Overview:
With this new feature, Webgility Desktop automatically syncs payment status updates from QuickBooks to Shopify. When a QuickBooks invoice (posted through Webgility Desktop) is marked as paid, Webgility Desktop will detect the payment status and update it to the corresponding Shopify order.
Note: The order must be fully paid in QuickBooks for the payment status to update in Shopify.
Key Benefits
Maintain consistency in accounts receivable across Shopify and QuickBooks.
Avoid manual status updates for paid orders in Shopify.
Ensure order status in Shopify reflects real payment activity from QuickBooks.
Verify Payment sync
If an existing invoice (posted through Webgility) gets marked paid in QuickBooks, then in Webgility Desktop navigate to the Posted Orders tab and at the bottom click on the button for “Sync Payment Status to Shopify”. This will open a dialogue box asking “Do you want to sync payment status of all paid invoices on QuickBooks to Sales Channel” so click on Yes and the payment status will be synced to the respective order on Shopify.
If any order is already marked as paid at Shopify then while syncing the payment status, Webgility Desktop will return a warning message “Order Payment status is already PAID”
If the problem persists, contact Webgility Support for further assistance.