Setting the QuickBooks Online Service Date when syncing WooCommerce orders

QuickBooks Online supports an optional Service Date field - an extra date column on each line item in an invoice or sales receipt, separate from the transaction date. This is often used by service-based businesses to record when a service was actually performed, even if the invoice is dated differently.

MyWorks Sync supports setting the QuickBooks Service Date in two ways: globally for all orders, or on a per-line-item basis using order line item meta.

The Service Date field must be enabled in your QuickBooks Online company before MyWorks can sync to it. In QuickBooks Online, visit the Gear icon > Account and Settings > Sales > Sales form content, and turn on Service date.

In your WordPress admin, visit MyWorks Sync > Settings > Order, and enable the setting Use WooCommerce Order Date for QuickBooks Service Date.

Once enabled, when MyWorks syncs an order to QuickBooks, the WooCommerce order date will be set as the Service Date for each line item in the QuickBooks invoice or sales receipt.

Tip: this works alongside the Date for QuickBooks Order setting in the same area, which controls the transaction date of the QuickBooks order itself (order date, paid date, completed date, or date of sync).

For more control, MyWorks Sync can also set the Service Date individually for each line item in an order, using line item meta in the WooCommerce order. This is helpful if line items in the same order have different service dates - for example, bookings, events, or scheduled services - and this field would normally be added to your order line items by another plugin or custom code.

To use this, add a meta field to the order line item with:

No setting needs to be enabled in MyWorks Sync - if this meta field is present on a line item, MyWorks will automatically use it as the Service Date for that line item when the order syncs to QuickBooks. If the setting in Option 1 is also enabled, the qb_service_date value takes priority for that line item.