Nemo WorksSettings reference
Every setting on the Settings page, in the order shown. Generated from the plugin’s own definitions (bin/settings-doc.php).
Connection
How the QuickBooks Web Connector reaches this store.
Write to QuickBooks
On/off: Send orders, payments and refunds.
When off, the Web Connector still reads lists and runs audits, but nothing is written.
Default: off
Company file
Full path of the QuickBooks file this store belongs to. Leave empty to use whichever file is open. Set it when one computer holds several company files.
Run automatically every
Written into the connector file. Download the file again after changing it.
- Only when I click Update Selected
- 15 minutes
- 30 minutes
- Hour (default)
- 4 hours
- 12 hours
- Day
Web Connector user name
Default: quickbooks
Orders
How each WooCommerce order is written into QuickBooks.
Book an order when it becomes (paid plans)
Every order is looked up first, so an order that changes status twice is still booked once.
- Pending payment
- Processing (default)
- On hold
- Completed (default)
- Cancelled
- Refunded
- Failed
- Draft
Start date
Orders created or completed before this day are never sent automatically.
Invoice number
Old QuickBooks records that happen to use the same number are told apart by date, customer and amount, and never reused.
- Same as the order number (default)
- QuickBooks numbering, order number in P.O.
Number prefix
Recommended when you also type invoices in QuickBooks by hand, so their numbers never meet the web orders’ (QuickBooks numbers a hand invoice one after the last). Also for several stores in one company file. Numbers longer than 11 characters keep their last 11.
Invoice template
Chosen from your QuickBooks lists.
Class (paid plans)
Chosen from your QuickBooks lists.
Sales rep
Chosen from your QuickBooks lists.
Terms by payment method
Chosen from your QuickBooks lists, one per payment method.
Terms by customer role
For wholesale and B2B buyers: wins over the payment method, so a wholesale order paid by invoice gets Net 30.
Chosen from your QuickBooks lists, one per customer role.
Customer type by role
Set when the customer is created in QuickBooks.
Chosen from your QuickBooks lists, one per customer role.
PO number field
The order field holding the buyer’s purchase-order number, if your B2B plugin uses an unusual one. Blank tries the common ones. Goes on the invoice’s P.O. No. when invoices are numbered by order, and in the memo as {po_number}.
Memo on the invoice
Default: Website order {order_number} | {payment_method}
Tracking number goes in
- The invoice’s Other field (default)
- Nowhere
Customers
Which QuickBooks customer each order goes to.
Customer name
An existing customer with this name is used; otherwise one is created. Pairs you make on the Mapping screen always win.
- First Last (default)
- Last, First
- Company
Products and items
Which QuickBooks item each product becomes.
A product with no QuickBooks item
- Create the item, named by its SKU
- Use the fallback item
- Stop and ask me (default)
Create items as
- Non-inventory part (default)
- Service
Subscription orders
For WooCommerce Subscriptions. A sign-up fee is part of the first order and is booked with it.
- First orders and every renewal (default)
- First orders only
$0 orders
On/off: Leave $0 orders out (free trials, giveaways).
They can still be sent one by one from the Queue.
Default: off
Product bundles
For WooCommerce Product Bundles and Composite Products.
- Every line as sold (the bundle and each part) (default)
- One line per bundle, its parts folded in
Group price difference item
A product paired with a QuickBooks group goes on as the group; QuickBooks prices it from its members, and this item makes up the difference to the store price. Leave blank to use the rounding item.
Inventory site
QuickBooks Enterprise with Advanced Inventory: the site sales come out of. Set only on lines for inventory and assembly items.
Chosen from your QuickBooks lists.
Bin (site location)
Optional, Enterprise with bin locations: the full bin name within the site.
Send catalog: prices (paid plans)
On/off: Send store prices to the QuickBooks sales price.
Default: on
Send catalog: descriptions (paid plans)
On/off: Send product names to the QuickBooks sales description.
Used by “Send catalog to QuickBooks” on the Audit page. You see every change before anything is sent. Item names stay the SKU.
Default: on
Income account for new items
Chosen from your QuickBooks lists.
Create new items under
Chosen from your QuickBooks lists.
Fallback item
Chosen from your QuickBooks lists.
Shipping item
Chosen from your QuickBooks lists.
Coupon discount item
Created the first time it is needed, unless an item with this name exists.
Default: Web Discount
Rounding item
Absorbs the cent QuickBooks rounds differently from the store, so totals always match.
Default: Web Rounding
Stock and prices
QuickBooks quantities and prices into the store.
Stock from QuickBooks (paid plans)
On/off: Keep store stock in step with QuickBooks.
Products are matched by their Mapping pair, then by SKU. Products not in QuickBooks are left alone.
Default: off
Store stock is
- On hand minus on sales orders (default)
- On hand
Pull stock
- Every Web Connector run (default)
- Hourly
- Every 4 hours
- Daily
Products that do not track stock
Products whose stock WooCommerce does not count (Track stock quantity off). Their prices still follow QuickBooks when prices are pulled.
- Leave them alone
- Turn on stock tracking and use the QuickBooks count
- Not chosen yet (left alone; the Stock screen asks) (default)
The first time you open the Stock screen with such products in the store, it asks which you want. Tracking switches WooCommerce’s count on, so a product QuickBooks has at 0 goes out of stock.
Prices (paid plans)
On/off: Also set store prices from the QuickBooks sales price.
Default: off
Never touch these SKUs
Separate with commas.
Sales tax
How the tax the customer paid shows in QuickBooks.
How tax is written
Tax plugins work out a rate per address, which no single QuickBooks rate can match; the line keeps every invoice to the cent and posts the tax to your liability account.
- One QuickBooks tax item works it out (default)
- A QuickBooks tax item for each store tax rate (pair them on Mapping)
- The exact tax as one line (TaxJar, Avalara, WooCommerce Tax)
Sales tax item for taxed orders
Chosen from your QuickBooks lists.
Tax line item
With the exact tax as one line: created as an Other Charge item the first time it is needed.
Default: Web Sales Tax
Tax line posts to
Chosen from your QuickBooks lists.
Default: Sales Tax Payable
Sales tax item for untaxed orders
Chosen from your QuickBooks lists.
Taxable code
Chosen from your QuickBooks lists.
Default: Tax
Non-taxable code
Chosen from your QuickBooks lists.
Default: Non
Payments
How payments are recorded.
Payments wait in
Undeposited Funds lets each payout become one deposit that matches the bank.
Chosen from your QuickBooks lists.
Default: Undeposited Funds
Account by gateway
For PayPal, pick your PayPal bank account: PayPal payments and refunds are recorded there, and moving money from PayPal to your bank is a transfer in QuickBooks. Leave the others on “Same as above”.
Chosen from your QuickBooks lists, one per payment method.
Payment method by gateway
Chosen from your QuickBooks lists, one per payment method.
Card fees on the invoice
On/off: Take the card fee off each invoice.
The invoice then equals the money you actually received, which keeps every deposit exact.
Default: on
Card fee item
Default: Merchant Fees
Card fees post to
Chosen from your QuickBooks lists.
Payout deposits (paid plans)
On/off: Make one deposit for each gateway payout.
WooPayments and Stripe payouts become one deposit each, equal to the bank line. Needs payments to wait in Undeposited Funds.
Default: off
Payouts land in (paid plans)
The bank account the gateway pays out to.
Chosen from your QuickBooks lists.
Payout fees post to (paid plans)
Card fees and the cents of rounding on each deposit.
Chosen from your QuickBooks lists.
Payouts from (paid plans)
Payouts paid before this day are left alone (use “Fix past payouts” on the Audit page for those).
Advanced
Access, the log, and what happens when the plugin is deleted.
Who can use NemoWorks Sync
- Shop managers and administrators (default)
- Administrators only
Keep the log for
- 7 days
- 30 days (default)
- 90 days
- A year
When the plugin is deleted
On/off: Also delete its settings, pairs, queue and log.
Off keeps them, so reinstalling picks up where you left off. On also disconnects the store: the NemoWorks service deletes its copy 30 days later. Nothing in QuickBooks is ever deleted.
Default: off
Alerts
Hear about it when something needs you.
When something stops (paid plans)
On/off: Email me when an order, refund or payout stops.
Checked every hour: one email lists everything that stopped in that hour.
Default: on
Daily summary (paid plans)
On/off: Email a short summary of yesterday every morning.
Default: off
Send alerts to (paid plans)
Blank sends them to the site admin email.
Also post to (webhook) (paid plans)
Optional. A Slack incoming-webhook address, or any address that takes JSON.
Refunds
Refunds of orders NemoWorks Sync booked.
Refunds
On/off: Book refunds as a credit memo and refund.
Default: on
Refunds come out of
Undeposited Funds puts each refund on its payout’s deposit as a minus line.
Chosen from your QuickBooks lists.
Default: Undeposited Funds
Item for amount-only refunds
Default: Web Refund