All businesses face processing refunds or chargebacks at some point. Likewise your sales transactions, with the help of Synder you can sync also your refunds and chargebacks using Stripe, Square, PayPal, etc. 

Overview:

  1. How to sync your refunds

  2. Where you can find the synced refunds on QuickBooks side

  3. How to sync chargebacks

How to sync your refunds

Login Synder app and click on Transactions left hand side menu. You can see in the transaction type column refund.

You can filter all your transactions by type to see all of them. 

Synder Transactions left hand side menu

Tick the transactions you want to Sync, click on the green Sync button, and choose sync. When you refresh the page your refunds will be in your QuickBooks. 

Tick the transactions you want to Sync in Synder menu

The original payment details from Stripe side for refund transactions.

Where you can see the synced refunds on QuickBooks side

 Synder transfers your refunds to QuickBooks and creates a refund receipt automatically. Go to the clearing account of Chart of Accounts to check your refund, or click Show details near the synced transaction –> Show in QB to open the transaction via the Synder log. 

Here we go:

How to sync chargebacks

Please note, that only when your dispute is over Synder will be able to process the chargeback transaction (as a regular refund)  and the fees. For that you will need to:

1. Roll back the transaction that was disputed (only if it was previously synced). Go to Transactions tab –> select the transaction to rollback –> click on green Sync button –> Rollback.

2. Go to Import historical data left menu tab and import the transactions for the period including the chargeback to update the information about this transaction in Synder app. You can Import in Synder first and then sync or Import&Sync at once.

3. Check results on QuickBooks side. Go to Transactions tab –> Show details near the synced dispute –> Show in QB button.

Congratulations, now you are an expert in syncing your refund and chargeback transactions with Synder. 


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