The ability to map custom fields when syncing orders is included in our MyWorks Sync for QuickBooks Desktop paid plans (Grow and above). This supports mapping any field in a Shopify order to a field in a QuickBooks order as we sync the order from Shopify to QuickBooks.
Normally, the custom fields we can support to map would be a text or date field in Shopify and QuickBooks. If the target field in QuickBooks is a dropdown of pre-set values, it's typically not possible to simply map these together, and a more advanced mapping may be needed.
For fields/scenarios where a more advanced mapping is necessary, our support team can assist with further review - reach out to us!
Examples
MyWorks is very flexible around the QuickBooks order fields we're able to sync with. Basically any text order field made available to us by Shopify and QuickBooks can be used.
A few examples of popular Shopify fields MyWorks supports are:
- Order Notes
- Order Tags
- PO Number
- Order Phone Number / Email
- Shopify Order Custom Metafields
- Any other text field in the Shopify order
A few examples of popular QuickBooks fields MyWorks supports are:
- Due Date
- Ship To / Ship Date
- PO Number
- FOB
- “Other”
- Check Number
- QuickBooks Desktop Custom Order Fields
- Extra / blank line item within the QuickBooks order
- Statement Memo Field
Getting Started
To map a custom field for Shopify orders as they sync to QuickBooks, simply visit MyWorks Sync > Map > Custom Fields in your Shopify admin!
QuickBooks Custom Field Tips
QuickBooks Desktop includes the ability to create & manage custom text fields in Invoices, Sales Receipts & Sales Orders. This can be found in the Formatting > Customize Data Layout menu in a transaction in QuickBooks.
As shown in the below example, core system fields in QuickBooks can be renamed; and custom fields (ex. Membership) can be shown and renamed.
