Quickbooks, Xero, & Add-ons

Connecting and using Syngency with our various Add-On platforms.

22 articles in this collection
Written by Ryan Marshall, Cody Jones, and Hanson Walker

Xero

Getting started with Xero

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

Written by Ryan Marshall
Updated over a week ago

How Syngency works with Xero

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

Written by Ryan Marshall
Updated over a week ago

Xero - Frequently Asked Questions

Answers to commonly asked questions about Syngency and Xero.

Written by Ryan Marshall
Updated over a week ago

Merging duplicate contacts in Xero

Important steps for correctly merging contacts in Xero.

Written by Ryan Marshall
Updated over a week ago

Custom References and Line Items in Xero

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

Written by Ryan Marshall
Updated over a week ago

Billing Codes

Create various options that can override the chart of accounts settings you define when you first connect Syngency to Xero.

Written by Hanson Walker
Updated over a week ago

Chargebacks and Advances in Xero

How Talent Chargebacks and Advances are handled in Xero

Written by Ryan Marshall
Updated over a week ago

Running a Talent batch payment with Xero

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

Written by Ryan Marshall
Updated over a week ago

QuickBooks

How to Merge Contacts Within Quickbooks Online

Written by Cody Jones
Updated over a week ago

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

Written by Cody Jones
Updated over a week ago

How to Find Your Xero or QuickBooks Online Sync Errors

Written by Cody Jones
Updated over a week ago

Handling payroll taxes withheld by clients on talent bills.

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

Written by Ryan Marshall
Updated over a week ago

Getting started with QuickBooks

Written by Ryan Marshall
Updated over a week ago

Syncing QuickBooks Customers and Vendors with Syngency

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

Written by Ryan Marshall
Updated over a week ago

Billing Codes

Create various options that can override the chart of accounts settings you define when you first connect Syngency to Quickbooks.

Written by Hanson Walker
Updated over a week ago

"Feature Not Supported Error" when invoicing a booking

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

Written by Ryan Marshall
Updated over a week ago

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

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

Written by Ryan Marshall
Updated over a week ago

List of Quickbooks Error Codes

Written by Cody Jones
Updated over a week ago

Merging duplicate vendors and customers in QuickBooks

Important steps for correctly merging vendors and customers in QuickBooks.

Written by Ryan Marshall
Updated over a week ago

WordPress

Installing the Syngency plugin for WordPress

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

Written by Ryan Marshall
Updated over a week ago

MailChimp

Getting started with MailChimp

Written by Ryan Marshall
Updated over a week ago

HelloSign

Getting started with HelloSign

Written by Ryan Marshall
Updated over a week ago