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Quickbooks, Xero, & Add-ons
Quickbooks, Xero, & Add-ons
Connecting and using Syngency with our various Add-On platforms.
23 articles in this collection
Written by
Ryan Marshall
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
Ryan Marshall
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 Syngency works with QuickBooks
A quick look at what information Syngency syncs with QuickBooks, and how payments in QuickBooks automatically update to Syngency
Written by
Ryan Marshall
Updated over a week ago
How to Merge Contacts Within Quickbooks Online
Written by
Ryan Marshall
Updated over a week ago
How Do I Recover Inactive Classes and Subclasses in QuickBooks Online?
Written by
Ryan Marshall
Updated over a week ago
How to Find Your Xero or QuickBooks Online Sync Errors
Written by
Ryan Marshall
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
Syngency can seamlessly sync your invoiced bookings, contact, and talent data with QuickBooks Online. Here's how to get started.
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
Ryan Marshall
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
Ryan Marshall
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