MyWorks supports syncing WooCommerce  orders to QuickBooks Desktop as several different types of records:

• Invoices (and payments, if paid)
• Sales Receipts
• Sales Orders (and payments, if paid)
• Estimates

However, some WooCommerce stores accept orders from different types of customers, and need some orders to sync to QuickBooks as one type, but other orders to sync as a different type. For cases like this, MyWorks supports syncing WooCommerce orders to QuickBooks as different record types, based on the WooCommerce Role or Payment Method that the order's customer is in.

Based on Role

A common example of this is shown above - where wholesale orders should sync to QuickBooks as Sales Orders, orders from Sales Reps as Invoices, while other retail orders should sync to QuickBooks as Sales Receipts. 

This can be easily configured in the Settings > Order area in MyWorks, and as shown above, is also where QuickBooks Desktop Templates can be customized for each record type.   

Based on Payment Method

Alternatively, orders can be synced to QuickBooks as a different record type based on the payment method used in the WooCommerce order! To set this, simply:

1. In MyWorks Sync > Settings > Order, select the “Per Gateway” setting.
2. Then, in MyWorks Sync > Map > Payment Methods, you can select within each payment method the type of record that orders should sync to QuickBooks as.