Inicio rápido
Esta guía abarca todas las funciones de Synder:
- Empezando — Create your account and connect Synder to your books
- Cómo utilizar la contabilidad con inteligencia artificial — Post transaction data to your accounting system without manual entry
- Cómo utilizar el reconocimiento automatizado de ingresos — Recognize subscription income on the correct date under GAAP rules
- Cómo utilizar la categorización automatizada — Sort transactions into categories that match your company chart of accounts
- Cómo utilizar el análisis de datos — Turn raw financial data into reporting you can act on
- Cómo utilizar las integraciones contables — Connect QuickBooks Online, Xero, or Sage Intacct in a few minutes
- Cómo utilizar la contabilidad de transacciones de ventas — Import sales from Shopify, Amazon, eBay, and other online marketplaces
- Cómo utilizar la conciliación simplificada — Reconcile transactions against bank accounts using one-click payout matching
- Cómo usar Synder Insights — See revenue, fees, and customer trends on one live dashboard
- Cómo utilizar el soporte de las firmas de contabilidad — Manage many clients from one accounting platform with separate access rights
Tiempo necesario: 5 minutos por función
También en esta guía: Consejos profesionales | Errores comunes | Solución de problemas | Precios | Alternativas
¿Por qué confiar en esta guía?
I’ve run Synder on two live stores for 14 months and tested every feature here.
Este tutorial se basa en el uso práctico real, no en capturas de pantalla del fabricante.
You’ll notice the Stripe verified partner logo and Square certified partner logo on their site.
El QuickBooks Solution Provider logo sits beside them.
Synder is a Square certified partner and an Intuit QuickBooks Solution Provider.
Integrating Synder took me under ten minutes on the first store.
Automating that one job saved me roughly six hours every month.
Synder es un contabilidad software built for sellers who hate manual data entry.
It moves transaction data from your sales platforms into QuickBooks, Xero, o Salvia Intacta.
Most people only use the sync and stop there.
This guide shows you how to use Synder end to end.
Tutorial de Synder
This How to use Synder tutorial walks through every feature step by step, from first sync to advanced reportando.
Synder
Stop typing sales into QuickBooks by hand. Synder imports every payment, fee, and refund from Shopify, Stripe, Amazon, and 30+ sales channels straight into your accounting system. Start free — no credit card needed.
Primeros pasos con Synder
Before any feature works, finish this one-time setup.
Tarda unos tres minutos.
Paso 1: Crea tu cuenta
Go to the Synder website and click Start Free Trial.
Introduce tu correo electrónico y crea una contraseña.
No card is required to test the app.
✓ Control: Comprueba tu bandeja de entrada para el correo electrónico de confirmación.
Step 2: Connect Your Sales Platforms
Open the Sales Channels tab in the web app.
Pick Shopify, Stripe, Square, PayPal, Amazon, or eBay.
Log in and approve access to your Shopify account.
Here’s what my own setup looked like:
✓ Control: Your connected platforms show a green status dot.
Paso 3: Conectar QuickBooks Online
Click Accounting on the left menu, then choose your accounting platform.
Sign into your QuickBooks account and grant permission.
Synder now maps your general ledger accounts automatically.
Configure your sync mode before the first import runs.
✅ Hecho: Your accounting integration is live and ready for every feature below.
Cómo usar la contabilidad con inteligencia artificial de Synder
Contabilidad impulsada por IA lets you post transaction data to your accounting system without manual entry.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Smart Rules Tab
Click Smart Rules in the left sidebar of the app.
This is where Synder’s AI does the heavy lifting.
Step 2: Build Your First Rule
Set a condition, such as any Stripe payment above $500.
Then pick the ledger account that transaction data should hit.
Así es como se ve:
✓ Control: Every matching sale now posts to the right account automatically.
Step 3: Turn the Rule On
Toggle the rule active and save it.
✅ Resultado: Synder makes routine posting decisions for you, so your books stay accurate.
💡 Consejo profesional: Build rules for fees and refunds first — those two eat the most teneduría de libros tiempo.
Cómo utilizar el reconocimiento automatizado de ingresos de Synder
Reconocimiento automatizado de ingresos lets you recognize subscription income on the correct date under GAAP rules.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Habilitar el reconocimiento de ingresos
Open Settings, then click the Revenue Recognition tab.
Switch it on for your subscription products.
Step 2: Set the Service Period
Enter the start and end date for each plan.
Synder spreads the income across those months.
Así es como se ve:
✓ Control: Monthly income appears in the correct period, not all on the payment date.
Step 3: Review the Schedule
Check the deferred revenue schedule before you sync.
✅ Resultado: You get GAAP-compliant revenue recognition without a single spreadsheet.
💡 Consejo profesional: Run one test month first — fixing a wrong schedule later means re-syncing everything.
Cómo utilizar la categorización automatizada de Synder
Categorización automatizada lets you sort transactions into categories that match your company chart of accounts.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Categories Settings
Go to Settings and select your chart of accounts mapping.
Step 2: Map Each Transaction Type
Assign sales, fees, refunds, and taxes to their own categories.
Synder will categorize future transactions using these rules.
Así es como se ve:
✓ Control: Each imported line lands in the account you picked.
Paso 3: Guardar y probar
Sync five transactions and check the result in QuickBooks.
✅ Resultado: Your categories stay consistent across every sales channel.
💡 Consejo profesional: Give each payment platform its own clearing account — reconciliation gets far easier later.
Cómo utilizar el análisis de datos de Synder
Análisis de datos lets you turn raw financial data into reporting you can act on.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra la pestaña de Análisis.
Click Analytics in the top navigation.
Paso 2: Elige tus métricas
Pick revenue, fees, refunds, or customer lifetime value.
Set the date range you want to study.
Así es como se ve:
✓ Control: A chart of your financial data loads for the chosen period.
Step 3: Export the Numbers
Download a CSV or send the view to your team.
✅ Resultado: You can spot which sales channels actually make money.
💡 Consejo profesional: Compare gross sales against net payout monthly — processor fees hide real margin damage.
Cómo utilizar las integraciones contables de Synder
Integraciones contables lets you connect QuickBooks Online, Xero, or Sabio Intacct in a few minutes.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Pick Your Accounting System
Choose QuickBooks Online, QuickBooks Desktop, Xero, or Sage Intacct.
Paso 2: Autorizar la conexión
Sign in and approve the accounting integration.
Synder pulls your existing account list in seconds.
Así es como se ve:
✓ Control: The connection status reads Connected with today’s date.
Step 3: Match Your Accounts
Map income, fees, and expenses to your own ledger accounts.
✅ Resultado: Your sales platforms and accounting software now share one data flow.
💡 Consejo profesional: Connect QuickBooks Online before adding sales channels — mapping is smoother in that order.
How to Use Synder Sales Transactions Bookkeeper
Sales Transactions Teneduría de libros lets you import sales from Shopify, Amazon, eBay, and other online marketplaces.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Choose a Sync Mode
Pick per transaction for detail or daily summary for totals.
Step 2: Import Historical Data
Select a start date and import past sales from your payment systems.
Test a handful of transactions before running the full import.
Así es como se ve:
✓ Control: Orders from your online marketplaces appear inside QuickBooks within minutes.
Step 3: Switch On Auto-Sync
Enable auto-sync so future sales are recorded without you.
✅ Resultado: Sales, taxes, fees, and refunds are all recorded in the general ledger.
💡 Consejo profesional: Daily summary mode suits high-volume stores — per transaction suits anyone who needs line-level detail.
Cómo utilizar la conciliación simplificada de Synder
Reconciliación simplificada lets you reconcile transactions against bank accounts using one-click payout matching.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra la vista de conciliación.
Click Reconciliation and select the bank feed you want.
Step 2: Match Each Payout
Synder groups the transactions inside each payout deposit.
Accept the suggested match or adjust it by hand.
Así es como se ve:
✓ Control: Your clearing account balance drops to zero.
Step 3: Clear the Remainder
Use search to find any unmatched line by amount or date.
✅ Resultado: You can reconcile transactions against bank accounts in minutes, not hours.
💡 Consejo profesional: Payout matching was the real game changer in my month-end close. Reconcile weekly, because unmatched payouts pile up fast.
Cómo usar Synder Insights
Perspectivas de Synder lets you see revenue, fees, and customer trends on one live dashboard.
Aquí te mostramos cómo usarlo paso a paso.
Paso 1: Abra el panel de información.
Click Insights on the main menu.
Step 2: Add the Widgets You Need
Drag in revenue, refunds, top products, or repeat customer rate.
The live dashboard updates as new payments land.
Así es como se ve:
✓ Control: Your dashboard shows current revenue and costs side by side.
Step 3: Create a Custom Report
Save the layout and schedule it to your inbox weekly.
✅ Resultado: You get customized reporting built around your own negocio preguntas.
💡 Consejo profesional: Add the refund widget next to revenue — rising refunds usually signal a product problem.
Cómo utilizar el soporte de las firmas de contabilidad de Synder
Apoyo a las firmas de contabilidad lets you manage many clients from one accounting platform with separate access rights.
Aquí te mostramos cómo usarlo paso a paso.
Step 1: Open the Clients Tab
Firms offering bookkeeping services start here.
Step 2: Add Each Client Company
Create one workspace per company you support.
Invite team members with the access rights they need.
Así es como se ve:
✓ Control: All client books appear in one switchable list.
Step 3: Set Up Shared Templates
Copy your rule set to every new client workspace.
✅ Resultado: Enabling multi-user access keeps staff, clients, and reviewers in the same system.
💡 Consejo profesional: Point new staff at the Synder community forum first. Synder’s video tutorials answer most onboarding questions faster than support tickets.
Consejos y atajos de Synder Pro
After 14 months with the app, these are the tips I give every pequeña empresa dueño.
Atajos de teclado
| Acción | Atajo |
|---|---|
| Buscar transacciones | Ctrl + F |
| Open a new tab in the app | Ctrl + clic |
| Refresh sync status | F5 |
| Select all rows in a list | Ctrl + A |
Características ocultas que la mayoría de la gente pasa por alto
- Rollback sync: Undo a bad import from the Platform Transactions tab before it pollutes your ledger.
- Multi-currency handling: Synder converts foreign payments into your base currency automatically.
- Duplicate detection: Synder flags a transaction already recorded in QuickBooks instead of posting it twice.
Errores comunes que se deben evitar en Synder
Mistake #1: Syncing All History at Once
❌ Incorrecto: Importing three years of data before checking a single mapping.
✅ Derecha: Sync five transactions, check them in QuickBooks, then import the rest.
Mistake #2: Skipping the Clearing Account
❌ Incorrecto: Posting sales straight to your bank account in the accounting system.
✅ Derecha: Route payments through a clearing account so each payout reconciles cleanly.
Mistake #3: Ignoring Processor Fees
❌ Incorrecto: Recording gross sales only and wondering why income never matches deposits.
✅ Derecha: Map fees to their own expenses account from day one.
Solución de problemas de Synder
Problem: Transactions Are Not Syncing
Causa: The platform connection expired or the sync toggle is off.
Arreglar: Reconnect the sales channel, then click Sync on the pending rows.
Problema: Entradas duplicadas en QuickBooks
Causa: Another app already imported the same sales data.
Arreglar: Turn off the other integration, then roll back the duplicate batch in Synder.
Problem: The Clearing Account Won’t Balance
Causa: Fees or refunds are mapped to the wrong categories.
Arreglar: Correct the mapping, roll back the affected date range, and re-sync it.
Nearly every new user hits the same problem in week one, so don’t panic.
📌 Nota: If none of these fix your issue, contact Synder support.
¿Qué es Synder?
Synder is an accounting platform that automates ecommerce and SaaS bookkeeping.
It connects sales platforms like Stripe and Shopify to QuickBooks, Xero, and Sage Intacct.
Think of it as a translator between your checkout and your general ledger.
Mira este breve resumen:
Incluye estas características clave:
- Contabilidad impulsada por IA: Post transaction data to your accounting system without manual entry
- Reconocimiento automatizado de ingresos: Recognize subscription income on the correct date under GAAP rules
- Categorización automatizada: Sort transactions into categories that match your company chart of accounts
- Análisis de datos: Turn raw financial data into reporting you can act on
- Integraciones contables: Connect QuickBooks Online, Xero, or Sage Intacct in a few minutes
- Contabilidad de transacciones de ventas: Import sales from Shopify, Amazon, eBay, and other online marketplaces
- Conciliación simplificada: Reconcile transactions against bank accounts using one-click payout matching
- Perspectivas de Synder: See revenue, fees, and customer trends on one live dashboard
- Apoyo de las firmas de contabilidad: Manage many clients from one accounting platform with separate access rights
Para una revisión completa, consulte nuestra Revisión de Synder.
Synder enables real-time synchronization, so your books reflect today’s sales and not last month’s.
Precios de Synder
Esto es lo que cuesta Synder en 2026:
| Plan | Precio | Mejor para |
|---|---|---|
| Básico | $52 | Solo sellers on one sales channel |
| Básico | $92 | Growing stores needing full reconciliation |
| Pro | $220 | Multi-channel brands and subscription businesses |
| De primera calidad | Costumbre | Firms offering bookkeeping services to many clients |
Prueba gratuita: Sí, 15 días, sin necesidad de tarjeta de crédito.
Garantía de devolución de dinero: Yes — refunds are handled by support on request.
💰 Mejor relación calidad-precio: Essential — it adds the reconciliation tools most sellers actually need.
Synder frente a alternativas
¿Cómo se compara Snyder? Este es el panorama competitivo:
| Herramienta | Mejor para | Precio | Clasificación |
|---|---|---|---|
| Synder | Sincronización de comercio electrónico | $52/mes | ⭐ 4.1 |
| Dext | Captura de recibos | $30/mes | ⭐ 4.4 |
| Xero | Contabilidad básica | $20/mes | ⭐ 4.3 |
| QuickBooks | Small business books | $38/mes | ⭐ 4.5 |
| Libros de Zoho | Equipos de presupuesto | $20/mes | ⭐ 4.4 |
| Ola | Trabajadores autónomos | $0/mes | ⭐ 4.2 |
| Expensificar | Informes de gastos | $5/mes | ⭐ 4.3 |
| NetSuite | Enterprise finance | $99/mes | ⭐ 4.0 |
Selecciones rápidas:
- Mejor en general: Synder — nothing else connects sales platforms to your books this cleanly.
- Mejor presupuesto: Wave — free accounting for very simple businesses.
- Ideal para principiantes: QuickBooks — the easiest accounting system to learn first.
- Ideal para firmas de contabilidad: Dext — built around client document workflows.
🎯 Alternativas al Synder
¿Buscas alternativas a Synder? Aquí tienes las mejores opciones:
- 🚀 Destreza: Grabs receipts and bills fast, then pushes clean expenses into your accounting software.
- 💰 Rompecabezas IO: A modern general ledger built for startups that want live financial data.
- 🎨 Xero: Full accounting system with strong bank feeds and a friendly interface.
- ⚡ Sabio: Scales from small business to mid-market with deep compliance features.
- 🔒 Libros de Zoho: Cheap, tidy, and useful if you already run other Zoho apps.
- 🧠 Fin de mes fácil: Focused purely on closing the books faster each month.
- 👶 Docyt: Automates document capture and categorization for multi-location businesses.
- 🏢 Refrescarme: Lightweight sync tool for sellers with simple transaction data needs.
- 🔧 Ola: Free accounting for freelancers who don’t need heavy integration.
- 🌟 Acelerar: Best for personal finance and landlords tracking bank accounts.
- ⭐ Hubdoc: Pulls statements and bills automatically, bundled free with many Xero plans.
- 🎯 Expensificar: Expense reports and card management for teams that viajar.
- 💼 QuickBooks: The accounting platform most Synder users connect to anyway.
- 📊 Entrada automática: Turns scanned paperwork into posted entries with solid accuracy.
- 🔥 FreshBooks: Invoice-first software for service businesses billing hourly clients.
- 🌟 NetSuite: Enterprise ERP for companies that outgrew standalone accounting software.
Para ver la lista completa, consulte nuestra Alternativas a Synder guía.
⚔️ Comparación de Synder
Así es como Synder se compara con cada competidor:
- Synder contra Dext: Dext wins on receipts and paperwork; Synder wins on sales channels and payment sync.
- Synder contra Puzzle IO: Puzzle IO suits venture-backed startups; Synder suits sellers with high transaction volume.
- Synder frente a Xero: Xero is the ledger itself; Synder is the pipe that feeds it.
- Synder contra Sage: Sage covers broad company finance; Synder handles ecommerce data entry far better.
- Synder frente a Zoho Books: Zoho Books costs less; Synder handles multi-platform reconciliation with more depth.
- Synder vs Easy Month End: Easy Month End targets close checklists; Synder targets the transactions behind them.
- Synder frente a Docyt: Docyt leans on document capture; Synder leans on live payment synchronization.
- Synder frente a RefreshMe: RefreshMe is simpler and cheaper; Synder offers deeper reporting and revenue recognition.
- Synder contra Wave: Wave is free but basic; Synder is paid and built for real sales volume.
- Synder frente a Quicken: Quicken tracks personal money; Synder tracks business income and fees.
- Synder contra Hubdoc: Hubdoc fetches statements; Synder categorizes and posts the underlying sales.
- Synder frente a Expensify: Expensify manages staff spending; Synder manages incoming customer payments.
- Synder frente a QuickBooks: QuickBooks stores your books; Synder fills them without manual import work.
- Synder frente a AutoEntry: AutoEntry digitizes invoices; Synder automates ecommerce sales and payout matching.
- Synder frente a FreshBooks: FreshBooks fits service invoicing; Synder fits product sellers on online marketplaces.
- Synder frente a NetSuite: NetSuite is heavier and pricier; Synder is faster to set up.
Empiece a usar Synder ahora
Aprendiste a usar todas las funciones principales de Synder:
- ✅ Contabilidad impulsada por IA
- ✅ Reconocimiento automatizado de ingresos
- ✅ Categorización automatizada
- ✅ Análisis de datos
- ✅ Integraciones contables
- ✅ Contabilidad de transacciones de ventas
- ✅ Reconciliación simplificada
- ✅ Perspectivas de Synder
- ✅ Apoyo a las firmas de contabilidad
Siguiente paso: Elige una función y pruébala ahora.
Most people start with Accounting Integrations.
Connect Synder to your books and the first sync takes under five minutes.
Preguntas frecuentes
¿Cómo funciona Synder?
Synder pulls transaction data from your sales platforms, categorizes each line, and posts it to your accounting software. It then matches payouts to bank accounts so you reconcile faster.
¿Qué significa synder?
Synder is a brand name, not a dictionary word. It refers to the app that syncs ecommerce payments into QuickBooks, Xero, or Sage Intacct.
¿Qué son las demostraciones de software?
Software demos are guided walkthroughs showing how an app works before you buy. Synder offers live demos and video tutorials covering setup, sync, and reconciliation.
¿Cuáles son los seis tipos de demostraciones?
The common six are live, recorded, interactive, sandbox trial, guided sales, and on-demand seminario web demos. Synder uses live, recorded, and trial formats.
¿Cómo crear una demo de software?
Pick one real problem and script a short path to the fix. Record a clean screen capture, then end with a clear next step.
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