Overview:

  1. What is organization?

  2. How to access Settings?

  3. How to add another payment platform to Organization?

  4. How to add another QuickBooks/Xero company?

In this guide, you will learn how to navigate your account in Synder with the updated interface and how to manage the new Organizations functionality.

What is an Organization?

An Organization is one QuickBooks or Xero company connected to your Synder account. With the help of this functionality, any bookkeeper, accountant, or business owner can now easily manage each of their clients or accounting systems having separate Transactions list tabs. 

Note 1: Each of the QuickBooks or Xero company is treated as a separate Organization.
Note 2: 
you can seamlessly connect multiple payment gateways to one organization.

How to access Settings?

Once you switch to the needed organization and wish to adjust the settings for this company, click the Settings button on the left-side menu bar. There you will be able to configure the syncing process according to your needs, manage subscription, invite additional users or members to your account, add more payment platforms to your organization, and more.

In order to access synchronization settings for a particular payment processor, please:

  1. switch to the needed Organization in the top-left corner of the Synder page
  2. navigate to Settings on the left-side menu
  3. click Configure for the needed processor in the Payment platforms section
access Synder settings for organizations management

How to add another payment platform to your Organization?

In order to add another payment or eCommerce platform to your client or business, follow these steps:

  1. switch to the needed Organization in the top-left corner of the Synder page
  2. navigate to Settings on the left-side menu
  3. in the Payment platforms section and click Add payment platform


Note:  you can seamlessly connect multiple payment gateways to one organization

seamlessly connect multiple payment gateways to one organization

How to add another QuickBooks/Xero company?

Each accounting company is a separate organization, so in order to add QuickBooks\Xero company, you would need to add a new organization. You will see the steps of connection right away.

Note: once you have connected QuickBooks\Xero to a particular organization, you will be able to use only this exact company with this organization.

add another QuickBooks or Xero company

If you need further assistance with understanding the new Synder functionality and interface, do let us know in the live chat, via email, or phone – our support team is always here to help you resolve any issue!


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