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Configuring Additional Settings for Posting Order Data in QuickBooks
Configuring Additional Settings for Posting Order Data in QuickBooks

Learn how to configure the additional transaction settings

Devendra Singh avatar
Written by Devendra Singh
Updated over 2 weeks ago

Overview:

This article explains how to configure additional transaction settings in Webgility Desktop to ensure order data is correctly posted to specific fields in the QuickBooks transaction template.


Accessing Additional Settings:

In Webgility Desktop, navigate to Connections, then go to Accounting/POS/ERP and click on Sync Settings. Under the Orders section, open the Transaction Settings tab and expand the Additional Settings section by clicking the Chevron button. You can now map the various order-related data by configuring their respective value to the corresponding fields of Quickbooks Transaction.


Fields to configure:

  • Check Number Field: This is where you put the number of the check you're using to pay for something. It helps you and others keep track of which check was used for what. The options available to post are-

    • Online PO #

    • Order # without prefix

    • Phone # without prefix

    • Transaction ID

    • Transaction ID without prefix

  • Other Field: This is a spot where you can write down any extra info you want to remember about the transaction. It's like a little note section. The options available to post are -

    • Tracking ID

    • Store Other Field

    • Billing Email

    • Shipping Email

    • Online PO#

    • Payment Method

    • Order #

    • Order # without Prefix

    • Card Type/Name

  • Payment Reference Field: Here you can mention what the payment is for, like if it's for a particular invoice or bill. It helps you link the payment to the right thing. The options available to post are -

    • Online PO#

    • Store Name : Order #

    • Order #

    • Order # without prefix

    • Last 4 digit of credit card #

    • Email

    • Customer Name

    • Customer Name : Order #

    • Customer Comments

    • Transaction ID

    • Transaction ID without Prefix

  • PO Numbering: This is where you put the number of the purchase order (PO) related to the transaction. It's useful for keeping things organized and making sure the right orders are matched with the right payments. The options available to post are -

    • Online PO#

    • Store Name : Order #

    • Order #

    • Order # without prefix

    • Last 4 digit of credit card #

    • Email

    • Customer Name

    • Customer Comments

    • Transaction ID

    • Transaction ID without Prefix

  • Payment Memo: This is where you can jot down a short explanation or reminder about the payment. It helps you remember why you made the payment later on. The options available to post are -

    • Online PO#

    • Store Name : Order #

    • Order #

    • Order # without prefix

    • Last 4 digit of credit card #

    • Email

    • Customer Name

    • Customer Name : Order #

    • Customer Comments

    • Transaction ID

    • Transaction ID without Prefix

    • Transaction #

    • Transaction # without Prefix

    • Payment Method : Transaction ID without prefix

  • Payment Date: This is simply the date when you made the payment. It's important for keeping track of when money moves in and out of your accounts. The options available to post are -

    • Order Date

    • Order date + 3 Business Days

    • Ship Date

    • Date of posting to Quickbooks Desktop system

  • Customer Message: Here you can write a message specifically for the customer, like a thank you note or any other important information you want to share with them regarding the transaction. The options available to post are -

    • Please remit to above address.

    • Thank you for your business.

    • All work is complete!

    • It’s been a pleasure working with you!

    • We appreciate your prompt payment.

    • None(blank)


If you have any questions, contact Webgility Support for further assistance.

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