After installing our WooCommerce Sync for QuickBooks Online plugin, one of the final configuration steps is mapping, or linking – existing WooCommerce data to corresponding QuickBooks Online data. The two main data types that need to be linked are customers and products.
This is accomplished by visiting MyWorks Sync > Map, and clicking on the Customer or Product tab. The resulting page shows all of your WooCommerce customers or products on the left, and a dropdown containing your QuickBooks Online customers or products on the right. Typically, you’ll simply select the corresponding QuickBooks Online data record (customer or product) in the dropdown that matches the WooCommerce customer or product next to it.
Mapping your existing data is necessary so our plugin “knows” which WooCommerce customer or product “equals” a corresponding customer or product in QuickBooks Online. This allows our plugin to smartly and accurately sync orders to QuickBooks Online – under the correct customer, and with the correct products in the sales receipt/invoice line item.
This process is very simple, and only needs to be completed once. However, for stores with hundreds – or even thousands of customers or products, this can be a lengthy and sometimes impossible task to accomplish manually. Read our article on auto-mapping to learn more about automatically completing the mapping.