![]() ![]() Read more about syncing over payments for these types of gateways here. Otherwise, the payment will not be synced over - and the invoice will accurately remain as open in QuickBooks Online. If the order was paid with a legitimate gateway in WooCommerce (aka Stripe,, PayPal, etc.) - a payment for the invoice will be immediately synced over to QuickBooks Online to close out the invoice. When the order is placed, it's synced to QuickBooks Online immediately as an invoice. Therefore, syncing a WooCommerce order as an invoice + payment is acceptable. It's displayed in QuickBooks Online as "Open" until a payment is added to the invoice. Orders as an Invoice + PaymentĪn invoice in QuickBooks Online represents a sale you've made that hasn't yet been paid. This is the default/recommended setting for MyWorks Sync. Deselect the Automatically apply payments, Automatically calculate payments, and Use Undeposited Funds as a default deposit to account fields. Remember that if an order is placed with a Bank Transfer gateway, for example, the sales receipt in QuickBooks Online will reflect that payment has been received when it has not. Click the Edit menu, and then select Preferences. This is the default setting for MyWorks Sync but can be changed in our Settings. The only exception would be someone paying for a WooCommerce order with a Bank Transfer or Cash on Delivery type of gateway - where the payment isn't received at the time of order. This is usually a typical representation of a WooCommerce order - where the order is placed and paid for all at once. Therefore, syncing an order as a sales receipt will record the sale, and deposit the payment into the correct (mapped) bank account in QuickBooks Online. Orders as Sales ReceiptsĪ Sales Receipt is an invoice + a payment all rolled into one. Here are the main differences between the two settings. You should sync orders over to QuickBooks as Invoices + Payments. You should sync orders over to QuickBooks as Sales Receipts. However, the best method to determine this is by answering the following question:ĭo all the gateways in your WooCommerce store collect payment as soon as the order is placed? Using either method, the sale will still be recorded to the correct sales account. ![]() The best answer to this is to consult your accountant on their recommendation - and/or check your existing QuickBooks Online company to see how you've been accounting for orders up to this point: whether as a sales receipt, or an invoice + payment.įrom a sales reporting point of view, it technically doesn't matter. Read our Settings documentation for more on this. ![]() This setting can be changed in MyWorks Sync > Settings > Order tab. I'm here to help always.A common question we hear as our WooCommerce Sync for QuickBooks Online users consider syncing their orders to QuickBooks Online is the decision of whether to sync an order as a Sales Receipt or as an Invoice when using our WooCommerce Sync for QuickBooks Online. I also encourage you to visit this resource that will guide you in managing sales orders: Create a sales order in QuickBooks Desktop.Īs always, add a comment below if you have any other questions about managing your customer transactions in QuickBooks. In the meantime, you'll want to follow the suggestion provided by my colleague above. Enter your recommendation and select Send Feedback.Click Send Feedback Online and choose Product Suggestion.They'll review this idea and might consider updating it in the future. That being said, I suggest sending a recommendation to our product developers. Invoice What is a Sales Order Types of Sales Orders What is an Invoice Types of Invoices Key Differences Between Sales Order and Invoice Importance of Sales Orders and Invoices Frequently Asked Questions Automating the Sales Order and Invoice Process Summary Sales Order vs. Currently, this option is currently unavailable.Īt times, we roll out enhancements based on our customer's requests. Warning: You must use a sales order from the beginning. Let me provide some information about sales orders to estimates in Quickbooks, can see the relevance of automatically deducting from the open balance of the estimate when a Sales order is created. A sales order (which youll eventually turn into an invoice) is the correct choice for these customers. ![]()
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