Follow these steps to integrate Webgility Desktop with QuickBooks Online and sync your accounting data seamlessly:
1. Select QuickBooks Online (US) Version
On the connection screen, choose QuickBooks Online (US) from the drop-down menu. Click Connect to QuickBooks.
2. Initiate Connection
Click the Connect to QuickBooks button located in the bottom-left corner of the screen. This will launch your browser and open the QuickBooks Online login page.
3. Log In to QuickBooks Online
Enter your QuickBooks Online admin credentials (user ID and password).
If you have multiple company files, select the appropriate one from the list.
4. Confirm Successful Connection
Once the connection is established and the data download is complete, you will receive a notification confirming the successful connection.
5. Save Settings in Webgility Desktop
Return to the Webgility Desktop application and click Save to finalize the connection.
6. Configure Order Processing Settings
You will be redirected to the Order Processing Settings page. Make the necessary selections to configure your basic settings, then click Continue.
7. Set Up Posting Configuration
Select Configure My Posting Settings to set up detailed configuration and define rules for posting orders to QuickBooks.
Once you've completed these steps, your Webgility Desktop and QuickBooks Online accounts will be successfully connected, allowing for seamless order management and accounting synchronization.
If you need any further assistance, contact us.
To initiate a chat, click here.