Overview:
This feature ensures that orders initially marked as unpaid in Shopify are properly tracked and updated in QuickBooks Invoice once payment is received.
Note: This option is available for invoice-type transactions, specifically for Shopify B2B orders.
Key Benefits
Simplify bank reconciliation by matching QuickBooks payments to actual deposits.
Ensure accurate accounts receivable by reflecting the correct outstanding.
Gain better visibility into partial, full, or split payments across orders.
Setting up the feature:
In Webgility Online, navigate to Sync Settings and then click on Orders.
Ensure the transaction settings are configured to create Invoices.
Now navigate to the Payment section and enable “Record Payment” by the Toggle button.
For “Record payment in QuickBooks as” select “Each Payment as received from Sales Channel”.
Also, ensure to configure the “Deposit Account” and “Set the Payment Method” options.
Once done then click on Save.
Detect Payment updates on the order in Webgility Online
If a payment is made against an existing order in Shopify, Webgility Online will download the payment and move the order to Updates tab.
Verify Payment Sync
In Webgility Online navigate to the Updates tab, select the order, and click on Accept and it will give you a confirmation popup so click on Yes. And this will create the payment against the existing invoice for the respective order in QuickBooks.
Once the order update has been accepted, to verify the payment navigate back to QuickBooks Online and look for the respective Invoice and refresh it. Now it should show you with the status of Paid in Full, and you can verify the payment as well.
If the problem persists, contact Webgility Support for further assistance.