Orders

  • Syncing orders to QuickBooks: Invoice, Sales Order or Sales Receipt

    Our QuickBooks Desktop Sync for WooCommerce supports syncing orders to QuickBooks as either Invoices + Payments, Sales Receipts, or Sales Orders. This setting can be changed in MyWorks Sync > Settings > Order tab. If you are unsure which option to check, the best method is to consult your accountant...
  • Syncing orders under a different format/template per customer role

    When syncing orders to QuickBooks Desktop through our sync, it’s easy to set how an order syncs into QuickBooks, as an Invoice, Sales Receipt, Sales Order or even an Estimate. But sometimes, this can’t be set on a global level, as orders under different customer roles in WooCommerce may need...
  • Using Automated Sales Tax with WooCommerce and QuickBooks Desktop

    As sales tax management and nexus becomes more and more complex, our users continue to turn to popular sales tax automation platforms – which help reduce the time/effort spent manually managing sales tax rates in WooCommerce by automatically calculating the exact sales tax value for each order as it’s placed...