Step 1. Creating your organization and accounting company (QuickBooks\Xero)

Step 2. Connecting WooCommerce

Step 3. Standard Configuration Settings Described

Important Note: in order to provide quick reconciliation, Synder needs ALL the supported payment gateways connected in addition to your e-commerce (Stripe, PayPal, Square).
If you connect only WooCommerce, Synder will only be able to synchronize orders only (no payment processing fees or gross money payouts, no partial refunds). In order to learn more on how the synchronization will work when only WooCommerce is connected please check out this guide.

Step 1. Creating your organization and accounting company (QuickBooks Xero)

If you are new to Synder, you will be immediately taken to the creation of organization step as soon as you sign up. If you already have a connected organization (i.e., a QuickBooks/Xero company), you will need to click on the name of the current organization and choose Create a new organization in the drop down. Fill in all the fields for your Organization:

Select any supported accounting system and click it to connect your accounting system to Synder, enter your credentials to sign into it, this is all that is needed for connection:

Step 2. Connecting WooCommerce

Now, you get to Step 3 – Connect your payment platform. Let’s select WooCommerce from the drop down menu and specify the permalink to the store. Please note that you’ll need to get the ‘pretty’ permalink in your WooCommerce Settings → Permalinks:

Once you click Connect, you’ll be taken to your WooCommerce store where you’ll need to grant permissions for Synder to communicate with it:

Click Approve, and you’ll be redirected back to Synder and have the chance to tweak your configuration before you’re done.

Step 3. Standard Configuration Settings Described

By default, Synder will record all your orders in the WooCommerce Bank account it creates automatically (don’t worry, you’ll be able to change this setting at any time later) and when WooCommerce sends a payout to your actual bank, Synder will record this as a Transfer from that WooCommerce Bank account to the account you specify in Transfer Funds To (in my case, it is an account called Current, to which my bank feed is connected).

In this pop-up window, you can also set up Synder to apply taxes (if there are any in the transactions coming in from WooCommerce), specify the preferred zero-rated tax code, synchronize transactions automatically (or not, in which case you will need to do manual imports from time to time), and apply payments to unpaid Invoice/Bill transactions that exist in your accounting system. You can click I’m ok to start and that’s all, or you can choose to go step-by-step to configure all of the settings before you set sail.
You can edit settings at any time if that is needed, use this guide to learn more about settings.

Congratulations! You have successfully connected WooCommerce to Synder! If you also use other payment gateways in your store (Stripe/Square/PayPal), please connect them to Synder alongside WooCommerce so that Synder could get information about those orders as well.

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