![]() ![]() ![]() Some users want these items identified as described in their sales channel, but others want the description to appear as listed in QuickBooks. It's also essential to identify how products are reported on your QuickBooks order (also in Section A below).You must define how your transactions are numbered, and you might elect to use the number from your sales channel order, or the number QuickBooks assigns to the transaction type you have specified.Section lets you enable related transactions like Purchase Orders, Credit Memos, and Refunds, and the associated workflows that Webgility offers that can streamline operational efficiencies in purchasing, fulfillment, returns, refunds, and more.īut there is more to posting transactions than just the rules configured in the above window there are other necessary settings you will also configure, as shown in the illustration below.Section allows you to map QuickBooks payment methods and shipping methods to those in your sales channel(s).The type of QuickBooks transaction you want to be posted for each sales transaction (note that you can use different transaction types based on either order status or payment method).Posting options include individual vs. ![]() Go to the Apps, Services & Subscriptions Recommended for You Section of the My Company window, select Get E-commerce Integration.From the QuickBooks Desktop menu bar, select Company, then choose My Company.We are illustrating Webgility and QuickBooks Enterprise in this summary. It should NOT be considered a step-by-step guide to integration. NOTE: The following represents a summary of the steps in setting-up the Webgility integration with QuickBooks. ![]() Webgility is an integrated App that works with QuickBooks Desktop, but it requires a separate Webgility subscription. How E-commerce powered by Webgility works with QuickBooks Desktop This new functionality will be available to all QuickBooks Desktop 2022 users, including Pro Plus, Premier Plus, QuickBooks Desktop Accountant, and all QuickBooks Desktop Enterprise Solutions (v22.0) versions in the United States however, the E-commerce Integration requires a separate Webgility subscription (see the disclosure information below found in the footnotes to this article). ![]()
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