Say goodbye to double data entry. Your loan transactions will soon flow directly from SYNDi into QuickBooks — automatically.
Managing a loan portfolio is complex enough without the headache of re-entering the same data twice. If your organization runs its lending operations in SYNDi Online and handles accounting in QuickBooks, you already know the friction — manually transferring transactions, reconciling records across two systems, and the human error that comes with it.
That’s about to change.
We’re currently building a native QuickBooks Online integration directly into SYNDi Online. The goal is simple: once a transaction is posted in SYNDi, it moves to QuickBooks automatically — no exports, no copy-paste, no duplicate work. The integration will be offered in two tiers — Basic and Advanced — so your organization can choose the level of automation that fits your needs.
Basic Integration — Core GL Sync
The Basic tier is designed for organizations that need to keep their financial positions aligned between SYNDi Online and QuickBooks without full workflow automation.
How It Works
All posted journal entries in SYNDi Online are transferred to QuickBooks through a straightforward transfer process. The integration uses QuickBooks Bank Deposits and Journal Entry functionality to map your transactions across both systems.
Loan advances are recorded as a Journal Entry and Bank Deposit, debiting Loans Receivable and crediting a Bank Clearing account. Billing entries are mapped directly to GL via Journal Entry, hitting Borrower Receivables and Income accounts. Borrower receipts follow the same Journal Entry and Bank Deposit structure, keeping your bank clearing and receivables in sync.
The Basic tier is GL-focused and does not include customer-level automation. It’s a clean, reliable way to eliminate manual re-entry for organizations that want core financial sync without the complexity of full workflow automation.
Advanced Integration — Full Loan Servicing Automation
The Advanced tier takes integration further by automating the majority of the loan servicing life cycle using QuickBooks Expenses, Invoicing, and Sales Receipts.
Borrower Records Sync
Borrowers in SYNDi Online are automatically mirrored as Customers in QuickBooks, with a dedicated Customer Type of “Borrowers” and a custom Borrower ID field that maps directly to SYNDi Online. Any updates made to a borrower record in SYNDi Online are automatically pushed to QuickBooks, keeping both systems in sync without any manual intervention.
Automated Transaction Workflow
Loan advances are recorded as Expenses in QuickBooks, with the borrower as the payee and the appropriate Loans Receivable GL account as the category. Billing entries trigger automatic Invoice creation in QuickBooks — complete with a PDF invoice and an online payment link sent directly to the borrower. When a payment is received, a webhook triggers SYNDi Online to create a borrower receipt and clear the billing automatically. Manual receipts are still supported for cases where they’re needed.
The result is near-full automation of your loan servicing accounting. Borrowers can pay online through the QuickBooks payment link, and QuickBooks handles invoicing, payment collection, and receipt generation — all reflected back in SYNDi Online in real time.
Chart of Accounts Synchronization — Included in Both Tiers
Both the Basic and Advanced tiers include Chart of Accounts synchronization with QuickBooks, ensuring your GL accounts are always consistent across both platforms.
Rather than storing your entire Chart of Accounts inside SYNDi Online, the system queries your accounts directly from the QuickBooks API whenever they are needed. When a GL account is selected for use in SYNDi Online — whether for a template, charge code, or bank ID — the system first verifies that the account is active in QuickBooks before saving it locally.
Before any transfer is attempted, SYNDi Online automatically revalidates all linked accounts to confirm they still exist and are active in QuickBooks. If an account has been deactivated or deleted, the system pauses all transfers and notifies you to review and update your account mapping before proceeding. You can also manually trigger a revalidation at any time to make sure everything is aligned.
Built for Community Lenders Who Use QuickBooks
SYNDi Online was built specifically for mission-driven lenders — CDFIs, Indigenous Financial Institutions, feeder co-ops, and faith-based lending organizations. Many of these organizations already rely on QuickBooks for their day-to-day accounting. This integration is designed to bridge the gap between specialized loan management and the accounting tools your team already knows.
If you’re a QuickBooks consultant working with community lenders, SYNDi Online could be the loan management solution your clients have been missing.
Stay in the Loop
The QuickBooks integration is actively in development. If you’d like early access or want to learn more about how SYNDi Online can complement QuickBooks for your clients, reach out to us — we’d be happy to walk you through what’s coming.