In this article, you will find out an explanation on how to adjust product/service settings in order to make sure all the income is categorized properly.

Once you may wind up in the situation when you synchronized transactions with Synder and then found your Profit and Loss showing not accurate information. Obviously the product/service settings were wrong, that is why income was not categorized properly. No worries it can be fixed quickly.

  1. Rollback synchronized transactions to get rid of any mess in your QuickBooks/Xero
    • Select transactions needed
    • Click Top Sync button
    • Select Rollback
Synder Transactions Tab with instruction on how to Rollback synchronized transactions to get rid of any mess in your QuickBooks/Xero


  1. Now your books are correct, however, you now want to synchronize the transactions again, but this time with correct settings. The income is categorized automatically according to the product/service names and QuickBooks/Xero income accounts associated with them. Follow steps below to make sure this time everything will be correct:
    • Open products/services list on the payment processor side (in case you only specify names inside of the transaction, open transactions one by one)
    • Open QuickBooks/Xero products list
    • Make sure the names match totally in the Payment processor and Accounting company (even extra space makes a difference).
      Example: “tea” and “Green tea” are two different names.
    • Make sure on QuickBooks/Xero side the item is associated with the correct Income Category. If needed click Edit next to the item name and set the correct income account.
click Edit next to the item name if you have to edit the income category


  1. Synchronize transactions again, this time they will go to the correct income categories.
    • Select all the transactions needed
    • Click Sync button ->Sync
    • Run QuickBooks/Xero report
fix the categorization of Product/Service when you synchronize transactions with the Synder app

That is it. Now you know how to fix the categorization of Product/Service when you synchronize transactions with the Synder app.

Still have questions on the matter? Initiate Synder in-app chat and our support specialists will be happy to assist you.

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