Overview:
Webgility allows you to record shipping charges from various shipping providers or carriers directly into different service items in QuickBooks. This feature enhances tracking by assigning shipping charges to specific carriers, giving you better insight into your shipping income.
This guide will walk you through enabling the settings in Webgility to record shipping charges by carrier.
Steps to Enable Shipping Item Mapping:
01. Log in to Webgility:
Navigate to Integrations, Accounting/POS/ERP, and Posting Settings.
02. Enable Shipping Item Mapping:
Go to Orders, Transaction Settings.
Look for the option called "Shipping Item Mapping."
Select Map Shipping Item With Carrier to record shipping charges per the carrier used.
03. Example with DHL and Federal Express:
A. Open QuickBooks, go to Lists and select Item List.
B. Click the arrow icon next to the "Item" box.
C. Create a service-type item in QuickBooks for each carrier, such as "DHL" and "Federal Express." (The item names can be customized based on your preference.)
04. Refresh Webgility Settings:
Go back to Webgility and click Refresh Settings to update your settings.
05. Map Carriers:
In Webgility, select Carrier from the dropdown menu to match the carriers with the QuickBooks items you've created.
06. Save Settings:
A prompt will confirm that the settings have been saved successfully.
Need Help?
If you experience any issues or need further assistance, please contact Webgility Support via chat, email, or phone. We're happy to assist!