Before you connect your company file

Check what NemoWorks Sync supports, the orders it stops instead of booking, and what to do about orders already in QuickBooks, before your first run.

It is made for

  • QuickBooks Desktop Pro, Premier or Enterprise, US editions, 2014 or newer, with the QuickBooks Web Connector (it comes with QuickBooks). Not QuickBooks Online, and not the Canadian, UK or Mac editions.
  • Orders in US dollars. Company files with multicurrency turned on have not been tested yet; write to us before connecting one.
  • WooCommerce 8.5 or newer (HPOS supported), on WordPress 6.5 or newer and PHP 8.1 or newer.
  • A store address that starts with https. The Web Connector will not talk to anything else.

Orders that stop and wait for you

Each of these stops before an invoice is made, with a message on the Queue saying why:

  • Another currency. NemoWorks Sync books in US dollars only. An order in another currency (from a currency switcher) stops before anything is read or written: “This order is in EUR, and QuickBooks keeps the books in USD.”
  • A QuickBooks group with a non-taxable member, on a taxed order. QuickBooks taxes only the group’s taxable members, so its tax cannot equal the store’s; the message gives the difference. An untaxed product paired with a group that has taxable members stops the same way.
  • Part paid with a gift card or store credit. The invoice would be more than the payment the gateway reports. Enter those orders by hand.
  • A sales tax item whose rate differs from the store’s. When an order doesn’t match shows what that looks like.

If orders are already in QuickBooks

  • Typed in by hand: each order is looked up before it is booked, and one already there is used, not booked again, when its total matches. How it avoids booking an order twice has the exact rules. Run the Audit first to see which orders QuickBooks already has.
  • Booked by MyWorks: import its product and customer pairs in one step (Moving from MyWorks); orders it booked are found the same way.
  • Payouts another tool put straight into the bank: Fixing past payouts regroups them into one deposit per payout, after you review each one.

How the connection works

  1. The QuickBooks Web Connector, on the computer with QuickBooks, calls your store over https.
  2. Your store checks the password it receives from the Web Connector. It does not pass that password on to the NemoWorks service.
  3. The store passes the call to the NemoWorks service, which decides what to read or write next and answers with a QuickBooks request. QuickBooks’ answers travel back the same way.
  4. If the service can’t be reached, the Web Connector is told there is nothing to do. Orders stay queued in your store and go on the next run.

The service keeps order details encrypted with a key for your store. It deletes them 60 days after the order’s work ends (booked, skipped, or left stopped for 60 days); an order still waiting keeps its details until then. If you disconnect the store, its data is deleted 30 days later. Your QuickBooks file and card numbers never reach the service. Details are in the privacy policy.

Not sure?

Write to support@nemoworks.dev with your QuickBooks edition and year, how orders get into QuickBooks today, and which payment gateways the store uses.