Getting Started

  • How does syncing work?

    Our WooCommerce Sync for QuickBooks Online has been crafted by our team with an “it just works” goal at the center of our development. We’ve combined years of industry experience with WooCommerce development, QuickBooks integration and accounting best practices to accomplish something no other solution in this market has – a...
  • Install & Upgrade Instructions

    Installation Instructions Backup your WooCommerce files & database. This module is fully tested but nothing is more important than the safety of your data! Download the plugin from your MyWorks Client Area or the email you received. Upload PluginUpload.zip file to WordPress  (WooCommerce must already be installed) If uploading directly to WP...
  • Requirements before a setup call

    Congratulations on taking the step to sync your WooCommerce store with QuickBooks Online! We have plenty of documentation and even steps right inside our sync to help you with setup. We also include a complimentary setup call with all our plans.  If you decide to schedule a setup call with...
  • Configuration

    Activate Plugin Congratulations – now that you’ve installed the WooCommerce Sync for QuickBooks Online, you can move on to activate and configure it! If you haven’t installed it, please visit the Installation Connect to QuickBooks Online Go to the MyWorks Dashboard > Connection Enter your license key (found in email/ MyWorks Client...
  • Settings

    Our Settings section controls the options of how your data is synced to QuickBooks Online. 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...
  • Mapping

    The mapping section of our plugin allows you to ‘match’ all of your data in WooCommerce to corresponding data in QuickBooks Online. Your mappings must be set after you install the plugin and connect to QuickBooks Online, and before you can begin syncing. Your mappings can be changed at any time.  ...
  • Push Pages

    The push pages allow you to manually push data from WooCommerce into QuickBooks Online. Normal use for these pages is to 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 Online. Customers In this tab, you can...
  • Pull Pages

    The pull pages allow you to manually pull data from QuickBooks Online into WooCommerce. Normal use for these pages is to pull over historical data that existed before our plugin (or your WooCommerce store) was installed, or to pull over data that encountered an error when pulling in previously to WooCommerce. If you don’t see the...
  • Logging

    All of the syncing activity that occurs in our plugin is easily logged for you on the MyWorks Sync > Log page. On this page, you can filter to find a specific entry and use the dropdown in the top right of the page to show 20 or more entries...
  • Getting started with Queue Syncing

    As part of our Automatic Sync settings, we have a setting allow you to choose whether to sync your WooCommerce data (customers, orders, payments, products, inventory, etc) to QuickBooks Online in a queue basis – essentially queuing sync activity up in our plugin, and then syncing it into QuickBooks Online...