Reconcile Stripe transactions in QuickBooks Online

Summary: How to set up Synder Syncing Transactions QuickBooks Flow Our customers have found that the most accurate way to record all Stripe sales, fees and refunds is to sync everything into a bank account in QuickBooks Chart of Accounts and enable payouts processing for reconciliation ready matches between Stripe transactions and withdrawals made to […]

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Reconcile PayPal transactions in QuickBooks Online

Summary:  Synder setup  Sync your payments and Payouts QuickBooks Flow  Our customers have found that the most accurate way to record all PayPal sales, fees, expenses, and refunds is to sync everything into a “clearing” account in QuickBooks Chart of Accounts. The app will create a “PayPal Bank Account” and once your PayPal withdraws money […]

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Synder product/service settings explained

Overview of Product matching in Synder: Overview: Assigning transactions to existing QuickBooks Online products. Auto-creating of products. Applying a generic product name to all transactions Parsing product information from Charge description (Stripe only). Our app is able to get the name of a product used in the transaction from the payment system and will assign that transaction to […]

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Synder: rollback function

If you need to undo the syncs, you can easily and quickly rollback any transaction. Rollback will completely take the transaction away from your QuickBooks/Xero account, not causing any damage to your QuickBooks/Xero data. 1a. To rollback several transactions, in the Transactions tab select the transactions needed as pictured. You can also show up to 100 transactions […]

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