Syncing Purchase Orders from Shopify (Stocky) to QuickBooks Desktop

Learn how to seamlessly sync purchase orders from Shopify's Stocky app and QuickBooks Desktop for efficient inventory and payables management.

Written by the MyWorks Team

Updated at September 20th, 2024

Table of Contents

Overview Getting Started Settings Additional Info

MyWorks supports syncing Purchase Orders created in Shopify's Stocky app into QuickBooks Desktop, which helps automate the flow of Purchase Orders and reduce manual entry in QuickBooks Desktop. 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 Desktop 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.

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 the Purchase Order Number format that should be used: Either using the Stocky PO Number, or the next available QuickBooks PO Number