Overview:
Set up Shopify POS transactions synchronization
Disclaimer: initially Synder will NOT be able to process Point of Sale orders and will just skip them
To record the Point of sale (POS further) orders from Shopify in your QuickBooks/Xero company (remember initially the app is not able to “see” them) you would need to create the additional settings for POS Orders in Synder following these simple steps:
- Click on the gear icon in the upper right corner to open Synder settings.
- Select the POS Order type from the Create additional settings dropdown.
- Select the Shopify POS Order bank account from the dropdown in the Sales tab. Shopify POS Order is a clearing account that will be auto created in your QuickBooks/Xero company.
Note: POS orders are to be deposited to the separate clearing account (“Shopify POS Order bank account“), as technically your POS is a separate system from your usual Shopify. You can change this account to the one needed if you know what you do or please consult with your accountant upon what is the best way for you to handle this. - Click Update to save the changes.
How to sync Shopify POS Orders
Once you set up the additional settings for POS Orders Synder will be able to “see” Point of Sale orders created on the Shopify side and will be able to synchronize them to your QuickBooks. Please use the Import Old transactions tab to import historical orders or make sure Auto sync option is enabled so that the app could synchronize newly created orders. See more details on how to sync in this guide.
