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How are WooCommerce orders placed by guests synced to QuickBooks Desktop?

A common option in WooCommerce stores is the ability to allow a user to choose whether to create a user account when placing an order, or order as a guest user – without creating an account. This is intended as an expeditious option in checkout, to reduce the amount of fields a user is required to fill out when placing an order. 

Since the WooCommerce order isn’t actually associated with a user account, a common question is how our WooCommerce Sync plugin handles syncing orders that are placed by a guest?

Luckily, the answer is simple. We’re perfectly compatible with all WooCommerce orders – and we handle the syncing of guest orders very seamlessly.

When our integration syncs a WooCommerce order to QuickBooks Desktop that isn’t tied to a user account (which can be mapped/linked to a corresponding QuickBooks Desktop customer record in our MyWorks Sync > Map > Customers tab), it first scans QuickBooks Desktop to check if the guest customer already exists – using the email address as the key identifier.

If the customer does exist in QuickBooks Desktop with the same email, the WooCommerce order will be synced over to that customer. If the customer does not exist in QuickBooks Desktop, our plugin will first create it in QuickBooks Desktop using the customer details provided in the order – and then sync the order over automatically to this new customer in QuickBooks Desktop.

This handling logic brings a new level of ease and automation to your accounting/ordering process, so you don’t have to worry about guest orders not syncing properly.

 

Updated on January 24, 2018

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