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Mapping Shopify Plus Companies or Locations to QuickBooks Customers

Updated this week

In addition to being able to map individual Shopify customers to a QuickBooks customer of your choice; MyWorks also supports the ability to map Shopify Companies or Locations to a QuickBooks customer - available for ShopifyPlus stores on our Soar plan.

This can be very helpful in scenarios where there's multiple Shopify customers within a single company or location in ShopifyPlus - allowing you to determine which QuickBooks customer an order should sync to based on the Shopify Company or Location associated with the order - not the Shopify customer specifically.

Setup

Simply visit MyWorks Sync > Map > Companies to see your list of ShopifyPlus Companies and Locations to match to your QuickBooks customers as desired.

Helpful Tips

  • If a Location is mapped, that mapping would take precedence over the Company mapping.

  • If a Company is mapped, that mapping would take precedence over the Customer mapping (in MyWorks Sync > Map > Customers).

  • If your customers are in QuickBooks with the same email or name as your Shopify customers; this functionality may not be necessary for your store, as if a customer/company is not mapped, MyWorks will check for an existing QuickBooks customer when syncing an order - based on the email in the Shopify order and the name set in MyWorks Sync >Settings > Mapping.

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