By default, MyWorks will sync each Shopify order to its corresponding QuickBooks customer: searching QuickBooks for a matching customer by name or email, and creating a new customer in QuickBooks if a match isn't found.
However, it's also possible to sync some or all Shopify orders to a single QuickBooks customer instead - and to make that choice separately for customers in a specific Shopify customer Segment.
This can be helpful in the below scenarios, for example:
Your customers generally order only one time, and you don't want to create a separate customer for them in QuickBooks, as there likely won't be future customer history for them.
Your QuickBooks customer list is already quite big, and you don't want new customers added to continue to grow this list.
Some or all of your Shopify orders contain no customer information (for example, Shopify POS orders) - so they need to sync to a single QuickBooks customer.
Setting up
This can be enabled in MyWorks Sync > Settings > Order in your Shopify Admin.
Enable Sync some or all Shopify orders to one QuickBooks Customer.
In the Shopify Customer Segment -> QuickBooks Customer Mapping table that appears, two rows are always present:
Customer (not in a mapped segment) - every Shopify customer who isn't in one of the segments you've added to this table. This is the default, and it's also what any segment you create later in Shopify follows automatically.
Other (not a customer) - orders with no customer information at all, such as Shopify POS orders.
For each row, choose where those orders should sync:
Choose Individual if orders should sync to a matching QuickBooks customer by name or email (created if no match is found).
Or, choose a specific QuickBooks customer from the list to sync all of those orders to that one customer.
To treat a Shopify customer Segment differently, pick it under Add a Shopify customer segment to map... to give it a row of its own, then choose its QuickBooks customer the same way. Only segments you add here affect the sync. Click Remove on a row to drop it - customers in that segment go back to following the Customer (not in a mapped segment) row.
Save your settings.
If you recently created a new customer in QuickBooks to use here, click Rescan Data > Rescan QuickBooks Customers at the top of the Settings page, so MyWorks is aware of your latest QuickBooks customer list.
Which row an order follows
The customer is in a segment you've added to the table: that segment's row.
The customer is in more than one segment in the table: the row for the segment that was created first in Shopify. To skip a segment when choosing, select it under Disregard these Segments in Settings further down the page, and the other segment's row is followed instead.
The customer isn't in any segment in the table (including segments created after you saved these settings): the Customer (not in a mapped segment) row.
The order has no customer: the Other (not a customer) row.
When an order syncs to a single QuickBooks customer, the order's sync log in MyWorks notes which row chose that customer, so it's easy to confirm why an order landed where it did.
Example
In the below example, orders from customers in the “Wholesale” Segment are syncing to their own individual customers in QuickBooks (based on a matching email or name); and any Other orders that don't contain any customer information are syncing to a single QuickBooks customer named “Shopify Orders”.
Good to know
Segments you haven't added to the table never change how orders sync, so your team can create segments in Shopify for marketing or reporting without touching MyWorks.
Previously, a segment without a row of its own synced to Individual customers. It now follows the Customer (not in a mapped segment) row. Rows you saved earlier keep working exactly as before.
Shopify customers whose orders sync to a single QuickBooks customer aren't created as their own customers in QuickBooks.
If a segment in the table is later deleted in Shopify, its row shows No longer in Shopify - click Remove to tidy it up.
The same segment rows are available for QuickBooks Classes and Locations under Map Shopify Customer Segments to QuickBooks Class or Location, following the same rules - see Mapping Shopify Customer Segments to a Class or Location for orders synced to QuickBooks Online.