Syncing Shopify orders to QuickBooks Desktop differently based on Customer Segment

Learn how to streamline your workflow by syncing Shopify orders to QuickBooks Desktop based on different customer segments in Shopify to best fit your workflow and needs

Written by the MyWorks Team

Updated at February 13th, 2025

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

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

However, some Shopify stores accept orders from different types of customers in Shopify, 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 Shopify orders to QuickBooks different record types, based on the Shopify Customer Segment that the order's customer is in.

A common example of this is shown above - where wholesale orders should sync to QuickBooks 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 and Classes can also be customized for each Segment.