Most stores sync all of their orders to QuickBooks as a single transaction type. But if you'd like some orders to sync as Sales Receipts, others as Invoices or Sales Orders, or some rolled into a Daily Summary, the Based on Order Tag option gives you that control using Shopify order tags.
A common example: paid online orders syncing as Invoices, while unpaid B2B orders on payment terms sync as Sales Orders - so your team can manage fulfillment and invoice them from QuickBooks when ready.
Availability
Based on Order Tag is available on our Scale and Soar plans.
How it works
In MyWorks Sync > Settings > Order, set Sync Shopify Orders as to Based on Order Tag. In the section that appears below, enter the Shopify order tag(s) that should sync as each transaction type - Sales Receipt, Invoice, Sales Order, or Daily Summary.
When an order syncs, MyWorks checks the order's tags in Shopify and creates the matching transaction type in QuickBooks Desktop.
Important: orders need a matching tag to sync
An order that doesn't have one of the tags you've entered in this setting won't sync. If you'd like every order to sync, make sure each order receives one of your configured tags.
The easiest way to do this automatically is with the free Shopify Flow app - creating a workflow that adds a tag to each new order based on conditions like payment status, customer segment, or sales channel. For example: a Flow with a condition on the order's financial status that tags paid orders with "paid" and unpaid orders with "not-paid" - then enter "paid" for Invoice and "not-paid" for Sales Order in this setting.
We recommend setting up your tags (and any Flow workflows) before enabling this setting, so orders aren't left unsynced in the meantime.
Tips
Tags are matched by their exact name in Shopify - enter them in this setting exactly as they appear on the order.
This setting is separate from the tag option in Order Sync Rules, which is used to exclude orders from syncing automatically - not to control the transaction type.
Changing this setting only affects orders synced going forward - it won't change orders already synced to QuickBooks.