Product Settings are where you determine your matching criteria between your sales channel and QuickBooks Online. This is done by linking the Product SKU from the online store to the QuickBooks Online item name. (You may also match SKU# to SKU#)
This screen also dictates how Webgility Online will behave when a product does not match automatically with an item in QuickBooks Online. This is highlighted in Red in the image below. The recommended selection is to Map the product to what it should be in QBO. This will prompt you to map it accordingly when the order is posted.
Steps:
Go to Sync Settings > Products
Select which field should be used to identify and match Products from your Sales Channel and QuickBooks: You can match the SKU# of the Sales Channel with the QuickBooks Online Product Name (You may also match SKU to SKU).
The second condition is” If a matching product is not found, then”, you have four options here:
Create a New Item in QuickBooks
Flag the order with an error
Use standard items instead
Give an option to Map it manually
Create a New Item in QuickBooks (Inventory): This option will allow you to create the item (Inventory type) if not found while posting the orders into QuickBooks, it will also ask you to configure other settings required to create an item.
Create new QuickBooks items as this type
Set the inventory start date as
Manually specify Inventory Start Date
Use this Inventory Asset account
Use this Income account
Use this Expense account
Set the Sales Description of the Item as
Set the new Item to be Taxable
Set the Item Quantity as
Use secondary item matching criteria if the primary is found blank on your sales channel
Update inactive Items and make them Active when posting Orders
Create a New Item in QuickBooks (Non-Inventory): This option will allow you to create the item (non-inventory type) if not found while posting the orders into QuickBooks, it will also ask you to configure additional settings as well that are required to create an item.
Use this Income account
Set the Sales Description of the Item as
Set the new Item to be Taxable
Use secondary item matching criteria if the primary is found blank on your sales channel
Update inactive Items and make them Active when posting Orders
Flag the order with an error: If this option is selected then while posting an order if an item on the order is not found in QuickBooks Online then WO will mark that order as an error and move it to the Errors tab.
Use a standard item instead: Once this is enabled it will ask you to configure an item from QuickBooks, once done then while posting orders if an item is not found then WO will use this standard item instead.
Given the option to Map it manually: This option gives you a prompt to perform mapping of the item if not found in QuickBooks while posting the order. This option helps you to configure the item mapping simultaneously with order posting.
There is another section by the name “Create New Product” at the very bottom, this configuration is used when the user of Webgility Online directly wants to create missing items (Inventory/Non-Inventory) into QuickBooks from the Products page instead and does not want to wait for any order posting.
Inventory
Income account
Inventory asset account
Expense account
Set inventory start date as
Override available date information from the Sales Channel
Set sales description as
Set purchase description as
Taxable
Set item quantity as
Non-Inventory
Income account
Expense account
Set sales description as
Set purchase description as
Taxable