Syngency

Ryan Marshall

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

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

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