A helpful feature in MyWorks Sync for QuickBooks Online is a setting to show QuickBooks customer records - like Invoices or Sales Receipts, in a menu in your customer's Shopify storefront accounts.

This feature is available to all Scale and Soar plan users and is only available when syncing with QuickBooks Online.

This feature follows the customer's mapping in MyWorks Sync (MyWorks Sync > Map > Customers) - to display the customer's QuickBooks transactions directly in a tab of their Shopify customer account.

How it Works

When enabled, this area shows the invoices and/or sales receipts that are currently present in the QuickBooks customer's account, in a tab in their Shopify Storefront account. This includes their total balance due - with buttons to both View a QuickBooks PDF of the invoice, and Pay - allowing the customer to pay the invoice through QuickBooks (based on the Credit Card and/or ACH payment options enabled within the QuickBooks invoice).

This makes it easy for the Shopify customer to view/download an invoice PDF - and even pay the invoice (if online payment is enabled for that invoice in QuickBooks.)

Steps to enable

1. Visit MyWorks Sync > Settings > Order, and enable the setting to “Display QuickBooks invoices / sales receipts in the Shopify customer storefront area” - and choose what transactions you'd like to be displayed.
   
   
    
2. Next, ensure that you're using the new Shopify Customer accounts version, which can be confirmed in your Shopify Store settings.
   
   
    
3. Then, in your Shopify theme settings, follow the steps or example below to add this App Extension to your Shopify Customer Accounts area.
   1. Visit your Online Store channel, and click Customize for your current theme.
   2. Then, in the top bar, click to select the “Checkout and customer accounts”.
   3. Then, click to edit the Profile menu.
   4. On the left sidebar, click Apps, and then add the “Invoices” app extension from MyWorks.
   5. Shopify will prompt you to add a menu, which you can name anything you'd like.
   6. Click Save!

Now, this tab will show in all customer Storefront accounts in Shopify. When a Shopify customer is mapped to a QuickBooks customer in MyWorks Sync > Map > Customers, any transactions in their QuickBooks account will show on this page when they log in.

If the checkboxes for Credit Card Payment and/or Bank Payment are enabled for an invoice in QuickBooks, the Pay button will be present for that invoice in the Shopify account area tab, otherwise the Pay button will not show. When clicked, the Pay button will bring the user to QuickBooks to pay for the invoice, just as if the invoice had been emailed to them to pay through QuickBooks.