Congrats on taking the first step to automatically sync your WooCommerce store with QuickBooks Online using MyWorks Sync! This doc will take you through the easy steps of setting up MyWorks Sync for the first time and help you get started.

• Note: We recommend you check out our Tips before you install - before getting started below.

Check out our Setup Video that also reviews the below steps!

1. Activate Sync

First, make sure you've installed and activated WooCommerce Sync for QuickBooks Online by MyWorks Software. If you haven't installed it yet, it's easy to find in Plugins > Add New in your store - by searching for "QuickBooks" or "MyWorks". (Or, you can download the .zip file from within your account with us.

2. Connect to QuickBooks

Once activated, visit your MyWorks account:

1. Inside your plan in your account, enter your website url (https://mywebsite.com) and click the Connect to QuickBooks button to connect to your QuickBooks company. 
   
   Log into your QuickBooks account and click Connect to finish connecting your site!
   
2. Once Connected, visit MyWorks Sync > Connection in your Website Admin and enter your license key and save. 

3. Set Default Settings

Now that you're connected to QuickBooks Online, it's time to review your settings! Some settings will be automatically set for you.

4. Map existing data

Now that your settings are confirmed, the last step is to map any existing customers, products, and payment methods! For your customers and products, you need to map any that exist in both WooCommerce and QuickBooks. For more information on mapping data, read our Mapping Documentation Page.

Now you're ready to sync!

• Don't forget to keep an eye on your logs in MyWorks Sync > Logs to see the syncing activity. For more information about the Logs, go to our Logging Documentation Page.
• Please familiarize yourself with how we sync to and from QuickBooks Online! To learn more about how syncing works with MyWorks Sync, check out our 'How does syncing work?' documentation page.