QuickBooks Sync for WooCommerce by MyWorks<\/figcaption><\/figure>\nLet\u2019s see the steps to import order from WooCommerce to QuickBooks with this plugin!<\/p>\n
Step 1: Download and install the plugin<\/h3>\n In your WordPress dashboard, go to Plugins > Add New<\/strong>, search for the plugin and click Install Now<\/strong>, and activate it.<\/p>\nStep 1.1: Install MyWorks plugin<\/figcaption><\/figure>\nAfter activation, you\u2019ll see a new menu item labeled MyWorks Sync <\/strong>under WooCommerce.<\/p>\nStep 1.2: View the MyWorks Sync tab<\/figcaption><\/figure>\nStep 2: Connect to QuickBooks<\/h3>\n To connect your WooCommerce store to QuickBooks:<\/p>\n
\nSign up for a MyWorks account<\/strong> if you haven\u2019t already.<\/li>\nIn MyWorks Sync > Connection<\/strong>, enter your license key.<\/li>\nClick Connect to QuickBooks<\/strong>, then follow the prompts to sign in and link your company file.<\/li>\n<\/ul>\nStep 2: Connect WooCommerce to QuickBooks<\/figcaption><\/figure>\nOnce connected, your store stays linked unless you manually disconnect it from your QuickBooks company.<\/p>\n
Step 3: Configure settings<\/h3>\n Now that you're connected, head over to MyWorks Sync > Settings <\/strong>to set your default options.<\/p>\n\nChoose whether orders are synced as invoices <\/strong>or sales receipts<\/strong>.<\/li>\n<\/ul>\nStep 3.1: Configure MyWorks settings<\/figcaption><\/figure>\n\nIn Settings > Automatic Sync<\/strong>, enable real-time syncing for new customers, orders, products, and inventory (you can customize sync direction for each type).<\/li>\n<\/ul>\nStep 3.2: Configure automatic sync with MyWorks<\/figcaption><\/figure>\n\nAdjust additional preferences such as currency, tax handling, or inventory behavior.<\/li>\n<\/ul>\nThese settings control how and when data moves between platforms \u2013 helping you avoid manual entry and stay in control.<\/p>\n
Step 4: Map the data fields<\/h3>\n Last but not least, you\u2019ll need to map your existing customers, products, payment methods, and (if applicable) tax rates. You can do this from the MyWorks Sync > Map<\/strong> section:<\/p>\nStep 4: Map the data fields<\/figcaption><\/figure>\nMore specifically, here are the meanings of the mapping data types:<\/p>\n
Mapping type<\/strong><\/p><\/div><\/div><\/td>What it does<\/strong><\/p><\/div><\/div><\/td><\/tr>Customers<\/p><\/div><\/div><\/td>
Matches existing WooCommerce customers to their QuickBooks records. Use the AutoMap tool to match by name, company, or email – or map manually.<\/p><\/div><\/div><\/td><\/tr>
Products<\/p><\/div><\/div><\/td>
Links WooCommerce products to QuickBooks items. Match by SKU or name, or push\/pull items between systems.<\/p><\/div><\/div><\/td><\/tr>
Payment methods<\/p><\/div><\/div><\/td>
Connects WooCommerce gateways (e.g. PayPal, Stripe) to the appropriate QuickBooks bank account and payment method.<\/p><\/div><\/div><\/td><\/tr>
Taxes<\/p><\/div><\/div><\/td>
(For non-US users) Map your WooCommerce tax rates to their corresponding QuickBooks tax codes. If you're in the US and using Automated Sales Tax, this step is handled automatically by MyWorks.<\/p><\/div><\/div><\/td><\/tr><\/tbody><\/table>\n<\/div><\/div>\n\n
Once mapping is complete, you're ready to sync orders and keep your store and QuickBooks records fully in sync.<\/p>\n
As you can see, using a third-party plugin like MyWorks Sync strikes a great balance between control and automation. It\u2019s ideal for stores handling a steady flow of orders to simplify the setup without giving up flexibility.<\/p>\n
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How to Sync WooCommerce Orders with QuickBooks Using QuickBooks Connector?<\/h2>\n QuickBooks Connector <\/strong>(formerly OneSaas) is Intuit\u2019s official integration tool that helps you sync orders between WooCommerce and QuickBooks Online. Unlike the manual CSV method, this tool allows you to automate order syncing, product mapping, tax handling, etc., automatically.<\/strong><\/p>\nQuickBooks Connector with WooCommerce<\/figcaption><\/figure>\nThis is a great option if you want to save time, reduce human error, and keep your accounting system automatically up to date as new orders come in.<\/p>\n
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Before we start, please note that:<\/p>\n
\nYou\u2019ll need to create API credentials: OAuth Consumer Key, OAuth Token Secret, and OAuth Consumer Secret.<\/strong><\/li>\nThis integration supports QuickBooks Online only.<\/strong><\/li>\nThe plugin is now compatible with WooCommerce\u2019s High-Performance Order Storage (HPOS) and the new Cart and Checkout block.<\/strong><\/li>\n<\/ul>\n<\/div>\nHere are the 7 steps on how to import order from WooCommerce to QuickBooks using QuickBooks Connector:<\/p>\n
Step 1: Connect WooCommerce and QuickBooks Online to QuickBooks Connector<\/h3>\n To get started, go to QuickBooks Connector and log in using your QuickBooks Online credentials. If you haven\u2019t already, follow the prompts to connect both your WooCommerce store<\/strong> and your QuickBooks Online account<\/strong>.<\/p>\nOnce connected, navigate to the \u201cManage<\/strong>\u201d tab, where you\u2019ll see both apps listed. This confirms the connection is successful and ready for sync setup.<\/p>\nStep 1: The WooCommerce connector with QuickBooks<\/figcaption><\/figure>\nStep 2: Set up WooCommerce and QuickBooks<\/h3>\n Before creating your sync workflows, you\u2019ll need to configure some basic synchronization options:<\/p>\n
\nAccount timezone:<\/strong> Make sure it matches your store\u2019s timezone to avoid mismatched timestamps.<\/li>\nIntegration Starting Date:<\/strong> Choose the date from which you want to start syncing WooCommerce orders.<\/li>\nEmail sync reports:<\/strong> You can enable reports to be sent to your email after each sync for easy tracking.<\/li>\n<\/ul>\n
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