WooCommerce Sync for QuickBooks Online – by MyWorks Software

Description

Save time, increase accuracy and grow your business by automating your store management and accounting – Sync your WooCommerce store with QuickBooks Online!

[Requires a MyWorks Forever Free or paid plan to connect to QuickBooks Online.]

Using QuickBooks Desktop (Pro, Premier, Enterprise) or POS? We support these platforms as well (requires a different plugin from us). Visit MyWorks to view our paid plans and sign up.

Real time sync your customers, orders, products and inventory – all automatically.

The MyWorks WooCommerce Sync for QuickBooks is easy to set up, simple to use, and designed to cut your accounting and store management workload in half as it integrates WooCommerce and QuickBooks.

Check our our 5-star reviews in the Intuit App Store!

Key Features

The only WooCommerce plugin to automatically two-way sync your WooCommerce store with QuickBooks Online, all in real-time! Easily sync your products, orders, customers, inventory and more between your WooCommerce store and QuickBooks Online.

  • Unlimited Real Time Sync
  • Complete 2-Way Product/Inventory Sync
  • Show QuickBooks Invoices in WooCommerce Customer Account
  • Bank Deposit / Transaction Fee Support
  • Global QuickBooks Tax/Currency Support
  • Completely Automatic Sync
  • Unlimited Historical Data Access

More Information

Requires a MyWorks account to connect to QuickBooks Online. Visit https://myworks.software to read more about MyWorks Sync, including documentation, installation instructions, pricing and plans.

Pricing Plans
Launch: FREE (forever free)
Grow: $39/month (billed annually)
Scale: $69/month (billed annually)

Visit https://myworks.software/pricing for more pricing details

Connection Information

This plugin enables you to connect your WooCommerce store to QuickBooks Online through your MyWorks account by utilizing the MyWorks Sync QuickBooks App. We (MyWorks Sync) are a service provider that allows you to connect your site to your QuickBooks Online company, and this plugin establishes this connection for you on your WooCommerce Store.

You will be able to connect to QuickBooks Online from within your account with us, and use this connection in our MyWorks Sync plugin on your WooCommerce Store to sync your store with QuickBooks Online. MyWorks only stores your connection keys/details – and does so securely. All other data is handled and stored by Intuit. All data transmitted passes directly to QuickBooks Online from your website, and does not pass through our systems.

Our QuickBooks App:
https://apps.intuit.com/woocommerce_quickbooks_online_automatic_sync_myworks_software

Our Terms of Use:
http://myworks.software/terms-of-use

QuickBooks Online Privacy Policy
https://security.intuit.com/index.php/privacy

MyWorks Privacy Policy
http://myworks.software/privacy

Installation

  1. Install MyWorks Sync either via the WordPress.org plugin repository, or by uploading the plugin files to wp-content/plugins on your site.
  2. Create an account with us (if you don’t already have one) at https://myworks.software
  3. Connect to QuickBooks Online from within your account with us.
  4. Visit MyWorks Sync > Connection in your WordPress Admin to finalize the connection.
  5. Follow the step by step wizard or visit https://docs.myworks.software to view our docs.

FAQ

What are the requirements to use MyWorks Sync?

MyWorks Sync requires a recent version of WordPress (4.2+) with WooCommerce (2.2+) installed. Your server should run on Linux and have at least PHP 5.6. You also need an active trial or paid plan with MyWorks at https://myworks.software/account

What QuickBooks countries/versions do you support?

MyWorks Sync supports any version/country of QuickBooks Online, including any tax and currency for your locale. We also support QuickBooks Desktop 2015 and later. If you have QuickBooks Desktop, visit our site at https://myworks.software to sign up and learn more.

Do you support QuickBooks Desktop or POS?

We do support QuickBooks Desktop Pro, Premier and Enterprise – 2015 and later. We also support QuickBooks POS Basic, Pro & Multi-Store – V8 and later. This requires a different plugin than this one, so visit our site below to sign up for a plan and download.
https://myworks.software/integrations/sync-woocommerce-quickbooks-desktop

Do you have a free trial?

Even better! We have a completely free forever plan you can use to get up and syncing right away. As your order volume / functionality needs grow, you can change to our paid plans at any time.

How does the sync work? Will old data be automatically synced?

As soon as you finish setting up our sync, we’ll only start automatically syncing NEW data. This automatic sync can be enabled/disabled individually for different data types, like customers, orders, products, inventory and more – so you can control which new data you’d like to automatically sync. OLD (historic) data will NOT be automatically synced – but it’s easy as pie to push over, using our Push section!

How does support work?

All plans include 24/7 support ticket assistance with our amazing US/UK support team! Paid plans include a complimentary 30 minute setup call/screenshare, and our Scale plan includes 12/5 phone support.

Can I sync data both ways between QuickBooks Online into WooCommerce?

Absolutely! Our sync gives you the ability to automatically sync products & inventory (paid plans only) both directions between WooCommerce and QuickBooks Online – automatically and manually (pushing historic data).

Can I push existing/old customers, orders & products into QuickBooks?

Heck ya! You can use our Push section to push your existing customers, products, orders and more into QuickBooks – and even pull products into WooCommerce from QuickBooks! (Our monthly plans have a limit of pushing up to the last 30 days of orders, and the forever free Launch plan has a limit of up to the last 7 days of orders.)

Will orders be synced as soon as they’re placed?

They sure will! Why wait all day? Our sync is in real-time – so new customers, products, orders and more will be automatically synced right away! (Inventory level sync happens every 5 minutes.)

Can I sync multiple stores to one QuickBooks Online account?

Yes, you can sync as many WooCommerce stores as you’d like to the same QuickBooks Online account. You will just need a paid plan for each store.

If I have some data already entered into QuickBooks, will it be duplicated?

Our sync never duplicates customers, orders or products! If we’ve already synced an order into QuickBooks, you can update/push it in WooCommerce, and we’ll simply update it in QuickBooks. If you have orders in QuickBooks entered manually or by another integration – that’s not a problem. Our sync may not recognize them if they don’t match your WooCommerce order number, but we won’t attempt to automatically re-sync them.

Are there any more FAQ or Docs?

There sure are! Visit our growing docs site at https://docs.myworks.software

How easy is the setup? Will I be able to get help if I need it?

It’s almost too easy! All you’ll have to do is connect to QuickBooks and map any existing data together – that’s it! We have easy to follow documentation, a setup wizard and even a setup video tutorial – all to make your setup as seamless as possible! You’ll always have 24/7 support ticket access in your account with us, and our sales team has been known to assist with setup questions over our 12/5 live chat as well 🙂 Our paid plans even include a complimentary setup call/screenshare so we can help answer any questions and make sure you’re up and running correctly!

How does your Intelligent Bank Deposit support work, and why do I need it?

A: Ever get tired of matching all your daily bank deposits from your credit card processor in your QuickBooks Banking feed to the individual daily sales that make up that batch deposit? We are too! That’s why we’ll automatically sync new orders in real time to QuickBooks; and at the end of the day, automatically create a Bank Deposit in QuickBooks that intelligently includes all the orders from the day, and calculates any transaction fees (if applicable), so that you’ll simply “Match” that to your real-life bank deposit in your Banking feed – and that’s it! We have amazing support for Stripe, Authorize.Net, Braintree – and any card processor that groups daily/weekly sales into one bank deposit for you!

What QuickBooks versions / Currencies do you support?

A: Our sync supports all QuickBooks Online versions: Simple Start, Essentials, Plus & Advanced – in all countries around the world! We also support any currency you have enabled in WooCommerce and QuickBooks – even multiple currencies!

Where should my products be as I start getting set up with MyWorks?

A: We recommend you at least start with all your products in WooCommerce, and each should have a unique SKU (although not required, it’s helpful to you going forward). If all of your products are in QuickBooks, that’s fine too – you’ll be able to pull them into WooCommerce through our sync. Or – you can start out with a perfectly clean slate, and optionally have us automatically sync new products as you create them.

Are you compatible with variations, groups, bundled products & composite products?

A: We sure are! Although Bundled & Composite products are not native to WooCommerce (added by a plugin), we still have built-in compatibility with them, so you’re all covered!

Are there any WooCommerce extensions/plugins you’re already compatible with?

A: There sure are! We support over 25+ popular WooCommerce extensions! Some are built into our core sync, others are supported via a paid compatibility add-on. A few examples of our built-in compatibility are Sequential Order Numbers Pro, Cost of Goods Sold, Avalara, Taxify, WooCommerce Subscriptions and Product Bundles.

Reviews

September 15, 2020
We were eyeing this plugin for awhile as we use a Woocommerce/Quickbooks setup but we wanted to clean up a lot of our backend first. During this time, we had to manually create each invoice and maintain our books through this extremely tedious method. At the beginning of the month, we officially installed and activated this plugin and wow! It has saved our accounting team so much time and makes everything much cleaner! We're super happy with how quick and fairly easy the installation was. It definitely takes some time if you have a history of orders already to map your customers and products but once you have it set, it's amazing! Finally, I recommend every admin sign up for a daily log just to monitor and keep an eye on any concerns. We found several duplicate customers in our Quickbooks account thanks to this daily log!
July 28, 2020
I recently installed MyWorks at my job and it has been an incredible tool. We are saving SO MUCH time that had otherwise been duplicate work. The installation was easy, the support is great, and we have had no problems since set-up. I highly recommend for anyone hoping to save time and create efficient work-flow for you business.
July 22, 2020
The people at MYWORKS are great. Very helpful and informative. I am having a bit of trouble setting it up, accountant not web developer, however with the help of Brenda I am making steady progress and I am excited to have the plug in work fully. Currently we have portions of it up and running and it is saving a great deal of time, I can only imagine how excited we will be when it is fully operational. I am a bit bummed that we didn't know about MYWORK earlier...
July 15, 2020
We have only used the program for a few weeks so far but initial set up support went well and we are looking forward to continued success.
July 13, 2020
My Works sync has saved us roughly 20 hours of data entry per week in about 5 hours of set up and configuration. If that isn't worth the monthly fee then I'm not sure what is. On top of that, customer service has been fantastic! Always a response on the same day.
June 30, 2020
We recently added this plug in to sync all our customer orders into QB. I was amazed at how easy installation and set up was. There were a few kinks in which I required extra help. Their document support was very informative and customer service was quick to respond. This plug-in has reduced my time in QB thus allowing me to work on other areas of the business. I am very pleased with it. Would def recommend MyWorks for businesses who use Woocommerce and Quickbook!!
Read all 31 reviews

Contributors & Developers

“WooCommerce Sync for QuickBooks Online – by MyWorks Software” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

2020-07-01 version 2.1

  • Added additional filters in Map/Push pages to filter by mapped or unmapped products
  • Added support for syncing refunds with no/0 quantity
  • Added initial support for syncing transaction fees as a negative line item in the QuickBooks invoice/sales receipt
  • Added a setting to control the “Purchase Description” field for a product when syncing it into QuickBooks
  • Added a setting to have better control over sending a specific rate to QuickBooks for orders with more than 2 points after the decimal
  • Added handling to ensure an order already refunded is not subsequently voided in QuickBooks – even if cancelled in WooCommerce
  • Improved handling for multi-currency workflows, and ensuring customers are synced into QuickBooks with the correct currency
  • Improved handling of longer Transaction IDs to only sync the last 25 characters into QuickBooks
  • Improved compatibility with new 100-character limit for QuickBooks product names
  • Improved load time on admin QuickBooks section for products with many variations (and setting to disable)
  • Improved handling for inventory sync by optimizing queries used when “Ignore CDC” setting is enabled
  • Improved Pull > Inventory Level page to strip out any decimals
  • Improved support for handling partial refunded shipping
  • Improved class support to be honored when syncing transaction fees
  • Improved support for handling shipping tax when syncing shipping as a subtotal field with Automated Sales Tax
  • Resolved issue with tax for shipping not being correctly honored when syncing orders with multiple tax rates
  • Resolved issue with backorder status not being honored when syncing inventory level changes into WooCommerce
  • Resolved issue with sync status not correctly showing in Push > Orders in cases when setting to “Use Next QB #” is enabled
  • Resolved issue with sale product incorrectly syncing to QuickBooks when a product is updated in WooCommerce
  • Resolved issue with bundled products not showing correctly in our sync due to changes in the QuickBooks response

2020-02-14 version 2.0

  • Added QuickBooks tab in Products/Variations to allow control over product mapping/accounts in QuickBooks
  • Added compatibility with WooCommerce 3.9
  • Added in-plugin notices to warn if wp-cron doesn’t seem to be working correctly
  • Added in-plugin notices to warn if default WooCommerce PayPal gateway is being used (results in some orders not syncing automatically)
  • Added support to automatically clear product/variation mappings if deleted in WooCommerce
  • Added support for handling orders with multiple separate tax rates
  • Added setting to choose using Order Number or Transaction ID in payment Reference Number field
  • Improved support for better handling rate/quantity/total line item calculations
  • Improved support for handling orders with bundled products in WooCommerce, QuickBooks or both
  • Improved support for syncing manual variation inventory changes to QuickBooks
  • Improved handling for incorrect math in WooCommerce line items for rate & amount
  • Improved handling for bundled product quantity and rate in line items
  • Improved logging for preventing $0 orders – not as an error message
  • Resolved compatibility issues with WooCommerce Deposits plugin
  • Resolved an issue with orders not marking as synced when pushed to QuickBooks
  • Resolved an issue with invoices not being emailed from QuickBooks once synced

2019-12-18 version 1.9.3

  • Resolved issue with rate occasionally not showing in QuickBooks orders
  • Improved handling for volume orders and ensuring duplicate orders aren’t synced within the same second

2019-12-14 version 1.9.2

  • Resolved library files causing PHP errors in some sync scenarios

2019-12-13 version 1.9.1

  • Resolved issues with activation / upgrade in some scenarios

2019-12-12 version 1.9

  • Added compatibility with QuickBooks oAuth2 connection protocol
  • Added additional compatibility for activating on multisite network
  • Resolved issue with sending rate/qty/amount correctly to QuickBooks