Wbsync Documentation
Setting Up Data Syncs

WooCommerce and Reckon Accounts Hosted

Add and edit a sync connection to Reckon Accounts Hosted

  1. Fromt the menu, select Settings > Sync Manager

    Fromt the menu, select Settings > Sync Manager

  2. Click New Connection

    Click New Connection

  3. Select your connection from the list. If you have mutliple types available to you, you are able to filter

    Select your connection from the list. If you have mutliple types available to you, you are able to filter

  4. Click create new

    Click create new

  5. This will bring you to the configuration screen

    This will bring you to the configuration screen

Settings for Orders

  1. If you want to sync orders from WooCommerce to Rekcon, tick the box below. Click the link to expand the options

    If you want to sync orders from WooCommerce to Rekcon, tick the box below. Click the link to expand the options

  2. The following options dictate how the orders flow from WooCommerce to Reckon Accounts Hosted

Setting Description Notes / Requirements
Last WooCommerce order entered in Reckon If you have orders already entered in Rekcon, use this to prevent duplicates
Sync orders from WooCommerce with status Select the order statuses that will be brought into Reckon. At least one status is required.
Customer type for orders Choose whether to use a generic customer for online orders or create a new customer per order. Matching is done on Full Name (First + Last) and Email address.
• New customers are created from the WooCommerce customer details.
• For a generic customer, select them in the “Existing customer code” field.
Default invoice customer Customer to use for all orders Only required if "Customer type for orders" is set to "Existing Code"
Send to Reckon as transaction type Controls the type of transaction created in Reckon. Invoice or Order
Transactions include tax Send order to Rekcon inclusive/exclusive of tax.
Use WooCommerce order number as Reckon invoice number Send the order using the WooCommerce order number instead of letting Reckon generate its own. Leave unticked to use Reckon’s own invoice numbering. Important this will change all orders to follow this numbering. Only use if Reckon is only used for external sales channels.
Invoice number prefix Prefix prepended to the WooCommerce order number when using it as the Reckon invoice number. Only relevant when “Use WooCommerce order number as Reckon invoice number” is enabled.
Match stock on Field used to match items sold in WooCommerce to items in Reckon. The Reckon item Name must match the selected field.
Reckon Code Type Name or Fullname Use FullName when categories are used in Reckon eg CAT1:Cat2:Code
Default item Fallback item used when a WooCommerce product has no matching item in Reckon. Optional but recommended to avoid failed lines.
Description for line items The source of the description on the Reckon line items
Freight / shipping code Code for shipping/freight line is in Reckon. Required when shipping is charged in WooCommerce.
Fee code Code for fee's line in Reckon. CRequired when fee's are charged in WooCommerce.
Use code for items not found If no item is matching item is found in Rekcon use this code. Not required but useful to prevent orders from failing when a SKU is not present or incorrect in WooCommerce.
WooCommerce prices include tax
Reckon tax free code Reckon's tax feee code
Reckon tax inclusive code Reckon's tax inclusive code
Send payment to Reckon Send payments to Reckon (where order is paid in WooCommerce)
Reckon Accounts Receivable account Required if sending payments to Reckon
Account per payment type Send different payment types to different accounts. Required for each payment type.

The following options dictate how the orders flow from WooCommerce to Reckon Accounts Hosted