This guide will teach you how to integrate Amazon with your accounting system (QuickBooks or Xero). Learn more about Amazon QuickBooks integration. Once you set it up (don’t worry, it is pretty quick and straightforward), Synder will funnel the data from your Amazon account with all the detailed customer/item information right into your accounting system. Just follow the simple steps below and enjoy seamless synchronization.
Overview:
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 the accounting platform is connected you can move on to connect Amazon. Please the steps below.
Connect Amazon to already existing account
1. Open Amazon Seller Central for your Region -> Go to Apps & Services – Manage Your Apps located in the menu -> Click Authorize new developer.
2. In the App details section, enter Developer’s Name – Synder and Developer ID: 245504872123 (USA), 476289154405 (Europe), 502969143275 (Far East + Australia). Click Next -> Approve access to your Amazon store. Click Next.
3. Copy Seller ID and MWS Auth Token. You will need them for the subsequent setup in Synder.
4. If you already have your accounting company connected and you want to access this page follow the steps below:
Select Organization needed at the top right
Go to Settings on the left menu
Click on the Add payment platform button
5. Select Amazon from the drop-down menu -> paste Seller ID and MWS Auth Token in required fields in Synder -> hit the Connect button.
One-click setup (preferred)
Once Amazon is connected, the only thing left to do is to adjust your Synder settings and configure how the data goes into your accounting company. You can use our standard configuration, change only the most important settings and hit I’m ok to start.
This will redirect you to the Transactions tab with transactions available for synchronization (you will be able to test the app on a free trial and adjust settings later if needed).
Note: Alternatively you can click “Go step-by-step” to go through detailed settings, check out section 4 of this guide for more details.
Congratulations! Your account is set and ready to import and sync.
*Learn more about the app in the FAQ section. Watch this video to learn how to reconcile transactions in QuickBooks.
Step-by-Step Data Flow Setup (optional)
If you are going with Step-by-step option, here are the details regarding further settings available:
Set up your Sales Settings
Please use Amazon Bank created by the app as a Bank account, it will serve as a clearing account to record individual sales transactions. Choose the preferred payment method (most likely Amazon).
The Advanced settings are:
Enable QuickBooks Doc Numbers – if ON, all the synchronized transactions will follow the QuickBooks Doc Numbers sequence.
Apply default customer – the selected customer will be applied to each synchronized transaction (instead of applying individual customers from your Amazon).
Set up your Product Settings
This will affect where the new products are created during the synchronization.
Default Product will be applied to transactions without products
If you turn on Generic Product feature, each synced transaction will have the default product.
Select Product Income Account and Product/Service type that will be applied to each newly created product. Synder can create products and services in your accounting company automatically but they will be of non-inventory or service type only. However, you will be able to change the Product type that was created by Synder to Inventory in your accounting company later.
Set up your Tax Settings
If you do have taxes on your Amazon side, Synder will be able to process and record them correctly in your accounting system.
You can have taxes applied to your taxable transactions and choose a default tax code (non-US clients). Learn more about how sales tax work in Synder.
Set up your Fee Settings
This is where you specify how the fees charged by Amazon will be recorded. Usually, Amazon Bank created by the app is selected as a default Bank account.
Choose the Vendor (most likely Amazon). Select the account to categorize your Amazon fees under Category field (for example Bank Charges).
This will customize where the fees are reflected in Quickbooks.
Set up your Payout Settings
This step allows you to enable payouts, simplifying the reconciliation process. Learn how to enable the payouts feature.
Select your Checking account under “Transfer Funds To” field.
Set up your General Settings
This step allows you to set auto-sync, skip duplicates, and sync transactions in a foreign currency, and also allows to close open QuickBooks invoices automatically.
Advanced settings allow you to Apply location to each transaction.
Finish your setup
Please finalize the set up by pressing Start to sync button
The app will redirect you to the Transactions tab, where you will be able to synchronize your Amazon transactions to your QuickBooks or Xero and enjoy the results.
Congratulations! Your account is set and ready to import and sync.
