MyWorks supports syncing Purchase Orders created in Shopify's Stocky app into QuickBooks Online, which helps automate the flow of Purchase Orders and reduce manual entry in QuickBooks Online. This feature is included in MyWorks' Scale and Soar plans.
Note: Shopify's API does not yet support apps interacting with Purchase Orders created directly in Shopify, which is why the use of the Stocky app is required. We hope Shopify will add this support soon, at which point MyWorks will also support syncing Purchase Orders created directly in Shopify.
Overview
MyWorks can sync new Purchase Orders from Stocky into QuickBooks Online as either:
- A Purchase Order,
- A Purchase Order & a Bill,
- A Bill
When a new Purchase Order is created in Stocky, MyWorks will automatically sync it to QuickBooks, in one of the above formats, as selected in our settings.
MyWorks uses the name of the vendor/supplier in the Stocky Purchase Order to determine the matching QuickBooks vendor the Purchase Order/Bill should sync in to. This Vendor would need to be already present in QuickBooks, exactly matching the vendor/supplier name of the Purchase Order in Stocky.
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Getting Started
First, visit MyWorks Sync > Settings > Automatic Sync, and enable the setting to automatically sync Purchase Orders into QuickBooks. Once this is enabled, enter your Stocky API key into the field shown. This can be found in your Stocky App Preferences, here.
Settings
Once purchase order syncing is enabled, visit the Settings > Order tab in your MyWorks App. There, you'll see a section that allows you to control how Purchase Orders are synced into QuickBooks.
These settings include:
- Syncing the purchase order as either a Purchase Order, a Purchase Order + Bill, or a Bill.
- Setting the A/P account that a Bill should sync to.
- Setting whether the Purchase Order in QuickBooks should be Open or Closed.
Syncing Past Purchase Orders
MyWorks will only automatically sync new Purchase Orders from Stocky that have been created after enabling purchase order syncing in our settings. However, if it's necessary to sync past purchase orders on a one-time basis; our support team can assist with this! Reach out to our support team with this request: simply letting us know the date range of Purchase Orders to be synced.