Webgility

If you do not want to create a new customer for each order that comes from your sales channels, you can use a standard customer. This will eliminate having to create or match existing customers. Instead, it will put all orders under one selected customer.

It is recommended to use a standard customer if you have a large QuickBooks company file or if you are using a marketplace that doesn't provide full customer data, such as when selling on Amazon.

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First, create a customer in your accounting system that will be easily identifiable as the standard customer. For example, for Amazon, name the customer as Amazon Customer. If you are using Amazon and have both Merchant fulfilled and FBA orders then create a separate customer for each.

Login to Webgility Desktop and navigate to Integrations &gt; Get Latest Data And Settings

In the screen that pops up, you will need to click Download Data under Download QuickBooks Data and Settings. Depending on the size of the company file this download can take several minutes. After it completes, close the pop-up.

From the Integrations menu, select Accounting/POS/ ERP and then click Posting Settings.

Under ‘If no matching customer is found’ select ‘Use this customer for all orders • In the Select Customer drop-down menu find the Standard Customer you created. • Click the tiny drop-down arrow to the right of it and select Override matching, always use this customer.

Using different Standard Customer for Amazon FBA and FBM

For Amazon Store, from the Integrations menu, select Accounting/POS/ ERP and then click Posting Settings, in the left pane click Customers.

Under ‘If no matching customer is found’ select ‘Use this customer for all orders • In the Select Customer drop-down menu find the Standard Customer you created. • Select Override matching, always use this customer.

If you process FBA orders and want to use a different standard customer for Amazon FBA, then select Use different QuickBooks customer for FBA orders, and from the drop-down select the customer.

Click Save &amp; Continue to save your settings.

1. First, create a customer in your accounting system that will be easily identifiable as the standard customer. For example, for Amazon, name the customer as Amazon Customer. If you are using Amazon and have both Merchant fulfilled and FBA orders then create a separate customer for each. 
2. Login to Webgility Desktop and navigate to Integrations &gt; Get Latest Data And Settings 
 
 
3. In the screen that pops up, you will need to click Download Data under Download QuickBooks Data and Settings. Depending on the size of the company file this download can take several minutes. After it completes, close the pop-up. 
 
 
4. From the Integrations menu, select Accounting/POS/ ERP and then click Posting Settings. 
 
 
5. In the left pane click Customers.
6. Under ‘If no matching customer is found’ select ‘Use this customer for all orders • In the Select Customer drop-down menu find the Standard Customer you created. • Click the tiny drop-down arrow to the right of it and select Override matching, always use this customer. 
 
 Using different Standard Customer for Amazon FBA and FBM 
7. For Amazon Store, from the Integrations menu, select Accounting/POS/ ERP and then click Posting Settings, in the left pane click Customers.
8. Under ‘If no matching customer is found’ select ‘Use this customer for all orders • In the Select Customer drop-down menu find the Standard Customer you created. • Select Override matching, always use this customer. 
9. If you process FBA orders and want to use a different standard customer for Amazon FBA, then select Use different QuickBooks customer for FBA orders, and from the drop-down select the customer. 
 
 
10. Click Save &amp; Continue to save your settings.

Configuring a Standard Customer

Using different Standard Customer for Amazon FBA and FBM