Historical orders are orders placed before installing MyWorks Sync - as MyWorks Sync does automatically sync (only) new orders moving forward.
Sometimes, our users can’t devote the resources to add historical WooCommerce orders to their QuickBooks manually. For these users, it is an option to sync historical orders with MyWorks Sync. However, it does require a paid plan.
Pushing historical orders to QuickBooks is easy - using the MyWorks Sync > Push > Orders menu in your WooCommerce admin area.
The two crucial factors to be aware of when syncing historical orders are:
1. How many historical orders do you need to sync
It is important to remember that pushing historical orders from WooCommerce to QuickBooks would count towards your MyWorks Sync Plan’s monthly order limit. While our Scale plans offer unlimited order syncing (negating any concern around volume), our Grow plan supports up to 1,000 orders to be synced in a monthly period. So, if you have a few thousand historical orders, for example, it may be better to opt for our Scale plan upfront as opposed to trying to manage syncing those several thousand historical orders in a few batches while also making sure to leave enough of that monthly limit available to sync any orders placed during that month.
2. How far back do those orders extend
MyWorks Sync allows monthly billed MyWorks Sync plans access to up to the last 30 days of historical orders while our annually billed plans are allowed access without any time limit to historical data, but for both plans, the plans monthly order sync limit still applies.
Remember to practice safe syncing when you are pushing those historical orders. Start by syncing one or two orders to QuickBooks, checking the results, and then doing a bulk push.