WooCommerce Sync for QuickBooks Desktop

Getting Started

• Before You Install
• Installing MyWorks & Connecting to QuickBooks Desktop
• Setting up MyWorks once connected to QuickBooks Desktop
• Changing WooCommerce sites / domain names - QuickBooks Desktop Sync
• Connecting to a different QuickBooks Desktop computer or company file
• Requirements before a setup call

General Usage

• How to Refresh Data
• How Syncing Works
• Configuring your Settings
• How the sync queue & logging works
• How to configure Mapping
• Pushing data from WooCommerce to QuickBooks Desktop

Common Questions

• Switching from Quickbooks Desktop to QuickBooks Online with MyWorks Sync
• How Syncing Works - QuickBooks Desktop
• Default Fields & Sync Direction Summary - QuickBooks Desktop Sync
• What is the difference between mapping and pushing data?

Web Connector

• Adding MyWorks Sync to additional QuickBooks Desktop computers
• Whitelisting the QuickBooks Web Connector in Cloudflare / firewalls
• Using the Web Connector with QuickBooks Desktop closed or multiple companies
• Using the Web Connector with multiple computers/users
• Using the Intuit QuickBooks Web Connector

Products

• Syncing Orders with Bundled products with QuickBooks Desktop
• Syncing products between WooCommerce and Quickbooks Desktop
• Syncing products as Inventory or Non-Inventory between WooCommerce and QuickBooks Desktop
• Handling variations when syncing with QuickBooks Desktop

Inventory

• Advanced Inventory Compatibility
• Syncing inventory between WooCommerce and QuickBooks Desktop

Orders

• Syncing orders with multiple currencies with WooCommerce and QuickBooks Desktop
• Mapping Shipping Method / Ship Via in orders with Quickbooks Desktop
• Finding/ Reporting on WooCommerce orders synced to QuickBooks Desktop
• Support for WooCommerce Custom Order Line Item Meta Data
• Syncing WooCommerce orders with Discounts to QuickBooks Desktop
• Syncing Purchase Orders into QuickBooks Desktop with WooCommerce orders

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Payments

• Syncing Transaction Fees with QuickBooks Desktop
• Syncing refunds from WooCommerce to QuickBooks Desktop
• Handling non-immediate payment gateways (COD, Wire Transfer)

Taxes

• Best practices on handling taxes when syncing with QuickBooks Desktop
• Using Automated Sales Tax with WooCommerce and QuickBooks Desktop
• Orders synced into QuickBooks have $.01 different total due to tax rounding

Customers

• How we handle syncing new vs. existing customers to QuickBooks

Advanced Topics

• Mapping custom fields between WooCommerce and QuickBooks Desktop
• Syncing multiple WooCommerce Stores with a single QuickBooks Desktop Company
• Gift Card Handling/Support when syncing with QuickBooks Desktop
• Handling case vs unit products and orders when syncing with QuickBooks Desktop
• Compatibility with syncing orders from Amazon, eBay and other platforms

Compatibility

• WooCommerce Cost of Goods Sold
• WooCommerce Subscriptions
• WooCommerce Sequential Order Numbers Pro
• Advanced Inventory Compatibility

Troubleshooting

• Payment not enabled or invalid payment amount for gateway
• Error connecting to QuickBooks: Authentication Failed / Response is not well formed XML
• QBWC1013: Error connecting to QuickBooks. Could not start QuickBooks.
• Error 3140: There is an invalid reference to QuickBooks Item "" in the Invoice line.
• Object reference not set to an instance of an object
• Error 3100: " Error:The name "John Smith" of the list element is already in use."

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