Overview:
Webgility Desktop allows you to sync the Purchase Order (PO) numbers of your Shopify sales channel orders directly into QuickBooks when posting orders.
Note: This option is available for invoice-type transactions, specifically for Shopify B2B orders.
Key Benefits
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Maintain PO number consistency across Shopify and QuickBooks.
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Ensure accurate posting of PO number for all new Shopify B2B orders.
Setting up the feature:
1). In Webgility Desktop, navigate to Connections in the menu options, then goto Accounting/POS/ERP and click on Sync Settings.
2). Enable Store PO Number
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Under Orders, go to the Transaction Settings tab and look for Additional Settings, expand it by clicking on the chevron button.
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Select “Sales Channel PO Number” for Record PO Number in QuickBooks transaction from
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Click on Save and Continue.
3). Verify PO# in QuickBooks
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Once your order is posted to QuickBooks, you’ll see the Purchase Order # listed in the QuickBooks Invoice.