Overview

When MyWorks syncs an order from Shopify to QuickBooks Desktop by default; the quantity purchased in the Shopify order line item would be the quantity used in the QuickBooks Desktop order. However, in some cases, the type of product sold in Shopify might not match the quantity you need used in QuickBooks: for example, if you're selling a “pack of 2” or a “case of 12” in Shopify as a single Shopify product/variation. 

In cases like this, MyWorks includes the ability to set a different QuickBooks quantity to be used in a QuickBooks order when a single Shopify product/variation is sold; if it's not a 1:1 match between Shopify and QuickBooks.

MyWorks also supports the ability to set a specific QuickBooks Unit of Measure name for different Shopify products/variations - if Unit of Measure is enabled in your QuickBooks company. 

In this doc, we share how to easily enable this in MyWorks - whether you're just needing to set a different QuickBooks quantity to be used in orders, or also need to set a UoM value.   

Setup

This feature can be easily enabled in MyWorks Sync > Settings > Product, as shown below. Once enabled, simply visit MyWorks Sync > Map > Products / Variations to set the UoM and/or Quantity fields as shown in the below examples.

Setting a different QuickBooks quantity

If Unit of Measure is not enabled/used in your QuickBooks company, you can still easily set a different QuickBooks quantity to be used when a single quantity of a specific Shopify product or variation is ordered - as we create the order in QuickBooks. 

Visit MyWorks Sync > Map > Products / Variations; and you can enter a desired QuickBooks quantity for any product, as shown in the below example. The quantity of “1” is assumed by default, so this can be left empty for products/variations where a quantity of 1 ordered in Shopify should be a quantity of 1 in the QuickBooks order. 

The below example shows how this can be set - specifying a QuickBooks quantity that is then used for the QuickBooks quantity field in the Shopify order we sync.   

When using Unit of Measure in QuickBooks

If Unit of Measure is being used in your QuickBooks company, you can also set a specific UoM name for different Shopify products/variations - to be used in the order we create in QuickBooks.

As shown in the examples below:

• The UoM “Name” entered in our mappings should match the “Name” of the Unit of Measurement in QuickBooks, not the abbreviation.
• The “QuickBooks Quantity” entered in our mappings should match the “# of EA” quantity for that Unit of Measurement in QuickBooks.  

Syncing inventory & pricing

While the above functionality is helpful when syncing orders from Shopify to QuickBooks, these different U/M or quantities can impact how inventory and pricing is synced from QuickBooks to Shopify, which is important especially when these Shopify products or variations are mapped to the same QuickBooks product. 

When this setting is enabled in our sync, you'll also see two options inside it to control how MyWorks syncs inventory and pricing from QuickBooks to Shopify for products with a quantity other than 1 set for them in our product mapping. 

Inventory
When syncing inventory from QuickBooks to Shopify, MyWorks can either sync inventory normally, or also use the above quantities to calculate the inventory for the corresponding Shopify product. 

For example, if the QuickBooks product has an inventory of 50, and the Shopify product has a U/m quantity of 5 in Map > Product; MyWorks would update the Shopify product inventory to 10 (50 / 5).

In these cases, the inventory quantity would always be rounded down, so in the above example, if there were 6 available in QuickBooks, the Shopify product would be updated to 1.

Pricing
When syncing pricing from QuickBooks to Shopify, MyWorks can either sync pricing normally, use the U/m quantities to calculate pricing, or skip syncing pricing for products with a U/m quantity other than 1.

For example, if the QuickBooks product has an price of 12, and the Shopify product has a U/m quantity of 5 in Map > Product; MyWorks would update the Shopify product pricing to 60 (12 * 5).