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Pushing data from WooCommerce to QuickBooks Desktop

Our plugin push section allows you to manually push data from WooCommerce into QuickBooks Desktop. Normal/recommended use for this section is to either push over historical data that existed before our plugin was installed, or to re-push over data that encountered an error when syncing to QuickBooks Desktop.

When do I need to Push?

The Push Section allows you to push data that exists in WooCommerce, but not in QuickBooks Desktop – into QuickBooks Desktop. If you have data (customers, products, etc) that already exists in both QuickBooks and WooCommerce, you simply need to map it in MyWorks Sync > Map.

Customer Push

In this tab, you can select and push customers to QuickBooks Desktop. Choose the Filter option to search for a specific customer, and use the dropdown on the top right to display 20 or more entries per page.

It is important to note, that when customers are manually or automatically pushed/synced to QuickBooks Desktop, they will be automatically mapped for you in the Map > Customers tab.

Once you’ve selected the customers you wish to push over, scroll to the top and click Push Selected Clients. This will add the customers you wish to push to the Queue in our plugin. A status window will pop up where you can track the queue addition progress. If you encounter any errors, be sure to check the Log page for further clarification.

Once added to the queue, the next time your QuickBooks Web Connector is either run manually – or on autorun, these customers will be synced into QuickBooks Desktop.

Order Push

In this tab, you can select and push orders from WooCommerce to QuickBooks Desktop. Choose the Filter option to search for a specific customer or date range, and use the dropdown on the top right to display 20 or more entries per page.

It is important to note that before pushing orders, you should check and verify ALL of the customer and product mappings in your Map tab to ensure they are correct.

Once you’ve selected the orders you wish to push over, scroll to the top and click Push Selected Orders. This will add the orders you wish to push to the Queue in our plugin. A status window will pop up where you can track the queue addition progress. If you encounter any errors, be sure to check the Log page for further clarification.

Once added to the queue, the next time your QuickBooks Web Connector is either run manually – or on autorun, these orders will be synced into QuickBooks Desktop.

When pushing orders over, an invoice will be created in QuickBooks Desktop. Do not forget to also push the payment over after pushing over orders, if you so desire.

Product Push

In this tab, you can select and push products and variations from WooCommerce to QuickBooks Desktop. Choose the Filter option to search for a specific product, and use the dropdown on the top right to display 20 or more entries per page.

It is important to note that before pushing products, you should verify that the Default Product Accounts are correct in Settings.

Once you’ve selected the products you wish to push over, scroll to the top and click Push Selected Products. This will add the products you wish to push to the Queue in our plugin. A status window will pop up where you can track the queue addition progress. If you encounter any errors, be sure to check the Log page for further clarification.

Once added to the queue, the next time your QuickBooks Web Connector is either run manually – or on autorun, these products will be synced into QuickBooks Desktop.

 

Inventory Push

In this tab, you can select and push inventory levels from WooCommerce to QuickBooks Desktop. Choose the Filter option to search for a specific product, and use the dropdown on the top right to display 20 or more entries per page.

It is important to note that you can only push inventory levels for products/variations that are already mapped in MyWorks Sync > Map > Products.

Once you’ve selected the inventory levels you wish to push to QuickBooks Desktop, scroll to the top and click Push Selected Inventory. This will add the inventory you wish to push to the Queue in our plugin. A status window will pop up where you can track the queue addition progress. If you encounter any errors, be sure to check the Log page for further clarification.

Once added to the queue, the next time your QuickBooks Web Connector is either run manually – or on autorun, these inventory levels will be synced into QuickBooks Desktop.

 

Payment Push

In this tab, you can select and push payments from WooCommerce to QuickBooks Desktop. Choose the Filter option to search for a specific customer or date range, and use the dropdown on the top right to display 20 or more entries per page.

It is important to note that before pushing payments, you should check and verify the mappings in Map > Payment Methods are correct.

Once you’ve selected the payments you wish to push over, scroll to the bottom and click Push Selected Payments. This will add the payments you wish to push to the Queue in our plugin. A status window will pop up where you can track the queue addition progress. If you encounter any errors, be sure to check the Log page for further clarification.

Once added to the queue, the next time your QuickBooks Web Connector is either run manually – or on autorun, these payments will be synced into QuickBooks Desktop.

When pushing payments over, an invoice must already exist in QuickBooks Desktop, or it will error out. Push the invoices over first by going to Push > Orders.

Updated on December 15, 2017

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