Synder: Update your Account Information

update-account

By clicking on “Profile” icon at upper right corner, then “My profile” tab, you will be redirected to the page, where you can edit your general information and manage your QuickBooks Online and payment system.

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By going to “Plus” icon you will be able to add more accounting companies and PayPal/Stripe/Square accounts.

Choose a payment system you would like to sync transactions after clicking on “Gear” icon at upper right corner by following this example:

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Choose an accounting company for the transactions to be imported to by following this example:

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The number of accounting companies and payment systems you can add is unlimited

If you have a Subscription plan ,at upper right corner you can always find the number of transactions you have left.

You can see all subscriptions available and subscribe to the one that fits you most at “plans & billing”.

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Setting up Notification frequency in Synder app

 

Synder will send you emails, notifying about any received transaction and finished synchronizations.
If you don’t want to receive any emails you can turn off this feature. To do that go to my profile in the upper right corner, choose settings, then click on Account tab and disable the notification of any activities feature. Scroll down and click on update, to send the changes.

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If you still want to receive the notifications you may choose the frequency of the emails:

  • as soon as possible,
  • daily,
  • weekly
  • monthly.

 

To do that, enable the feature “Notify about the app activity” after this you will see the tab Notification frequency, choose the frequency you would like and update the changes.

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Do you have any questions? We would love to hear from you. Use the chat window or send an email to the address specified in the footer of this page.

You can leave us a message, call us on (469) 629-7891 or write to support@cloudbusinessltd.com.

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