The mapping section of MyWorks Sync allows you to 'match' your Shopify collections, products or variations in Shopify to corresponding products in QuickBooks Desktop. This article focuses on the ability to map your Collections in Shopify to QuickBooks products, and/or classes.
Mapping your Shopify Collections can be helpful in several different scenarios:
- You don't need each individual Shopify product in QuickBooks,
- You only need to track sales separately in QuickBooks by your Shopify Collections
- You use Classes in QuickBooks to handle reporting for different Shopify Collections
When a Shopify Collection is mapped to a QuickBooks product or class, MyWorks will honor that mapping as we sync Shopify orders to QuickBooks: setting the QuickBooks item, and/or class used for the line items in the order in QuickBooks.
It's not required to map Shopify Collections, and they are blank by default. If you have individual products in QuickBooks, those would normally be matched to your individual Shopify products in MyWorks Sync > Map > Products or Variations.
Mapping your Shopify Collections
Mapping your Shopify Collections to QuickBooks Desktop is as easy as “connecting the dots”! Visit the Collections tab in MyWorks Sync > Map in your Shopify admin area.
On the left side, you can see your Shopify Collections - and in the columns on the right; a list of your QuickBooks Desktop products, and classes.
Note: If a product or variation is mapped to a QuickBooks product in Map > Products, or Map > Variations, that mapping will override any mapping for the Collection that product is in.
Once a Collection is mapped, it will always remain mapped unless it's deleted in Shopify.
