices with credit card payment option in the app, as well as use the instant checkout link to charge your clients through Synder. For PayPal and Square the app will only bring data from the payment processor to your accounting system.
Yes, sure. There is no limit on how far back you can go to sync historic transactions. As long as you have them in your payment processor you can sync them with QuickBooks/Xero any time if you click Import Old Transactions tab and specify the time range needed.
If you are missing some transactions do the following:
1) Make sure you have the payment platform account needed connected to Synder
2) Go to Import Old Transactions tab (left-hand side menu) and import missing transactions from the payment processor for the dates needed. Check out more information in this guide.
No, the Synder app will create a record to reconcile with your banking tab. Make sure you Match your Stripe Income to what Synder creates, as opposed to Adding new transactions from banking. Learn more about enabled payouts in this guide.
You will be able to see only the payouts synced by the app (they are to be matched in banking) on your Checking account. All the sales/expenses transactions will be synced to the clearing account created by the app (for example “Stripe Bank Account” or “PayPal Bank Account”).
In order to fix the failed sync, first of all, click the person icon on the top right corner of Synder -> My Profile, click Actions button next to your Accounting Company name and click Reconnect. Go back to the transactions list and sync failed transactions again.
If you have failed status again contact the support team through the in-app support chat or search the knowledge base.