Default Fields & Sync Direction Summary - QuickBooks Online 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 Online

Customer (new and updated)

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

Order (new and updated)

• Can be synced as Invoice or Sales Receipt
• 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 / Department / Location
• Product/Service line items
• SKU
• Description
• Quantity
• Amount
• Shipping Amount
• Discount
• Tax
• Memo
• Custom Fields 1-3 (if custom mapped)

Product (new and updated)

• Name
• Image (if not present in QuickBooks product)
• Description (optional)
• SKU
• Inventory Level (if inventory product)
• Price
• Taxable Status

Variation (new and updated)

• Name (combination of parent name + attribute names)
• Description (optional)
• SKU
• Inventory Level (if inventory product)
• Price
• Taxable Status

Payment (new)(if invoice)

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

Refund (new)

• Related order
• Refund Date
• Payment Method
• Reference No. (Transaction ID or WooCommerce order number)
• Class
• Items Refunded
• Amount Refunded

Purchase Order (optional)(new)

• Associated Vendor
• Billing Address
• Shipping Address
• Date
• Product/Service line items
• SKU
• Description
• Quantity
• Amount (uses product cost in QuickBooks if present, otherwise WooCommerce order amount)
• Shipping
• Discount
• Tax

QuickBooks Online -> WooCommerce

Product (new and updated)

• Name
• Image (if not present in WooCommerce product)
• Description (optional)
• SKU
• Price

Inventory (updated)

• Inventory Level

Payment (new)

• WooCommerce Order Status can be updated to a different status when a payment is added to the related invoice in QuickBooks.