Overview of Consolidated Sync in Webgility Online
Important Note: If you have configured syncing based on order status, payment method, or sales channel, consolidation will not work. You can only configure one, or the other.
Consolidated syncing is a process of posting multiple orders into your accounting solution as a single, consolidated transaction. This means that you can now group all of your orders for a single day into one transaction in your accounting solution as a single invoice, sales receipt, or credit memo.
Note- Consolidation operates solely through automation; manual selection and consolidation of orders into a single transaction is not supported.
It is important to consider the following to ensure consolidated sync is configured properly.
Ensure your sync settings are properly configured for consolidation to work effectively.
To ensure successful consolidation, make sure that your Webgility account has the latest product lists from both your sales channel(s) and accounting solutions. If sales channel products are absent in your accounting solution, create or map them before enabling consolidation settings in QuickBooks.
Orders will be consolidated based on the order date in your sales channel(s). For instance, if today's date is 04/04/2024, orders from yesterday (04/03/2024) will be posted today, and today's orders will be posted tomorrow on 04/05/2024.
If you are connected to your payment gateway but have not configured the sync settings for fees, then the fees will not be synced on a consolidated basis.
Consolidated Order Posting: Check this option to post one single transaction to your accounting solution.
Select the period in which to group orders: This drop-down allows you to select the range for orders to be combined within a consolidated transaction. Please note that Webgility online syncs only daily consolidated transactions.
Use this start date for order consolidation: Select the date you wish to start the daily consolidation to begin from.
Refunds: Enable this to consolidate the refund transactions.
Note: When you save the automation settings for consolidating transactions, be aware that it automatically changes the customer settings in Webgility online to auto-create a standard customer for order posting.
How does consolidation work if I’ve set different posting rules based on order status, payment method, or other criteria?
When consolidating orders in Webgility, the grouping will follow the specific posting rules you've configured. If you’ve set up different rules for posting based on payment methods, store types, or order statuses, Webgility will apply consolidation separately for each of these criteria. This ensures that each group of orders aligns with your specified posting preferences.