Overview:
Webgility Desktop allows you to sync the Payments Terms of your Shopify sales channel orders directly into QuickBooks in the dedicated field when posting orders.
Note: This option is available for invoice-type transactions only.
Key Benefits
Maintain payment term consistency across Shopify and QuickBooks.
Ensure accurate posting of payment terms for all new orders.
Setting up the feature
1). In Webgility Desktop navigate to Connections in menu options, then goto Accounting/POS/ERP and click on Sync Settings.
2). Enable Setup Transaction Terms
Under Orders section goto Posting Rules goto Select the transaction type for posting orders and then click on Setup, then under Term Type select “Use Transaction Terms” and then click on Save.
Then click on Save and Continue.
Note: If you have opted for any transaction posting rule then you will need to configure this for each transaction setup separately.
3). Verify Payment term posting in QuickBooks
After setting up the feature, once your order is posted to QuickBooks, you’ll see the Payment Term associated with the Shopify order is now updated in the respective field of the QuickBooks Invoice.
If the problem persists, contact Webgility Support for further assistance.