How to use Synder to Save Time on Accounting in 2026

Do you hate doing manual data entry? It takes up so much of your time.

You stare at spreadsheets for hours on end.

One tiny mistake can messed up your whole week.

You should be growing your business instead of fighting with numbers.

Stop doing math the hard way. There is a simple tool that fixes this mess.

You can automate your books instantly.

This is where Synder helps you out.

We will teach you how to use Synder right now.

Synder

Synder automates your accounting, syncing sales data seamlessly to QuickBooks, Xero, and more. Businesses using Synder report saving an average of 10+ hours per week. 

Try Synder for free read full review Synder alternatives

Synder Tutorial

Getting started is simple. First, connect your payment platforms, such as Stripe or PayPal.

Next, link your accounting software.

Synder automatically syncs your sales data in the background.

You don’t need technical skills.

Follow these steps to automate your books and save time immediately.

How to use AI-Powered Accounting

Manual data entry is the worst part of running a business.

It is slow, boring, and easy to mess up.

Synder uses smart technology to fix this problem for you.

The AI features act like a digital assistant,tautomatically sortings your money into the right pile.

This helps every small business owner stop worrying about spreadsheets.

Step 1: Enable Smart Rules

First, you need to tell Synder what to look for.

The “Smart Rules” feature allows you to build simple logic flows.

This is much faster than hiring expensive bookkeeping services to sort receipts by hand.

• Log in to your dashboard after integrating Synder with your apps.
• Navigate to the “Smart Rules” tab in the left-hand menu.
• Click “Create Rule” to start a new automation.
• You can set rules based on the product name, amount, or description from your sales platforms.
• For example, if you see a sale from your Shopify account, tell the system to label it as “Product Income.”

Step 2: Train the AI with Examples

The AI needs to learn your habits.

It watches how you categorize things and gets smarter over time.

This ensures your transaction data lands in the correct spot in your accounting system.

• Go to your “Platform Transactions” list.
• Find a transaction that has not yet been categorized.
• Manually assign it to the correct account, such as “Office Supplies” or “Software Subscriptions.”
• When you connect QuickBooks Online, Synder remembers this choice for next time.
• Apply this new logic to all future similar expenses.

Step 3: Automate the Approval Process

Once the AI gets it right consistently, you can take your hands off the wheel.

This is the ultimate goal of any accounting integration.

You want the software to do the work so you can check the results.

• Set your settings to “Auto-Approve” for trusted rules.
• This sends data directly to your accounting platform without you having to click anything.
• Open your QuickBooks account or Xero dashboard to verify the results.
• You will see that it is now much easier to reconcile transactions against your bank accounts.

If you get stuck, Synder offers helpful video tutorials to guide you through complex rules.

Using AI-powered accounting saves you hours of work every week.

How to use Automated Revenue Recognition

If you run a subscription business, you face the same problem as many others.

You get paid upfront for a whole year, but you haven’t “earned” that money yet.

Keeping track of this manually on a spreadsheet is hard. Synder makes this easy.

This feature is a game-changer for businesses selling on online marketplaces or different sales channels.

Step 1: Set Up Your Revenue Model

First, you need to tell the system how you want to handle your income.

When you connect to Synder, you are using a trusted tool.

You can trust the process because you will often see the Stripe Verified Partner and Square Certified Partner logos associated with their integrations.

• Go to the “Revenue Recognition” dashboard.
• Since Synder is an Intuit QuickBooks Solution Provider (look for the QuickBooks Solution Provider logo), it syncs perfectly with your books.
• Choose your schedule. For example, if you sell a one-year plan, tell Synder to spread that money out over 12 months.
• This ensures you follow the rules for being a Square Certified Partner merchant or a Stripe user.

Step 2: Map Your Products and Services

Now, link your products to the model you just made.

This ensures the money goes to the right place in your system.

• Select the products you sell, like “Monthly Membership.”
• Map them to your General Ledger accounts in QuickBooks.
• Make sure you account for fees and refunds correctly.
• Synder will move the money from “Deferred Revenue” to “Realized Revenue” automatically each month.

Step 3: Generate and Review Reports

Finally, let the software do the math.

Synder enables you to see exactly how much money you have truly earned.

• Let the system process your historical transactions.
• Check the reports to handle your reconciliation tasks.
• You will see a clear picture of your finances without doing any manual math.

How to use Sales Transactions Bookkeeping

This is the main job Snyder does for your company.

It takes the sales you make on apps like Shopify and moves them into your accounting software.

It handles the boring work so you can focus on your clients.

This ensures your reporting is always accurate and up to date.

Step 1: Connect Your Platforms

First, you need to introduce your apps to each other.

This integration is what makes the magic happen.

• Log in to your Synder account.
• Click “Add Integration” to search for your apps.
• Select your accounting software and the payment platforms you use.
• This connection allows Synder to import data automatically.
• Once connected, you will notice that Synder is ready to work.

Step 2: Choose Your Sync Mode

Next, you need to decide how you want your data to look.

You can configure this in your settings tab.

• Per Transaction Mode: This records every single sale and fee separately. It gives you detailed insights and helps you categorize specific expenses.
• Daily Summary Mode: This records one total number for the day. This is great if you have thousands of users buying small items and want to keep your books clean.
• Choose the mode that helps you best reconcile your bank payout.

Step 3: Start the Synchronization

Now it is time to push the button. You can start by syncing old data or just focusing on the future.

• Go to the “Transactions” list.
• Select a few sales to sync as a test.
• Check your accounting software to see if they were recorded correctly.
• If everything looks good, turn on “Auto-Sync.” Enabling this feature ensures total accuracy without you having to touch it again.
• This keeps you in compliance with tax laws and makes your customer data reliable.

If you have questions, the Synder community and support team can help you fix any issues.

Create your account today to stop doing manual math.

Alternatives to Synder

• Dext: This software focuses on automating data extraction from receipts and invoices. It saves time on manual data entry by digitizing your paperwork.
• Puzzle io: This modern accounting software is built specifically for startups. It uses AI to automate many accounting tasks, offering real-time financial insights and a focus on metrics important for startups, such as runway and burn rate.
• Xero: This is a popular cloud-based accounting platform. It’s an alternative for Atera’s bookkeeping features, offering tools for invoicing, bank reconciliation, and expense tracking.
• Sage: A well-known provider of business management software, Sage offers a range of accounting and financial solutions that can serve as an alternative to Atera’s financial management module.
• Zoho Books: Part of the Zoho suite, this is a strong accounting tool for small to medium businesses. It helps with invoicing, expense tracking, and inventory management, and is a good alternative for those who need comprehensive financial tools.
• Easy Month End: This tool is designed specifically to streamline the month-end closing process. It’s a specialized alternative for businesses that want to improve and automate their financial reporting and reconciliation tasks.
• Docyt: An AI-powered bookkeeping platform, Docyt automates financial workflows. It is a direct competitor for Atera’s AI-driven bookkeeping features, offering real-time data and automated document management.
• RefreshMe: This is a personal financial management platform. While not a direct business alternative, it offers similar features like expense and invoice tracking.
• Wave: This is a popular free financial software. It’s a good choice for freelancers and small businesses for invoicing, accounting, and receipt scanning.
• Quicken: A well-known tool for personal and small business finance. It helps with budgeting, spending tracking, and financial planning.
• Hubdoc: This software is a document management tool. It automatically fetches your financial documents and syncs them to your accounting software.
• Expensify: This platform focuses on expense management. It is great for receipt scanning, business travel, and creating expense reports.
• QuickBooks: One of the most widely used accounting software programs. QuickBooks is a strong alternative that offers a full set of tools for financial management.
• AutoEntry: This tool automates data entry. It is a good alternative for the receipt and invoice capture features within Atera.
• FreshBooks: This program is great for invoicing and accounting. It is popular with freelancers and small businesses that need a simple way to track time and expenses.
• NetSuite: A powerful and complete cloud-based business management suite. NetSuite is an alternative for larger businesses that need more than just financial management.

Synder Compared

• Synder vs Puzzle io: Puzzle.io is an AI-powered accounting tool built for startups, with a focus on metrics like burn rate and runway. Synder is more focused on syncing multi-channel sales data for a broader range of businesses.
• Synder vs Dext: Dext is an automation tool that excels at capturing and managing data from bills and receipts. Synder, on the other hand, specializes in automating the flow of sales transactions.
• Synder vs Xero: Xero is a full-featured cloud accounting platform. Synder works with Xero to automate data entry from sales channels, whereas Xero handles all-in-one accounting tasks like invoicing and reporting.
• Synder vs Easy Month End: Easy Month End is a tool designed to help businesses organize and streamline their month-end closing process. Synder is more about automating daily transaction data flow.
• Synder vs Docyt: Docyt uses AI for a wide range of bookkeeping, including bill pay and expense management. Synder is more focused on automatically syncing sales and payment data from multiple channels.
• Synder vs RefreshMe: RefreshMe is a personal finance and task management application. This is not a direct competitor, as Synder is a business accounting automation tool.
• Synder vs Sage: Sage is a long-standing, comprehensive accounting system with advanced features like inventory management. Synder is a specialized tool that automates data entry into accounting systems like Sage.
• Synder vs Zoho Books: Zoho Books is a complete accounting solution. Synder complements Zoho Books by automating the process of importing sales data from various ecommerce platforms.
• Synder vs Wave: Wave is a free, user-friendly accounting software, often used by freelancers and very small businesses. Synder is a paid automation tool designed for businesses with high-volume, multi-channel sales.
• Synder vs Quicken: Quicken is primarily personal finance management software, though it has some small business features. Synder is built specifically for business accounting automation.
• Synder vs Hubdoc: Hubdoc is a document management and data capture tool, similar to Dext. It focuses on digitizing bills and receipts. Synder focuses on syncing online sales and payment data.
• Synder vs Expensify: Expensify is a tool for managing expense reports and receipts. Synder is for automating sales transaction data.
• Synder vs QuickBooks: QuickBooks is a comprehensive accounting software. Synder integrates with QuickBooks to automate the process of bringing in detailed sales data, making it a valuable add-on rather than a direct alternative.
• Synder vs AutoEntry: AutoEntry is a data entry automation tool that captures information from invoices, bills, and receipts. Synder focuses on automating sales and payment data from ecommerce platforms.
• Synder vs FreshBooks: FreshBooks is an accounting software designed for freelancers and small service-based businesses, with a focus on invoicing. Synder is for businesses with a high volume of sales from multiple online channels.
• Synder vs NetSuite: NetSuite is a comprehensive Enterprise Resource Planning (ERP) system. Synder is a specialized tool that syncs ecommerce data into broader platforms like NetSuite.

Conclusion

Stop wasting time on boring math. Synder handles the hard work for you.

It keeps your financial data safe and accurate, so you don’t have to worry about mistakes anymore.

When you connect Synder to your store, everything runs automatically.

It sorts your sales and expenses into the correct categories instantly without you lifting a finger.

This lets you focus on growing your business instead of fighting with spreadsheets.

Don’t let bookkeeping slow you down.

Sign up for a free trial today to automate your books and save hours every week.

Frequently Asked Questions

More Facts about Synder

• Easy to Use: Synder is built to be simple so small business owners can use it easily.
• Automatic Bookkeeping: It handles your accounting by pulling in sales records from your online stores.
• Tracks Spending: You can bring in your expense records from your bank accounts and credit cards.
• Live Updates: It has a main screen (dashboard) that shows you exactly how your business is doing financially right now.
• Custom Reports: You can build special reports to see the specific information your business needs.
• Keeps Good Records: It keeps a main list (general ledger) of every single dollar your business spends or earns.
• International Money: It works with different types of money (currencies) for businesses that sell to people in other countries.
• Connects Everything: It links selling tools like Stripe and Shopify to accounting programs like QuickBooks and Xero.
• Works with Many Stores: It integrates easily with popular online stores such as Shopify, WooCommerce, Amazon, and eBay.
• Free Trial: You can sign up for a totally free trial account to start syncing your sales and accounting data.
• Instant Sync: It updates your money records instantly in software like QuickBooks Online and Xero.
• Smart Sorting: It uses advanced algorithms to organize your transactions into the right categories automatically
• One Place for Everything: You can handle sales from many different places and do all your reporting in one spot.
• Flexible Reporting: It offers report options that you can change to fit exactly what your company requires.
• Consolidates Data: It pulls spending data from banks and cards, so all your financial details are in one place.
• Team Access: You can give your team members or accountants their own login to access the system.
• Revenue Rules: They help subscription businesses follow strict accounting rules (GAAP) for recognizing revenue.
• Automated Entry: It automatically enters data for online stores and software companies into QuickBooks, Xero, and Sage Intacct.
• Advanced Categorization: It uses smart technology to categorize transactions and lets you match them to your company’s specific account lists.
• Profit Insights: The live dashboard shows you key details, such as how much you made and how much you spent.
• Tailored Reports: You can create reports tailored to your business’s unique needs.
• Watch Transactions: It provides tools that let you keep a close eye on your money transfers as they happen.