Default Fields & Sync Direction Summary - QuickBooks Desktop Sync

Summary

MyWorks Sync has a lot of different options when it comes to syncing data, and this article helps share what direction data syncs, whether new or updated data syncs, and what fields are synced by default.

Below are a list of the default fields synced/mapped already in our sync. Custom field mapping is supported, and is handled on a case by case basis over support ticket. Additional WooCommerce plugins that add extra functionality/fields would not conflict with our sync, but may need custom mapping if their fields need to be used by our sync.

WooCommerce -> QuickBooks Desktop

Customer (new only)

  • First Name
  • Last Name
  • Company Name
  • Email
  • Phone Number
  • Address Line 1
  • Address Line 2
  • City
  • State
  • Postcode
  • Country

Order (new only)

  • Can be synced as Invoice, Sales Receipt, Sales Order, or Estimate
  • Order Number (can be WooCommerce order ID, custom order number, or next QuickBooks number)
  • Associated Customer
  • Billing Address
  • Shipping Address
  • Order Date
  • Due Date (If invoice)
  • Class
  • Product/Service line items
  • SKU
  • Description
  • Quantity
  • Amount
  • Class
  • Inventory Site (with Advanced Inventory)
  • Shipping Amount
  • Discount
  • Tax
  • Memo
  • Custom Fields (custom mapping handled on a case by case basis)

Product (new or existing)

  • Item Name/Number (uses WooCommerce SKU if exists, otherwise WooCommerce name)
  • Description (optional)
  • Inventory Level (if inventory product)
  • Price

Variation (new or existing)

  • Item Name/Number (uses WooCommerce SKU if exists, otherwise WooCommerce name)
  • Description (optional)
  • Inventory Level (if inventory product)
  • Price

Payment (new)(if invoice)

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

Refund (new)

  • Syncs as Credit Memo with optional CreditCardRefund record
  • Refund Date
  • Payment Method
  • Class
  • Reference No. (Transaction ID or WooCommerce order number)
  • Amount Refunded
  • Items Refunded

QuickBooks Desktop -> WooCommerce

Product (new or existing)

  • QuickBooks Item Name/Number
  • Sales Description
  • Purchase Description
  • Inventory Level
  • Price
  • Created as a simple product in WooCommerce, with choice of status as Published, Draft or Pending Review

Inventory Level (any updates)

  • Inventory Level
  • Quantity on Hand, or,
  • Available Quantity (Quantity on Hand - Quantity on Sales Order)

Pricing (any updates)

  • Base Product Price
  • Custom support available for syncing Pricing Levels, if supported in WooCommerce
  • Syncs any changes to the base product price in QuickBooks to the base product price in WooCommerce.
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