By default, MyWorks will sync each WooCommerce order to its corresponding QuickBooks customer: following a mapping in Map >Customers, searching QuickBooks for a matching customer by name or email, and/or creating a new customer in QuickBooks if a match isn't found.

However, it's also possible to instead sync some, or all, WooCommerce orders to a single QuickBooks customer, or, to separate QuickBooks customers if you use custom WooCommerce user roles!

This can be helpful in the below scenarios, for example:

• Your customers generally order only one time, and you don't want to create a separate customer for them in QuickBooks, as there likely won't be future customer history for them.
• Your QuickBooks customer list is already quite big, and you don't want new customers added to continue to grow this list.   
• Some or all of your WooCommerce orders contain no customer information (for example, WooCommerce POS orders) - so they need to sync to a single QuickBooks customer.  

Setting up

This can be easily enabled in MyWorks Sync > Settings > Order in your WordPress Admin. 

1. Enable the setting to Sync WooCommerce Orders to one QuickBooks Customer.
2. In the area that appears below, you'll see multiple options for each WooCommerce user role on your site, including custom roles..
3. Choose the desired QuickBooks customer that orders in each WooCommerce user roles should sync to. 
   1. Choose “Individual” if orders should sync to a matching QuickBooks customer by name or email.
   2. Or, choose one of the specific QuickBooks customers in the list to sync all orders from a specific WooCommerce user role into a single QuickBooks customer.   

Example

In the below example, orders from customers in the “Customer” WooCommerce user role are syncing to a single customer in QuickBooks (called “Retail Sales”) ; and any  other WooCommerce User Roles that place orders will still have individual customers sync to QuickBooks (based on a matching email or name).