When syncing orders from Shopify into QuickBooks Online, MyWorks can sync the payment into QuickBooks as the Shopify order is paid.
When syncing orders to QuickBooks as invoices, MyWorks supports syncing both full or split/multiple/partial payments. MyWorks also supports syncing full or partial payments from QuickBooks back into Shopify orders as well.
Example 1: A Shopify order is paid partly by cash, and partly by credit card. MyWorks will sync an invoice to QuickBooks with two payments; one representing the cash payment, the other representing the card payment.
Example 2: A Shopify order is placed and fully paid. MyWorks will sync that invoice and payment into QuickBooks. Later, the Shopify order is updated to add an item. MyWorks will sync an update for that invoice into QuickBooks, where there will then be a balance due. The customer pays that balance by check; and it's recorded in QuickBooks as a 2nd payment to the invoice. MyWorks will sync that into Shopify to record the payment in Shopify and mark the order as paid.
You can control how the order and payment are synced to QuickBooks Online for paid orders in MyWorks Sync > Settings > Payment Methods, separately for each payment method you offer in your Shopify store!
Once you visit MyWorks Sync > Settings > Payment Methods, you'll see a section on the page for each payment method present in your store. This includes the default Shopify Payments option and any custom payment methods you have present on your store for recent orders. Additionally, the last section is named “Other” to apply to any orders that have no payment method in Shopify.
In this area, you can control:
The QuickBook “Payment Method” label used as the Payment Method in QuickBooks
The Bank Account in QuickBooks that these payments should be recorded to - based on location and currency (if applicable) in your Shopify store
Syncing the transaction fee in the QuickBooks order (if present in the Shopify order. This is available for Shopify Payments only.)
Syncing refunds from Shopify to QuickBooks
Syncing the Shopify Payout into QuickBooks (learn more here)
