In this guide you will learn how to integrate your eBay with your accounting system with the help of eBay QuickBooks integration. Once set up is done (be sure it is really quick) the app will synchronize data from your eBay account with all the detailed information right in 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 QuickBooks is connected you will be on the step 3 to connect Payment Platform.
Connect eBay managed payments 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 eBay managed payments from the dropdown – – > click on the Connect button.
After pressing on you will be redirected to the eBay homepage to grant your permission.
That’s it!
One-click setup (preferred)
Once eBay is connected the only thing left to do is your Synder settings to adjust how the data will go into your accounting company. You can use standard configuration and hit “I’m ok to start” this will redirect you to the tab with transactions available for synchronization (you will be able to test the app on a free trial and adjust settings if needed).
Note: Alternatively you can click “Go step-by- step” to go through detailed settings.
Congratulations! Your account is set and ready to import and sync.
*Learn more about the app in 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 available setting:
Set up your Sales Settings
Please use Amazon managed payments Bank account created by the app as a Bank account , it will be used for individual sales transactions. Choose the payment method you prefer (most likely eBay managed payments).
There are Advanced settings:
“Enable QuickBooks Doc Numbers” – all the synchronized transactions will follow QuickBooks doc numbers sequence.
“Apply default customer” – the customer selected will be applied to each synchronized transaction (instead of applying individual customers from your eBay account).
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
Turning on “Generic product” feature you select the default product that will be applied to each synced transaction.
Select ‘Product Income account’ and ‘Product/Service type’ that will be applied to each newly created product.
Set up your Tax settings
You can enable taxes to be applied from taxable transactions and choose a default tax code. Learn more about how sales taxes work in Synder.
Set up your Fee settings
eBay managed payments Bank created by the app is selected as a default Bank account.
Choose the Vendor you prefer (most likely eBay managed payments). Select the account to categorize your eBay 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 of transactions in a foreign currency features, and also allows transactions to be applied to the matching unpaid Invoice/Bill transaction.
Advanced settings allow you to Apply location to each transaction.
Finish your set up
Please finalize the set up by pressing Start to sync button
Now the app will redirect you to the transactions tab, where you will be able to synchronize your eBay transactions to your QuickBooks or Xero and enjoy the results.
Congratulations! Your account is set and ready to import and sync.
*Learn more about the app in FAQ section.
