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
Maintain PO number consistency across Shopify and QuickBooks.
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
Under Orders, go to the Transaction Settings tab and look for Additional Settings, expand it by clicking on the chevron button.
Select “Sales Channel PO Number” for Record PO Number in QuickBooks transaction from
Click on Save and Continue.
3). Verify PO# in QuickBooks
Once your order is posted to QuickBooks, you’ll see the Purchase Order # listed in the QuickBooks Invoice.
If the problem persists, contact Webgility Support for further assistance.