MyWorks Sync supports the ability to set a specific Sales Rep in an order synced to QuickBooks Desktop! Since Shopify doesn't have a default “sales rep” field, this is accomplished within MyWorks by mapping Shopify customer segments to a matching QuickBooks Desktop Sales Rep, which we'll then follow as we sync an order into QuickBooks. 

This can be configured in MyWorks Sync > Settings > Order within our app on your store. Read more below for additional tips on setting this up! 

How to setup 

Since each Shopify customer segment would be mapped to a corresponding Sales Rep in QuickBooks, the first step is to create a Customer Segment in Shopify for each QuickBooks sales rep you wish to set. 

A common way to do this is to create a Customer Tag in Shopify for each sales rep, and tag the relevant customer in Shopify based on their different Reps in QuickBooks. This then allows you to create a Segment in Shopify for each sales rep, by basing the segment on the customer tag a customer has - as shown above.

Disregarding Shopify Customer Segments in MyWorks Sync Settings:

For Shopify stores that also have additional customer segments in Shopify used for other purposes, you can chose to have MyWorks ignore or disregard the Shopify customer segments which may not be important in any syncing workflows in MyWorks Sync > Setting s> Order > Segment Options using the section to “Disregard these Segments in Settings”. This ensures that these segments are not considered as we check for a matching mapping in our Segment mappings.