Setting up MyWorks in Shopify and connecting to QuickBooks Online

Set up MyWorks and quickly connect your Shopify store with QuickBooks Online to easily sync your orders and keep up with your bookkeeping.

Written by the MyWorks Team

Updated at December 11th, 2023

Table of Contents

1. Add the MyWorks app 2. Connect to QuickBooks 3. Let's get syncing! Managing Settings Managing Mappings Customers Products & Variations Payment Methods

Congrats on taking the first step to automatically sync your Shopify store with QuickBooks Online using MyWorks Sync! This doc will take you through the easy steps of setting up MyWorks for the first time and help you get started.

This doc will take you through the easy steps of setting up MyWorks for the first time and help you get started. Our guided video above is also helpful to visually walk through setting up and using MyWorks.

1. Add the MyWorks app

In your Shopify admin area or the Shopify app store, search for the MyWorks app and click Install within the MyWorks app.

2. Connect to QuickBooks

Once added to your Shopify store, visit MyWorks Sync > Connection and click the Connect to QuickBooks button.

In the resulting popup, log into your QuickBooks account, and click Authorize to finish connecting to your QuickBooks Online company.

3. Let's get syncing!

Now that you're connected to QuickBooks Online, MyWorks will begin syncing, but we'll only sync your new customers & order automatically.

Past orders will not sync automatically. They can be easily pushed to QuickBooks by visiting MyWorks Sync > Push > Orders.
Products, inventory levels, and pricing are not enabled to sync by default, to preserve your data. These can be easily enabled in MyWorks Sync > Settings > Automatic Sync.

Managing Settings

You can control how MyWorks syncs, and what we sync; in the Settings menu under MyWorks.

In the Default menu, manage the default product we use when syncing orders, and the default QuickBooks accounts we use when syncing products.
In the Order menu, customize how we sync orders with QuickBooks Online
In the Automatic Sync menu, customize what new data is automatically synced: from customers & orders to products, inventory levels, and pricing.

Managing Mappings

You can further control how MyWorks syncs your data by mapping your customers, products, and payment methods in the Map menu under MyWorks.

Customers

It's not a requirement to map your Shopify customers to existing customers in QuickBooks, as as long as their name or email matches; we'll automatically find them when syncing an order. This area is best used to act as an override: mapping a Shopify customer to a QuickBooks customer that might not contain a matching email/name, but still one you want their future orders to sync to.

Products & Variations

If your products are in both Shopify and QuickBooks, they should be mapped together here, to control two areas:

Syncing orders from Shopify to QuickBooks: this will determine the QuickBooks products used in the line items of the order we create in QuickBooks.
Syncing inventory between Shopify and QuickBooks: this determines which products we'll sync inventory between.

Products can be mapped together in two ways:

Manually: Selecting the matching QuickBooks product in the dropdown.
Using our Automap tool: To automatically match together any products with a matching name or SKU.

Payment Methods

This allows you to control the details of payments we sync to QuickBooks Online for your Shopify orders. You can manage these for each payment method enabled in your Shopify settings.