Configuring your Settings

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

Default

This section controls the very core settings of the plugin. 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.

Be sure to hover over the question marks to the right of the dropdowns to learn what each dropdown controls.

Firstly, here’s an example of what this section looks like on a normal install.

 

Default QuickBooks Product
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. When someone orders a product in WooCommerce – a QuickBooks Desktop product will need to show up in the QuickBooks Desktop invoice line item. This setting determines what product that is if the product is not mapped in Map > Products.

Default QuickBooks Sales Account for New Products
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.

Default QuickBooks Inventory Asset Account for New Products
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 Inventory Asset account.

 

Default QuickBooks Coupon Code Product
This option sets the product for the QuickBooks Desktop invoice line item when a discount is used on a WooCommerce order. Normally this will be a Discounts or Coupons product. If you don’t use Coupons in WooCommerce, you can set this to anything as it will never be used.

Default QuickBooks Shipping Product
This option sets the product for the QuickBooks Desktop invoice line item when shipping is charged on a WooCommerce order. Normally this will be a product named Shipping / Handling. If you don’t charge shipping in WooCommerce, you can set this to anything as it will never be used.

Order

This section contains settings relevant to syncing WooCommerce Orders. All of these settings are optional and can be left as is for acceptable plugin operation.

Enable Map and sync all orders to a specific QuickBooks Desktop customer?
This option should only be turned on if you wish ALL WooCommerce orders to be synced under ONE QuickBooks Desktop Customer – like Website Sales. You’ll choose the customer in the following option.

Choose Sync All QuickBooks Customer
This option is where you choose the QuickBooks Desktop customer to sync all orders to if the above option is turned on.

Tax

This section contains settings relevant to tax settings for syncing WooCommerce Orders. All of these settings must be set for acceptable plugin operation.


QuickBooks Tax 0% Rule
This option controls the 0% tax rule set in QuickBooks Desktop for when our plugin syncs over a WooCommerce Order with no tax. This can be set to ANY 0% tax rule in QuickBooks Desktop, and is most normally set to Non, Out of Scope or Exempt.

Mapping

This section contains settings relevant to the mapping operations of our plugin. All of these settings are optional and can be left as is for acceptable plugin operation.

 

Map other customer roles with QuickBooks Desktop except default?
This option is used if you have custom roles in WooCommerce for different types of customers – other than the default Customer role. Add these roles here to allow you to map these customers in our plugin.

Real Time Sync

This section contains settings relevant to the real time sync operations of our plugin. These settings are set to off by default and can be turned on when setup is complete and you’re ready to data to be real time synced into QuickBooks Desktop.


WooCommerce > QuickBooks Desktop
The options in this section are turned off by default to sync data from WooCommerce to QuickBooks Desktop in real time. You may turn any or all of these options on when ready to limit or restrict the syncing of certain data types (customers, products, etc) from WooCommerce to QuickBooks Desktop.

Miscellaneous

This section contains miscellaneous settings for our plugin. All of these settings are optional and can be left as is for acceptable plugin operation.

 

Enable our Select2 searchable dropdown style for plugin dropdowns
This option is turned on by default, but should be turned off if you’re experiencing Javascript issues where our dropdowns are not working correctly, or show a thin grey line and are not clickable.

Enable AJAX search for Select2 Dropdown (customer and product)
This option is turned off by default, but should be turned on if you have more than 1,000 clients, products or accounts in QuickBooks Desktop. This controls how this data is loaded into our plugin dropdowns, and will relieve page load/lag times in cases where there’s too much data for a normal dropdown.

 

Updated on May 20, 2020

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