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Questa guida illustra tutte le funzionalità di Synder:
- Iniziare — Create your account and connect Synder to your books
- Come utilizzare la contabilità basata sull'intelligenza artificiale — Post transaction data to your accounting system without manual entry
- Come utilizzare il riconoscimento automatico dei ricavi — Recognize subscription income on the correct date under GAAP rules
- Come utilizzare la categorizzazione automatica — Sort transactions into categories that match your company chart of accounts
- Come utilizzare l'analisi dei dati — Turn raw financial data into reporting you can act on
- Come utilizzare le integrazioni contabili — Connect QuickBooks Online, Xero, or Sage Intacct in a few minutes
- Come utilizzare la contabilità delle transazioni di vendita — Import sales from Shopify, Amazon, eBay, and other online marketplaces
- Come utilizzare la riconciliazione semplificata — Reconcile transactions against bank accounts using one-click payout matching
- Come utilizzare Synder Insights — See revenue, fees, and customer trends on one live dashboard
- Come utilizzare il supporto degli studi contabili — Manage many clients from one accounting platform with separate access rights
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
I’ve run Synder on two live stores for 14 months and tested every feature here.
Questo tutorial si basa su esperienze pratiche reali, non su screenshot forniti dal produttore.
You’ll notice the Stripe verified partner logo and Square certified partner logo on their site.
IL 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 è un contabilità software built for sellers who hate manual data entry.
It moves transaction data from your sales platforms into QuickBooks, Xero, o Sage Intacct.
Most people only use the sync and stop there.
This guide shows you how to use Synder end to end.
Tutorial di Sinder
This How to use Synder tutorial walks through every feature step by step, from first sync to advanced segnalazione.
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.
Guida introduttiva a Synder
Before any feature works, finish this one-time setup.
Ci vogliono circa tre minuti.
Passaggio 1: crea il tuo account
Go to the Synder website and click Start Free Trial.
Inserisci il tuo indirizzo email e crea una password.
No card is required to test the app.
✓ Punto di controllo: Controlla il tuo posta in arrivo per l'email di conferma.
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:
✓ Punto di controllo: Your connected platforms show a green status dot.
Passaggio 3: Collegare 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.
✅ Fatto: Your accounting integration is live and ready for every feature below.
Come utilizzare Synder, il sistema di contabilità basato sull'intelligenza artificiale.
Contabilità basata sull'intelligenza artificiale lets you post transaction data to your accounting system without manual entry.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: Every matching sale now posts to the right account automatically.
Step 3: Turn the Rule On
Toggle the rule active and save it.
✅ Risultato: Synder makes routine posting decisions for you, so your books stay accurate.
💡 Consiglio da professionista: Build rules for fees and refunds first — those two eat the most contabilità tempo.
Come utilizzare il sistema di riconoscimento automatico dei ricavi di Synder
Riconoscimento automatico dei ricavi lets you recognize subscription income on the correct date under GAAP rules.
Ecco come usarlo passo dopo passo.
Passaggio 1: Abilitare il riconoscimento dei ricavi
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You get GAAP-compliant revenue recognition without a single spreadsheet.
💡 Consiglio da professionista: Run one test month first — fixing a wrong schedule later means re-syncing everything.
Come utilizzare la categorizzazione automatica di Synder
Categorizzazione automatizzata lets you sort transactions into categories that match your company chart of accounts.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: Each imported line lands in the account you picked.
Passaggio 3: Salva e testa
Sync five transactions and check the result in QuickBooks.
✅ Risultato: Your categories stay consistent across every sales channel.
💡 Consiglio da professionista: Give each payment platform its own clearing account — reconciliation gets far easier later.
Come utilizzare l'analisi dei dati di Synder
Analisi dei dati lets you turn raw financial data into reporting you can act on.
Ecco come usarlo passo dopo passo.
Passaggio 1: Apri la scheda Analisi
Click Analytics in the top navigation.
Passaggio 2: Scegli le tue metriche
Pick revenue, fees, refunds, or customer lifetime value.
Set the date range you want to study.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You can spot which sales channels actually make money.
💡 Consiglio da professionista: Compare gross sales against net payout monthly — processor fees hide real margin damage.
Come utilizzare le integrazioni di Synder Accounting
Integrazioni contabili lets you connect QuickBooks Online, Xero, or Saggio Intacct in a few minutes.
Ecco come usarlo passo dopo passo.
Step 1: Pick Your Accounting System
Choose QuickBooks Online, QuickBooks Desktop, Xero, or Sage Intacct.
Passaggio 2: Autorizzare la connessione
Sign in and approve the accounting integration.
Synder pulls your existing account list in seconds.
Ecco come si presenta:
✓ Punto di controllo: The connection status reads Connected with today’s date.
Step 3: Match Your Accounts
Map income, fees, and expenses to your own ledger accounts.
✅ Risultato: Your sales platforms and accounting software now share one data flow.
💡 Consiglio da professionista: Connect QuickBooks Online before adding sales channels — mapping is smoother in that order.
How to Use Synder Sales Transactions Bookkeeper
Sales Transactions Contabilità lets you import sales from Shopify, Amazon, eBay, and other online marketplaces.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: Sales, taxes, fees, and refunds are all recorded in the general ledger.
💡 Consiglio da professionista: Daily summary mode suits high-volume stores — per transaction suits anyone who needs line-level detail.
Come utilizzare Synder Streamlined Reconciliation
Riconciliazione semplificata lets you reconcile transactions against bank accounts using one-click payout matching.
Ecco come usarlo passo dopo passo.
Passaggio 1: Aprire la vista di riconciliazione
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.
Ecco come si presenta:
✓ Punto di controllo: Your clearing account balance drops to zero.
Step 3: Clear the Remainder
Use search to find any unmatched line by amount or date.
✅ Risultato: You can reconcile transactions against bank accounts in minutes, not hours.
💡 Consiglio da professionista: Payout matching was the real game changer in my month-end close. Reconcile weekly, because unmatched payouts pile up fast.
Come utilizzare Synder Insights
Synder Insights lets you see revenue, fees, and customer trends on one live dashboard.
Ecco come usarlo passo dopo passo.
Passaggio 1: Aprire la dashboard di Insights
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.
Ecco come si presenta:
✓ Punto di controllo: 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.
✅ Risultato: You get customized reporting built around your own Attività commerciale domande.
💡 Consiglio da professionista: Add the refund widget next to revenue — rising refunds usually signal a product problem.
Come utilizzare l'assistenza clienti di Synder per gli studi contabili
Supporto per studi contabili lets you manage many clients from one accounting platform with separate access rights.
Ecco come usarlo passo dopo passo.
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.
Ecco come si presenta:
✓ Punto di controllo: All client books appear in one switchable list.
Step 3: Set Up Shared Templates
Copy your rule set to every new client workspace.
✅ Risultato: Enabling multi-user access keeps staff, clients, and reviewers in the same system.
💡 Consiglio da professionista: Point new staff at the Synder community forum first. Synder’s video tutorials answer most onboarding questions faster than support tickets.
Suggerimenti e scorciatoie di Synder Pro
After 14 months with the app, these are the tips I give every piccola impresa proprietario.
Scorciatoie da tastiera
| Azione | Scorciatoia |
|---|---|
| Cerca transazioni | Ctrl + F |
| Open a new tab in the app | Ctrl + clic |
| Refresh sync status | F5 |
| Select all rows in a list | Ctrl + A |
Funzionalità nascoste che la maggior parte delle persone non nota
- 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.
Errori comuni da evitare per Synder
Mistake #1: Syncing All History at Once
❌ Sbagliato: Importing three years of data before checking a single mapping.
✅ A destra: Sync five transactions, check them in QuickBooks, then import the rest.
Mistake #2: Skipping the Clearing Account
❌ Sbagliato: Posting sales straight to your bank account in the accounting system.
✅ A destra: Route payments through a clearing account so each payout reconciles cleanly.
Mistake #3: Ignoring Processor Fees
❌ Sbagliato: Recording gross sales only and wondering why income never matches deposits.
✅ A destra: Map fees to their own expenses account from day one.
Risoluzione dei problemi di Synder
Problem: Transactions Are Not Syncing
Causa: The platform connection expired or the sync toggle is off.
Aggiustare: Reconnect the sales channel, then click Sync on the pending rows.
Problema: Voci duplicate in QuickBooks
Causa: Another app already imported the same sales data.
Aggiustare: 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.
Aggiustare: 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.
Che cos'è 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.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Contabilità basata sull'intelligenza artificiale: Post transaction data to your accounting system without manual entry
- Riconoscimento automatico dei ricavi: Recognize subscription income on the correct date under GAAP rules
- Categorizzazione automatizzata: Sort transactions into categories that match your company chart of accounts
- Analisi dei dati: Turn raw financial data into reporting you can act on
- Integrazioni contabili: Connect QuickBooks Online, Xero, or Sage Intacct in a few minutes
- Contabilità delle transazioni di vendita: Import sales from Shopify, Amazon, eBay, and other online marketplaces
- Riconciliazione semplificata: Reconcile transactions against bank accounts using one-click payout matching
- Approfondimenti di Synder: See revenue, fees, and customer trends on one live dashboard
- Supporto per studi contabili: Manage many clients from one accounting platform with separate access rights
Per una recensione completa, consulta la nostra Recensione di Synder.
Synder enables real-time synchronization, so your books reflect today’s sales and not last month’s.
Prezzi di Synder
Ecco quanto costerà Synder nel 2026:
| Piano | Prezzo | Ideale per |
|---|---|---|
| Di base | $52 | Solo sellers on one sales channel |
| Essenziale | $92 | Growing stores needing full reconciliation |
| Professionista | $220 | Multi-channel brands and subscription businesses |
| Premio | Costume | Firms offering bookkeeping services to many clients |
Prova gratuita: Sì, 15 giorni, senza bisogno di carta di credito.
Garanzia di rimborso: Yes — refunds are handled by support on request.
💰 Miglior rapporto qualità-prezzo: Essential — it adds the reconciliation tools most sellers actually need.
Synder contro alternative
Come si posiziona Synder rispetto alla concorrenza? Ecco il panorama competitivo:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| Synder | Sincronizzazione e-commerce | 52 dollari al mese | ⭐ 4.1 |
| Destro | Acquisizione della ricevuta | 30 dollari al mese | ⭐ 4.4 |
| Xero | Contabilità di base | $20/mese | ⭐ 4.3 |
| QuickBooks | Small business books | 38 dollari al mese | ⭐ 4,5 |
| Zoho Books | Sicurezza dell'identità e PAM | $20/mese | ⭐ 4.4 |
| Onda | Liberi professionisti | $0/mese | ⭐ 4.2 |
| Expensify | Rendiconti spese | 5 dollari al mese | ⭐ 4.3 |
| NetSuite | Enterprise finance | $ 99/mese | ⭐ 4.0 |
Scelte rapide:
- Il migliore in assoluto: Synder — nothing else connects sales platforms to your books this cleanly.
- Miglior budget: Wave — free accounting for very simple businesses.
- Ideale per principianti: QuickBooks — the easiest accounting system to learn first.
- Ideale per studi di contabilità: Dext — built around client document workflows.
🎯 Alternative a Synder
Cerchi alternative a Snyder? Ecco le migliori opzioni:
- 🚀 Destra: Grabs receipts and bills fast, then pushes clean expenses into your accounting software.
- 💰 Puzzle 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.
- ⚡ Saggio: Scales from small business to mid-market with deep compliance features.
- 🔒 Zoho Books: Cheap, tidy, and useful if you already run other Zoho apps.
- 🧠 Fine mese facile: Focused purely on closing the books faster each month.
- 👶 Docyt: Automates document capture and categorization for multi-location businesses.
- 🏢 Aggiornami: Lightweight sync tool for sellers with simple transaction data needs.
- 🔧 Onda: Free accounting for freelancers who don’t need heavy integration.
- 🌟 Accelerare: Best for personal finance and landlords tracking bank accounts.
- ⭐ Hubdoc: Pulls statements and bills automatically, bundled free with many Xero plans.
- 🎯 Expensify: Expense reports and card management for teams that viaggio.
- 💼 QuickBooks: The accounting platform most Synder users connect to anyway.
- 📊 Ingresso automatico: 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.
Per l'elenco completo, consultare il nostro Alternative a Synder guida.
⚔️ Synder a confronto
Ecco come Synder si posiziona rispetto a ciascun concorrente:
- Synder contro Dext: Dext wins on receipts and paperwork; Synder wins on sales channels and payment sync.
- Sinder contro Puzzle IO: Puzzle IO suits venture-backed startups; Synder suits sellers with high transaction volume.
- Synder contro Xero: Xero is the ledger itself; Synder is the pipe that feeds it.
- Synder contro Sage: Sage covers broad company finance; Synder handles ecommerce data entry far better.
- Synder contro 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 contro Docyt: Docyt leans on document capture; Synder leans on live payment synchronization.
- Synder contro RefreshMe: RefreshMe is simpler and cheaper; Synder offers deeper reporting and revenue recognition.
- Synder contro Wave: Wave is free but basic; Synder is paid and built for real sales volume.
- Synder contro Quicken: Quicken tracks personal money; Synder tracks business income and fees.
- Synder contro Hubdoc: Hubdoc fetches statements; Synder categorizes and posts the underlying sales.
- Synder contro Expensify: Expensify manages staff spending; Synder manages incoming customer payments.
- Synder contro QuickBooks: QuickBooks stores your books; Synder fills them without manual import work.
- Synder vs AutoEntry: AutoEntry digitizes invoices; Synder automates ecommerce sales and payout matching.
- Synder contro FreshBooks: FreshBooks fits service invoicing; Synder fits product sellers on online marketplaces.
- Synder contro NetSuite: NetSuite is heavier and pricier; Synder is faster to set up.
Inizia subito a usare Synder
Hai imparato a utilizzare tutte le principali funzionalità di Synder:
- ✅ Contabilità basata sull'intelligenza artificiale
- ✅ Riconoscimento automatico dei ricavi
- ✅ Categorizzazione automatizzata
- ✅ Analisi dei dati
- ✅ Integrazioni contabili
- ✅ Contabilità delle transazioni di vendita
- ✅ Riconciliazione semplificata
- ✅ Approfondimenti di Synder
- ✅ Supporto per studi contabili
Passo successivo: Scegli una funzionalità e provala subito.
Most people start with Accounting Integrations.
Connect Synder to your books and the first sync takes under five minutes.
Domande frequenti
Come funziona 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.
Cosa 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.
Che cosa sono le demo 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.
Quali sono i sei tipi di demo?
The common six are live, recorded, interactive, sandbox trial, guided sales, and on-demand seminario Web demos. Synder uses live, recorded, and trial formats.
Come realizzare una demo di un 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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