> ## Documentation Index
> Fetch the complete documentation index at: https://help.tiretutor.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Sort sales into QuickBooks accounts
> Set up a Synder Smart Rule so each tire, part, and labor line from your TireTutor sales posts to its own QuickBooks income account.
You or your bookkeeper set this up in Synder and QuickBooks. TireTutor does
not set up or support your QuickBooks connection. Connect Synder first, as
[How to Connect Synder to QuickBooks](/resources/how-to/how-to-connect-synder-to-quickbooks)
shows.
Nothing gets lost. A line the rule does not sort still reaches QuickBooks.
It lands in Square sales, or in a catch-all account you choose. Your
bookkeeper moves it from there.
Your TireTutor sales reach QuickBooks Online in four hops: TireTutor, then
Square, then Synder, then QuickBooks. Synder is an app that copies your Square
sales into QuickBooks.
Each sale arrives as a QuickBooks invoice. A sale paid in full in one payment
has one line for each item on the work order.
A Smart Rule is a Synder setting that changes each invoice line as it arrives.
The rule reads the line's name and sets its QuickBooks product. Each product
points to one income account, so the sale lands in the right account.
## Before you start
You need all four of these:
* A QuickBooks Online company, connected to Synder.
* Your Square account, connected to Synder and receiving your TireTutor sales.
* A Synder plan with Smart Rules turned on.
* A CSV file of your chart of accounts, and one of your products and services.
## Check which sales Synder can sort
Synder can sort only the lines Square receives. A sale reaches Square one line
per item only when the customer pays the full amount in one payment.
### How each kind of payment reaches Square
| How the customer pays | What Square receives |
| - | - |
| Full amount on Square Terminal | One line for each item |
| Full amount on a Square invoice | One line for each item |
| Full amount as cash, check, Zelle, or other, recorded in TireTutor | One line for each item |
| A payment link | One line, named after the work order |
| Part of the total, such as a deposit | One line, or a payment with no lines |
A one-line sale goes to your catch-all account. Your bookkeeper splits it out
from the reports in **Reports & Data**, as
[Exporting reports](/dealers/pos/exporting-reports) shows.
## Know what each line is called
The rule matches words in each line's name, so it helps to know the names.
* **Tires.** The name is the brand, model, size, load index, and speed rating,
for example `Michelin Defender 2 215/60R16 95H`. The size has no LT or ST in
front of it.
* **Parts.** The name is the part name, for example
`Suspension Strut (Front Left)`.
* **Labor.** The name is the name of the service, for example
`Tire Installation`. A labor line for a brake job can carry the word "brake".
* **Fees.** A sale with a shop fee carries a `Shop Supplies Fee` line. A tire
sale with a disposal fee carries a `Tire Disposal` line.
The rule cannot tell a light-truck or trailer tire from a passenger tire,
because the size carries no LT or ST. All tires post to one tire account. Move
light-truck and trailer tires to their own accounts in QuickBooks if you track
them apart.
Open a few of your own invoices in QuickBooks before you build the rule. The
words on them are the words the rule must match.
## Add your income accounts to QuickBooks
Each kind of sale needs an income account in your chart of accounts. Use the
names your bookkeeper already uses. These are the usual ones.
### Accounts the rule writes to
| Kind of sale | Account type | Example name |
| - | - | - |
| Tires | Income, Sales of Product Income | PASS Passenger Tires |
| Lawn, garden, and ATV tires | Income, Sales of Product Income | TLGA Tires Lawn Garden ATV |
| Oil change and maintenance | Income, Sales of Product Income | P FO Oil Chng/Main Parts |
| Parts, one account for each kind | Income, Sales of Product Income | See [Words for each kind of part](#words-for-each-kind-of-part) |
| Fees | Income, Sales of Product Income | P SH Shop Sup Parts |
| Labor | Income, Service/Fee Income | L MI Misc Labor |
| Miscellaneous, the catch-all | Income, Sales of Product Income | P MI Bulbs/Wiper ETC |
Your account names can differ. The steps are the same.
In QuickBooks, select the gear icon. Then select **Import data**.
Select **Chart of Accounts**. Upload a CSV file of your accounts. Your
bookkeeper can export one from your existing QuickBooks.
## Add a product for each account
The rule never sets an account. It sets the line's QuickBooks product, and the
product points to its account. So each account needs one product.
### Products the rule sets
| Product, for example | Points to the account for |
| - | - |
| `PASSENGER TIRES` | Tires |
| `L&G TIRES AND TUBES` | Lawn, garden, and ATV tires |
| `OIL/MAINTENANCE` | Oil change and maintenance |
| One product for each kind of part | That kind of part |
| `SHOP SUPPLIES` | Fees |
| `MISC LABOR` | Labor |
| `MISCELLANEOUS` | Miscellaneous |
In QuickBooks, select the gear icon. Then select **Import data**.
Select **Products and Services**. Upload a CSV file of your products. Your
bookkeeper can export one from your existing QuickBooks.
## Build the rule in Synder
Build every branch inside one rule.
Keep all of your sorting in one rule. Two rules that change the same invoice
clash, and QuickBooks rejects the second change with an
**Exception during update** error.
Match on the line's **Name**, never on **Line: Description**. Square receives
no description, so a condition on the description never matches.
Sign in at go.synder.com. Select **Smart rules**, then **Rules**.
Select **Create rule**.
Set the start to **Invoice**, then **Created**.
Set the three drop-down lists to **Line: Product or Service**, **Name**, and
**Contains**.
Type the first word. Select **OR** to add each next word.
On the YES side, add a **Then** step. Choose **QuickBooks action**,
**Invoice**, **Update line**, then **Set QuickBooks entity data**.
Set **Product/Service** to the product for this branch. Select **Submit**.
On the NO side, add the next condition. Repeat until every branch from the
next table is in place.
Save the rule with the button at the bottom of the panel.
Type each word the way it appears on your QuickBooks invoices.
To change the rule later, select the pencil icon beside it on the **Rules**
page. When your branches are done, select **Update Rule**.
### Branches in order
The rule checks each line from the top branch down. It stops at the first
branch that matches, so the order matters.
| Order | The name contains | Set the product to |
| - | - | - |
| 1 | TURF, LAWN, GARDEN, MOWER, or ATV | Your lawn and garden tire product |
| 2 | A tire brand you sell, such as Michelin, BFGoodrich, Bridgestone, Continental, Cooper, Falken, Firestone, Goodyear, Green Max, or Hankook | Your tire product |
| 3 | Oil Filter | Your oil change product |
| 4 | The words your labor lines use, such as Installation or R\&R | Your labor product |
| 5 | Shop Supplies, Tire Disposal | Your fee product |
| 6 | The parts words in the next table | The product for that kind of part |
| Last | Nothing matched | Your catch-all product |
Put labor before parts. A labor line carries its service's name, so a brake job
can match a brake parts word.
### Words for each kind of part
Add these inside branch 6, one condition for each kind of part.
| Kind of part | Words to match | Example account name |
| - | - | - |
| Batteries | battery, batteries | P BA Batteries |
| Brakes | brake, rotor, caliper, brake pad, brake shoe, brake drum | P BR Brake Parts |
| Exhaust | exhaust, muffler, catalytic, resonator, tailpipe, oxygen sensor, o2 sensor | P EX Exhaust Parts |
| Heating and AC | a/c compressor, condenser, evaporator, heater core, blower motor, refrigerant | P HV Heat AC Parts |
| Steering and suspension | strut, shock, control arm, ball joint, tie rod, sway bar, bushing, coil spring, wheel bearing, hub assembly | P SS Str/Susp Parts |
| Drivetrain | cv axle, half shaft, differential, transmission, clutch, driveshaft, u-joint, transfer case | P DR Drive Train Parts |
| TPMS and valves | tpms, valve stem, tire valve, schrader | P TI TPMS/Valves Etc |
| Wheels and accessories | wheel weight, lug nut, hub cap, hubcap, center cap, wheel lock | P WH Parts Wheels/ACC |
| Oil change parts | oil filter, air filter, cabin filter, fuel filter, pcv valve, drain plug | P FO Oil Chng/Main Parts |
| Oil | motor oil, engine oil, synthetic oil, gear oil, 0w, 5w, 10w, 15w, 20w | P OI Oil |
| Shop supplies | cleaner, grease, sealant, lubricant, thread lock | P SH Shop Sup Parts |
| Bulbs and wipers | bulb, wiper, wiper blade, fuse | P MI Bulbs/Wiper ETC |
A short word matches inside longer words. "rim" matches "trim" and "primer", so
the wheels row leaves it out. Your vendors name parts their own way. Run a few
real sales through the rule, then add the words your vendors use.
## Send unsorted lines to your catch-all account
When Synder finds no matching QuickBooks product for a line, it can make a new
one. That product posts to **Square sales** unless you change it. Point it at
your catch-all account instead, so nothing lands in Square sales.
Sign in at go.synder.com, not app.synder.com. Select **Settings**.
Under **Select integration**, choose your Square connection.
On the **Default** tab, select **Products/Services**.
Find **Created product should be … product with … income**. Change
**Square sales** to your catch-all account.
Select **Update**.
Open a recent sale with a part the rule does not match. Select
**Rollback sync**, then **Sync again**. In QuickBooks, the part line now
posts to your catch-all account.
## How you know it worked
Open the invoice for a new sale in QuickBooks. Read the **Product/service**
column.
A line that matched a branch shows your product, such as PASSENGER TIRES or
MISC LABOR. A line that keeps its own name matched no branch.
In Synder, select **Smart rules**, then **Executions**. Each run of your rule
shows the status **Executed**. The rule logs one run for each line it changes.
Select **Show execution** to see the branch each line took. A green line is a
branch that matched. A yellow line is a branch the rule skipped.
To check the sync itself, open the sale's sync record in Synder. **Status**
reads **Synced**, and the log shows an invoice and a payment created.
## If it doesn't work
### A line kept its own name
No branch matched it. Add its words to the right branch, then test the sale
again.
### A sale did not run the rule again
Synder skips a sale that is already in QuickBooks. It shows
**Synchronization skipped — transaction already exists**.
To run the rule again, open the sale's sync record in Synder. Select
**Rollback sync**, then **Sync again**.
### The rule failed with Exception during update
Two rules changed one invoice. Move every branch into one rule. Turn the other
rules off.
### Lines landed in Square sales
The sale reached Square as one line, or Synder sends new products to Square
sales.
Check the payment in
[Check which sales Synder can sort](#check-which-sales-synder-can-sort). Then
check the Synder setting in
[Send unsorted lines to your catch-all account](#send-unsorted-lines-to-your-catch-all-account).
### A line needs to move in QuickBooks
Open the invoice. Change the line's **Product/service** to the right product,
and leave the amount as it is. Select **Save**.
### Many lines need to move in QuickBooks
QuickBooks Online Advanced and QuickBooks Online Accountant have
**Reclassify Transactions**. It moves many lines at once.
Run **Reports**, then **Sales by Product/Service**. Tires, oil filters and
labor are in their own accounts already. The lines that remain in Square
sales are the ones to move.
Select **Accountant Tools**, then **Reclassify Transactions**.
Select the **Square sales** account and the date range.
Check each line to move.
Under **Change account to**, choose your catch-all account. Select
**Apply**.
For help with Synder itself, contact Synder support.
Connect Synder to Square and QuickBooks.
Export your sales for your bookkeeper.
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