MyWorks

Installation prerequisites for MyWorks Sync for QuickBooks Desktop

Before You Install (WooCommerce and QuickBooks Desktop)

Steps to install Myworks Sync for WooCommerce and QuickBooks Desktop

Installing MyWorks & Connecting to QuickBooks Desktop (WooCommerce)

Now that you're connected to QuickBooks Desktop - Complete setting up MyWorks and begin syncing!

Setting up MyWorks once connected to QuickBooks Desktop (WooCommerce)

Review how to reconnect MyWorks after changing your WooCommerce store or domain name.

Changing WooCommerce sites / domain names - QuickBooks Desktop Sync

Connect MyWorks on a different computer or to a different company file in QuickBooks Desktop.

Connecting to a different QuickBooks Desktop computer or company file (WooCommerce)

Review our tips / information to be aware of before setting up MyWorks or scheduling our optional setup call.

Requirements before a setup call (WooCommerce and QuickBooks Desktop)

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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