Sometimes you may need to connect your Shopify store to a different QuickBooks Online company. Common scenarios include migrating to a new QuickBooks company, switching from a test or sandbox company to your production company, or correcting an accidental connection to the wrong company.
Important: This article is for switching between QuickBooks Online companies. If you need to switch from QuickBooks Online to QuickBooks Desktop (or vice versa), you'll need to uninstall one app and install the other, as our apps to connect to QuickBooks Online and Desktop are separate.
Steps to Switch QuickBooks Online Companies
In your Shopify admin, visit MyWorks Sync > Connection.
On that page, click Disconnect to disconnect from your current QuickBooks company.
Click the Connect button to sign into your desired QuickBooks account and connect to the new QuickBooks company.
Rescan QuickBooks Data
After connecting to the new QuickBooks company, you must rescan your QuickBooks customer and product data. Without this step, the sync will continue referencing data from your old QuickBooks company, which will cause sync failures.
To refresh your data:
Go to MyWorks Sync > Settings and click Rescan Data at the top of the page.
Click all three QuickBooks options to Rescan QuickBooks Customers, Products, and Data.
This ensures our sync has the latest data from your new QuickBooks company and prevents sync failures.
Update Your Settings and Mappings
After switching companies, you must update your settings with data from the new QuickBooks company. Your existing mappings may reference products, customers, payment methods, or other items that don't exist in your new QuickBooks company.
Update Settings:
Visit MyWorks Sync > Settings.
Review the below options:
Income accounts, expense accounts, and asset accounts
Classes, locations, and departments
Payment methods
Tax codes and settings
Click Save after reviewing each settings page.
Update Product and Variation Mappings:
Visit MyWorks Sync > Map > Products and Map > Variations.
After refreshing your data (see step above), verify your mappings are correct.
Remap any items that show as unmapped or that reference products no longer available in your new QuickBooks company.
Click Save after updating your mappings.
What Happens to Your Existing Data
When you switch QuickBooks companies:
Settings and mappings are preserved: Your MyWorks configuration remains in place, but you'll need to update it as described above to reference items from your new QuickBooks company.
Historical sync data: Orders that already synced to your old QuickBooks company will not automatically transfer to the new one. They remain in your old QuickBooks company.
Verify Your Connection
After switching companies, confirm everything is working correctly:
Go to MyWorks Sync > Connection and verify the correct company name and Realm ID are displayed.
Test the connection by pushing a single order from MyWorks Sync > Push to verify it syncs to the new company with proper mappings.
Check that the order appears in the correct QuickBooks company with all expected details.