Summary
MyWorks Sync has many different options when it comes to syncing data between Shopify and QuickBooks Online, and this article helps share what direction data syncs, whether new or updated data syncs, and what fields are synced by default.
Below is a list of the default fields and types of data we sync between Shopify & QuickBooks Online - including custom fields we can map as we sync orders.
Shopify -> QuickBooks Online
Customer (new)
First Name
Last Name
Company Name
Supports Shopify Plus Company names and Location names
Email
Address Line 1
Address Line 2
City
State
Postcode
Country
Order (new & updated)
Can be synced as an Invoice/Payment, Sales Receipt, Estimate or Daily Summary (below)
Order Number (can be Shopify order number, custom order number, or adding a prefix before.)
Associated Customer
Billing Address
Shipping Address
Shipping From field
Order Date
Due Date & Terms (If invoice)
Class / Department / Location
Product/Service line items
SKU
Description
Quantity
Amount
Shipping Amount
Discount
Tax
Memo
Custom Fields 1-3 (if mapped in our custom field mapping)
Shopify Payout (new)
Syncs as a single Journal Entry at the end of the day
Records the exact amount sent to your bank by Shopify, making it easy to “match” in QuickBooks
Records the transaction fees charged by Shopify
Daily Summary (new)
Syncs as a single Journal Entry at the end of the day
Payments (separated by payment method)
Sales of Product Income (to a single income account, or separated by Shopify Collection)
Shipping Income
Discounts given
Sales Tax
Cost of Goods Sold
Refunds (separating product, shipping, discount & sales tax)
Accounts Receivable (unpaid orders & orders paid later)
Gift Cards (to a corresponding liability account)
Tips
Product (new and updated)
Name
Image (if not present in QuickBooks product)
Description
SKU
Inventory Level (if inventory product)
Price
Taxable Status
Cost
Variation (new and updated)
Name
Description
SKU
Inventory Level (if inventory product)
Price
Taxable Status
Cost
Payment (new)(if invoice)
Related invoice
Payment Date
Payment Method
Reference No. (Transaction ID or Shopify order number)
Amount Received
Inventory (updated)
Inventory Level
Pricing (updated)
Product Price
Cost (updated)
Product Cost
Purchase Order (Stocky) (new)
Can be synced as a Purchase Order, a Bill, or both
Purchase Order Number (can be Stocky PO number, custom order number, adding a prefix before, or using the next available QuickBooks order number.)
Associated Vendor (matching Stocky Vendor Name)
Billing Address
Shipping Address
Order Date
Due Date
Product/Service line items
SKU
Description
Cost
Quantity
Amount
Shipping
QuickBooks Online -> Shopify
Inventory (updated)
Inventory Level
Pricing (updated)
Product Price
Cost (updated)
Product Cost
Payment (new)
Shopify Order Status can be updated to “Paid” when a payment is added to the related invoice in QuickBooks.
Examples
Below, you can see examples of a customer & order created in QuickBooks by MyWorks. This can vary based on the MyWorks settings you use to control how customers/orders are synced to QuickBooks.
It's quite simple and recommended to use MyWorks to simply push one or two orders into QuickBooks from your store to easily see how they're created in QuickBooks, and you can adjust our settings accordingly to change how they display in QuickBooks as needed.
