Unmechanical extended detailed walkthrough

Type in the item name used by your invoicing system here in order for it to appear in shipping line in your QuickBooks Online, rather than being accounted for as a normal item. Shipping item name вЂ“ This setting is needed in case the default configuration is not working and if your invoicing system gives an item name to the shipping. Apply payments to unpaid Invoice/Bill transactions вЂ“ when вЂњONвЂќ, once the system encounters a payment that matches an unpaid invoice, it will be automatically applied to it. Skip synchronization for duplicated transactions вЂ“ when вЂњONвЂќ, transactions thatДЄlready exist in your QuickBooks Online company will not be synced again. When вЂњOFFвЂќ, you can manually choose transactions to be synced. Synchronize Automatically вЂ“ when вЂњONвЂќ, the system will automatically synchronize transactions that come into Synder after the setting has been enabled. Learn more about this function at the end of this guide. We pay great attention to the security of your syncs that is why Synder features a rollback function, which allows you to completely UNDO ANY SYNC with no harm to your books, taking all of the information previously synced off QuickBooks Xero, thus keeping your company safe.

Synder synchronizes all transactions to Square Bank Account in the Chart of Accounts.ДЄnd once the payouts are enabled in settings it will also create transfers from Square Bank Account to your checking account, they will be matched automatically. Synder synchronizes all transactions to Stripe Bank Account in the Chart of Accounts.ДЄnd once the payouts are enabled in settings it will also create transfers from Stripe Bank Account to your checking account, they will be matched automatically. Thus your PayPal transactions will be matched and ready for reconciliation. Please note: This 'clearing' account is needed for a correct reconciliation.ДЄs once Synder synchronized all transactions to PayPal Bank Account in the Chart of Accounts, you are to create bulk transfers from it to your checking account. Its balance is subsequently used to transfer amounts from PayPal Stripe Square to the actual bank account in QuickBooks Xero and to have the accounts reconciled. Synder copies the money-flow that you have between your payment system's account and actual bank account and replicates the same flow in QuickBooks Xero using a * PayPal Stripe Square Bank account.ДЄccount is the account which represents your payment system in QuickBooks Xero (equal to PayPal Stripe Square balance) where transactions are recorded. It is an app that successfully brings the information from your PayPal Stripe Square into your QuickBooks Xero environment, keeping your books in perfect order and up to date.

Welcome Aboard! We would like to start our journey with the general knowledge of what Synder does and how it works.

Unmechanical extended detailed walkthrough