Syngency

Martin Riggs

Connecting and using Syngency with our various add-on integrations.

QuickBooks, Xero, and other Add-Ons

How to connect Syngency to Xero, and link your chart of accounts.

Getting started with Xero

A quick look at what information Syngency syncs with Xero, and how payments in Xero automatically update Syngency in return.

How Syngency works with Xero

Answers to commonly asked questions about Syngency and Xero.

Xero - Frequently Asked Questions

Important steps for correctly merging contacts in Xero.

Merging duplicate contacts in Xero

Use placeholder codes to specify which Syngency booking fields should be used for References and Line Items in Xero.

Custom References and Line Items in Xero

Billing Codes allow you to override the default account defined in your Xero settings for a specific transaction type.

Xero – Billing Codes

How Talent Chargebacks and Advances are handled in Xero

Chargebacks and Advances in Xero

A step-by-step guide to paying your talent via Xero, and having Syngency generate and email their remittance to them.

Running a Talent batch payment with Xero

Xero

A quick look at what information Syngency syncs with QuickBooks, and how payments in QuickBooks automatically update to Syngency

How Syngency works with QuickBooks

How to Merge Contacts Within QuickBooks Online

How Do I Recover Inactive Classes and Subclasses in QuickBooks Online?

How to Find Your Xero or QuickBooks Online Sync Errors

In some circumstances, clients may have already withheld taxes for talent when payment is made. Here's how to accommodate for that.

Handling payroll taxes withheld by clients on talent bills.

Syngency can seamlessly sync your invoiced bookings, contact, and talent data with QuickBooks Online. Here's how to get started.

Getting started with QuickBooks

Before you start using Syngency's integration with QuickBooks, be sure to sync your Customers and Vendors with Syngency Contacts and Talent.

Syncing QuickBooks Customers and Vendors with Syngency

Billing Codes allow you to override the default account defined in your QuickBooks settings for a specific transaction type.

QuickBooks – Billing Codes

Typically accompanied by "We're sorry. This feature is not included in your QuickBooks Online Simple Start subscription."

"Feature Not Supported Error" when invoicing a booking

Depending on your QuickBooks settings, you may see this message when saving a booking as Invoiced.

"Operation Create/Update with Deposit turned off from Sales Deposit preference is not supported" when invoicing a booking.

Important steps for correctly merging vendors and customers in QuickBooks.

Merging duplicate vendors and customers in QuickBooks

Special placeholder tags can be used to insert dynamic data into various parts of your Invoices & Bills.

Using dynamic fields in your Invoices and Bills

A new QuickBooks feature prevents Syngency from updating vendors

"Business Validation Error" when syncing talent profiles with QuickBooks

QuickBooks

How to download, install, and configure Syngency's WordPress plugin

Installing the Syngency plugin for WordPress

WordPress

Getting started with MailChimp

MailChimp

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.