Overview:
With this new feature, Webgility Online automatically syncs payment status updates from QuickBooks to Shopify. When a QuickBooks invoice (posted through Webgility Online) is marked as paid, Webgility Online will detect the payment status and update it to the corresponding Shopify order.
Note: This option is available for invoice-type transactions, specifically for Shopify B2B orders.
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.
Ensures that the order status in Shopify reflects real payment activity from QuickBooks.
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 “Sync payment status to Shopify when invoice is paid in Quickbooks” by the Toggle button.
Once done then click on Save.
Receive payment in an Invoice in QuickBooks Online
If an existing invoice (posted through Webgility Online) receives payment and get marked as Paid in Full in QuickBooks, then its respective order also will gets marked as paid at Shopify channel.
Once the payment has been received in QuickBooks, navigate back to the Shopify channel and refresh the respective order. The order should now appear as Paid, and the payment amount received in QuickBooks should be reflected in the order history.
If the problem persists, contact Webgility Support for further assistance.