How to apply Categories to Expenses using Synder Smart Rules

Everyone needs proper categorization of expenses, right? The categorization used to be a lonely and cumbersome manual task that was still prone to human error. With Synder Smart Rules, categorizing your expenses can be a breeze: just set up a rule, turn on auto-synchronization, and boom – the smart and tireless machine does the job […]

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New interface for Organizations management

Overview: What is organization? How to access Settings? How to add another payment platform to Organization? How to create another Synder organization? 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 […]

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How to apply Classes to Expenses automatically

Expenses, no one likes them but everyone needs to categorize them. Now, Synder is able to apply classes to your expenses so that you don’t have to do that manually, thanks to its brand-new smart rules feature. Deciding which condition to use First of all, you’ll need to find a way to differentiate between your […]

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How to apply QuickBooks classes automatically using Synder smart rules

Overview: What are the classes in QuickBooks for? QBO setup Synder setup What are the classes in QuickBooks for? Classes are used to allow for additional more detailed income or expenses tracking in QuickBooks Online and can make your Profit and Loss even more informative. This lets you get clearer insights on your sales, expenses, […]

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Why is my transaction list empty?

By default, when you connect your payment platform to Synder for the first time, the software immediately fetches up to 20 most recent transactions so that you could synchronize them to your books and see Synder in action. But what if the transactions don’t show up? Contents: Reason 1. There are no transactions in your […]

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How Smart Rules Work in Synder

Overview: What can you do with rules? How do Rules work? What can you do with rules? By using our Smart Rules, you can fill in the gaps in the data you are missing during the synchronization to QuickBooks or build a flow to trigger an action outside QuickBooks such as send a notification email […]

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How to find synchronized transactions in an accounting system

Option 1: In order to check details of the synchronization and see what was created in your Synder accounting/QuickBooks/Xero by Synder, please click Explain under the green Synced status. You will be able to open the initial transaction from your Stripe/PayPal/Square/Shopify/etc using Txn ID link. “Show in Synder accounting/QB/Xero” links will open an entity created […]

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Hide records from the transactions list of Synder

In order to prevent mess in the transaction list, you can use the Archive feature. Just select unneeded transactions and click Archive. 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 […]

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How to delete synchronized transactions from your books in bulk

If you need to undo the syncing, you can easily and quickly Rollback any Sync. Rollback erases any created data from your QuickBooks/Xero, causing no damage to your accounting data. Please note, rollback will not cost you any sync as well as will not reinstate the amount of the available syncs on your account. To […]

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