Syncing Shopify orders to a single (or separate) QuickBooks customer

Explore how Shopify orders can sync to QuickBooks customers: either to their own individual customer, or to a "catchall" customer

Written by the MyWorks Team

Updated at October 25th, 2023

Table of Contents

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 instead sync Shopify orders to a single QuickBooks customer, or, to separate QuickBooks customers based on the Shopify customer Segment the order's customer is in!

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.   

Setting up

This can be easily enabled in MyWorks Sync > Settings > Order in your Shopify Admin. 

  1. Enable the setting to Sync Shopify Orders to one QuickBooks Customer.
  2. In the area that appears below, choose the desired QuickBooks customer that orders in each Shopify customer segment should sync to. 
    1. Choose “Individual” if orders should sync to a matching QuickBooks customer by name or email.
    2. Or, choose one of the specific QuickBooks customers in the list to sync all orders from this segment into a single QuickBooks customer.   


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); while orders from customers in the “VIP” and default “Customer” Segment are syncing to a single Shopify customer named “Shopify Retail Orders”.