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Push purchase orders to QuickBooks

Send purchase orders to QuickBooks Online or Desktop from Stockroom, powered by the free MyWorks Sync app - with a Push button on every PO and sync status on the list.

If you keep your books in QuickBooks, Stockroom can send your purchase orders straight there. The sync is powered by MyWorks Sync, a separate app - connect it once, then push any PO from Stockroom.

Connect MyWorks Sync

QuickBooks syncing runs through MyWorks Sync. Install and connect it from its Shopify App Store listing - you will find a Connect to MyWorks link during onboarding and on your Stockroom home screen. It works with both QuickBooks Online and QuickBooks Desktop. For setting up the sync itself, see the MyWorks Sync guides on syncing Stockroom purchase orders to QuickBooks Online or Desktop.

Push a PO from Stockroom

Once connected, each purchase order shows a Push to QuickBooks card. When the PO is ordered, click Push:

  • QuickBooks Online - Stockroom sends it right away, and the card shows Synced - view in QuickBooks with a link to the document.

  • QuickBooks Desktop - the push is queued for your next Web Connector run; the card shows Waiting on Web Connector until QuickBooks pulls it.

If a push fails, the card shows the error and a Try again button.

See sync status on the list

The Purchase orders list has a QuickBooks column. A Synced badge deep-links to the document in QuickBooks; a Sync error badge shows what went wrong on hover.

Good to know

  • Only ordered purchase orders can be pushed - a draft has nothing to send yet.

  • Old orders brought in by an import stay out of QuickBooks unless you push them. A purchase order imported from Stocky or from a purchase order history CSV that was already received or closed never syncs on its own - not when you open it, edit it, or mark it paid or unpaid. Its bill was dealt with in QuickBooks long before Stockroom, so this stops it being billed twice. Push (or Push again) on that order still sends it. An imported order that is still a draft, ordered or partly received syncs like any other order, and so does one with a delivery received in Stockroom.

  • Payments are not sent to QuickBooks. Mark as paid, Mark as unpaid and Record payment track payment inside Stockroom only, so record the bill payment in QuickBooks. A payment change still counts as a change to the order, so MyWorks reads the order again on its next check: a bill already in QuickBooks is updated, and an order MyWorks has not synced yet can be synced then. See Track payments on purchase orders.

  • The accounting choice you make during onboarding just tailors your setup; the actual QuickBooks edition comes from your connected MyWorks Sync account.

  • Receiving a purchase order in multiple shipments? MyWorks Sync for QuickBooks Online can create a separate Bill for each receive, numbered by its supplier invoice - see Syncing Purchase Orders from Shopify (Stockroom) to QuickBooks Online.

  • MyWorks Sync is free to install, and syncing your Stockroom purchase orders needs one of its paid plans. Their App Store listing has the current plans. Stockroom itself is free either way.

  • Xero sync is coming soon.

For where accounting sync is today and what is coming, see Accounting on stockroom.app.

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