How to Connect Synder to QuickBooks

 

 

Syncing TireTutor.ai to QuickBooks Online

We recommend using Synder to facilitate the data transfer between TireTutor.ai and Quickbooks. This will require a subscription. We do not have any affiliation with the company or earn any referrals; we have simply found that it offers a robust data transfer option between TireTutor.ai, Square, and QuickBooks.

Step 1:

Go to Synder.com and purchase a subscription. You must purchase the Essentials package or higher in order to set up the integrations.

Step 2:

Ensure that you have your login credentials for Square and QuickBooks handy.

Step 3:

Synder will begin walking you through the setup process.

Step 4:

The third tab in the setup process will ask you to select which integrations you would like to connect.

Step 5:

Select QuickBooks Online for your accounting software.

Step 6:

Choose the recommended synchronization (per transaction).

Step 7:

Click “Connect to QuickBooks”.

Step 8:

Enter your login information for QuickBooks.

Step 9:

Click “Connect” when prompted again.

Step 10:

Click “Connect” to connect Square.

Step 11:

Enter your login information for Square.

Step 12:

Follow the steps for two-factor authentication.

Step 13:

If you have multiple rooftops, choose which rooftop you’d like to connect first from the “Choose location” drop down menu.

Step 14:

Select the bank account where your platform transfers funds from the dropdown, then click “Next.”

Step 15:

Choose whether you want to import the last two months of data into Synder or simply sync the accounts going forward. You can choose to import the data later, after you have tested the sync.

What to select on this screen:

• If you want to import past transactions: select the start date and click “Import to Synder.”

• If you do not want to import historical data: change the date to today’s date and click “Sync to books.” This will begin syncing only new transactions going forward.

Step 16:

You’re in! 

Step 17:

Check that Auto-sync is enabled. If it is OFF, go to Settings and toggle Auto-sync to ON so that new Square transactions automatically sync to QuickBooks.

Step 18:

Check to see that transactions are syncing into QuickBooks.

Importing Historical Data (Custom Date Range)

If you need to import more than two months of historical data, follow the steps below after completing the initial setup.

Step 1:

Log into your Synder account.

Step 2: 

Navigate to Transactions in the left-hand menu.

Step 3:

Click Import historical data.

Step 4:

Select Square as the integration.

Step 5:

Choose custom date range instead of the default two-month option.

Step 6:

Enter your desired start and end dates.

Step 7:

Click Import to Synder. This will pull transactions from Square into Synder without immediately pushing them to QuickBooks.

Step 8:

Review the imported transactions inside Synder to confirm accuracy.

Step 9:

Click Sync to your books to push the selected transactions into QuickBooks Online.

Step 10:

Log into QuickBooks Online and verify:

• Sales entries appear correctly

• Deposits match Square payouts

• Fees are recorded properly

• Accounts are mapped correctly

Important Notes

• For large date ranges, consider importing transactions in quarterly batches (Jan–Mar, Apr–Jun, etc.) to improve processing speed and simplify reconciliation.

Using Synder After Setup

Once Synder has been connected to Square and QuickBooks, it will automatically sync new transactions if Auto-sync is enabled. However, there are a few key areas to know when monitoring and managing the sync.

Viewing Transactions in Synder:

To review transactions before they are pushed to QuickBooks:

1. Log into your Synder dashboard.

2. Click Transactions in the left-hand menu.

3. Click Platform Transactions in Transactions drop down. 

4. Use the filters at the top to search by:

   • Date range

   • Integration (Square)

   • Transaction status

5. Click on a transaction to view its details.

This allows you to verify the transaction before syncing it to QuickBooks.

Manually Syncing Transactions to QuickBooks: 

If Auto-sync is turned off or a transaction did not sync automatically:

1. Click Transactions in the left-hand menu.

2. Click Platform Transactions in Transactions drop down.

3. Select the transaction(s) you want to sync.

4. Under the Action column, click the three dots (⋯) next to the transaction.

5. Select Sync.

This will push the selected transactions into QuickBooks Online.

Removing an Incorrect Transaction:

If a transaction synced incorrectly, you can remove it from your books.

1. Click Transactions in the left-hand menu.

2. Click Platform Transactions in the Transactions drop down.

3. Locate the transaction you want to remove.

4. Click the three dots (⋯) in the Action column next to the transaction.

5. Select Rollback.

This will remove the selected transaction(s) from your books.

Checking Sync Status:

To confirm that syncing is working properly:

1. Click Transactions in the left-hand menu.

2. Click Platform Transactions in the Transactions drop down.

3. Look at the Sync Status column.

Common statuses include:

Pending – The transaction has been imported into Synder but has not started syncing yet.

In Progress – The transaction is currently being synced to QuickBooks.

Synced – The transaction has been successfully pushed to QuickBooks.

Error – The transaction failed to sync and needs to be reviewed.