Summary

MyWorks Sync has many different options when it comes to syncing data between Shopify and QuickBooks Desktop, and this article helps share what direction data syncs, whether new or updated data syncs, and what fields are synced by default.

Below is a list of the default fields and types of data we sync between Shopify & QuickBooks Desktop. 

Shopify -> QuickBooks Desktop

Customer (new)

• First Name
• Last Name
• Company Name
  • Supports Shopify Plus Company names and Location names
• Email
• Address Line 1
• Address Line 2
• City
• State
• Postcode
• Country

Order (new)

• Can be synced as an Invoice, Sales Receipt or Sales Order (Sales Order & Estimate coming soon)
• Order Number (can be Shopify order number, custom order number, adding a prefix before, or using the next available QuickBooks order number.)
• Associated Customer
• Billing Address
• Shipping Address
• Order Date
• Due Date & Terms (If invoice) 
• Class
• Product/Service line items
• SKU
• Description
• Quantity
• Amount
• Shipping Amount
• Discount
• Tax
• Memo
• Custom Fields (coming soon)

Purchase Order (Stocky) (new)

• Can be synced as a Purchase Order, a Bill, or both
• Purchase Order Number (can be Stocky PO number, custom order number, adding a prefix before, or using the next available QuickBooks order number.)
• Associated Vendor (matching Stocky Vendor Name)
• Billing Address
• Shipping Address
• Order Date
• Due Date 
• Product/Service line items
• SKU
• Description
• Cost
• Quantity
• Amount
• Shipping 
• Stocky Invoice Number

Product (new) (coming soon)

• Name (Item Name/Number)
• Description
• Inventory Level (if inventory product)
• Price

Variation (new) (coming soon)

• Name (Item Name/Number)
• Description
• Inventory Level (if inventory product)
• Price

Payment (new)(if invoice)

• Related invoice
• Payment Date
• Payment Method
• Reference No. (Transaction ID or Shopify order number)
• Amount Received

QuickBooks Desktop -> Shopify

Inventory Level (updated)

• Inventory Level

Pricing (updated) (coming soon)

• Product Price

Product (new) (coming soon)

• Name
• SKU
• Description
• Price
• Cost

Payment (new) (coming soon)

• Shopify Order Status can be updated to “Paid” when a payment is added to the related invoice in QuickBooks.