When syncing Shopify orders to QuickBooks Desktop, one of the options MyWorks supports is a Sales Order + Invoice option - creating both a Sales Order and an Invoice in QuickBooks for each Shopify order, linked together. This is helpful for teams that use Sales Orders in QuickBooks to manage fulfillment and open orders, while still recording the sale itself as an Invoice.
How it works
In MyWorks Sync > Settings > Order, set Sync Shopify Orders as to Sales Order + Invoice. When a Shopify order syncs, MyWorks creates a Sales Order in QuickBooks, then creates an Invoice linked to that Sales Order - just as if the Sales Order had been converted to an Invoice in QuickBooks.
Only syncing the invoice once the order is fulfilled
By default, the Sales Order and Invoice are both created when the order first syncs. If you'd prefer the Invoice to wait until the order ships, enable Only sync the invoice once the order is fulfilled in Shopify.
With this enabled:
When the order first syncs, only the Sales Order is created in QuickBooks.
Once the order is fully fulfilled in Shopify, MyWorks creates the Invoice - linked to the Sales Order, and dated with the order's fulfillment date.
If an order is already fulfilled when it first syncs, the Sales Order and Invoice are created together.
This is a great fit for workflows where the Sales Order represents the open/committed order, and the Invoice should only post once the products have shipped.
Payments
Payments sync normally with this setting - it doesn't change when payments are recorded in QuickBooks.
If the Shopify order is paid when it first syncs, the payment syncs along with the order.
If the order is unpaid when it first syncs, it syncs without a payment - and the payment syncs whenever the order is paid in Shopify.
Either way, the payment is recorded against the correct customer in QuickBooks and applied to the order's transactions correctly.
Tips
The invoice syncs once the Shopify order is fully fulfilled - partially fulfilled orders will sync the invoice once the remaining items are fulfilled.
Make sure Fulfilled is included in the order statuses selected to sync automatically (Settings > Automatic Sync), so MyWorks picks up the order again when it's fulfilled.
Make sure Pending is included in the order statuses selected to sync automatically (Settings > Automatic Sync), so MyWorks can sync an order even if it's not yet paid, if desired.
This option applies when Sales Order + Invoice is selected as the overall order type - it isn't available within the Per Segment or Based on Order Tag options.