The ability to map custom fields when syncing orders and customers is included in our MyWorks Sync for QuickBooks Desktop plans. This supports linking a core/custom field in a WooCommerce order or customer to a core/custom field in a QuickBooks order or customer as we sync the record from WooCommerce to QuickBooks.
Normally, the custom fields we can support to map would be a text or date field in WooCommerce and QuickBooks. If the target field in QuickBooks is a dropdown of pre-set values, it's typically not possible to simply map these together, and a more advanced mapping may need to be built.
For fields/scenarios where a more advanced mapping is necessary, our development team can assist in reviewing this via support ticket within your account with us, and providing a quote, if applicable.
MyWorks is very flexible around the QuickBooks order fields we're able to sync with. Basically any order field made available to us by QuickBooks can be used - along with any field present in the WooCommerce order level's meta fields. A few examples of popular QuickBooks fields MyWorks supports are:
- Order / Due Date
- PO Number, FOB, Other
- Ship Via / Shipping Date / Tracking No.
- QuickBooks Desktop Custom Customer or Order Fields
- Billing & Shipping Address
- Extra / blank line item within the QuickBooks order
- Statement Memo
To map a custom field between WooCommerce or QuickBooks for a customer or order, simply reach out to our support team and provide the information below. Our support team will then be able to assist mapping these fields together for you!
- A screenshot of the field needing mapping in your WooCommerce order or customer
- A screenshot of the corresponding field in a QuickBooks order or customer