Adding a prefix to Shopify orders synced to QuickBooks

Learn how to add a custom prefix to Shopify orders synced to QuickBooks, making order tracking easier and more accurate.

Written by the MyWorks Team

Updated at December 8th, 2023

Table of Contents

By default, MyWorks uses the Shopify order number as the number for the QuickBooks Invoice or Sales Receipt that we sync into QuickBooks.

However, in some cases, this may not be desired, and it can be more convenient to have MyWorks add a prefix to these orders we sync to QuickBooks, like in the below cases:

  • You also manually enter orders in QuickBooks, so you want to be able to tell these orders apart from orders synced into QuickBooks from Shopify.
  • There's already older invoices or sales receipts in QuickBooks with numbers that already match your current or future Shopify order numbers. 

Whatever the case may be, it's quite simple to set MyWorks to add a prefix to order numbers we sync to QuickBooks.

Helpful Tip

Setting a prefix in MyWorks does affect how we identify existing orders in QuickBooks as well as sync new orders in to QuickBooks, so once a prefix is set, it's not recommended to change it at a later point. 

 

Setup

In MyWorks Sync > Settings > Order, simply add the desired prefix to this setting. In the example below, the prefix SH- is used. 

Once set, that's all you have to do! Any orders synced to QuickBooks from this point forward will use this prefix.