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 商业 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 即刻.

This is where Synder helps you out.

We will teach you how to use Synder right now.

辛德

Synder 可自动完成您的会计工作，并将销售数据无缝同步到 QuickBooks。 Xero等等。使用 Synder 的企业报告称，平均每周节省 10 多个小时。 

免费试用 Synder 阅读完整评论 Synder 的替代品

Synder Tutorial

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

Next, link your 会计 软件。

Synder automatically syncs your sales 数据 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 商业.

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 助手,tautomatically sortings your money into the right pile.

This helps every 小型企业 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 簿记 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 自动化.
• 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 会计 系统。

• 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.
• 制作 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 会计软件.

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

这确保您 报道 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

• 右手: 这款软件专注于自动从收据和发票中提取数据。它通过数字化纸质文件，节省了手动数据录入的时间。
• Puzzle io: 这款现代化的会计软件专为初创企业打造。它利用人工智能技术自动完成许多会计任务，提供实时财务洞察，并重点关注对初创企业至关重要的指标，例如资金周转时间和资金消耗率。
• Xero: 这是一个流行的云端会计平台。它是 Atera 记账功能的替代方案，提供发票、银行对账和费用跟踪工具。
• 圣人: 作为一家知名的商业管理软件提供商，Sage 提供一系列会计和财务解决方案，可以作为 Atera 财务管理模块的替代方案。
• Zoho Books: 作为 Zoho 套件的一部分，这款功能强大的会计工具适用于中小型企业。它有助于开具发票、跟踪费用和管理库存，对于需要全面财务工具的用户来说，是一个不错的选择。
• 轻松月末: 该工具专为简化月末结算流程而设计。对于希望改进和自动化财务报告及对账工作的企业而言，它是一种专业的替代方案。
• 多西特: Docyt是一个人工智能驱动的记账平台，可实现财务工作流程自动化。它是Atera人工智能记账功能的直接竞争对手，提供实时数据和自动化文档管理。
• 刷新我: 这是一个个人财务管理平台。虽然它并非直接的商业替代方案，但它提供类似的功能，例如费用和发票跟踪。
• 海浪: 这是一款很受欢迎的免费财务软件。对于自由职业者和小企业来说，它是一个很好的选择，可以用来开具发票、记账和扫描收据。
• 加速: 一款广为人知的个人和小企业理财工具。它有助于预算编制、支出跟踪和财务规划。
• Hubdoc: 这款软件是一款文档管理工具。它会自动获取您的财务文档并将其同步到您的会计软件中。
• Expensify: 这个平台专注于费用管理，非常适合扫描收据、商务旅行和生成费用报表。
• QuickBooks: 最广泛使用的会计软件之一。 QuickBooks 是一个强大的替代方案，它提供了一整套财务管理工具。
• 自动输入: 该工具可自动录入数据，是 Atera 内置收据和发票采集功能的理想替代方案。
• FreshBooks: 这个程序非常适合用于开票和会计核算。它深受自由职业者和小企业的欢迎，因为他们需要一种简单的方式来跟踪时间和费用。
• NetSuite: NetSuite 是一款功能强大且全面的云端企业管理套件。对于需要财务管理以外功能的大型企业而言，NetSuite 是一个理想的选择。

比较

• Synder vs Puzzle io: Puzzle.io 是一款专为初创公司打造的 AI 驱动型会计工具，专注于资金消耗率和资金储备等指标。Synder 则更侧重于为更广泛的企业同步多渠道销售数据。
• 辛德对阵德克斯特: Dext是一款自动化工具，擅长采集和管理账单和收据数据。而Synder则专注于销售交易流程的自动化。
• Synder 对阵 Xero: Xero是一个功能齐全的云会计平台。 辛德 它与 Xero 配合使用，可自动从销售渠道录入数据，而 Xero 则可处理所有会计任务，如开票和报告。
• Synder vs Easy 月末: Easy Month End 是一款旨在帮助企业组织和简化月末结算流程的工具。Synder 则更侧重于自动化日常交易数据流。
• Synder 对阵 Docyt: Docyt 利用人工智能技术处理各种记账任务，包括账单支付和费用管理。Synder 则更专注于自动同步来自多个渠道的销售和支付数据。
• Synder vs RefreshMe: RefreshMe是一款个人理财和任务管理应用。它并非Synder的直接竞争对手，因为Synder是一款企业会计自动化工具。
• Synder 对阵 Sage: Sage 是一款历史悠久、功能全面的会计系统，拥有库存管理等高级功能。Synder 是一款专门用于自动将数据录入 Sage 等会计系统的工具。
• Synder 对阵 Zoho Books: Zoho Books 是一款功能齐全的会计解决方案。 辛德 它与 Zoho Books 相辅相成，可自动从各种电子商务平台导入销售数据。
• Synder vs Wave: Wave 是一款免费且用户友好的会计软件，常用于自由职业者和小型企业。Synder 是一款付费自动化工具，专为销售量大、多渠道的企业设计。
• 辛德对阵奎肯: Quicken 主要是一款个人财务管理软件，但也具备一些小型企业功能。Synder 则专为企业会计自动化而设计。
• Synder 对阵 Hubdoc: Hubdoc是一款文档管理和数据采集工具，类似于Dext。它专注于账单和收据的数字化。Synder则专注于同步在线销售和支付数据。
• Synder 与 Expensify: Expensify是一款用于管理费用报表和收据的工具。Synder则用于自动化销售交易数据。
• Synder 与 QuickBooks 的比较: QuickBooks是一款功能全面的会计软件。 辛德 它与 QuickBooks 集成，可自动导入详细的销售数据，因此它是一个有价值的附加组件，而不是直接的替代品。
• Synder 与 AutoEntry: AutoEntry是一款数据录入自动化工具，可从发票、账单和收据中提取信息。Synder专注于自动化处理来自电子商务平台的销售和支付数据。
• Synder 与 FreshBooks 的竞争: FreshBooks是一款专为自由职业者和小型服务型企业设计的会计软件，专注于开票功能。Synder则面向拥有大量来自多个在线渠道的销售额的企业。
• Synder 与 NetSuite: NetSuite是一个综合性的企业资源计划（ERP）系统。Synder是一个专门用于将电子商务数据同步到NetSuite等更广泛平台的工具。

结论

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 簿记 slow you down.

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

常见问题解答

More Facts about Synder

• 便于使用： Synder is built to be simple so 小型企业 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.
• 自定义报告： 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.
• 免费试用： 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
• 一站式满足所有需求： 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.
• 团队访问权限： You can give your team members or 会计师 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.