Synchronization process

Integration with QuickBooks Desktop contains 4 steps:
– Payment processor
– Synder online (you can manage settings and transactions there) 
– Synder desktop connector app (helps to push data from Synder Online to QuickBooks Desktop) 
– QuickBooks Desktop.

Please check how to connect Synder to QuickBooks Desktop and install the Synder connector app to your computer in this guide.

Once you enable automatic synchronization in Synder online, there is no need to launch the app in the browser, however please keep Synder connector app and QuickBooks Desktop both open on your PC in order for the data to go through. If the Synder connector app will be closed, you will see “Scheduled” status for all the transactions.
You can minimize the Connector app and keep it in the background.

Check Results in QuickBooks Desktop

You can check synced transactions on the clearing account created by Synder in your Chart of Accounts (for example, “Stripe bank account”). Initially Synder will deposit all the transactions there, and once the payout comes, it will transfer them to your checking for seamless reconciliation.

Any transaction from Payment processor will wind up as a Sales Receipt/Invoice (for total sale amount) + Check (for processing fee):

Any transaction from Payment processor will wind up as a Sales Receipt/Invoice (for total sale amount) + Check (for processing fee)

That is it. Now you know how to sync transactions and find them in QuickBooks Desktop.

BACK TO SYNDER 


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