How to Sync Shopify Invoices and Payments to QuickBooks with MyWorks

Learn how to accurately sync different types of Shopify orders to QuickBooks: the ones that are paid land as such, while others sync as receivable. Shaun from the MyWorks team walks you through syncing orders as invoices, so unpaid orders arrive with their terms and due date intact. This is the setup for wholesale customers on terms, back orders, made to order, and anywhere payment comes in after the sale. What this covers: What a sales receipt and an invoice each record in QuickBooks Switching MyWorks to sync orders as invoices, on QuickBooks Online and Desktop Payment method settings, and which bank account each one posts to What happens when a Shopify order is paid at checkout, and when it is not How payment terms and due dates carry across, and when to add a term to the QuickBooks terms list yourself Marking an order paid later in Shopify, and having QuickBooks follow Marking an invoice paid in QuickBooks, and having Shopify follow Chapters 00:00 Why some orders show as paid and others as receivable 00:44 Sales receipt vs invoice in QuickBooks 03:20 Setting MyWorks to sync orders as invoices 04:20 Payment method settings and bank accounts 04:49 Creating an unpaid Shopify order on net 30 06:03 The synced invoice, terms and due date 07:19 Marking the order paid in Shopify 09:48 Syncing payments back from QuickBooks to Shopify 11:55 Who this suits, and plan requirements Syncing payments back from QuickBooks to Shopify needs the Grow plan or higher, on both QuickBooks Online and QuickBooks Desktop. Everything else here works on the free plan. 💻 Book a live demo: https://myworks.software/demo/ 📚 More on this: Sales receipt or invoice: https://support.myworks.software/en_U... Shopify and QuickBooks: https://myworks.software/integrations... Help centre: https://support.myworks.software ⭐️ 300+ reviews across Shopify, QuickBooks, Capterra and G2 ⭐️ Shopify App Store: https://apps.shopify.com/quickbooks-s... QuickBooks App Store: https://quickbooks.intuit.com/app/app... Capterra: https://www.capterra.com/p/178702/MyW... G2: https://www.g2.com/products/myworks-s... 👋 Questions in the comments and Shaun will answer them. 👉 Subscribe for more MyWorks Sync tutorials. #Shopify #QuickBooks #EcommerceAccounting