Manually you can import as many old transactions from the payment system as needed (the time range of how far back you can go can vary based on your plan). To import transactions from the payment processor do the following:
- Go to Import Old Transactions tab on the left
- Select a Payment platform if you have more than one
- Select time range needed
- Click Import
You will find all the imported transactions under the Transactions tab in the app in several minutes. After the transactions are imported from your Stripe/Square/PayPal/Shopify/etc to the app (note your sync balance will remain untouched), you can sync them to QuickBooks (only this will make the amount of syncs go down).
Select transactions needed (our filter is available to filter out the ones you need to sync) and click Sync under the Sync menu.
In order to mark all transactions per page use top selector (1), you can also change the amount of transactions shown per page (2). After all the transactions on the page are marked the option to “Select all transactions on all pages” (3) will appear. You will see the amount of the selected transactions in the “Txn selected” field.
(the result in your QuickBooks after synchronizing the transaction using Synder)
Enable auto-sync in your General settings on the top right, clicking the gear icon. Do not forget to click Update to save the changes.
If enabled, transactions coming in after the moment you have enabled the auto-sync configuration will reflect your QuickBooks Company automatically without your confirmation instantly (with one hour maximum time-lag).
NB!: transactions that have been manually imported into the app will not be auto-synced.
If you need to undo the syncing, you can easily and quickly Rollback any Sync. Rollback erases transactions from your QuickBooks/Xero, causing no damage to your accounting data. Please note, roll back will not reinstate the amount of the available syncs on your account.
To rollback several transactions, please go to the Transactions tab (left hand side) and select transactions you would like to roll back. Then hit the Sync button and select Roll Back.
Archive and Unarchive transactions
In order to prevent mess in the transaction list, you can use the Archive feature.
Archived transactions are presented in a separate list. Mark the corresponding checkbox to see them.
In order to sync archived records, please add transactions again to the Transactions list. To do so, mark the needed ones and click the Unarchive button.
Note: Import Old transactions feature will NOT return archived transactions to the list, only Unarchive option can do so.
Check Sync Details
In order to check details of the synchronization and see what was created in your QuickBooks/Xero by the app, please click Show details under the green Synced status.
- You will be able to open the initial transaction from yoru Stripe/PayPal/Square/Shopify/etc using Txn ID link.
- “Show in QB/Xero” links will open an entity created on your QuickBooks/Xero end.
Alternatively you can look for the results of the synchronization on the clearing account in your Chart of Accounts in QuickBooks/Xero. Clearing account will be called “Payment_Processor Bank Account” (for Stripe it will be “Stripe Bank Account”, for PayPal – “PayPal Bank Account” and so on) and this account will contain any transaction created by the app in one place.
Do you have any questions? We would love to hear from you. Contact us via our in-app chat to start a conversation or send an email to the address specified in the footer of this page.