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This option should only be turned on if you wish ALL WooCommerce orders to be synced under ONE QuickBooks Desktop Customer - like Website Sales. All of these settings are optional and can be left as is for acceptable plugin operation.Įnable Map and sync all orders to a specific QuickBooks Desktop customer? This section contains settings relevant to syncing WooCommerce Orders. If you don't charge shipping in WooCommerce, you can set this to anything as it will never be used. Normally this will be a product named Shipping / Handling. This option sets the product for the QuickBooks Desktop invoice line item when shipping is charged on a WooCommerce order. If you don't use Coupons in WooCommerce, you can set this to anything as it will never be used. Normally this will be a Discounts or Coupons product. This option sets the product for the QuickBooks Desktop invoice line item when a discount is used on a WooCommerce order. This will normally be your Inventory Asset account. This option applies for when/if you use our plugin to push products from WooCommerce to QuickBooks Desktop to save you time instead of manually creating them in QuickBooks Desktop. This will normally be your Sales or Sales of Product Income account.ĭefault QBD Inventory Asset Account for New Products This setting determines what product that is if the product is not mapped in Map > Products.ĭefault QBD Sales Account for New Products When someone orders a product in WooCommerce - a QuickBooks Desktop product will need to show up in the QuickBooks Desktop invoice line item. This will be a general fallback sales product for the product line item in QuickBooks Desktop for products in WooCommerce orders that don't have a product mapped in Map > Products. Here's where you'll set default and fallback products & accounts to ensure syncing doesn't error out due to a field not being defined.īe sure to hover over the question marks to the right of the dropdowns to learn what each dropdown controls.įirstly, here's an example of what this section looks like on a normal install.

This section controls the very core settings of the plugin. In this article, we'll review the different tabs in MyWorks Sync > Settings. Our Settings section controls the options of how your data is synced to QuickBooks Desktop.