If Update address details selected then customers Email number updated If Update address details selected then customers Fax number updated If Update address details selected then customers Phone number updated MANDATORY FIELD -Sales Receipt Reference number, duplicate RefNumbers are accepted in QuickBooks, see also Auto Numberingīilling Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more informationĪppears at the bottom of the bill address The date of the sales receipt, (If you leave TxnDate out the mapping, QuickBooks will prefill it with the date of the sales receipt that was most recently saved.) Templates specify how to print the sales receipt, must match a template in QuickBooks The name of the currency (ie Canadian Dollar, Euro, British Pound Sterling, Australian Dollar) to be used if Axis needs to create a new Customer, do not map if not using multi currency more here MANDATORY FIELD - Customer Full Name as appears in QuickBooks, if Axis cannot find a Customer then it will create a new customer record. Sales Receipt sample import (text format) Where the fields appearĭetailed description of fields on a Sales Receipt QuickBooks Field Read more about syncing over payments for these types of gateways here.For more information about importing sales receipts into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support. Otherwise, the payment will not be synced over - and the invoice will accurately remain as open in QuickBooks Desktop. 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 Desktop to close out the invoice. When the order is placed, it's synced to QuickBooks Desktop immediately as an invoice. Therefore, syncing a WooCommerce order as an invoice + payment is perfectly acceptable. It's displayed in QuickBooks Desktop as "Open" until payment is added to the invoice. Orders as an Invoice + PaymentĪn invoice in QuickBooks Desktop represents a sale you've made that hasn't yet been paid. Remember that if an order is placed with a Bank Transfer gateway, for example - the sales receipt in QuickBooks Desktop would reflect that payment has been received when in fact, it has not. 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 Desktop. Orders as Sales ReceiptsĪ Sales Receipt is an invoice + a payment all rolled into one. Here are the main differences between sales receipts and invoices. You can also opt to sync a Sales Order to QuickBooks as ADDITIONAL to the Invoice & Payment/ Sales Receipt MyWorks Sync would already sync to QuickBooks: ![]() You should sync orders over to QuickBooks as Estimates. You should sync orders over to QuickBooks as Sales Orders. You should sync orders over to QuickBooks as Invoices + Payments. You should sync orders over to QuickBooks as Sales Receipts. The best method to determine which format to use is by answering the following question:ĭo all the gateways in your WooCommerce store collect payment as soon as the order is placed? If you are unsure which option to check, the best method is to consult your accountant on their recommendation - and/or check your existing QuickBooks Desktop company to see how you've been accounting for orders up to this point: whether as a sales order, sales receipt, or an invoice + payment. This setting can be changed in MyWorks Sync > Settings > Order tab. Invoice + Sales Order (and payment, if applicable).Our QuickBooks Desktop Sync for WooCommerce supports syncing orders to QuickBooks as either:
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