QuickBooks, Xero sync ‑ Synder

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The Implementer Show. Episode 4: How to Efficiently Do QuickBooks/Xero Accounting for Your Clients

hey everyone we will just like quickly,show ourselves,um and then probably we will switch off,the video to,make sure there will be no lags with the,presentation i think that would be the,best way,and um yeah so it's very nice to have,you all here,i think we've been presented i mean,something,that was i mean over i mean where we,where we regularly are so yeah just,hate everyone yeah hi it's really great,to be here,yep so today we're gonna give you some,yep stop stopping the video okay so,today we're gonna give you some,theory as well as practice um,upon the topic so hopefully we will,learn some insights about the ability to,automate bookkeeping for many clients of,yours,through one system so that all details,are accurately recorded,reports look correct and your time is,safe for more important,tasks and then manual data entry and,let's go,step by step so here is the plan of our,today's,meeting so firstly we will briefly,mention the challenges,all of you might be familiar with,dealing with e-commerce's,then we'll see how automation can help,you face these challenges,and resolve a number of issues,then we'll speak about the criteria for,choosing a good automation app,suitable for your needs and then we will,just demonstrate one of the,options that can work for you and also,we'll share some perks at the very,end of the webinar to all the attendees,so stay tuned,and before getting uh to the point let's,run just the first,really short calling question to find,out how many of you actually work with,e-commerce clients,you should be able to see the pop-up so,just select the option,uh upon how many e-commerce clients you,work with,um so that we can see like what's the,usual routine for you so just like your,variant,it will stay here for about like,several more seconds,so just one select one or two option,three five or,five plus options,and submit the form so that would be it,and we'll be good to go to the,webinar contents further on,okay so we're good with the question i,believe um and emily can you give us the,results please,yeah so you should all be able to see,the results so,the about 50 have about one two clients,with e-commerce,about thirty-six percent three-five and,about fourteen percent,have five plus uh e-commerce clients,okay so hopefully this webinar will help,enhance some productivity so that you,would be able to,get more clients like this and still,you would be able to have plenty of free,time so thank you once again for,answering,and let's um dive into the topic,uh so um like for sure the,number of e-commerces today is growing,really fast and of course,more and more e-commerce business owners,understand how important it is to,do their accounting for their sales,properly,yeah so most of you already know how,many challenges,um there are uh in handling accounting,for e-commerce businesses,uh to name just a few a detailed data,entry,which is you know ideally you want item,and customer details,taxes discounts shipping costs and you,know anything po

The above is a brief introduction to QuickBooks, Xero sync ‑ Synder

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How to Integrate E-commerce with QuickBooks Online using Synder

hi folks in this video i'm going to talk,about,how to manage your e-commerce,transactions in quickbooks,and i'm specifically going to show you,how to do that with an,app called cinder sy ndr.com,and the reason why you're gonna need to,use a third-party app,like cinder especially when you have,multiple channels amazon shopify,etsy ebay paypal square,stripe whatever you have you want that,information to come,in a uniform fashion into quickbooks,if you don't use an app like cinder,you're going to have transactions,integrated into quickbooks in all,different funky ways,and it's going to be nearly impossible,to reconcile,after you download those transactions so,in order to have,the data in a uniform way so you can,reconcile in the future and have,a tight set of books you want to use,cinder,trust me about that now i'm going to,click here under the integrations button,so you can see all the channels that,center the cinder integrates with,we have shopify amazon ebay,woocommerce bigcommerce walmart home,depot best buy,etc so if you are selling through any of,these channels,you can use cinder to aggregate all the,data in there,also if you're selling through other,channels not listed here,but they're using payment processors,like stripe,square paypal and others you can also,integrate that data one really cool,thing about,cinder is there's the ability to,integrate your excel data,so if your channel is not listed here,but you happen to be able to export,a spreadsheet worth the transactions you,can import and,import them through cinder and have one,unique place,where all the transactions are all right,so i'm gonna go,into quickbooks online and show you how,you can add,the sim their app into your quickbooks,online,accounting software so once you log into,quickbooks online you're gonna click on,apps,on the left hand side and you're going,to search cinder syndr,once you find cinder in there you're,going to click on where it says get,app now and then it's going to take you,through the authorization process,for you to connect the app then you're,going to click on connect,and then you will see your cinder app,open up and then i already have an,account set up,but in your setting when you do that,it's going to ask you for a whole bunch,of information,that you need to walk through while the,account is set up but after you set up,the account,and your quickbooks online is connected,now it's going to be time to connect,your channels so i'm going to click here,where it says add payment platform,and i'm going to click on the drop down,menu and then i'm going to click on,paypal,and then i'm going to click on connect,then i'm going to login into paypal,click on login,and grant permission perfect i,successfully connected,my paypal account into cinder let me add,another platform here i'm going to click,on add payment platform,click on the drop down menu and now i'm,going to select shopify,click on connect,and once you log into shopify you'll be,able to just click on install app

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Integrate Amazon to QuickBooks for data sync and reconciliation

hello and welcome to cinder in this,video you will learn how to connect,amazon and its payment gateways to your,accounting for quick reconciliation,automatic data sync and detailed,reporting in the first part of the video,we will go through the connection steps,on the example of quickbooks online,integration and the second part will,cover the general flow of the system,what results you can expect in your,books after the sync and how to set,things up according to your specific,accounting flow,once you sign up to sender tell us about,yourself specify a role in the company,and contact details,now it's time to set up your first,organization you can connect one,accounting platform within one,organization so if you have multiple,clients or businesses create more,organizations later check out our,knowledge base to learn more about,organizations,on the next step you are to select the,accounting system,let's say quickbooks online,amazon as a sales channel,and all of your payment gateways you,charge your clients through,note that amazon pay connects,automatically with your amazon,only having all the platforms connected,cinder will be able to properly,synchronize data to your accounting,click view all processors to see all of,the platforms cinder integrates with and,check the needed boxes,now let's connect all platforms we chose,on the previous step for quickbooks,click connect,enter credentials if requested and,select the needed company from the list,if you have several,you will proceed to connecting amazon,click authorize sender,authorize new developer in your amazon,apps by clicking next,and check all the boxes on the next,screen,now copy the mws authorization token,and paste it into the needed field on,the sender page,do the same for seller id,make sure the location of your amazon,store is provided correctly in case of,any connection issues check out,connection guide here,if you're not an account owner you can,invite the admin to enter valid,credentials and finish the connection,for you by clicking this invite button,if you are the admin click connect,a clearing account for storing all of,the transactions from amazon will be,automatically created in your quickbooks,chart of accounts by cinder so on this,next step you are to select your,business bank or checking account,this should be done for smooth,reconciliation,we will talk about reconciliation in,more detail in a minute but you can,check the short explanation on how to,reconcile sync transactions in your,accounting company in the knowledge base,on the left click continue to move on,and connect the rest of the platforms,we suggest connecting them right away as,opposed to leaving them for later as,only this way cinder will be able to,synchronize orders paid by these,platforms let's say i accept payments in,my amazon store through stripe as an,additional payment gateway so i'm,quickly connecting stripe by clicking,connect and providing the needed,credentials,select the checking account for this,payment

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How to reconcile transactions in QuickBooks Online

hello and welcome to center tutorials,in this video i'm going to show you how,to easily reconcile online transactions,in your accounting with the help of,cinder i will show to you on the example,of stripe to quickbooks online,integration,but the flow is absolutely the same for,any accounting system,so ideally when cinder works in the,background,and you enable autosync you should be,able to see all of those transactions,with the green sync status which means,that all of those,are recorded in your quickbooks and are,sitting there waiting to be reconciled,but for the sake of this uh tutorial i,will,show you the manual way of synchronizing,them so that you can see step by step,how things are changing in your,accounting cinder mirrors the real life,money flow that you have so in your,quickbooks it creates,a clearing account in my case it's,called stripe bank account,which represents my actual stripe cinder,will record,all of my sales there with all possible,details customer name,product name tax information shipping,details,and whatever you want to track there all,of the sales and fees that stripe takes,for processing them,will be recorded in this clearing,account,once stripe makes a payout to your,actual bank,cinder will record a transfer of funds,from this strike bank account or any,clearing account in your books,to the checking account now let's see,how it works,with cinder,in my stripe i have a couple of,transactions,in here that were made in one day and,that at the end of the day stripe made a,payout for the total net amount,of all of those transactions combined if,i go to sender now,i will see all of those transactions,payment and for,invoice payments in here and i want to,synchronize them all,to my accounting,once all of the transactions are showing,with the green sync status,you can go to quickbooks and check the,results,here we can see that this tri bank,account balance has gone up,and if we open the register,we'll see that all the sales that i just,synchronized as well as the fees that,stripe took,for posting them are recorded here,but if i go to the banking tab now,and take a look at the checking,statement i will see no difference in,here,because the payout has not been yet,synchronized so let's do that,go back to cinder select the payout and,sync it,now it is showing synced as well so we,can go back to quickbooks,and update the banking page,you can now see that there appeared a,confirm,or some of you may have a match option,near this,very stripe bank feed line it means that,cinder recorded,a transaction in your quickbooks,quickbooks found this match and now asks,you to confirm it,so the only thing you need to do now is,to click confirm,and that's it do this for all of the,bank feed lines,for your stripe square shopify ebay,amazon,or any other platform you want to,connect to your accounting,moreover if you go back to the chart of,accounts,and take a look at the clearing account,balance the striving account,it has gone down to zero because a

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How to categorize income in QuickBooks automatically

hello and welcome to cinder tutorials,in this video you will learn how to set,up automatic income categorization of,your sales,and make sure that your profit and loss,report is a hundred percent correct,there are two ways of setting up,automatic categorization of your income,the first one will allow you to have,transactions categorized to different,income accounts based on the product,names,make sure that the names in your payment,processor and in your accounting company,are matching exactly,the second option will allow you to,categorize all of the income,transactions,to one income account so let's,synchronize several transactions,to see how both of these options work,here in stripe i have four transactions,with four different products nimbus 2020,quidditch socks festive robes in wand,ollivanders,in my quickbooks company i have these,four items set up and different income,accounts,associated with them now let's take a,look at my current profit and loss,report,this is how it looks now and it will,change right after we synchronize a,couple of transactions,to do so we go back to sender check the,needed transactions in the list,click the green sync button and sync,once the transaction status is green and,says synced,you will be able to find them in your,quickbooks or xero company,let's go back to the craft and last,report and see how it looks now,each transaction was applied to its own,product and the income account this,product belongs to,to sum up the app will find matching,products in your quickbooks,xero company and assign transactions to,them and their income accounts,correspondingly,so income categorization will be done,automatically,brand new items will be created in your,quickbooks or xero,according to your sender settings,if the names of the products in your,payment platform and accounting company,do not match you can use our product,mapping feature,go to cinder settings click configure,near your payment platform,go to the products and services tab,and set up the mapping in case the,product names were not matching at the,moment of the sync,and sender has accidentally created a,new item in your quickbooks,xero with a certain income account but,you need all of these sales to go to a,different category,there is a way to fix that go to,quickbooks,products and services tab select the,needed product and click,edit on it change income account to the,needed one,and click this also update this account,and historical transactions option,this way your profit and loss report,will be correct,now let's imagine that we want all of,those sales that we just synchronized to,go to one category,in the profit and loss report regardless,of the item,and here is how to make this happen with,cinder,first i will enable generic product and,center settings,go to settings again click configure,products and services tab and enable,generic product,i select the name of the product from,the list let it be stripe item,and click update to save the settings,from now on this pr

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Let's talk about Stripe Maybe? QuickBooks Online Integration from Synder! Save time and money!

hello and welcome to this video a couple,of weeks back we did a video on how the,cinder app works really well integrating,ebay to quickbooks online,if you think about it that solved a lot,of issues for a lot of people,but it got me thinking what else can,cinder do,what else can we use that software for,that's going to help clients and be able,to make sure that we have,even more integration and also making,sure that we're getting better use,out of the software that we're already,paying for and it got me thinking what,else can i use cinder for,how else can i save time by using,integration,it's gonna help me and my client and,make sure that you,are also getting that same information,well i did a bit of digging and i saw,the fact that it can also integrate with,stripe,i don't know about you but stripes,becoming one of those solutions that you,cannot ignore,it's become everywhere so we're going to,have a look and see how we can get,stripe and quickbooks to integrate,together,using the cinderapp,hello and welcome to this video as,always my name is aaron patrick i'm a,chartered accountant,certified uk trainer with fancy new logo,the quickbooks chat on the internet and,also head of account,over at boffix now in this one we've got,to write a little special one for you,the cinderapp i know from the comments,and from the,information we got before you guys are,loving the idea of integration,loving the fact that you can get one,piece of data to talk to another piece,of data,and means you don't have to be involved,in any of those chains,and when we saw that solution when we,get ebay and quickbooks talking to one,another,then what it really did was open up what,else,and today we're answering that question,now stripe is one of those integrations,you cannot ignore,if you think about it it's become one of,those ones where a lot of businesses are,relying on stripe,because it's such an attractive way to,be able to accept payments online,but just like other payment integrations,and gateways there's always going to be,fees involved and you need to make sure,you're dealing with those fees correct,in quickbooks,also quickbooks itself has already,partnered up with paypal to get a nice,pay now button,is there any way where we can get stripe,to be that pay now button,by using cinder they're the questions,we're going to ask today and we're going,to have a look at them straight away,let's get straight into there and have a,look exactly how it works,okay first of all how do i get myself a,cinder app well,you'll find the link is on the bottom of,every single one of my videos,on the bottom of all my videos including,the last time i looked at cinder,you'll notice this link just here,clicking on that link will give my link,tree and in there you'll see discounted,quickbooks license,and other resources from here i've got,loads of little options for you but the,one you're interested in,is cinder integration tool for,quickbooks,online for stripe and ebay as you can,see here you can s

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Automate bookkeeping of online sales to Xero (Shopify+Stripe to Xero use case)

foreign,in this video we will go through,cinder's flow from scratch to the final,account setup for e-commerce and says,businesses so stay tuned a quick,overview of seeing your capabilities you,earned today automated data sync from,all your sales channels accurate records,of data in your books with our clearing,account detailed protocols report by,product subscriptions and sales channels,one click reconciliation even for,multiple platforms for eCommerce,businesses such things as smooth,inventory tracking in your books POS and,get transactions management accurate,reports for text filing also management,of process and fees and automated,tracking of discount shipping gift cards,and even more and this demo will be,structured this way I will start with,the account operation and platforms,connection then we'll check how to sync,transactions how you look in the books,and how to adjust in your settings for,your needs we will also see the,profitables reports reconciliation flow,and some other useful features so let me,share what's interesting brief Cinder is,a software designed to automatically,transfer our ongoing transactions from,sales channels like Shopify Amazon's try,PayPal and many others into accounting,systems like QuickBooks online or,desktop zero or in builds in your,accounting module the detailed,synchronization feeds your accounted,system with all the information,necessary for the detailed reporting and,features like skip duplicates ensure,that the reconciliation of sales from,multiple systems is no longer a painful,process the idea is to unite similar,business tools Under One Roof so let's,get started,this is the very first step in the,software where you select how Cinder can,help you if you just need to sync your,sales Channels with an accounting,platform like Shopify with QuickBooks or,something else select scene nursing,in case you need a reporting software,with live data helping you with business,decisions select sales analytics you can,also do both if needed you'll get both,data sync and the detailed reporting,once done hit next up,and now we are to create an organization,together it's like an ecosystem that,will unite your books and only online,sales channels so let's fill in the,organization details like your business,name,time zone,country,how long have you been in business,your revenue for the last year done is,your business Run online or offline,and what products do you sell,and the industry you're in,if you Select Physical products you'll,also have the option to select the type,of business that you run so you're also,selected like that and if you're an,accountant you might think of it as of,setting up a client you'll be able to,add more organizations later if you are,not an accountant or a bookkeeper but,you have one it's definitely a good idea,to invite them right away if you're an,accountant you'll be able to invite your,client later once all the platforms are,connected so we hit next step and now we,are to select your sales chan

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Easy accounting for e-commerce businesses Synder

Ckemi! Saas Masters.,Emri im është George, dhe sot do të shqyrtojmë Synderin.,Kjo do ta bëjë kontabilitetin tuaj të tregtisë elektronike një fllad.,Tani, ajo që bën është se do,të integrojë llogaritë tuaja të pagesave si PayPal, Stripe Square,dhe sistemin tuaj të kontabilitetit si QuickBooks, si Xero,dhe llogarinë tuaj bankare, dhe ata do të flasin me njëri -tjetrin përmes këtij aplikacioni.,Tani ne e dimë se, për shembull, Stripe nuk flet me PayPal dhe ne nuk e,dimë se çfarë po ndodh dhe njëri ose tjetri sepse ata nuk flasin me njëri -tjetrin.,Ne duhet të futim manualisht informacionin,,ose nëse duam të kërkojmë shpejt një informacion pagese në njërën nga ato,platforma, mirë, duhet të kalojmë në platformë, të,shkojmë në seksionin e duhur, të kërkojmë dhe përdorim filtra dhe të gjitha këto në Synder.,Ne mund ta bëjmë këtë me të vërtetë shpejt sepse sinkronizohet.,Tani, gjithçka që duhet të bëjmë është të bëjmë vetëm një klikim dhe do të na çojë në skedarin Pay,,Stripe, QuickBooks ose Xero, çfarëdo që përdorni.,Dhe do të na çojë në vendin e duhur.,Plus, ne gjithashtu mund të krijojmë fatura dhe lidhje pagese të shpejta me Synder,,kështu që ka shumë për të folur dhe shumë për të mbuluar në këtë video.,Pra, le të shkojmë te Synder tani.,Mirë, kjo është siti Synder dhe ju rekomandoj të hidheni atje.,Kjo lidhje do të jepet në përshkrim.,Arsyeja që unë dua që ju të hidheni këtu është,sepse unë dua që ju të shkoni në integrime dhe ju do të shihni se sa e fuqishme është kjo,në të vërtetë, sepse këtu do të dini nëse kjo është përshtatja e duhur,për ju, nëse ka kompanitë që ju nevojiten.,Kështu për shembull, ne mund të shohim të gjitha integrimet.,Për shembull, ne kemi Shopify Stripe në Sheshin Amazon,,PayPal BigCommerce WooCommerce, i cili është me të vërtetë i popullarizuar,,dhe disa të tjera që nuk janë aq të njohura, por ju mund të keni nevojë për to.,Epo, në të vërtetë, Wix është super popullor,,por po, shikoni këto nëse është diçka që është e përshtatshme për ju.,Plus, ne kemi lidhje me llogarinë bankare.,Për shembull, në këtë rast, ne kemi Chase Bank America, Wells Fargo.,Praktikisht të gjitha kompanitë e mëdha janë këtu.,Dhe po, Wise është në të vërtetë në dispozicion këtu.,Pra, ne kemi Wise.com Available, e cila më parë njihej si,TransferWise, e cila është një platformë vërtet popullore për bankat.,Pra, po, ai integrohet me të dhe ju,mund të merrni formimin e informacionit nga atje.,Mirë, këtu është pulti ynë Synder.,Tani, para se ta marrim atë, ne hidhemi në këtë informacion pikërisht këtu.,Gjëja e parë që rekomandoj është që të keni mbi dy cilësime.,Pra, le të shkojmë atje së pari.,Dhe arsyeja pse e rekomandoj këtë është se sapo të lidhni llogaritë tuaja,në fillim, ne kemi krijuar pak më shumë për të bërë për të rregulluar mirë. Në,rregull. Kështu për shembull,,emri i organizatës së Cilësimeve të Përgjithshme, ne mund ta përditësojmë nëse kemi bërë një gabim,në fillim, ne mund të vendosim zonën tonë kohore nëse doni ta ndryshoni atë.,Në këtë ras

After seeing the seventh section, I believe you have a general understanding of QuickBooks, Xero sync ‑ Synder

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Automate bookkeeping of online sales to QuickBooks Desktop (Shopify+Stripe to QuickBooks Desktop)

hello and welcome to cinder dash is here,and i'm thrilled to guide you through in,this video we will go through cinder,flow with quickbooks desktop from,scratch to the final account setup for,ecommerce and sas businesses so stay,tuned,a quick overview of cinder capabilities,you'll learn today automated data sync,from all your sales channels accurate,records of data in your books with our,clearing account detailed pnl reports by,products subscriptions and sales,channels one-click reconciliation even,for multiple platforms for e-commerce,businesses such things as smooth,inventory tracking in your books pos and,cash transactions management accurate,reports for tax filing also management,of processing fees automated tracking of,discount shipping gift cards and more,and for sales businesses that receive,payments functionality to collect credit,card payments from your clients in one,click,the demo will be structured this way i,will start with the account creation and,platforms connection then we'll check,how to sync transactions how they look,in the books and how to adjust windows,settings for your needs we will also see,the bnl report reconciliation flow and,some other useful features for sure so,let me share with syndra is in brief,sindor is a software designed to,automatically import all and going,transactions from sales channels like,shopify amazon straight people and many,others into accounting systems like,quickbooks online or desktop xero or,inbuilt cinder accounting module the,detail synchronization feeds your,accounting system with all the,information necessary for detailed,reporting and features like skip,duplicates ensure that reconciliation of,sales from multiple systems is no longer,a painful process besides you can also,use cinder to quickly generate a,checkout page and receive money from,your customers so the idea is to unite,similar business tools under one roof so,let's get started,this is the very first step in the,software where we will create an,organization together it's like an,ecosystem that will unite your books and,all the online sales channels just fill,in all the organization fields once done,click next and now we are to select your,sales channels see the list available,here as well i would recommend,connecting literally each platform,especially if you have an e-commerce,store like shopify with several payment,gateways like in my case i accept,payments in shopify via stripe so i,connect them both to cinder and sender,will ensure that there are no duplicates,and the information is taken from all,places if you have several accounts with,one payment gateway let's say several,stripe accounts you'll be able to,connect one of them on the next step and,you can add more platforms later once,the account is created speaking of,accounting platform supported at the,moment you can connect quickbooks online,or desktop xero and cinder accounting,you will be able to disable or enable,synchronization for any platform at any,time or even undo

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Business Importer Online Demo | Synder

hello and welcome to the business,importer online demo,business importer is the app that is,going to help you import your cloud file,data,or the data from your accel or csv files,from your pc,into xero myob or sage companies,in order to get the app create a free,account for testing please go to,b-importer.com,and click trade free you will see the,signup form,fill it out and proceed to the login,i'm going to log in because i already,have an account so i enter my,credentials,and click login in here,on this page you can see that i have 14,days left of a free trial which we,provide to every new user,i can import up to a hundred rows total,no more than 50 lines per import in,order to test the app,in order to import different objects,different types of data,into my accounting company and see how,the app,works for my personal flow i will be,showing how business importer works,on the example of the xero integration,so here you can see that the app is,prompting me to connect,a company i click add company and,connect to xero,you will need to authorize the app allow,access,and see your xero company connected on,the account page,now i'm going to show you how to import,your online data,into your xero company,click on upload file this is the tab on,the left,and see the list of all the available,types of transactions,and data that you can import into xero,i have a cloud file,with several sheets and i want to import,some open invoices and then then want to,close them,with payments with the help of business,importer,and i will be showing you how to use our,template file and your custom file,in the first row it is important to,understand that in the first row you,need to have,the names of the columns so that the,mapping step,works properly and the app understands,what data,to put to which zero fields later on,so in here i have uh invoice and i have,customer names and dates,and all the information that is needed,for the invoice,i have two one lined and one,multi-lined invoices so,in order to group some transaction to,make a,transaction a multi-lined one please,state,the same number in the doc number column,in here you can have as many rows as you,wish just,indicate the same number for all of them,that you want to group into one,invoice in my case so i just want to,import this file so i click share,and make sure the access,is public so i file this public i copy,the link,then i select the object invoice,that i want to import into xero,and click next in here i have two,options either,browse or file from my computer or,inside the link,to a cloud file this is what i'm going,to do i'm,inserting the link and click next now i,need to sign up to the needed google,account,to authorize the app and,i need to select the sheet now this is,step three select the sheet,so i select invoice i know that my,information is stored there,right we've come to the mapping step as,i'm using,our template file where the names of the,columns are exactly the same as the,names of the fields,on the

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